| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BRP | Class B Common Stock | Gift | $0 | -2,417,704 | -100% | $0.000000* | 0 | 15 Dec 2022 | Direct | F1 |
| transaction | BRP | Class B Common Stock | Gift | $0 | +2,417,704 | $0.000000 | 2,417,704 | 15 Dec 2022 | By Trust | F1, F2 | |
| holding | BRP | Class B Common Stock | 67,364 | 15 Dec 2022 | By Trust | F3 | |||||
| holding | BRP | Class B Common Stock | 9,106 | 15 Dec 2022 | By Trust | F4 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | -2,417,704 | -100% | $0.000000* | 0 | 15 Dec 2022 | Class A Common Stock | 2,417,704 | $0.000000 | Direct | F1, F5 |
| transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +2,417,704 | $0.000000 | 2,417,704 | 15 Dec 2022 | Class A Common Stock | 2,417,704 | $0.000000 | By Trust | F1, F2, F5 | |
| holding | BRP | LLC Units in Baldwin Risk Partners, LLC | 67,364 | 15 Dec 2022 | Class A Common Stock | 67,364 | $0.000000 | By Trust | F3, F5 | |||||
| holding | BRP | LLC Units in Baldwin Risk Partners, LLC | 9,106 | 15 Dec 2022 | Class A Common Stock | 9,106 | $0.000000 | By Trust | F4, F5 |
| Id | Content |
|---|---|
| F1 | These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. |
| F2 | 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. |
| F3 | 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 and beneficiary. |
| F4 | 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 and beneficiary. |
| F5 | Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. |