Valentine John A. 4

Accession 0001214659-22-012375

CIK 0001781755other

View on SEC.gov Company Profile

Filed

Oct 16, 8:00 PM ET

Accepted

Oct 17, 9:53 PM ET

Size

41.1 KB

Accession

0001214659-22-012375

Insider Transaction Report

Form 4

Period: 2022-09-30

BRP Group, Inc.BRP

John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020

Other

Transactions

Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−1,122→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (1,122 underlying)
Gift
Class B Common Stock
2022-09-30−15,511→ 154,338 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30+154,338→ 394,338 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30+5,912→ 913,709 total
Gift
Class B Common Stock
2022-09-30+15,511→ 907,797 total
Gift
Class B Common Stock
2022-09-30−154,338→ 0 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30−1,122→ 0 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30−5,912→ 1,122 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30+1,122→ 395,460 total(indirect: By Trust)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−15,511→ 154,338 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (15,511 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−154,338→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (154,338 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+154,338→ 394,338 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (154,338 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+15,511→ 907,797 total
Exercise: $0.00→ Class A Common Stock (15,511 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−5,912→ 1,122 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (5,912 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+5,912→ 913,709 total
Exercise: $0.00→ Class A Common Stock (5,912 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+1,122→ 395,460 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (1,122 underlying)

Valentine John A.

Chief Partnership Officer

Transactions

Gift
Class B Common Stock
2022-09-30+154,338→ 394,338 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30−1,122→ 0 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30+5,912→ 913,709 total
Gift
Class B Common Stock
2022-09-30+1,122→ 395,460 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30−154,338→ 0 total(indirect: By Trust)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+154,338→ 394,338 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (154,338 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+5,912→ 913,709 total
Exercise: $0.00→ Class A Common Stock (5,912 underlying)
Gift
Class B Common Stock
2022-09-30−15,511→ 154,338 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30+15,511→ 907,797 total
Gift
Class B Common Stock
2022-09-30−5,912→ 1,122 total(indirect: By Trust)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−15,511→ 154,338 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (15,511 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+15,511→ 907,797 total
Exercise: $0.00→ Class A Common Stock (15,511 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−154,338→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (154,338 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−5,912→ 1,122 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (5,912 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+1,122→ 395,460 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (1,122 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−1,122→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (1,122 underlying)

John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019

Other

Transactions

Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−154,338→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (154,338 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−1,122→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (1,122 underlying)
Gift
Class B Common Stock
2022-09-30−15,511→ 154,338 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30−154,338→ 0 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30+5,912→ 913,709 total
Gift
Class B Common Stock
2022-09-30+15,511→ 907,797 total
Gift
Class B Common Stock
2022-09-30+154,338→ 394,338 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30−5,912→ 1,122 total(indirect: By Trust)
Gift
Class B Common Stock
2022-09-30−1,122→ 0 total(indirect: By Trust)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−15,511→ 154,338 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (15,511 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+5,912→ 913,709 total
Exercise: $0.00→ Class A Common Stock (5,912 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+1,122→ 395,460 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (1,122 underlying)
Gift
Class B Common Stock
2022-09-30+1,122→ 395,460 total(indirect: By Trust)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+15,511→ 907,797 total
Exercise: $0.00→ Class A Common Stock (15,511 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30+154,338→ 394,338 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (154,338 underlying)
Gift
LLC Units in Baldwin Risk Partners, LLC
2022-09-30−5,912→ 1,122 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (5,912 underlying)

Footnotes (8)

[F1]These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine.
[F2]These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary.
[F3]These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019.
[F4]These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee.
[F5]These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine.
[F6]These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary.
[F7]These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019.
[F8]Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Documents

1 file

4
marketforms-57335.xmlPrimary
PRIMARY DOCUMENT

Issuer

BRP Group, Inc.

CIK 0001781755

→

Entity typeother

Related Parties

filerCIK 0001787661

Filing Metadata

Form type: 4
Filed: Oct 16, 8:00 PM ET
Accepted: Oct 17, 9:53 PM ET
Size: 41.1 KB

View on SEC.gov