Key facts
- This page summarizes John A. Valentine's Form 4 filing for BRP Group, Inc. (BWIN).
- 4 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 15 May 2023, 19:13.
John A. Valentine - 11 May 2023 Form 4 Insider Report for BRP Group, Inc. (BWIN)
- Reporting relationship
- Chief Partnership Officer, Member of 10% owner group
- Issuer ticker
- BWIN
- Reported as of
- 11 May 2023
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 15 May 2023, 19:13:56 UTC
- Prior SEC filing
- 04 Apr 2023
- Next SEC filing
- 13 Nov 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Seth Cohen, as Attorney-in Fact, for John A. Valentine
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
John A. Valentine filed Form 4 for BRP Group, Inc. (BWIN) on 15 May 2023.
Change
- Previous filing in this sequence was filed on 04 Apr 2023.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BRP
transaction
Class B Common Stock
Gift
- Transaction value
- $0
- Shares
- -913,709
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 11 May 2023
- Ownership
- Direct
- Footnotes
- F1
BRP
transaction
Class B Common Stock
Gift
- Transaction value
- $0
- Shares
- +913,709
- Change %
- Price
- $0.000000
- Shares after
- 913,709
- Date
- 11 May 2023
- Ownership
- By Trust
- Footnotes
- F1, F2
BRP
holding
Class B Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 395,460
- Date
- 11 May 2023
- Ownership
- By Trust
- Footnotes
- F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BRP
transaction
Derivative
LLC Units in Baldwin Risk Partners, LLC
Gift
- Transaction value
- $0
- Shares
- -913,709
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 11 May 2023
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 913,709
- Exercise price
- $0.000000
- Footnotes
- F1, F4
BRP
transaction
Derivative
LLC Units in Baldwin Risk Partners, LLC
Gift
- Transaction value
- $0
- Shares
- +913,709
- Change %
- Price
- $0.000000
- Shares after
- 913,709
- Date
- 11 May 2023
- Ownership
- By Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 913,709
- Exercise price
- $0.000000
- Footnotes
- F1, F2, F4
BRP
holding
Derivative
LLC Units in Baldwin Risk Partners, LLC
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 395,460
- Date
- 11 May 2023
- Ownership
- By Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 395,460
- Exercise price
- $0.000000
- Footnotes
- F3, F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote 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.
Footnote 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.
Footnote 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.
Footnote 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.