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BRO

BROWN & BROWN, INC.

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3200
SEC CIK
0000079282
Parsed reports
390

Last 12 months

Inside the activity.

2 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202610
Jun 202610
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 15, 2023 Filed Dec 19, 2023 22:27 UTC
Watts R. AndrewEVP, CFO and Treasurer
GiftCommon Stock, $.10 par value 2,025 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-059231 · doc4.xml · nonDerivative · entry 1

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,481

F1 · balance_after: A total of 394 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment. This amount reflects the transfer by Reporting Owner of 86,494 shares in November 2023 pursuant to a domestic relations order.

Read SEC document
November 14, 2023 Filed Nov 15, 2023 22:46 UTC
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
GiftCommon Stock, $.10 par value 2,500 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-055410 · doc4.xml · nonDerivative · entry 1

PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,061

F1 · balance_after: A total of 394 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

Read SEC document
November 02, 2023 Filed Nov 3, 2023 21:00 UTC
Boyd Stephen MEVP/ Pres Wholesale Brokerage
SaleCommon Stock, $.10 par value 351 $70.63 $24,791.13
Disclosure

SEC source: 0001209191-23-054361 · doc4.xml · nonDerivative · entry 3

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,471

F1 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

Read SEC document
November 02, 2023 Filed Nov 3, 2023 21:00 UTC
Boyd Stephen MEVP/ Pres Wholesale Brokerage
SaleCommon Stock, $.10 par value 2,148 $70.64 $151,734.72
Disclosure

SEC source: 0001209191-23-054361 · doc4.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,822

F1 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

Read SEC document
November 02, 2023 Filed Nov 3, 2023 21:00 UTC
Boyd Stephen MEVP/ Pres Wholesale Brokerage
SaleCommon Stock, $.10 par value 1 $70.65 $70.65
Disclosure

SEC source: 0001209191-23-054361 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,970

F1 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

Read SEC document
August 08, 2023 Filed Aug 8, 2023 21:32 UTC
Hunt James SDirector
GiftCommon Stock, $.10 par value 216 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-045062 · doc4.xml · nonDerivative · entry 1

Hunt James S · CIK 0001575634 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,000

Read SEC document
June 21, 2023 Filed Jun 22, 2023 21:00 UTC PurchaseCommon Stock, $.10 par value 4,000 $65.78 $263,120.00
Disclosure

SEC source: 0001209191-23-039117 · doc4.xml · nonDerivative · entry 1

Masojada Bronislaw Edmund · CIK 0001976143 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 4,000

F1 · ownership.nature: These shares are owned by an entity of which the reporting person's spouse is sole shareholder. The reporting person disclaims beneficial ownership in these shares.

Read SEC document
June 16, 2023 Filed Jun 21, 2023 21:00 UTC GiftCommon Stock, $.10 par value 20,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-038826 · doc4.xml · nonDerivative · entry 1

VARNER CHILTON D · CIK 0001296762 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,497

F1 · balance_after: Total includes 11,449 shares transferred from joint account in February 2022.

Read SEC document
May 24, 2023 Filed May 24, 2023 21:00 UTC
Hunt James SDirector
OtherCommon Stock, $.10 par value 115 $62.78 $7,219.70
Disclosure

SEC source: 0001209191-23-031901 · doc4.xml · nonDerivative · entry 1

Hunt James S · CIK 0001575634 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,216

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027047 · doc4.xml · nonDerivative · entry 1

Hoepner Theodore J · CIK 0001181994 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,076

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027048 · doc4.xml · nonDerivative · entry 3

PROCTOR H PALMER JR · CIK 0001256293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,946

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027046 · doc4.xml · nonDerivative · entry 1

Reilly Wendell · CIK 0001327922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,622

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027043 · doc4.xml · nonDerivative · entry 1

GELLERSTEDT LAWRENCE L III · CIK 0001056731 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,132

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027041 · doc4.xml · nonDerivative · entry 1

VARNER CHILTON D · CIK 0001296762 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,048

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027045 · doc4.xml · nonDerivative · entry 1

JENNINGS TONI · CIK 0001198014 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,750

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027044 · doc4.xml · nonDerivative · entry 1

Main Timothy R.M. · CIK 0001504080 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,914

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027040 · doc4.xml · nonDerivative · entry 1

PATEL JAYMIN B · CIK 0001241813 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,848

Read SEC document
May 03, 2023 Filed May 3, 2023 21:00 UTC
Hunt James SDirector
GrantCommon Stock, $.10 par value 1,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027039 · doc4.xml · nonDerivative · entry 1

Hunt James S · CIK 0001575634 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,101

Read SEC document
May 01, 2023 Filed May 3, 2023 21:00 UTC SaleCommon Stock, $.10 par value 448 $65.68 $29,424.64
Disclosure

SEC source: 0001209191-23-027048 · doc4.xml · nonDerivative · entry 2

PROCTOR H PALMER JR · CIK 0001256293 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 0

F3 · ownership.nature: Reporting Person disclaims beneficial ownership in shares owned by spouse of the reporting person.

Read SEC document
May 01, 2023 Filed May 3, 2023 21:00 UTC SaleCommon Stock, $.10 par value 1 $65.66 $65.66
Disclosure

SEC source: 0001209191-23-027048 · doc4.xml · nonDerivative · entry 1

PROCTOR H PALMER JR · CIK 0001256293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,098

F1 · shares: Reporting Person transferred shares to a different account. The remaining fractional shares were sold because the transfer could only be completed for whole shares.

F2 · balance_after: Amount of securities beneficially owned following the reported transaction remained the same because prior totals were rounded down for fractional shares.

Read SEC document
March 15, 2023 Filed Mar 17, 2023 21:00 UTC PurchaseCommon Stock, $.10 par value 5,000 $53.50 $267,500.00
Disclosure

SEC source: 0001209191-23-019734 · doc4.xml · nonDerivative · entry 1

Hays James Charles · CIK 0001757909 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 365,063

F1 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022.

Read SEC document
February 27, 2023 Filed Feb 28, 2023 22:01 UTC
Brown P BarrettEVP and Pres.- Retail Segment
Tax withholdingCommon Stock, $.10 par value 976 $56.47 $55,114.72
Disclosure

SEC source: 0001209191-23-013740 · doc4.xml · nonDerivative · entry 2

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,329,371

F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 2,164 shares of stock under the Company's Performance Stock Plan.

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 27, 2023 Filed Feb 28, 2023 22:01 UTC
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
Tax withholdingCommon Stock, $.10 par value 13,628 $56.47 $769,573.16
Disclosure

SEC source: 0001209191-23-013741 · doc4.xml · nonDerivative · entry 2

PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 235,167

F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 34,632 shares of stock under the Company's Performance Stock Plan.

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 27, 2023 Filed Feb 28, 2023 22:00 UTC
BROWN J POWELLDirector · President and CEO
Tax withholdingCommon Stock, $.10 par value 15,331 $56.47 $865,741.57
Disclosure

SEC source: 0001209191-23-013737 · doc4.xml · nonDerivative · entry 2

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,682,019

F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 38,960 shares of stock under the Company's Performance Stock Plan ("PSP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 26, 2023 Filed Feb 28, 2023 01:59 UTC
Turpin JulieEVP/Chief People Officer
Tax withholdingCommon Stock, $.10 par value 2,243 $56.47 $126,662.21
Disclosure

SEC source: 0001209191-23-013466 · doc4.xml · nonDerivative · entry 1

Turpin Julie · CIK 0001861040 · EVP/Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,509

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 9,206 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 26, 2023 Filed Feb 28, 2023 01:57 UTC
Boyd Stephen MEVP/ Pres Wholesale Brokerage
Tax withholdingCommon Stock, $.10 par value 5,595 $56.47 $315,949.65
Disclosure

SEC source: 0001209191-23-013463 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,576

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 10,851 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 26, 2023 Filed Feb 28, 2023 22:01 UTC
Watts R. AndrewEVP, CFO and Treasurer
Tax withholdingCommon Stock, $.10 par value 11,914 $56.47 $672,783.58
Disclosure

SEC source: 0001209191-23-013739 · doc4.xml · nonDerivative · entry 1

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 157,606

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 32,559 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 26, 2023 Filed Feb 28, 2023 22:01 UTC
Brown P BarrettEVP and Pres.- Retail Segment
Tax withholdingCommon Stock, $.10 par value 9,050 $56.47 $511,053.50
Disclosure

SEC source: 0001209191-23-013740 · doc4.xml · nonDerivative · entry 1

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,328,183

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 20,060 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 26, 2023 Filed Feb 28, 2023 22:01 UTC
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
Tax withholdingCommon Stock, $.10 par value 6,834 $56.47 $385,915.98
Disclosure

SEC source: 0001209191-23-013741 · doc4.xml · nonDerivative · entry 1

PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,163

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 17,364 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 26, 2023 Filed Feb 28, 2023 22:00 UTC
BROWN J POWELLDirector · President and CEO
Tax withholdingCommon Stock, $.10 par value 42,715 $56.47 $2,412,116.05
Disclosure

SEC source: 0001209191-23-013737 · doc4.xml · nonDerivative · entry 1

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,658,390

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 108,546 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 26, 2023 Filed Feb 28, 2023 22:00 UTC
Walker Chris LEVP and Pres. Programs Segment
Tax withholdingCommon Stock, $.10 par value 4,937 $56.47 $278,792.39
Disclosure

SEC source: 0001209191-23-013733 · doc4.xml · nonDerivative · entry 2

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 144,350

F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 9,206 shares of stock under the Company's 2010 SIP.

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 25, 2023 Filed Feb 28, 2023 22:00 UTC
Walker Chris LEVP and Pres. Programs Segment
Tax withholdingCommon Stock, $.10 par value 2,436 $56.47 $137,560.92
Disclosure

SEC source: 0001209191-23-013733 · doc4.xml · nonDerivative · entry 1

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,081

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 4,576 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 21, 2023 Filed Feb 22, 2023 22:11 UTC
Walker Chris LEVP and Pres. Programs Segment
Tax withholdingCommon Stock, $.10 par value 4,974 $57.67 $286,850.58
Disclosure

SEC source: 0001209191-23-011748 · doc4.xml · nonDerivative · entry 1

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,941

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 9,276 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP").

F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 20, 2023 Filed Feb 22, 2023 00:16 UTC
Turpin JulieEVP/Chief People Officer
GrantCommon Stock, $.10 par value (2019 SIP) 1,950 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011375 · doc4.xml · nonDerivative · entry 3

Turpin Julie · CIK 0001861040 · EVP/Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,061

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 20, 2023 Filed Feb 22, 2023 00:16 UTC
Turpin JulieEVP/Chief People Officer
GrantCommon Stock, $.10 par value (2019 SIP) 4,848 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011375 · doc4.xml · nonDerivative · entry 2

Turpin Julie · CIK 0001861040 · EVP/Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,111

F3 · shares: These securities were granted pursuant to the Company's 2019 SIP. The initial grant was made on May 5, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 20, 2023 Filed Feb 22, 2023 00:16 UTC
Turpin JulieEVP/Chief People Officer
GrantCommon Stock, $.10 par value (2019 SIP) 3,710 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011375 · doc4.xml · nonDerivative · entry 1

Turpin Julie · CIK 0001861040 · EVP/Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,263

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 20, 2023 Filed Feb 21, 2023 22:02 UTC
BROWN J POWELLDirector · President and CEO
GrantCommon Stock, $.10 par value (2019 SIP) 13,005 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011268 · doc4.xml · nonDerivative · entry 2

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,808

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 20, 2023 Filed Feb 21, 2023 22:02 UTC
BROWN J POWELLDirector · President and CEO
GrantCommon Stock, $.10 par value (2019 SIP) 92,764 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011268 · doc4.xml · nonDerivative · entry 1

BROWN J POWELL · CIK 0001208478 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 135,803

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 20, 2023 Filed Feb 21, 2023 22:02 UTC
Brown P BarrettEVP and Pres.- Retail Segment
GrantCommon Stock, $.10 par value (2019 SIP) 2,167 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011266 · doc4.xml · nonDerivative · entry 2

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,255

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 20, 2023 Filed Feb 21, 2023 22:02 UTC
Brown P BarrettEVP and Pres.- Retail Segment
GrantCommon Stock, $.10 par value (2019 SIP) 15,460 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011266 · doc4.xml · nonDerivative · entry 1

Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,088

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 20, 2023 Filed Feb 21, 2023 22:02 UTC
Nester Kenneth Gray IIEVP/Chief Information Officer
GrantCommon Stock, $.10 par value (2019 SIP) 1,734 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011265 · doc4.xml · nonDerivative · entry 2

Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,466

F2 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 20, 2023 Filed Feb 21, 2023 22:02 UTC
Nester Kenneth Gray IIEVP/Chief Information Officer
GrantCommon Stock, $.10 par value (2019 SIP) 5,410 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011265 · doc4.xml · nonDerivative · entry 1

Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,732

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

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February 20, 2023 Filed Feb 21, 2023 22:01 UTC
Watts R. AndrewEVP, CFO and Treasurer
GrantCommon Stock, $.10 par value (2019 SIP) 4,335 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011264 · doc4.xml · nonDerivative · entry 2

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,289

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

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February 20, 2023 Filed Feb 21, 2023 22:01 UTC
Watts R. AndrewEVP, CFO and Treasurer
GrantCommon Stock, $.10 par value (2019 SIP) 21,644 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011264 · doc4.xml · nonDerivative · entry 1

Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,954

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

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February 20, 2023 Filed Feb 21, 2023 22:02 UTC
Boyd Stephen MEVP/ Pres Wholesale Brokerage
GrantCommon Stock, $.10 par value (2019 SIP) 1,734 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011262 · doc4.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,492

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

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February 20, 2023 Filed Feb 21, 2023 22:02 UTC
Boyd Stephen MEVP/ Pres Wholesale Brokerage
GrantCommon Stock, $.10 par value (2019 SIP) 10,822 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011262 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,758

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

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February 20, 2023 Filed Feb 21, 2023 22:01 UTC
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
GrantCommon Stock, $.10 par value (2019 SIP) 2,167 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011260 · doc4.xml · nonDerivative · entry 2

PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,255

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

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February 20, 2023 Filed Feb 21, 2023 22:01 UTC
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
GrantCommon Stock, $.10 par value (2019 SIP) 15,460 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011260 · doc4.xml · nonDerivative · entry 1

PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,088

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

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February 20, 2023 Filed Feb 22, 2023 22:01 UTC
Walker Chris LEVP and Pres. Programs Segment
GrantCommon Stock, $.10 par value (2019 SIP) 15,460 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011723 · doc4.xml · nonDerivative · entry 2

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,255

F3 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. With respect to securities that are restricted stock awards, the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. With respect to the securities that are restricted stock units, the Reporting Person has dividend equivalent entitlement, but shares will not be delivered until the satisfaction of service-based conditions or the Reporting Person's qualified retirement.

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February 20, 2023 Filed Feb 22, 2023 22:01 UTC
Walker Chris LEVP and Pres. Programs Segment
GrantCommon Stock, $.10 par value (2019 SIP) 2,167 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011723 · doc4.xml · nonDerivative · entry 1

Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,795

F1 · shares: These restricted stock units were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP").

F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. With respect to securities that are restricted stock awards, the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. With respect to the securities that are restricted stock units, the Reporting Person has dividend equivalent entitlement, but shares will not be delivered until the satisfaction of service-based conditions or the Reporting Person's qualified retirement.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.