John A. Valentine - May 11, 2023 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
May 11, 2023
Transactions value $
$0
Form type
4
Date filed
5/15/2023, 07:13 PM
Previous filing
Apr 4, 2023
Next filing
Nov 13, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BRP Class B Common Stock Gift $0 -914K -100% $0.00* 0 May 11, 2023 Direct F1
transaction BRP Class B Common Stock Gift $0 +914K $0.00 914K May 11, 2023 By Trust F1, F2
holding BRP Class B Common Stock 395K May 11, 2023 By Trust F3

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 -914K -100% $0.00* 0 May 11, 2023 Class A Common Stock 914K $0.00 Direct F1, F4
transaction BRP LLC Units in Baldwin Risk Partners, LLC Gift $0 +914K $0.00 914K May 11, 2023 Class A Common Stock 914K $0.00 By Trust F1, F2, F4
holding BRP LLC Units in Baldwin Risk Partners, LLC 395K May 11, 2023 Class A Common Stock 395K $0.00 By Trust F3, F4
* 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 John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023.
F2 These securities are held by the John A. Valentine Revocable Trust, dated March 20, 2023, of which the reporting person serves as the sole trustee and beneficiary.
F3 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.
F4 Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.