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Bridge Invt Group Hldgs Inc SEC Filings

BRDG NYSE

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.

Rhea-AI Summary

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.

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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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Rhea-AI Summary

Bridge Investment Group Holdings Inc. (BRDG) – Form 144: An unnamed insider has filed notice to sell up to 11,740 Class A common shares through Morgan Stanley Smith Barney on or about 21 Jul 2025. The shares carry an aggregate market value of $125,853, implying a price of roughly $10.72 per share. With 47,187,845 shares outstanding, the proposed sale represents ≈0.025 % of the float, a de-minimis amount unlikely to affect liquidity or control.

The stock was originally acquired on 20 Jul 2021 via a restricted-stock grant provided as employee compensation (109,631 shares were granted; only a fraction is being sold). The filer reports no sales in the past three months. Rule 144 requires that the seller possess no material non-public information at the time of the transaction; the filing affirms this representation.

Overall, this is a routine disclosure of a small insider sale that should have negligible financial impact on BRDG but may signal modest personal liquidity activity.

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Bridge Investment Group Holdings Inc. (BRDG) filed a Form 144 indicating a proposed open-market sale of 20,740 Class A common shares through Morgan Stanley Smith Barney. The shares were originally received on 07/20/2021 as a restricted-stock grant under employee compensation and represent roughly 0.04% of the 47.19 million shares currently outstanding. The filer values the transaction at an aggregate market price of $222,333; the sale is expected to occur on or about 07/21/2025 on the NYSE.

No other sales by the filer were reported during the prior three months, and the signer attests that no material non-public information is held. Because the stake being sold is small relative to BRDG’s float, the filing is unlikely to have a material impact on the company’s capital structure or daily trading liquidity but may be interpreted as routine insider diversification.

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Bridge Investment Group Holdings Inc. (BRDG) has filed a Form 144 disclosing a proposed sale of 29,400 Class A common shares. The stock will be placed through Morgan Stanley Smith Barney on or about 21 Jul 2025. At an aggregate market value of $315,168, the implied price is roughly $10.72 per share. The shares stem from a 20 Jul 2021 restricted-stock grant issued as employee compensation. With 47,187,845 shares outstanding, the transaction equals approximately 0.06 % of total shares, signalling a modest disposition.

No other sales have occurred in the past three months, and the filer certifies awareness of no undisclosed adverse information. While the notice indicates routine compliance with Rule 144, it also flags limited insider monetisation ahead of the proposed sale window.

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Bridge Investment Group Holdings Inc. (NYSE: BRDG) has submitted a Form 144 notifying the SEC of a planned disposition of up to 85,320 Class A common shares through Morgan Stanley Smith Barney. Based on the filing’s stated aggregate market value of approximately $0.91 million, the sale equals roughly 0.18% of the company’s 47.19 million shares outstanding. The shares stem from a 20 July 2021 restricted-stock compensation grant; 585,428 shares were originally awarded, and no other sales by the filer have occurred during the last three months. The filer intends to execute the trade on or about 21 July 2025. While Form 144 signals potential insider selling, it does not obligate the filer to complete the transaction.

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FAQ

What is the current stock price of Bridge Invt Group Hldgs (BRDG)?

The current stock price of Bridge Invt Group Hldgs (BRDG) is $9.6 as of September 1, 2025.

What is the market cap of Bridge Invt Group Hldgs (BRDG)?

The market cap of Bridge Invt Group Hldgs (BRDG) is approximately 454.8M.
Bridge Invt Group Hldgs Inc

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454.85M
40.75M
13.27%
50.69%
0.29%
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