J. Hyatt Brown - Apr 25, 2024 Form 4 Insider Report for BROWN & BROWN, INC. (BRO)

Role
Chairman, Director, 10%+ Owner
Signature
/s/ J. Hyatt Brown
Stock symbol
BRO
Transactions as of
Apr 25, 2024
Transactions value $
$0
Form type
4
Date filed
4/25/2024, 05:00 PM
Previous filing
Mar 14, 2024
Next filing
Aug 30, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRO Common Stock, $.10 par value Gift $0 -950K -2.54% $0.00 36.4M Apr 25, 2024 Limited Partnership F1
holding BRO Common Stock, $.10 par value 2.05M Apr 25, 2024 Charitable Lead Annuity Trust F2
holding BRO Common Stock, $.10 par value 135K Apr 25, 2024 IRA
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.
F2 These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person's spouse and three children are the trustees and of which his three children are the remainder beneficiaries.