Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRP | Class B Common Stock | Gift | $0 | -24.3K | -84.04% | $0.00 | 4.62K | Sep 30, 2022 | By Trust | F1, F2 |
transaction | BRP | Class B Common Stock | Gift | $0 | +24.3K | +2.24% | $0.00 | 1.11M | Sep 30, 2022 | Direct | F1 |
transaction | BRP | Class B Common Stock | Gift | $0 | -4.62K | -100% | $0.00* | 0 | Sep 30, 2022 | By Trust | F2, F3 |
transaction | BRP | Class B Common Stock | Gift | $0 | +4.62K | +1.18% | $0.00 | 396K | Sep 30, 2022 | By Trust | F3, F4 |
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 | -24.3K | -84.04% | $0.00 | 4.62K | Sep 30, 2022 | Class A Common Stock | 24.3K | $0.00 | By Trust | F1, F2, F5 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +24.3K | +2.24% | $0.00 | 1.11M | Sep 30, 2022 | Class A Common Stock | 24.3K | $0.00 | Direct | F1, F5 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | -4.62K | -100% | $0.00* | 0 | Sep 30, 2022 | Class A Common Stock | 4.62K | $0.00 | By Trust | F2, F3, F5 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +4.62K | +1.18% | $0.00 | 396K | Sep 30, 2022 | Class A Common Stock | 4.62K | $0.00 | By Trust | F3, F4, F5 |
Id | Content |
---|---|
F1 | These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. |
F2 | These securities are directly held by the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. |
F3 | These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019. |
F4 | These securities are directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. |
F5 | 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. |