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
  1. 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.
  2. 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.
  3. The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
  4. The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee and beneficiary.
  5. 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.