Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BRP | Class B Common Stock | Gift | $0 | -6.37K | -9.46% | $0.00 | 61K | Nov 16, 2023 | By Trust | F1 |
transaction | BRP | Class B Common Stock | Gift | $0 | +6.37K | $0.00 | 6.37K | Nov 16, 2023 | Direct | ||
transaction | BRP | Class B Common Stock | Gift | $0 | -9.11K | -100% | $0.00* | 0 | Nov 16, 2023 | By Trust | F2 |
transaction | BRP | Class B Common Stock | Gift | $0 | +9.11K | +142.91% | $0.00 | 15.5K | Nov 16, 2023 | Direct | |
transaction | BRP | Class B Common Stock | Gift | $0 | -15.5K | -100% | $0.00* | 0 | Nov 17, 2023 | Direct | |
transaction | BRP | Class B Common Stock | Gift | $0 | +15.5K | +0.7% | $0.00 | 2.23M | Nov 17, 2023 | 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 | -6.37K | -9.46% | $0.00 | 61K | Nov 16, 2023 | Class A Common Stock | 6.37K | $0.00 | By Trust | F1, F4 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +6.37K | $0.00 | 6.37K | Nov 16, 2023 | Class A Common Stock | 6.37K | $0.00 | Direct | F4 | |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | -9.11K | -100% | $0.00* | 0 | Nov 16, 2023 | Class A Common Stock | 9.11K | $0.00 | By Trust | F2, F4 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +9.11K | +142.91% | $0.00 | 15.5K | Nov 16, 2023 | Class A Common Stock | 9.11K | $0.00 | Direct | F4 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | -15.5K | -100% | $0.00* | 0 | Nov 17, 2023 | Class A Common Stock | 15.5K | $0.00 | Direct | F4 |
transaction | BRP | LLC Units in Baldwin Risk Partners, LLC | Gift | $0 | +15.5K | +0.7% | $0.00 | 2.23M | Nov 17, 2023 | Class A Common Stock | 15.5K | $0.00 | By Trust | F3, F4 |
Id | Content |
---|---|
F1 | 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. |
F2 | 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. |
F3 | 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. |
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. |