Valentine John A. 4
4 · BRP Group, Inc. · Filed Oct 17, 2022
Insider Transaction Report
Form 4
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 totalExercise: $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 totalExercise: $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)
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.