0001854401-23-000009.txt : 20230104
0001854401-23-000009.hdr.sgml : 20230104
20230104155505
ACCESSION NUMBER: 0001854401-23-000009
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230101
FILED AS OF DATE: 20230104
DATE AS OF CHANGE: 20230104
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Morse Robert Randolph
CENTRAL INDEX KEY: 0001569086
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40622
FILM NUMBER: 23506058
MAIL ADDRESS:
STREET 1: 1000 PARK AVENUE, APT 3
CITY: NEW YORK
STATE: NY
ZIP: 10028
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Bridge Investment Group Holdings Inc.
CENTRAL INDEX KEY: 0001854401
STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282]
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 111 EAST SEGO LILY DRIVE
STREET 2: SUITE 400
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84070
BUSINESS PHONE: (801) 506-1463
MAIL ADDRESS:
STREET 1: 111 EAST SEGO LILY DRIVE
STREET 2: SUITE 400
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84070
4
1
wf-form4_167286568517817.xml
FORM 4
X0306
4
2023-01-01
0
0001854401
Bridge Investment Group Holdings Inc.
BRDG
0001569086
Morse Robert Randolph
C/O BRIDGE INVESTMENT GROUP HOLDINGS INC
111 EAST SEGO LILY DRIVE, SUITE 400
SANDY
UT
84070
1
1
1
0
Executive Chairman
Class A Common Stock
2023-01-01
4
A
0
720000
0
A
1890856
D
Class B Common Stock
27870157
I
By FLM Holdings
Class B Common Stock
1412126
I
By Family Trusts
Class A Units
2023-01-01
4
J
0
391620
12.05
A
Class A Common Stock
391620.0
32705962
I
By FLM Holdings, LLC
Class A Units
2023-01-01
4
J
0
2680
12.05
A
Class A Common Stock
2680.0
1444649
I
By Family Trusts
Represents an award of restricted Class A Common Stock which will vest in three equal annual installments, with the first such annual installment vesting on January 1, 2026, subject to the Reporting Person's continued service with the Issuer through each vesting date.
The Reporting Person is the manager of FLM Holdings, LLC and may be deemed to be the beneficial owner of these securities.
Represents 567,797 Class A Units and 535,274 shares of Class B Common Stock held by The Charlotte Morse 2017 AET ("Trust I"), 292,284 Class A Units and 292,284 shares of Class B Common Stock held by The Elliot Coleman Morse 2017 AET ("Trust II"), 292,284 Class A Units and 292,284 shares of Class B Common Stock held by The Margaret Brooke Morse 2017 AET ("Trust III") and 292,284 Class A Units and 292,284 shares of Class B Common Stock held by The Robert Edson Morse 2017 AET ("Trust IV" and together with Trust I, Trust II and Trust III, the "Family Trusts"). FLM Management LLC is the trustee of each of the Family Trusts. The Reporting Person is the manager of FLM Management LLC and, as a result, may be deemed to be the beneficial owner of these securities.
The Class A Units in Bridge Investment Group Holdings LLC may be redeemed by the Reporting Person at any time for shares of Class A Common Stock on a 1-to-1 basis.
Represents securities issued in connection with the redemption of equity interests in entities affiliated with the Issuer.
/s/ Matthew Grant, as attorney-in-fact
2023-01-04