Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRP | Class B Common Stock | Gift | $0 | -37.5K | -34.53% | $0.00 | 71.1K | Sep 30, 2021 | Direct | F1 |
transaction | BRP | Class B Common Stock | Gift | $0 | +240K | +76.46% | $0.00 | 553K | Sep 30, 2021 | By Trust | F2, F3 |
transaction | BRP | Class B Common Stock | Gift | $0 | +391K | +1350.76% | $0.00 | 420K | Sep 30, 2021 | By Trust | F3, F4 |
transaction | BRP | Class B Common Stock | Gift | $0 | +120K | +137.98% | $0.00 | 207K | Sep 30, 2021 | By Trust | F3, F5 |
holding | BRP | Class B Common Stock | 1.79M | Sep 30, 2021 | Direct | ||||||
holding | BRP | Class B Common Stock | 1.09M | Sep 30, 2021 | Direct | ||||||
holding | BRP | Class B Common Stock | 2.33M | Sep 30, 2021 | Direct |
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 | -37.5K | -34.53% | $0.00 | 71.1K | Sep 30, 2021 | Class A Common Stock | 37.5K | $0.00 | Direct | F1, F6 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +240K | +76.46% | $0.00 | 553K | Sep 30, 2021 | Class A Common Stock | 240K | $0.00 | By Trust | F2, F3, F6 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +391K | +1350.76% | $0.00 | 420K | Sep 30, 2021 | Class A Common Stock | 391K | $0.00 | By Trust | F3, F4, F6 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +120K | +137.98% | $0.00 | 207K | Sep 30, 2021 | Class A Common Stock | 120K | $0.00 | By Trust | F3, F5, F6 |
holding | BRP | LLC Units in Baldwin Risk Partners, LLC | 1.79M | Sep 30, 2021 | Class A Common Stock | 1.79M | $0.00 | Direct | F6 | |||||
holding | BRP | LLC Units in Baldwin Risk Partners, LLC | 1.09M | Sep 30, 2021 | Class A Common Stock | 1.09M | $0.00 | Direct | F6 | |||||
holding | BRP | LLC Units in Baldwin Risk Partners, LLC | 2.33M | Sep 30, 2021 | Class A Common Stock | 2.33M | $0.00 | Direct | F6 |
Id | Content |
---|---|
F1 | These securities were transferred from the reporting person to Daniel A. Galbraith, the trustee and beneficiary of the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020. |
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, of which Elizabeth Krystyn is a beneficiary. |
F3 | The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. |
F4 | 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, of which Kristopher Aaron Wiebeck is a beneficiary. |
F5 | 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, of which Laura Sherman is a beneficiary. |
F6 | 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. |