Welcome to our dedicated page for Bridge Invt Group Hldgs SEC filings (Ticker: BRDG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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This Schedule 13G discloses that Barclays PLC beneficially owns 2,955,619 shares of Bridge Investment Group Holdings Inc. common stock (CUSIP 10806B100), representing 6.62% of the class. The filing states Barclays has sole voting and sole dispositive power over these shares.
Barclays is organized in the United Kingdom and identifies related subsidiaries involved with the holdings as Barclays Bank PLC, Barclays Capital Inc and Barclays Capital Securities Ltd. The filer certifies the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer. The issuer's principal executive office is listed at 111 East Sego Lily Drive, Suite 400, UT 84070.
Bridge Investment Group reported softer operating results for the quarter ended June 30, 2025. Total revenues were $96.5 million, down from $104.8 million a year earlier, driven by lower transaction and other asset management income; investment income fell to $6.3 million from $25.6 million. Net income for the quarter was $2.8 million versus $27.5 million in Q2 2024, and the six-month period produced a $34.8 million net loss versus a $9.3 million loss a year earlier.
The balance sheet shows $1.178 billion of total assets (down from $1.247 billion), $72.8 million of cash and cash equivalents and total equity of $454.3 million (down from $505.9 million). Operating cash flow for the six months was $18.1 million. Notable expense moves included a rise in general and administrative expense to $18.2 million in Q2 2025 from $9.4 million a year prior.
Separately, Bridge entered into a Merger Agreement with Apollo on February 23, 2025, for an all-stock transaction with an estimated total equity value of approximately $1.5 billion. Stockholders approved the Merger on June 17, 2025; the transaction is expected to close in the third quarter of 2025 subject to customary conditions, including an 85% revenue run-rate requirement and other closing conditions.
Filing: Schedule 13G/A (Amendment No. 3) reporting beneficial ownership in BRIDGE INVESTMENT GROUP HOLDINGS INC, Class A common stock (CUSIP 10806B100).
Holdings: FMR LLC and Abigail P. Johnson beneficially own 1,317,837 shares, representing 3.0% of the Class A. FMR reports sole voting power 1,316,540 and sole dispositive power 1,317,837; Abigail P. Johnson reports sole dispositive power 1,317,837 and no voting power.
Timing and misc.: Event date requiring the filing: 06/30/2025; signatures dated 08/05/2025. Issuer and filer addresses are included. Item 6 notes other persons may have rights to dividends but none holds more than 5%. Exhibit 99 is referenced for the 13d-1(k) agreement.
Bridge Investment Group Holdings Inc. (BRDG) – Form 4 filing dated 07/23/2025. Vice-Chairman and Director Dean Allara disclosed open-market sales of 19,273 Class A shares over three consecutive sessions (07/21-07/23/25) at weighted-average prices between $10.33-$10.71 (approx. $204k in proceeds).
Following the transactions, Allara still owns 643,200 Class A shares directly and retains significant economic exposure through:
- 4.86 MM Class B shares held directly
- 1.0 MM Class B shares held in two family legacy trusts
- 558,632 Class B shares via Rockridge Investments, LLC
- 7.36 MM Class A LLC units (convertible 1-for-1 into Class A common)
No derivatives were exercised or disposed of; the LLC units remain fully redeemable on a 1:1 basis for Class A common stock.
Katherine Elsnab, Chief Financial Officer of Bridge Investment Group Holdings (BRDG), reported three open-market sales of the company’s Class A common stock between 21-23 Jul 2025. She sold 1,131 shares in total—366, 369 and 396 shares—at weighted-average prices of $10.46–$10.65, generating roughly $11,900 in proceeds.
Following the transactions, Elsnab still directly holds 356,576 Class A shares and 56,604 Class A Units of Bridge Investment Group Holdings LLC (redeemable 1:1 for Class A shares), plus 56,604 Class B shares. The disposition represents about 0.3 % of her combined economic exposure, leaving her overall insider stake largely intact. No new derivative positions were created or exercised. Given the limited size of the sales and continued sizeable ownership, the filing appears to be routine portfolio diversification with negligible impact on the company’s share structure.
Bridge Investment Group Holdings Inc. (BRDG) – Form 144 filing
Insider Katherine Elsnab filed a Notice of Proposed Sale to dispose of up to 1,220 Class A common shares on or about 21 Jul 2025 through Morgan Stanley Smith Barney. At an indicated market value of $13,078, the transaction equals only 0.003 % of the 47.19 million shares outstanding, implying de-minimis dilution risk.
The form also reports three prior sales between 4-6 Jun 2025 totaling 90,000 shares for aggregate gross proceeds of $832,728. All shares originate from a 20 Jul 2021 restricted-stock grant (11,350 units) received as employee compensation.
The filer certifies the absence of undisclosed adverse information and compliance with Rule 144. While the proposed sale is quantitatively immaterial, the continued insider selling trend could weigh on investor sentiment.
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