0001854401-23-000084.txt : 20230705 0001854401-23-000084.hdr.sgml : 20230705 20230705163806 ACCESSION NUMBER: 0001854401-23-000084 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230701 FILED AS OF DATE: 20230705 DATE AS OF CHANGE: 20230705 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: 231069828 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_168858946045212.xml FORM 4 X0407 4 2023-07-01 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 0 Class A Common Stock 1890856 D Class B Common Stock 1412126 I By Family Trusts Class B Common Stock 27870157 I By FLM Holdings, LLC Class A Units 2023-07-01 4 J 0 929818 11.35 A Class A Common Stock 929818.0 33635780 I By FLM Holdings, LLC Class A Units 2023-07-01 4 J 0 6347 11.35 A Class A Common Stock 6347.0 1450996 I By Family Trusts Represents 574,144 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 Reporting Person is the manager of FLM Holdings, LLC and 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 2023-07-05