Key facts
- This page summarizes Lowry Baldwin's Form 4 filing for BRP Group, Inc. (BWIN).
- 11 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 07 Dec 2021, 20:16.
Lowry Baldwin - 03 Dec 2021 Form 4 Insider Report for BRP Group, Inc. (BWIN)
- Reporting relationship
- Chairman, Director, Member of 10% owner group, 10%+ Owner
- Issuer ticker
- BWIN
- Reported as of
- 03 Dec 2021
- Net transaction value
- -$5,684,231
- SEC form
- 4
- Accepted by SEC
- 07 Dec 2021, 20:16:24 UTC
- Prior SEC filing
- 13 Feb 2023
- Next SEC filing
- 22 Sep 2022
- Source filing
- View source filing
- Reporting owner signature
- /s/ Bradford Hale as Attorney-in-Fact, for Lowry Baldwin
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Filing notes and source
Key filing fact
Lowry Baldwin filed Form 4 for BRP Group, Inc. (BWIN) on 07 Dec 2021.
Change
- Previous filing in this sequence was filed on 13 Feb 2023.
- Current net transaction value: -$5,684,231.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BRP
transaction
Class B Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- -500,000
- Change %
- -3%
- Price
- $0.000000
- Shares after
- 15,951,478
- Date
- 03 Dec 2021
- Ownership
- By Trusts and Baldwin Insurance Group Holdings, LLC
- Footnotes
- F1, F2
BRP
transaction
Class B Common Stock
Sale
- Transaction value
- $0
- Shares
- -70,000
- Change %
- -0.44%
- Price
- $0.000000
- Shares after
- 15,881,478
- Date
- 03 Dec 2021
- Ownership
- By Trusts and Baldwin Insurance Group Holdings, LLC
- Footnotes
- F1, F2
BRP
transaction
Class B Common Stock
Award
- Transaction value
- $0
- Shares
- +458,000
- Change %
- Price
- $0.000000
- Shares after
- 458,000
- Date
- 03 Dec 2021
- Ownership
- By The Pop Pop Trust
BRP
transaction
Class A Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- +458,000
- Change %
- Price
- $0.000000
- Shares after
- 458,000
- Date
- 03 Dec 2021
- Ownership
- By The Pop Pop Trust
BRP
transaction
Class B Common Stock
Award
- Transaction value
- $0
- Shares
- +42,000
- Change %
- Price
- $0.000000
- Shares after
- 42,000
- Date
- 03 Dec 2021
- Ownership
- By The Honey Bee Family Trust
BRP
transaction
Class A Common Stock
Conversion of derivative security
- Transaction value
- $0
- Shares
- +42,000
- Change %
- Price
- $0.000000
- Shares after
- 42,000
- Date
- 03 Dec 2021
- Ownership
- By The Honey Bee Family Trust
BRP
transaction
Class A Common Stock
Sale
- Transaction value
- $231,731
- Shares
- -6,201
- Change %
- -15%
- Price
- $37.37
- Shares after
- 35,799
- Date
- 03 Dec 2021
- Ownership
- By The Honey Bee Family Trust
- Footnotes
- F3
BRP
transaction
Class A Common Stock
Sale
- Transaction value
- $1,301,294
- Shares
- -35,799
- Change %
- -100%
- Price
- $36.35
- Shares after
- 0
- Date
- 06 Dec 2021
- Ownership
- By The Honey Bee Family Trust
- Footnotes
- F4
BRP
transaction
Class A Common Stock
Sale
- Transaction value
- $4,151,206
- Shares
- -114,201
- Change %
- -25%
- Price
- $36.35
- Shares after
- 343,799
- Date
- 06 Dec 2021
- Ownership
- By The Pop Pop Trust
- Footnotes
- F4
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BRP
transaction
Derivative
LLC Units in Baldwin Risk Partners, LLC
Conversion of derivative security
- Transaction value
- $0
- Shares
- -500,000
- Change %
- -3%
- Price
- $0.000000
- Shares after
- 15,951,478
- Date
- 03 Dec 2021
- Ownership
- By Trusts and Baldwin Insurance Group Holdings, LLC
- Underlying class
- Class A Common Stock
- Underlying amount
- 500,000
- Exercise price
- $0.000000
- Footnotes
- F1, F2, F5
BRP
transaction
Derivative
LLC Units in Baldwin Risk Partners, LLC
Sale
- Transaction value
- $0
- Shares
- -70,000
- Change %
- -0.44%
- Price
- $0.000000
- Shares after
- 15,881,478
- Date
- 03 Dec 2021
- Ownership
- By Trusts and Baldwin Insurance Group Holdings, LLC
- Underlying class
- Class A Common Stock
- Underlying amount
- 70,000
- Exercise price
- $0.000000
- Footnotes
- F1, F2, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 footnotes
Footnote F1
The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
Footnote F2
Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts").
Footnote F3
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $37.05 to $37.70. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
Footnote F4
The reported securities were sold at a price of $36.35.
Footnote F5
Each LLC Unit, together with one 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.