Laura Sherman - 16 Nov 2023 Form 4 Insider Report for BRP Group, Inc. (BRP)

Role
Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in-Fact, for Laura Sherman
Issuer symbol
BRP
Transactions as of
16 Nov 2023
Net transactions value
$0
Form type
4
Filing time
20 Nov 2023, 19:29:54 UTC
Previous filing
15 Sep 2023
Next filing
03 Apr 2024
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 -6,372 -9.5% $0.000000 60,992 16 Nov 2023 By Trust F1
transaction BRP Class B Common Stock Gift $0 +6,372 $0.000000 6,372 16 Nov 2023 Direct
transaction BRP Class B Common Stock Gift $0 -9,106 -100% $0.000000* 0 16 Nov 2023 By Trust F2
transaction BRP Class B Common Stock Gift $0 +9,106 +143% $0.000000 15,478 16 Nov 2023 Direct
transaction BRP Class B Common Stock Gift $0 -15,478 -100% $0.000000* 0 17 Nov 2023 Direct
transaction BRP Class B Common Stock Gift $0 +15,478 +0.7% $0.000000 2,233,182 17 Nov 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 -6,372 -9.5% $0.000000 60,992 16 Nov 2023 Class A Common Stock 6,372 $0.000000 By Trust F1, F4
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +6,372 $0.000000 6,372 16 Nov 2023 Class A Common Stock 6,372 $0.000000 Direct F4
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -9,106 -100% $0.000000* 0 16 Nov 2023 Class A Common Stock 9,106 $0.000000 By Trust F2, F4
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +9,106 +143% $0.000000 15,478 16 Nov 2023 Class A Common Stock 9,106 $0.000000 Direct F4
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -15,478 -100% $0.000000* 0 17 Nov 2023 Class A Common Stock 15,478 $0.000000 Direct F4
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +15,478 +0.7% $0.000000 2,233,182 17 Nov 2023 Class A Common Stock 15,478 $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 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.
F2 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.
F3 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.
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.