John A. Valentine - 11 May 2023 Form 4 Insider Report for BRP Group, Inc. (BRP)

Role
Chief Partnership Officer, Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in Fact, for John A. Valentine
Issuer symbol
BRP
Transactions as of
11 May 2023
Net transactions value
$0
Form type
4
Filing time
15 May 2023, 19:13:56 UTC
Previous filing
04 Apr 2023
Next filing
13 Nov 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRP Class B Common Stock Gift $0 -913,709 -100% $0.000000* 0 11 May 2023 Direct F1
transaction BRP Class B Common Stock Gift $0 +913,709 $0.000000 913,709 11 May 2023 By Trust F1, F2
holding BRP Class B Common Stock 395,460 11 May 2023 By Trust F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

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 -913,709 -100% $0.000000* 0 11 May 2023 Class A Common Stock 913,709 $0.000000 Direct F1, F4
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +913,709 $0.000000 913,709 11 May 2023 Class A Common Stock 913,709 $0.000000 By Trust F1, F2, F4
holding BRP LLC Units in Baldwin Risk Partners, LLC 395,460 11 May 2023 Class A Common Stock 395,460 $0.000000 By Trust F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023.
F2 These securities are held by the John A. Valentine Revocable Trust, dated March 20, 2023, of which the reporting person serves as the sole trustee and beneficiary.
F3 These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee.
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.