Sherman Laura 4
4 · BRP Group, Inc. · Filed Nov 20, 2023
Insider Transaction Report
Form 4
Sherman Laura
Other
Transactions
- Gift
Class B Common Stock
2023-11-16−9,106→ 0 total(indirect: By Trust) - Gift
LLC Units in Baldwin Risk Partners, LLC
2023-11-16+6,372→ 6,372 totalExercise: $0.00→ Class A Common Stock (6,372 underlying) - Gift
Class B Common Stock
2023-11-16−6,372→ 60,992 total(indirect: By Trust) - Gift
Class B Common Stock
2023-11-17−15,478→ 0 total - Gift
LLC Units in Baldwin Risk Partners, LLC
2023-11-16−9,106→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (9,106 underlying) - Gift
LLC Units in Baldwin Risk Partners, LLC
2023-11-17−15,478→ 0 totalExercise: $0.00→ Class A Common Stock (15,478 underlying) - Gift
LLC Units in Baldwin Risk Partners, LLC
2023-11-17+15,478→ 2,233,182 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (15,478 underlying) - Gift
LLC Units in Baldwin Risk Partners, LLC
2023-11-16−6,372→ 60,992 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (6,372 underlying) - Gift
Class B Common Stock
2023-11-16+6,372→ 6,372 total - Gift
Class B Common Stock
2023-11-16+9,106→ 15,478 total - Gift
Class B Common Stock
2023-11-17+15,478→ 2,233,182 total(indirect: By Trust) - Gift
LLC Units in Baldwin Risk Partners, LLC
2023-11-16+9,106→ 15,478 totalExercise: $0.00→ Class A Common Stock (9,106 underlying)
Footnotes (4)
- [F1]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.
- [F2]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.
- [F3]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.
- [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.