Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 - 30 Sep 2021 Form 4 Insider Report for BRP Group, Inc. (BWIN)

Role
Member of 10% owner group
Signature
/s/ Bradford Hale as Attorney-in Fact, for Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019
Issuer symbol
BWIN
Transactions as of
30 Sep 2021
Net transactions value
$0
Form type
4
Filing time
08 Dec 2021, 20:46:57 UTC
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 -30,735 -11% $0.000000 239,776 30 Sep 2021 Direct F1
transaction BRP Class B Common Stock Gift $0 -239,776 -100% $0.000000* 0 30 Sep 2021 Direct F2
transaction BRP Class B Common Stock Gift $0 -9,449 -3.2% $0.000000 284,560 30 Sep 2021 Direct F3
transaction BRP Class B Common Stock Gift $0 -15,316 -35% $0.000000 29,042 30 Sep 2021 Direct F4
transaction BRP Class B Common Stock Gift $0 -9,733 -5.4% $0.000000 169,849 30 Sep 2021 Direct F5
transaction BRP Class B Common Stock Gift $0 -3,710 -35% $0.000000 7,034 30 Sep 2021 Direct F6
transaction BRP Class B Common Stock Gift $0 -40,086 -9.3% $0.000000 391,341 30 Sep 2021 Direct F7
transaction BRP Class B Common Stock Gift $0 -391,341 -100% $0.000000* 0 30 Sep 2021 Direct F8
transaction BRP Class B Common Stock Gift $0 -15,278 -35% $0.000000 28,972 30 Sep 2021 Direct F9
transaction BRP Class B Common Stock Gift $0 -15,376 -11% $0.000000 119,871 30 Sep 2021 Direct F10
transaction BRP Class B Common Stock Gift $0 -119,871 -100% $0.000000* 0 30 Sep 2021 Direct F11
transaction BRP Class B Common Stock Gift $0 -2,366 -3.2% $0.000000 71,135 30 Sep 2021 Direct F12
transaction BRP Class B Common Stock Gift $0 -4,164 -21% $0.000000 15,742 30 Sep 2021 Direct F13

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 -30,735 -11% $0.000000 239,776 30 Sep 2021 Class A Common Stock 30,735 $0.000000 Direct F1, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -239,776 -100% $0.000000* 0 30 Sep 2021 Class A Common Stock 239,776 $0.000000 Direct F2, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -9,449 -3.2% $0.000000 284,560 30 Sep 2021 Class A Common Stock 9,449 $0.000000 Direct F3, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -15,316 -35% $0.000000 29,042 30 Sep 2021 Class A Common Stock 15,316 $0.000000 Direct F4, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -9,733 -5.4% $0.000000 169,849 30 Sep 2021 Class A Common Stock 9,733 $0.000000 Direct F5, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -3,710 -35% $0.000000 7,034 30 Sep 2021 Class A Common Stock 3,710 $0.000000 Direct F6, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -40,086 -9.3% $0.000000 391,341 30 Sep 2021 Class A Common Stock 40,086 $0.000000 Direct F7, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -391,341 -100% $0.000000* 0 30 Sep 2021 Class A Common Stock 391,341 $0.000000 Direct F8, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -15,278 -35% $0.000000 28,972 30 Sep 2021 Class A Common Stock 15,278 $0.000000 Direct F9, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -15,376 -11% $0.000000 119,871 30 Sep 2021 Class A Common Stock 15,376 $0.000000 Direct F10, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -119,871 -100% $0.000000* 0 30 Sep 2021 Class A Common Stock 119,871 $0.000000 Direct F11, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -2,366 -3.2% $0.000000 71,135 30 Sep 2021 Class A Common Stock 2,366 $0.000000 Direct F12, F14
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -4,164 -21% $0.000000 15,742 30 Sep 2021 Class A Common Stock 4,164 $0.000000 Direct F13, F14
* 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 the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019.
F2 These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019.
F3 These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019.
F4 These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020.
F5 These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019.
F6 These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine, the trustee and beneficiary of the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020.
F7 These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019.
F8 These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019.
F9 These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020.
F10 These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019.
F11 These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1.
F12 These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019.
F13 These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020.
F14 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.