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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.

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.

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.

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.

Bank of Montreal (BMO) is issuing US$90,000 of Senior Medium-Term Notes, Series K—“Digital Return Barrier Notes� due July 3, 2030. The notes are unsecured, unsubordinated obligations linked to the least-performing of three U.S. equity benchmarks: the NASDAQ-100 Index (NDX), the Russell 2000 Index (RTY) and the Dow Jones Industrial Average (INDU).

Key economic terms

• Digital Return: 61.00% of principal.
• Digital Barrier Level: 100% of each index’s initial level (no decline permitted for the digital payout).
• Barrier Level: 70% of initial level. If the least-performing index closes below this level on the valuation date, principal is lost 1-for-1 with the index decline (up to âˆ�100%).
• Upside Participation: If the least-performing index gains more than 61%, holders receive full participation in that appreciation.
• Tenor: 5-year term, priced June 30 2025, settles July 3 2025, matures July 3 2030.
• Denomination: $1,000; CUSIP 06376EGB2.
• Issue price: 100% of face; agent’s commission 0.50%.
• Estimated initial value: $962.30 per $1,000 note (reflecting structuring and hedging costs).

Risk highlights

• No periodic interest and no principal protection below a 30% index decline.
• Performance tied solely to the worst-performing index; positive moves in the other two indices do not help if one underperforms.
• Credit risk: payments depend on BMO’s ability to pay; the notes are not FDIC or CDIC insured.
• Limited liquidity: the notes are not exchange-listed; any secondary trading is at the agent’s discretion and likely at a discount.
• Tax treatment uncertain; issuer assumes prepaid derivative contract characterization.

Illustrative payouts from the issuer’s table:

• Index up 10% â†� investor receives $1,610 (61% fixed return).
• Index unchanged â†� investor still receives $1,610 (61%).
• Index down 20% (above 70% barrier) â†� investor receives principal ($1,000).
• Index down 40% â†� investor receives $600 (40% loss).

Because the face amount is de minimis relative to BMO’s balance sheet and no new financial information about the bank is provided, the filing is not considered material to BMO equity investors. It is, however, essential for prospective purchasers of the specific structured note.

JPMorgan Chase Financial Company LLC is offering Leveraged Market-Linked Step Up Notes maturing in July 2027 that are linked to a six-index international equity basket. The basket is weighted 40% EURO STOXX 50, 20% FTSE 100, 20% Nikkei 225, 7.5% Swiss Market Index, 7.5% S&P/ASX 200 and 5% FTSE China 50, making European performance—particularly the EURO STOXX 50—the largest driver of returns.

Return profile at maturity

• If the basket is flat or higher, holders receive the greater of: (a) principal plus a Step Up Payment of 16â€�18% ($1.60â€�$1.80 per $10 unit) or (b) principal plus 150% of the positive basket return.
• If the basket declines, investors incur a 1-for-1 loss of principal—up to total loss—based solely on the final basket level.

Key structural terms

• Denomination: $10 per unit; minimum initial order of 10,000 units.
• Tenor: approximately 2 years.
• Issuer credit: unsecured note of JPMorgan Chase Financial Company LLC; fully and unconditionally guaranteed by JPMorgan Chase & Co.
• Fees: $0.20 per unit (sales commission $0.15; structuring fee $0.05).
• Initial estimated value: $9.50â€�$9.715, below the $10 public offering price due to embedded fees and internal funding assumptions.
• Secondary market: none expected; JPMS may offer limited, uncommitted liquidity.

Risk highlights

• Full downside market exposure with no principal protection.
• Performance measured only on the Final Calculation Day; interim gains can be lost.
• Credit risk of both issuer and guarantor; notes are not FDIC-insured.
• Potential conflict of interest as JPMS is calculation agent and hedging counterparty.
• Estimated value discount and fees create negative carry for investors exiting early.

The product suits investors with a bullish or neutral two-year view on the basket who can tolerate full loss of principal, forgo dividends and accept limited liquidity in exchange for enhanced upside participation and a defined minimum positive return.

GS Finance Corp. is offering $1.08 million of Autocallable Contingent Coupon Equity-Linked Notes due 2028, fully and unconditionally guaranteed by The Goldman Sachs Group, Inc. The notes are tied to the performance of Palantir Technologies Inc. (PLTR) Class A common shares and form part of Goldman’s Series F medium-term note program.

Key commercial terms

• Face amount: $1,000 per note (aggregate $1.08 million)
• Issue price: 100% (trade date 30-Jun-2025; settlement 03-Jul-2025)
• Quarterly contingent coupon: $69.625 (6.9625% per quarter, up to 27.85% p.a.) payable only if PLTR closes at or above 60% of the initial price ($136.32) on the relevant observation date.
• Automatic call: If PLTR closes at or above the initial price on any quarterly call observation date from Sep-2025 to Mar-2028, the notes are redeemed at par plus the due coupon.
• Downside protection: 40% buffer. If the final price on 30-Jun-2028 is â‰�60% of the initial price, holders receive par plus any final coupon. If below 60%, repayment equals par plus (index return × par), exposing investors to full downside beyond the buffer.
• Estimated value at pricing: ~$970 per $1,000, reflecting structuring fees and dealer margin; underwriting discount 2%.
• Secondary market: GS & Co. may, but is not obliged to, make a market; bid/ask reflects estimated value plus declining premium (initially $25).
• Credit: senior unsecured obligation of GS Finance Corp. with unconditional guarantee from The Goldman Sachs Group, Inc.; not FDIC insured.

Risk highlights

• Investors may receive no coupons if PLTR trades below the 60% trigger on observation dates.
• If PLTR falls >40% at maturity and the note hasn’t been called, principal loss is one-for-one with the stock’s decline.
• Limited upside: maximum redemption is par plus due coupon; investors do not participate in stock gains above par.
• Market value likely to be below issue price; liquidity limited; pricing sensitive to GS credit spreads, PLTR volatility and interest rates.
• Product complexity, dilution events, market disruption adjustments and discretionary determinations by GS & Co. add additional risks.

The prospectus supplement also details anti-dilution adjustments, default provisions, tax characterization (income-bearing prepaid derivative contract) and extensive hypothetical scenarios illustrating coupon and principal outcomes.

Bridge Investment Group Holdings Inc. (NYSE: BRDG) filed a Form 8-K to disclose the voting results of its June 17, 2025 special meeting of stockholders. The sole agenda was to decide on two proposals linked to the company’s previously announced plan to merge with Apollo Global Management, Inc.

Quorum & Voting Power: As of the May 2, 2025 record date, Bridge had 44,632,220 Class A shares (1 vote each) and 79,142,364 Class B shares (10 votes each) outstanding. A quorum of approximately 89.26 % of total voting power was present, represented by 28,996,857 Class A votes and 71,727,669 Class B votes.

Proposal 1 â€� Merger Agreement Adoption: Stockholders voted on the Agreement and Plan of Merger dated February 23, 2025 among Bridge, its operating subsidiary Bridge LLC, Apollo, and related merger subsidiaries. The proposal passed overwhelmingly with 746,161,161 votes FOR, 110,642 AGAINST and 1,744 ABSTENTIONS. No broker non-votes were recorded.

Proposal 2 â€� Adjournment Authority: Stockholders also approved authority to adjourn the meeting if needed to solicit additional proxies. Results were 745,367,628 votes FOR, 68,423 AGAINST and 837,496 ABSTENTIONS.

Implications:

• Shareholder approval satisfies a key closing condition of the Apollo merger, allowing the transaction to advance to subsequent steps outlined in the Merger Agreement.
• The voting results signal strong shareholder support, with more than 99.9 % of votes cast in favor of the merger proposal.
• The dual-class voting structure, in which Class B shares carry ten votes each, materially influenced overall voting power.

The filing contains no financial statements, consideration terms, or expected closing date. Additional regulatory or procedural steps, if any, are not addressed in this document.