John A. Valentine - Sep 30, 2022 Form 4 Insider Report for BRP Group, Inc. (BRP)

Role
Chief Partnership Officer, Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in Fact, for John A. Valentine
Stock symbol
BRP
Transactions as of
Sep 30, 2022
Transactions value $
$0
Form type
4
Date filed
10/17/2022, 09:53 PM
Previous filing
May 17, 2022
Next filing
Mar 16, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRP Class B Common Stock Gift $0 -15.5K -9.13% $0.00 154K Sep 30, 2022 By Trust F1, F2
transaction BRP Class B Common Stock Gift $0 +15.5K +1.74% $0.00 908K Sep 30, 2022 Direct F1
transaction BRP Class B Common Stock Gift $0 -154K -100% $0.00* 0 Sep 30, 2022 By Trust F2, F3
transaction BRP Class B Common Stock Gift $0 +154K +64.31% $0.00 394K Sep 30, 2022 By Trust F3, F4
transaction BRP Class B Common Stock Gift $0 -5.91K -84.05% $0.00 1.12K Sep 30, 2022 By Trust F5, F6
transaction BRP Class B Common Stock Gift $0 +5.91K +0.65% $0.00 914K Sep 30, 2022 Direct F5
transaction BRP Class B Common Stock Gift $0 -1.12K -100% $0.00* 0 Sep 30, 2022 By Trust F6, F7
transaction BRP Class B Common Stock Gift $0 +1.12K +0.28% $0.00 395K Sep 30, 2022 By Trust F4, F7

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 -15.5K -9.13% $0.00 154K Sep 30, 2022 Class A Common Stock 15.5K $0.00 By Trust F1, F2, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +15.5K +1.74% $0.00 908K Sep 30, 2022 Class A Common Stock 15.5K $0.00 Direct F1, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -154K -100% $0.00* 0 Sep 30, 2022 Class A Common Stock 154K $0.00 By Trust F2, F3, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +154K +64.31% $0.00 394K Sep 30, 2022 Class A Common Stock 154K $0.00 By Trust F3, F4, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -5.91K -84.05% $0.00 1.12K Sep 30, 2022 Class A Common Stock 5.91K $0.00 By Trust F5, F6, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +5.91K +0.65% $0.00 914K Sep 30, 2022 Class A Common Stock 5.91K $0.00 Direct F5, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -1.12K -100% $0.00* 0 Sep 30, 2022 Class A Common Stock 1.12K $0.00 By Trust F6, F7, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +1.12K +0.28% $0.00 395K Sep 30, 2022 Class A Common Stock 1.12K $0.00 By Trust F4, F7, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine.
F2 These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary.
F3 These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019.
F4 These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee.
F5 These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine.
F6 These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary.
F7 These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019.
F8 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.