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

Role
Chief Strategy Officer, Director, Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in-Fact for Kristopher Wiebeck
Issuer symbol
BWIN
Transactions as of
29 Nov 2022
Net transactions value
-$733,400
Form type
4
Filing time
01 Dec 2022, 15:30:15 UTC
Previous filing
17 Oct 2022
Next filing
16 Mar 2023
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRP Class A Common Stock Sale $440,100 -15,000 -23% $29.34 51,126 29 Nov 2022 Direct F1
transaction BRP Class B Common Stock Conversion of derivative security $0 -10,000 -2.5% $0.000000 385,965 29 Nov 2022 By Trust F2
transaction BRP Class A Common Stock Conversion of derivative security $0 +10,000 $0.000000 10,000 29 Nov 2022 By Trust F2
transaction BRP Class A Common Stock Sale $293,300 -10,000 -100% $29.33 0 29 Nov 2022 By Trust F2, F3
transaction BRP Class B Common Stock Gift $0 -1,113,367 -100% $0.000000* 0 01 Dec 2022 Direct F4
transaction BRP Class B Common Stock Gift $0 +1,113,367 $0.000000 1,113,367 01 Dec 2022 By Trust F4, F5
holding BRP Class A Common Stock 1,000 29 Nov 2022 IRA F6
holding BRP Class A Common Stock 1,000 29 Nov 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 -10,000 -2.5% $0.000000 385,965 29 Nov 2022 Class A Common Stock 10,000 $0.000000 By Trust F2, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 -1,113,367 -100% $0.000000* 0 01 Dec 2022 Class A Common Stock 1,113,367 $0.000000 Direct F4, F8
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +1,113,367 $0.000000 1,113,367 01 Dec 2022 Class A Common Stock 1,113,367 $0.000000 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.