Trevor R. Burgess

Insider Reports History

Location
C1 Financial, Inc., 100 5 Th Street South, 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 B Common Stock 25M Oct 2, 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 Oct 2, 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 A Common Stock 1.98M Oct 2, 2025 Direct
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Class B Common Stock 511K Oct 2, 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 Oct 2, 2025 Direct
Neptune Insurance Holdings, Inc. CEO & Chairman of the Board, Director, 10%+ Owner Class A Common Stock 0 Oct 2, 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 A Common Stock 0 Oct 2, 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 A Common Stock 0 Oct 2, 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 Common Stock 0 Oct 2, 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 Oct 2, 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 Oct 2, 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 Date Filed Role
NP Neptune Insurance Holdings Inc. Oct 2, 2025 17 $0 4 Oct 3, 2025 CEO & Chairman of the Board, Director, 10%+ Owner
NP Neptune Insurance Holdings Inc. Sep 30, 2025 0 $0 3 Sep 30, 2025 CEO & Chairman of the Board, Director, 10%+ Owner