Filing Details
- Accession Number:
- 0001214659-23-012270
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-09-11 19:44:13
- Reporting Period:
- 2023-09-07
- Accepted Time:
- 2023-09-11 19:44:13
- 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 |
|---|---|---|---|---|---|---|---|
| 1787578 | Laura Sherman | C/O Brp Group, Inc. 4211 W. Boy Scout Blvd., Suite 800 Tampa FL 33607 | No | No | No | No | |
| 1791789 | Laura R. Sherman Grat 2019-2 Dated September 30, 2019 | C/O Brp Group, Inc. 4211 W. Boy Scout Blvd., Suite 800 Tampa FL 33607 | No | No | No | No | |
| 1827296 | Laura R. Sherman, As Trustee Of The Laura R. Sherman Grat 2020-1, Dated September 30, 2020 | 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 B Common Stock | Disposition | 2023-09-07 | 200,000 | $0.00 | 2,217,704 | No | 4 | C | Indirect | By Trust |
| Class A Common Stock | Acquisiton | 2023-09-07 | 200,000 | $0.00 | 200,000 | No | 4 | C | Indirect | By Trust |
| Class A Common Stock | Disposition | 2023-09-07 | 57,100 | $26.86 | 142,900 | No | 4 | S | Indirect | By Trust |
| Class A Common Stock | Disposition | 2023-09-08 | 65,900 | $26.39 | 77,000 | No | 4 | S | Indirect | By Trust |
| Class A Common Stock | Disposition | 2023-09-11 | 22,305 | $26.24 | 54,695 | No | 4 | S | Indirect | By Trust |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | C | Indirect | By Trust |
| No | 4 | C | Indirect | By Trust |
| No | 4 | S | Indirect | By Trust |
| No | 4 | S | Indirect | By Trust |
| No | 4 | S | 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 | 2023-09-07 | 200,000 | $0.00 | 200,000 | $0.00 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 2,217,704 | No | 4 | C | Indirect |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Class B Common Stock | 67,364 | Indirect | By Trust |
| Class B Common Stock | 9,106 | Indirect | By Trust |
| Class A Common Stock | 1,884 | Direct |
Reported Derivative Holdings
| Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|---|---|---|---|
| Class A Common Stock | LLC Units in Baldwin Risk Partners, LLC | $0.00 | 67,364 | 67,364 | Indirect | ||
| Class A Common Stock | LLC Units in Baldwin Risk Partners, LLC | $0.00 | 9,106 | 9,106 | Indirect |
| Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|
| 67,364 | 67,364 | Indirect | |
| 9,106 | 9,106 | Indirect |
Footnotes
- These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary.
- The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.61 to $27.44. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
- The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.195 to $26.62. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
- The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.00 to $26.79. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
- These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary.
- These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, 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.
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