# EDGAR Filing Document

**Accession Number:** 0001854401
**File Stem:** 0001854401-23-000009
**Filing Date:** 2023-1
**Character Count:** 7619
**Document Hash:** 022d9f77a63dda834ca839eeea5fdd2d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001854401-23-000009.hdr.sgml**: 20230104

**ACCESSION NUMBER**: 0001854401-23-000009

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20230101

**FILED AS OF DATE**: 20230104

**DATE AS OF CHANGE**: 20230104

**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:** 23506058

**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

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[ ] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Morse Robert Randolph<br><sub>(Last) (First) (Middle)</sub><br>C/O BRIDGE INVESTMENT GROUP HOLDINGS INC<br>111 EAST SEGO LILY DRIVE, SUITE 400<br><sub>(Street)</sub><br>SANDY, UT 84070<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2023-01-01 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director [X] 10% Owner<br>[X] Officer (give title below) [ ] Other (specify below)<br>_Executive Chairman_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>Bridge Investment Group Holdings Inc. [ BRDG ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| Class A Common Stock | 2023-01-01 |  | A |  | 720000<sup>(1)</sup> | A | $0 | 1890856 | D |  |
| Class B Common Stock |  |  |  |  |  |  |  | 27870157 | I | By FLM Holdings<sup>(2)</sup> |
| Class B Common Stock |  |  |  |  |  |  |  | 1412126 | I | By Family Trusts<sup>(3)</sup> |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| Class A Units | <sup>(4)</sup> | 2023-01-01 |  | J<sup>(5)</sup> |  | 391620 |  | <sup>(4)</sup> | <sup>(4)</sup> | Class A Common Stock | 391620.0 | $12.05 | 32705962 | I | By FLM Holdings, LLC<sup>(2)</sup> |
| Class A Units | <sup>(4)</sup> | 2023-01-01 |  | J<sup>(5)</sup> |  | 2680 |  | <sup>(4)</sup> | <sup>(4)</sup> | Class A Common Stock | 2680.0 | $12.05 | 1444649 | I | By Family Trusts<sup>(3)</sup> |

---

### Footnotes:

(1) 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, 2026, subject to the Reporting Person's continued service with the Issuer through each vesting date.

(2) The Reporting Person is the manager of FLM Holdings, LLC and may be deemed to be the beneficial owner of these securities.

(3) Represents 567,797 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.

(4) 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.

(5) Represents securities issued in connection with the redemption of equity interests in entities affiliated with the Issuer.

**Signature:** /s/ Matthew Grant, as attorney-in-fact  
**Date:** 2023-01-04

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**