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