$BAER

Blackstone Holdings II L.P. (SCHWARZMAN STEPHEN A) sold $2.9M of BAER (indirect holdings)

Blackstone Holdings II L.P. sold 2,778,124 indirectly-held shares of Bridger Aerospace Group Holdings, Inc. (BAER) at $1.04 ($2.89M total) across 3 trades on 2026-08-11. Filed jointly with Blackstone Inc. (10% owner), Blackstone Tactical Opportunities Fund - FD L.P. (10% owner), Blackstone Tactical Opportunities Associates III - NQ L.P. (10% owner), BTO DE GP - NQ L.L.C. (10% owner), Blackstone Family Tactical Opportunities Investment Partnership III - NQ - ESC L.P. (10% owner), BTO - NQ Side-by-Side GP L.L.C. (10% owner), Blackstone Group Management L.L.C. (10% owner) and SCHWARZMAN STEPHEN A (10% owner).

Original reporting
SEC EDGAR · Blackstone Holdings II L.P., Blackstone Inc., Blackstone Tactical Opportunities Fund - FD L.P., Blackstone Tactical Opportunities Associates III - NQ L.P., BTO DE GP - NQ L.L.C., Blackstone Family Tactical Opportunities Investment Partnership III - NQ - ESC L.P., BTO - NQ Side-by-Side GP L.L.C., Blackstone Group Management L.L.C., SCHWARZMAN STEPHEN A
Published Aug 13, 2026, 9:09 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 13, 2026, 9:43 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefInsider activity
Primary signal
$BAER
Neutral
medium confidence
Mentioned
$BAER
Relevance
6/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$BAERNeutralLow
01

Why it matters

A 10% owner reduced indirect holdings by selling 2,778,124 shares at $1.0405, leaving 37,272 shares after the transaction. No company performance, guidance, or deal information is included.

02

Market read

Traders may monitor for sentiment impact from large-holder selling, but the filing lacks fundamental catalysts.

03

What to watch

The filing does not state motives, and the absence of a cited 10b5-1 plan does not prove information-driven trading.

Relevance 6/10Novelty 3/10Timing: filed 2026-08-13, transaction dated 2026-08-11

Background

The article is an SEC Form 4 insider transaction disclosure for Bridger Aerospace Group Holdings, Inc. (BAER).

Company-level read

Ticker impact

$BAERNeutralMedium confidence
Context

Blackstone Holdings II L.P., a 10% owner, sold 2,778,124 BAER shares in an open-market transaction at $1.0405 on 2026-08-11.

Expected impact

Likely limited near-term impact; could add mild overhang sentiment but lacks new fundamentals.

Evidence & confidence

Form 4 provides transaction details and ownership reduction, but the filing does not disclose company-specific operational or financial changes.

Market effects

No sector-level signal; this is a single issuer Form 4 sale.

None indicated.

None indicated.

Counterpoint

The sale may be routine liquidity management by a large holder rather than a bearish signal, especially since the price is a single reported execution level.

Key entities

  • Bridger Aerospace Group Holdings, Inc.

    Subject of the Form 4 disclosure; received the insider sale transaction details.

  • Blackstone Holdings II L.P.

    Reporter of the Form 4; sold BAER shares via indirect holdings.

  • SCHWARZMAN STEPHEN A

    Co-reporting 10% owner listed on the joint filing.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$BAERMedAI 8/10

Bridger Aerospace (BAER) Q2 2026 Earnings Call Transcript

Bridger Aerospace Group Holdings (BAER) reported Q2 2026 revenue of $30.5M, down 1% from $30.8M, and a net loss of $0.5M. Adjusted EBITDA was $8.1M versus $10.8M. The company guided FY2026 revenue to $135M-$145M and Adjusted EBITDA to $55M-$60M, citing longer guaranteed contracts and fleet expansion.

$BAERMed

Bridger Aerospace Group Holdings, Inc. (BAER): Results of Operations and Financial Condition

Bridger Aerospace Group Holdings, Inc. (BAER) filed an SEC Form 8-K — Results of Operations and Financial Condition. August 6, 2026 Bridger Aerospace Reports Second Quarter 2026 Results Second quarter 2026 revenue of $30.5 million, in line with prior-year period New contracts and longer task orders continue to expand Company’s footprint The Company reiterates 2026 guidance, including revenue ex