Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRO | Common Stock, $.10 par value | Gift | $0 | -147K | -6.67% | $0.00 | 2.05M | Dec 29, 2023 | Charity Lead Annuity Trust | F1 |
holding | BRO | Common Stock, $.10 par value | 2.68M | Dec 29, 2023 | Direct | F2 | |||||
holding | BRO | Common Stock, $.10 par value (2010 SIP) | 418K | Dec 29, 2023 | Direct | F3 | |||||
holding | BRO | Common Stock, $.10 par value (2019 SIP) | 149K | Dec 29, 2023 | Direct | F4 | |||||
holding | BRO | Common Stock, $.10 par value (PSP) | 32K | Dec 29, 2023 | Direct | F5 | |||||
holding | BRO | Common Stock, $.10 par value | 41.8K | Dec 29, 2023 | 401k | F6 | |||||
holding | BRO | Common Stock, $.10 par value | 32.2K | Dec 29, 2023 | Children | F7 |
Id | Content |
---|---|
F1 | These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary. |
F2 | A total of 394 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment. |
F3 | These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 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. |
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. |
F5 | These securities were granted pursuant to the Company's Performance Stock Plan ("PSP"). Based on the satisfaction of conditions established pursuant to the PSP, the Reporting Person has voting rights and dividend entitlement with respect to these shares based on the satisfaction of certain performance-based criteria, but full ownership will not vest until the satisfaction of additional conditions. |
F6 | Based upon information supplied by the plan record keeper as of December 31, 2022. Number of shares varies periodically based on contributions to plan. |
F7 | Reporting person disclaims beneficial ownership of securities owned by children who share the Reporting Person's household. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purpose of Section 16 or for any other purpose. |