Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRO | Common Stock, $.10 par value | Gift | $0 | -1.03K | 0% | $0.00 | 36M | Dec 13, 2024 | Limited Partnership | F1 |
holding | BRO | Common Stock, $.10 par value | 2.05M | Dec 13, 2024 | Charitable Lead Annuity Trust | F2 |
Id | Content |
---|---|
F1 | These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc. |
F2 | These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person's spouse and three children are the trustees and of which his three children are the remainder beneficiaries. |