Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRP | Class B Common Stock | Gift | $0 | -1.37M | -100% | $0.00* | 0 | Dec 8, 2022 | Direct | F1 |
transaction | BRP | Class B Common Stock | Gift | $0 | +1.37M | $0.00 | 1.37M | Dec 8, 2022 | By Trust | F1, F2 | |
holding | BRP | Class B Common Stock | 11.3K | Dec 8, 2022 | By Trust | F3 |
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 | -1.37M | -100% | $0.00* | 0 | Dec 8, 2022 | Class A Common Stock | 1.37M | $0.00 | Direct | F1, F4 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +1.37M | $0.00 | 1.37M | Dec 8, 2022 | Class A Common Stock | 1.37M | $0.00 | By Trust | F1, F2, F4 | |
holding | BRP | LLC Units in Baldwin Risk Partners, LLC | 11.3K | Dec 8, 2022 | Class A Common Stock | 11.3K | $0.00 | By Trust | F3, F4 |
Id | Content |
---|---|
F1 | These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. |
F2 | These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. |
F3 | 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. |
F4 | 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. |