0001209191-22-001247.txt : 20220104 0001209191-22-001247.hdr.sgml : 20220104 20220104211125 ACCESSION NUMBER: 0001209191-22-001247 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220104 DATE AS OF CHANGE: 20220104 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Allara Dean CENTRAL INDEX KEY: 0001870999 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-40622 FILM NUMBER: 22508732 MAIL ADDRESS: STREET 1: C/O BRIDGE INVESTMENT GROUP HOLDINGS INC STREET 2: 111 EAST SEGO LILY DRIVE, SUITE 400 CITY: SALT LAKE CITY STATE: UT ZIP: 84070 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 doc4.xml FORM 4 SUBMISSION X0306 4 2021-12-31 0 0001854401 Bridge Investment Group Holdings Inc. BRDG 0001870999 Allara Dean 111 EAST SEGO LILY DRIVE, SUITE 400 SANDY UT 84070 1 1 0 0 See Remarks Class A Common Stock 2022-01-01 4 A 0 135503 0.00 A 271006 D Class B Common Stock 2021-12-31 4 J 0 500000 0.00 A 500000 I The Stacey Allara Family Legacy Trust dtd December 20, 2021 Class B Common Stock 2021-12-31 4 J 0 500000 0.00 A 500000 I The Dean Allara Family Legacy Trust dtd December 20, 2021 Class B Common Stock 558632 I By Rockridge Investments, LLC Class B Common Stock 2021-12-31 4 J 0 4033762 0.00 A 4448863 D Class A Units 2022-01-01 4 J 0 500000 24.97 A Class A Common Stock 500000 500000 I The Stacey Allara Family Legacy Trust dtd December 20, 2021 Class A Units 2022-01-01 4 J 0 500000 24.97 A Class A Common Stock 500000 500000 I The Dean Allara Family Legacy Trust dtd December 20, 2021 Class A Units Class A Common Stock 558632 558632 I By Rockridge Investments, LLC Class A Units 2022-01-01 4 J 0 5581232 24.97 A Class A Common Stock 5581232 5996333 D 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, 2025, subject to the Reporting Person's continued service with the Issuer through each vesting date. Represents securities distributed by Bridge Founders Group, LLC to its members. The Reporting Person is the Trustee of the Stacey Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to be the beneficial owner of these securities. The Reporting Person is the Trustee of the Dean Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to be the beneficial owner of these securities. The Reporting Person is the manager of Rockridge Investments, LLC and may be deemed to be the beneficial owner of these securities. Represents securities issued in connection with the redemption of equity interests in entities affiliated with the Issuer 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. Vice Chairman and Head of Client Solutions Group /s/ Matthew Grant, as attorney-in-fact 2022-01-04