Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 - 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 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020
Issuer symbol
BWIN
Transactions as of
30 Sep 2021
Net transactions value
$0
Form type
4
Filing time
08 Dec 2021, 20:48:55 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 -37,488 -35% $0.000000 71,090 30 Sep 2021 Direct F1
transaction BRP Class B Common Stock Gift $0 +239,776 +76% $0.000000 553,378 30 Sep 2021 By Trust F2, F3
transaction BRP Class B Common Stock Gift $0 +391,341 +1351% $0.000000 420,313 30 Sep 2021 By Trust F3, F4
transaction BRP Class B Common Stock Gift $0 +119,871 +138% $0.000000 206,748 30 Sep 2021 By Trust F3, F5
holding BRP Class B Common Stock 1,787,498 30 Sep 2021 Direct
holding BRP Class B Common Stock 1,089,019 30 Sep 2021 Direct
holding BRP Class B Common Stock 2,334,127 30 Sep 2021 Direct

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 -37,488 -35% $0.000000 71,090 30 Sep 2021 Class A Common Stock 37,488 $0.000000 Direct F1, F6
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +239,776 +76% $0.000000 553,378 30 Sep 2021 Class A Common Stock 239,776 $0.000000 By Trust F2, F3, F6
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +391,341 +1351% $0.000000 420,313 30 Sep 2021 Class A Common Stock 391,341 $0.000000 By Trust F3, F4, F6
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +119,871 +138% $0.000000 206,748 30 Sep 2021 Class A Common Stock 119,871 $0.000000 By Trust F3, F5, F6
holding BRP LLC Units in Baldwin Risk Partners, LLC 1,787,498 30 Sep 2021 Class A Common Stock 1,787,498 $0.000000 Direct F6
holding BRP LLC Units in Baldwin Risk Partners, LLC 1,089,019 30 Sep 2021 Class A Common Stock 1,089,019 $0.000000 Direct F6
holding BRP LLC Units in Baldwin Risk Partners, LLC 2,334,127 30 Sep 2021 Class A Common Stock 2,334,127 $0.000000 Direct F6
* 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 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.