Bridge Investment Group Holdings Inc (BRDG)

Sector:
FINANCE
Industry:
CONSUMER FINANCE
SIC:
INVESTMENT ADVICE
CEO:
Jonathan Slager
Employees:
1,650
111 EAST SEGO LILY DRIVE, SUITE 400, SALT LAKE CITY, UT 84070
(801) 506-1463

We are a leading, vertically integrated real estate investment manager, diversified across specialized asset classes, with approximately $26 billion of AUM as of March 31, 2021. Our ability to scale our specialized and operationally driven investment approach across multiple attractive sectors within real estate equity and debt, in a way that creates sustainable and thriving communities, is the ethos of who we are and the growth engine of our success.

View SEC Filings from BRDG instead.

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Funds Holding BRDG (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding BRDG BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MORSE ROBERT RANDOLPH EXECUTIVE CHAIRMAN

  • Officer
  • Director
  • 10% Owner
64,209,450 2022-01-01 1

O'FARRELL ADAM CHIEF OPERATING OFFICER

  • Officer
  • Director
5,325,172 2022-01-01 2

SLAGER JONATHAN CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
11,207,313 2022-01-01 1

BRIGGS CHAD D. CHIEF FINANCIAL OFFICER

  • Officer
3,915,490 2022-01-01 1

ELSNAB KATHERINE CHIEF ACCOUNTING OFFICER

  • Officer
228,658 2022-01-01 1

ALLARA DEAN SEE REMARKS

  • Officer
  • Director
4,863,964 2021-12-31 2

BRIDGE FOUNDERS GROUP, LLC

  • 10% Owner
0 2021-12-31 1

HOPKINS DEBORAH C

  • Director
12,875 2021-07-20 1

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

ALLARA DEAN - Director - Officer SEE REMARKS

2022-01-04 21:11:25 -0500 2022-01-01 A 135,503 a 271,006 direct 4.1892 -0.2703 4.1892 2 -0.9009 4

BRIGGS CHAD D. - Officer CHIEF FINANCIAL OFFICER by briggs capital partners, llc

2022-01-04 21:15:18 -0500 2022-01-01 J 371,789 $24.97 a 2,124,156 indirect

MORSE ROBERT RANDOLPH - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN by family trusts

2022-01-04 21:14:06 -0500 2022-01-01 J 29,843 $24.97 a 1,441,969 indirect

ALLARA DEAN - Director - Officer SEE REMARKS

2022-01-04 21:11:25 -0500 2022-01-01 J 5,581,232 $24.97 a 5,996,333 direct

O'FARRELL ADAM - Director - Officer CHIEF OPERATING OFFICER

2022-01-04 21:18:35 -0500 2022-01-01 A 109,631 a 219,262 direct 4.1892 -0.2703 4.1892 2 -0.9009 4

BRIGGS CHAD D. - Officer CHIEF FINANCIAL OFFICER

2022-01-04 21:15:18 -0500 2022-01-01 A 8,270 a 38,967 direct 4.1892 -0.2703 4.1892 2 -0.9009 4

MORSE ROBERT RANDOLPH - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN by flm holdings, llc

2022-01-04 21:14:06 -0500 2022-01-01 J 4,444,185 $24.97 a 32,314,342 indirect

ALLARA DEAN - Director - Officer SEE REMARKS the dean allara family legacy trust dtd december 20, 2021

2022-01-04 21:11:25 -0500 2022-01-01 J 500,000 $24.97 a 500,000 indirect

SLAGER JONATHAN - Director - Officer CHIEF EXECUTIVE OFFICER by j.p. slager, llc

2022-01-04 21:21:29 -0500 2022-01-01 J 931,517 $24.97 a 3,187,715 indirect

ELSNAB KATHERINE - Officer CHIEF ACCOUNTING OFFICER

2022-01-04 21:15:52 -0500 2022-01-01 J 3,671 $24.97 a 205,493 direct

MORSE ROBERT RANDOLPH - Director - Officer - > 10% Owner EXECUTIVE CHAIRMAN

2022-01-04 21:14:06 -0500 2022-01-01 A 585,428 a 1,170,856 direct 4.1892 -0.2703 4.1892 2 -0.9009 4

ALLARA DEAN - Director - Officer SEE REMARKS the stacey allara family legacy trust dtd december 20, 2021

2022-01-04 21:11:25 -0500 2022-01-01 J 500,000 $24.97 a 500,000 indirect

SLAGER JONATHAN - Director - Officer CHIEF EXECUTIVE OFFICER

2022-01-04 21:21:29 -0500 2022-01-01 A 186,372 a 372,744 direct 4.1892 -0.2703 4.1892 2 -0.9009 4

O'FARRELL ADAM - Director - Officer CHIEF OPERATING OFFICER by adam b. o'farrell and tracy k. o'farrell trust dtd may 9, 2019

2022-01-04 21:18:35 -0500 2022-01-01 J 529,520 $24.97 a 2,056,615 indirect

ELSNAB KATHERINE - Officer CHIEF ACCOUNTING OFFICER

2022-01-04 21:15:52 -0500 2022-01-01 A 11,815 a 23,165 direct 4.1892 -0.2703 4.1892 2 -0.9009 4

ALLARA DEAN - Director - Officer SEE REMARKS

2022-01-04 21:11:25 -0500 2021-12-31 J 4,033,762 a 4,448,863 direct 4.1892 -0.2703 4.1892 2 -0.9009 4

BRIDGE FOUNDERS GROUP, LLC - > 10% Owner

2022-01-04 21:17:21 -0500 2021-12-31 J 20,127,202 $24.97 d 0 direct

ALLARA DEAN - Director - Officer SEE REMARKS the dean allara family legacy trust dtd december 20, 2021

2022-01-04 21:11:25 -0500 2021-12-31 J 500,000 a 500,000 indirect 4.1892 -0.2703 4.1892 2 -0.9009 4

BRIDGE FOUNDERS GROUP, LLC - > 10% Owner

2022-01-04 21:17:21 -0500 2021-12-31 J 20,127,202 d 0 direct 4.1892 -0.2703 4.1892 2 -0.9009 4

ALLARA DEAN - Director - Officer SEE REMARKS the stacey allara family legacy trust dtd december 20, 2021

2022-01-04 21:11:25 -0500 2021-12-31 J 500,000 a 500,000 indirect 4.1892 -0.2703 4.1892 2 -0.9009 4

ALLARA DEAN - Director - Officer SEE REMARKS

2022-01-06 12:34:13 -0500 2021-12-31 J 4,448,863 a 4,863,964 direct -1.7726 -3.8911 0.0 1 -4.8854 3

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-18 13:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-18 13:15:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-18 12:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 22:15:04 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 21:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 21:15:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 20:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 20:15:04 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 19:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 19:15:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 18:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 18:15:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 17:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 17:15:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 16:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 16:15:04 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 15:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 15:15:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 14:45:03 UTC -0.5165 0.5865 250000
BRIDGE INVESTMENT GRP HDS-A BRDG 2022-01-17 14:15:03 UTC -0.5165 0.5865 250000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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