Filing Details
- Accession Number:
- 0001214659-23-012232
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-09-08 19:00:25
- Reporting Period:
- 2023-09-06
- Accepted Time:
- 2023-09-08 19:00:25
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
1781755 | Brp Group Inc. | BRP | Insurance Agents, Brokers & Service (6411) | 611937225 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1787626 | Lowry Baldwin | C/O Brp Group, Inc. 4211 W. Boy Scout Blvd., Suite 800 Tampa FL 33607 | No | No | No | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Class A Common Stock | Disposition | 2023-09-06 | 172,000 | $0.00 | 0 | No | 4 | S | Indirect | See Footnote |
Class B Common Stock | Disposition | 2023-09-06 | 120,000 | $0.00 | 15,691,478 | No | 5 | J | Indirect | By Baldwin Insurance Group Holdings, LLC |
Class B Common Stock | Acquisiton | 2023-09-06 | 120,000 | $0.00 | 120,000 | No | 5 | J | Indirect | By Trust |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | S | Indirect | See Footnote |
No | 5 | J | Indirect | By Baldwin Insurance Group Holdings, LLC |
No | 5 | J | Indirect | By Trust |
Reported Derivative Transactions
Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
---|---|---|---|---|---|---|---|
Class A Common Stock | LLC Units in Baldwin Risk Partners, LLC | Disposition | 2023-09-06 | 120,000 | $0.00 | 120,000 | $0.00 |
Class A Common Stock | LLC Units in Baldwin Risk Partners, LLC | Acquisiton | 2023-09-06 | 120,000 | $0.00 | 120,000 | $0.00 |
Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
---|---|---|---|---|---|---|
15,691,478 | No | 5 | J | Indirect | ||
120,000 | No | 5 | J | Indirect |
Footnotes
- The shares are held by J&L Triple B Ranch, LLLP ("J&L"). Prior to this transaction, the general partner of J&L was Shibumi Services, LLC ("Shibumi") of which the reporting person is the sole manager. On September 6, 2023, Shibumi sold its 1% general partnership interest in J&L for an aggregate purchase price of $74,140. The reporting person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein.
- In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH.
- The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
- The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee and beneficiary.
- Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.