Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRO | Common Stock, $.10 par value | Sale | -$251K | -2.5K | -2.75% | $100.32 | 88.4K | Aug 8, 2024 | Direct | F1, F2, F3 |
holding | BRO | Common Stock, $.10 par value (2019 SIP) | 96.8K | Aug 8, 2024 | Direct | F4 | |||||
holding | BRO | Common Stock, $.10 par value | 2.38K | Aug 8, 2024 | By Watts Family Trust |
Id | Content |
---|---|
F1 | The reported transaction was effected in accordance with the Reporting Person's tax planning strategy. |
F2 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $100.31 to $100.35, inclusive. The Reporting Person undertakes to provide Brown & Brown, Inc., any security holder of Brown & Brown, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
F3 | A total of 357 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2024. Number of shares may vary due to dividend reinvesment. |
F4 | These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. |