BROWN HYATT J 4
4 · BROWN & BROWN, INC. · Filed Dec 18, 2023
Insider Transaction Report
Form 4
BROWN HYATT J
DirectorChairman10% Owner
Transactions
- Gift
Common Stock, $.10 par value
2023-12-15−1,360→ 0 total(indirect: By Trust)
Holdings
- 2,201,877(indirect: By Trust)
Common Stock, $.10 par value
- 134,640(indirect: By IRA)
Common Stock, $.10 par value
- 37,604,928(indirect: By Partnership)
Common Stock, $.10 par value
Footnotes (4)
- [F1]These shares are held by a revocable trust (the "Revocable Trust"), of which the Reporting Person and his spouse are the sole trustees and beneficiaries.
- [F2]Amount reflects 1,360 shares transferred from the IRA to the Revocable Trust in November 2023.
- [F3]These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person's spouse and three children are the trustees and of which his three children are the remainder beneficiaries.
- [F4]These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.