Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRP | Class B Common Stock | Gift | $0 | -59.7K | -84.04% | $0.00 | 11.3K | Sep 30, 2022 | By Trust | F1, F2 |
transaction | BRP | Class B Common Stock | Gift | $0 | +59.7K | +4.58% | $0.00 | 1.37M | Sep 30, 2022 | Direct | F1 |
transaction | BRP | Class B Common Stock | Gift | $0 | -11.3K | -100% | $0.00* | 0 | Sep 30, 2022 | By Trust | F2, F3 |
transaction | BRP | Class B Common Stock | Gift | $0 | +11.3K | $0.00 | 11.3K | 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 | -59.7K | -84.04% | $0.00 | 11.3K | Sep 30, 2022 | Class A Common Stock | 59.7K | $0.00 | By Trust | F1, F2, F5 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +59.7K | +4.58% | $0.00 | 1.37M | Sep 30, 2022 | Class A Common Stock | 59.7K | $0.00 | Direct | F1, F5 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | -11.3K | -100% | $0.00* | 0 | Sep 30, 2022 | Class A Common Stock | 11.3K | $0.00 | By Trust | F2, F3, F5 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +11.3K | $0.00 | 11.3K | Sep 30, 2022 | Class A Common Stock | 11.3K | $0.00 | By Trust | F3, F4, F5 |
Id | Content |
---|---|
F1 | These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. |
F2 | These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. |
F3 | These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. |
F4 | These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, 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. |