Valentine John A. 4
4 · BRP Group, Inc. · Filed May 15, 2023
Insider Transaction Report
Form 4
Valentine John A.
Chief Partnership Officer
Transactions
- Gift
Class B Common Stock
2023-05-11−913,709→ 0 total - Gift
Class B Common Stock
2023-05-11+913,709→ 913,709 total(indirect: By Trust) - Gift
LLC Units in Baldwin Risk Partners, LLC
2023-05-11+913,709→ 913,709 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (913,709 underlying) - Gift
LLC Units in Baldwin Risk Partners, LLC
2023-05-11−913,709→ 0 totalExercise: $0.00→ Class A Common Stock (913,709 underlying)
Holdings
- 395,460(indirect: By Trust)
Class B Common Stock
- 395,460(indirect: By Trust)
LLC Units in Baldwin Risk Partners, LLC
Exercise: $0.00→ Class A Common Stock (395,460 underlying)
Footnotes (4)
- [F1]These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023.
- [F2]These securities are held by the John A. Valentine Revocable Trust, dated March 20, 2023, of which the reporting person serves as the sole trustee and beneficiary.
- [F3]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.
- [F4]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.