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.
The SEC filings page for Bridge Investment Group Holdings Inc. (BRDG) provides access to the company’s historical regulatory documents, including the materials that describe its acquisition by Apollo Global Management, Inc. Bridge’s filings portray it as an alternative investment manager diversified across specialized asset classes, with strategies spanning real estate, credit, renewable energy and secondaries. Through these documents, investors can review how the company reported on its operations, governance and capital structure while it was a listed issuer.
Key filings include current reports on Form 8-K that detail the Agreement and Plan of Merger dated February 23, 2025 and the completion of the corporate and LLC mergers with Apollo on September 2, 2025. One Form 8-K explains how each share of Class A and Class B common stock was converted into the right to receive Apollo common stock based on specified exchange ratios, and notes that the transaction resulted in a change in control, with Bridge becoming a wholly owned subsidiary of Apollo. Another Form 8-K records the stockholder vote at a special meeting to approve the Merger Agreement and a related adjournment proposal.
For trading status and reporting obligations, the filings set includes a Form 25 filed on September 2, 2025 by the New York Stock Exchange, which removed Bridge’s Class A common stock from listing and registration under Section 12(b) of the Exchange Act. A subsequent Form 15 filed on September 12, 2025 by Bridge certifies the termination of registration of its Class A common stock under Section 12(g) and the suspension of its duty to file reports under Sections 13 and 15(d). Together, these documents show the steps by which BRDG transitioned from a listed security to a wholly owned subsidiary with no ongoing public reporting for that class of stock.
On Stock Titan, these filings are available with AI-powered summaries that help explain the structure and implications of the merger, the treatment of common stock and units, and the regulatory process for delisting and deregistration. Users can also review historical annual and quarterly reports, proxy materials and Forms 3, 4 and 5 referenced in the company’s disclosures to better understand Bridge’s governance and insider activity prior to its acquisition.
Robert Randolph Morse, Executive Chairman and director of Bridge Investment Group Holdings Inc. (BRDG), reported multiple transactions dated 09/02/2025. The filing shows an award of 447,906 restricted stock units that vest in four substantially equal annual installments beginning on September 2, 2026; each unit represents a contingent right to one share of Class A common stock. The filing also reports dispositions that cancel or convert prior holdings: 3,525,868 shares of Class A common stock, 1,412,126 shares of Class B common stock, and 27,870,157 shares of Class B common stock were disposed of, and related Class A unit and unit-like derivative interests were disposed. The transactions are explained as resulting from a Merger Agreement dated February 23, 2025 under which Bridge became a wholly owned subsidiary of Apollo Global Management and outstanding equity was cancelled or converted into rights to Parent common stock at specified conversion ratios.
Adam O'Farrell, Chief Operating Officer and a director of Bridge Investment Group Holdings Inc. (BRDG), reported transactions on 09/02/2025. He was awarded 38,948 restricted stock units that vest in four substantially equal annual installments beginning on September 2, 2026; each unit converts to one share of Class A common stock upon vesting. The filing shows large dispositions tied to the February 23, 2025 Merger Agreement that made the issuer a subsidiary of Apollo Global Management, Inc.; multiple classes of issuer securities and units were cancelled or converted into Parent common stock at a conversion factor of 0.07081 per share. Following reported transactions, certain previously held Class A and Class B positions and units show 0 shares beneficially owned.
Bridge Investment Group Holdings Inc. has filed post-effective amendments to two Form S-8 registration statements to deregister any shares of Class A common stock that were registered but unsold or unissued under its 2021 Incentive Award Plan. This step follows the completion of its previously announced merger transactions on September 2, 2025, in which Apollo Global Management, Inc., through merger subsidiaries, combined with Bridge Investment Group Holdings Inc. and Bridge Investment Group Holdings LLC, leaving both entities as wholly owned subsidiaries of Apollo. As a result of these mergers, all offerings and sales under the affected registration statements have been terminated, and any remaining registered securities are being removed from registration.
Bridge Investment Group Holdings Inc. filed a post-effective amendment to its employee equity plan registration statements to formally end share offerings following its acquisition by Apollo Global Management, Inc. On September 2, 2025, Bridge completed mergers that left it and its operating subsidiary as wholly owned subsidiaries of Apollo. Because of these mergers, the company has terminated all offerings under its Form S-8 registration statements for the 2021 Incentive Award Plan and is now deregistering any Class A common shares that were registered but not yet issued under those plans.
Bridge Investment Group Holdings Inc. is having its Class A common stock removed from listing and registration on the New York Stock Exchange. The NYSE submitted a Form 25, stating it has complied with its own rules to strike this class of securities from listing and withdraw its registration under Section 12(b) of the Securities Exchange Act of 1934. The filing also notes that the issuer has complied with the exchange’s rules and the requirements of 17 CFR 240.12d2-2(c) governing voluntary withdrawal of the class from listing and registration.
Bridge Investment Group Holdings Inc. reports that the previously announced merger structure became effective when the OpCo Certificate of Merger was filed in Delaware on
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.
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