0001854401-23-000088.txt : 20230705
0001854401-23-000088.hdr.sgml : 20230705
20230705164239
ACCESSION NUMBER: 0001854401-23-000088
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: Allara Dean
CENTRAL INDEX KEY: 0001870999
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-40622
FILM NUMBER: 231069916
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
wf-form4_168858974660712.xml
FORM 4
X0407
4
2023-07-01
0
0001854401
Bridge Investment Group Holdings Inc.
BRDG
0001870999
Allara Dean
C/O BRIDGE INVESTMENT GROUP HOLDINGS INC
111 EAST SEGO LILY DRIVE, SUITE 400
SANDY
UT
84070
1
1
0
0
See Remarks
0
Class A Common Stock
411006
D
Class B Common Stock
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
500000
I
The Stacey Allara Family Legacy Trust dtd December 20, 2021
Class B Common Stock
4863964
D
Class A Units
2023-07-01
4
J
0
216200
11.35
A
Class A Common Stock
216200.0
6303811
D
Class A Units
Class A Common Stock
558632.0
558632
I
By Rockridge Investments, LLC
Class A Units
Class A Common Stock
500000.0
500000
I
The Dean Allara Family Legacy Trust dtd December 20, 2021
Class A Units
Class A Common Stock
500000.0
500000
I
The Stacey Allara Family Legacy Trust dtd December 20, 2021
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.
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 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.
Senior Managing Director, Vice Chairman and Head of Client Solutions Group
/s/ Matthew Grant, as attorney-in-fact
2023-07-05