Kristopher Wiebeck - Nov 29, 2022 Form 4 Insider Report for BRP Group, Inc. (BRP)

Role
Chief Strategy Officer, Director, Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in-Fact for Kristopher Wiebeck
Stock symbol
BRP
Transactions as of
Nov 29, 2022
Transactions value $
-$733,400
Form type
4
Date filed
12/1/2022, 03:30 PM
Previous filing
Oct 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 A Common Stock Sale -$440K -15K -22.68% $29.34 51.1K Nov 29, 2022 Direct F1
transaction BRP Class B Common Stock Conversion of derivative security $0 -10K -2.53% $0.00 386K Nov 29, 2022 By Trust F2
transaction BRP Class A Common Stock Conversion of derivative security $0 +10K $0.00 10K Nov 29, 2022 By Trust F2
transaction BRP Class A Common Stock Sale -$293K -10K -100% $29.33 0 Nov 29, 2022 By Trust F2, F3
transaction BRP Class B Common Stock Gift $0 -1.11M -100% $0.00* 0 Dec 1, 2022 Direct F4
transaction BRP Class B Common Stock Gift $0 +1.11M $0.00 1.11M Dec 1, 2022 By Trust F4, F5
holding BRP Class A Common Stock 1K Nov 29, 2022 IRA F6
holding BRP Class A Common Stock 1K Nov 29, 2022 IRA 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 Conversion of derivative security $0 -10K -2.53% $0.00 386K Nov 29, 2022 Class A Common Stock 10K $0.00 By Trust F2, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -1.11M -100% $0.00* 0 Dec 1, 2022 Class A Common Stock 1.11M $0.00 Direct F4, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +1.11M $0.00 1.11M Dec 1, 2022 Class A Common Stock 1.11M $0.00 By Trust F4, F5, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.32 to $29.61. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
F2 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.
F3 The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.32 to $29.49. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
F4 These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014.
F5 These securities are directly held by the Kristopher A. Wiebeck Revocable Trust, dated September 4, 2014, of which the reporting person serves as the sole trustee and beneficiary.
F6 Shares are held by a Roth IRA for the benefit of the reporting person (Kristopher A. Wiebeck Roth IRA).
F7 Shares are held by a Traditional IRA for the benefit of the reporting person (Kristopher A. Wiebeck IRA).
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.