| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BRP | Class B Common Stock | Conversion of derivative security | $0 | -200K | -8.27% | $0.00 | 2.22M | Sep 7, 2023 | By Trust | F1 |
| transaction | BRP | Class A Common Stock | Conversion of derivative security | $0 | +200K | $0.00 | 200K | Sep 7, 2023 | By Trust | F1 | |
| transaction | BRP | Class A Common Stock | Sale | -$1.53M | -57.1K | -28.55% | $26.86 | 143K | Sep 7, 2023 | By Trust | F1, F2 |
| transaction | BRP | Class A Common Stock | Sale | -$1.74M | -65.9K | -46.12% | $26.39 | 77K | Sep 8, 2023 | By Trust | F1, F3 |
| transaction | BRP | Class A Common Stock | Sale | -$585K | -22.3K | -28.97% | $26.24 | 54.7K | Sep 11, 2023 | By Trust | F1, F4 |
| holding | BRP | Class B Common Stock | 67.4K | Sep 7, 2023 | By Trust | F5 | |||||
| holding | BRP | Class B Common Stock | 9.11K | Sep 7, 2023 | By Trust | F6 | |||||
| holding | BRP | Class A Common Stock | 1.88K | Sep 7, 2023 | Direct |
| 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 | -200K | -8.27% | $0.00 | 2.22M | Sep 7, 2023 | Class A Common Stock | 200K | $0.00 | By Trust | F1, F7 |
| holding | BRP | LLC Units in Baldwin Risk Partners, LLC | 67.4K | Sep 7, 2023 | Class A Common Stock | 67.4K | $0.00 | By Trust | F5, F7 | |||||
| holding | BRP | LLC Units in Baldwin Risk Partners, LLC | 9.11K | Sep 7, 2023 | Class A Common Stock | 9.11K | $0.00 | By Trust | F6, F7 |
| Id | Content |
|---|---|
| F1 | These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. |
| F2 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.61 to $27.44. 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. |
| F3 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.195 to $26.62. 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 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.00 to $26.79. 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. |
| F5 | These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. |
| F6 | These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. |
| F7 | 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. |