John A. Valentine - Dec 7, 2021 Form 4 Insider Report for BRP Group, Inc. (BRP)

Role
Chief Partnership Officer, Member of 10% owner group
Signature
/s/ Bradford Hale as Attorney-in Fact, for John A. Valentine
Stock symbol
BRP
Transactions as of
Dec 7, 2021
Transactions value $
$0
Form type
4
Date filed
12/9/2021, 08:47 PM
Next filing
Mar 8, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRP Class B Common Stock Gift $0 -240K -21.2% $0.00 892K Dec 7, 2021 Direct
transaction BRP Class B Common Stock Gift $0 +240K +135.68% $0.00 417K Dec 7, 2021 By Trusts F2, F3
holding BRP Class B Common Stock 177K Dec 7, 2021 By Trusts F1, F2, F3
holding BRP Class B Common Stock 892K Dec 7, 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 -240K -21.2% $0.00 892K Dec 7, 2021 Class A Common Stock 240K $0.00 Direct F4
transaction BRP LLC Units to Baldwin Risk Partners, LLC Gift $0 +240K +135.68% $0.00 417K Dec 7, 2021 Class A Common Stock 240K $0.00 By Trusts F2, F3, F4
holding BRP LLC Units in Baldwin Risk Partners, LLC 177K Dec 7, 2021 Class A Common Stock 177K $0.00 By Trusts F1, F2, F3, F4
holding BRP LLC Units to Baldwin Risk Partners, LLC 892K Dec 7, 2021 Class A Common Stock 240K $0.00 Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Reflects shares beneficially owned by Trusts prior to taking into account the acquisitions by Trust reported herein.
F2 The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
F3 Shares held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, and Sarah S. Valentine, as Trustee of the John A. Valentine 2019 Irrevocable Trust, dated September 27, 2019 ("Trusts").
F4 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.