Trevor R. Burgess

Insider Reports History

Location
St. Petersburg, FL
Signature
/s/ James Steiner, by power of attorney
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Trevor R. Burgess:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Neptune Insurance Holdings Inc. CEO & Chairman of the Board, Director, 10%+ Owner Class A Common Stock 2.03M $40.7M $20.00 02 Oct 2025 Direct
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Class B Common Stock 25M 02 Oct 2025 Held by Burgess Family SLAT, u/a/d March 26, 2025
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Class B Common Stock 17.9M 02 Oct 2025 Held by the Trevor R. Burgess Irrevocable Trust of 2020, u/a/d March 24, 2025
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Class B Common Stock 511K 02 Oct 2025 Held by the Trevor R. Burgess Revocable Trust, u/a/d September 30, 2024
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Stock Option (right to buy) 280K 02 Oct 2025 Direct
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Common Stock 0 02 Oct 2025 Held by Burgess Family SLAT, u/a/d March 26, 2025
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Common Stock 0 02 Oct 2025 Held by the Trevor R. Burgess Irrevocable Trust of 2020, u/a/d March 24, 2025
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Common Stock 0 02 Oct 2025 Held by the Trevor R. Burgess Revocable Trust, u/a/d September 30, 2024

Insider Reports Filed by Trevor R. Burgess

Symbol Company Period Transactions Value $ Form Type Role Filing Time
NP Neptune Insurance Holdings Inc. 02 Oct 2025 1 $1M 4 CEO & Chairman of the Board, Director, 10%+ Owner 14 Nov 2025, 19:08
NP Neptune Insurance Holdings Inc. 02 Oct 2025 17 $0 4 CEO & Chairman of the Board, Director, 10%+ Owner 03 Oct 2025, 17:41
NP Neptune Insurance Holdings Inc. 30 Sep 2025 0 $0 3 CEO & Chairman of the Board, Director, 10%+ Owner 30 Sep 2025, 21:07