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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 1 | 0 |
| Jun 2026 | 1 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 10, 2023 Filed Feb 13, 2023 22:01 UTC |
GELLERSTEDT LAWRENCE L IIIDirector
|
PurchaseCommon Stock, $.10 par value | 3,400 | $57.92 | $196,928.00 |
DisclosureSEC source: 0001209191-23-008775 · doc4.xml · nonDerivative · entry 1 GELLERSTEDT LAWRENCE L III · CIK 0001056731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,284 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $57.75 to $58.17, inclusive. The Reporting Person undertakes to provide Brown & Brown, Inc., any security holder of Brown & Brown, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 30, 2022 Filed Jan 27, 2023 22:02 UTC |
BROWN HYATT JDirector · Chairman · 10% owner
|
GiftCommon Stock, $.10 par value | 182,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005312 · doc5.xml · nonDerivative · entry 2 BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,201,877 F3 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person's spouse and three children are the trustees and of which his three children are the remainder beneficiaries. Read SEC document |
| December 30, 2022 Filed Feb 3, 2023 22:02 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
GiftCommon Stock, $.10 par value | 182,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007003 · doc5.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,201,877 F2 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary. Read SEC document |
| December 30, 2022 Filed Feb 3, 2023 22:01 UTC |
BROWN J POWELLDirector · President and CEO
|
GiftCommon Stock, $.10 par value | 1,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007000 · doc5.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Children Disclosed balance after: 32,241 F3 · ownership.nature: Reporting person disclaims beneficial ownership of securities owned by children who share the Reporting person's household. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purpose of Section 16 or for any other purpose. Read SEC document |
| December 30, 2022 Filed Feb 3, 2023 22:01 UTC |
BROWN J POWELLDirector · President and CEO
|
GiftCommon Stock, $.10 par value | 1,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007000 · doc5.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592,559 F1 · 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 |
| December 30, 2022 Filed Feb 3, 2023 22:01 UTC |
BROWN J POWELLDirector · President and CEO
|
GiftCommon Stock, $.10 par value | 182,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007000 · doc5.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,201,877 F2 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and a remainder beneficiary. Read SEC document |
| December 29, 2022 Filed Jan 30, 2023 22:00 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
GiftCommon Stock, $.10 par value | 2,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005509 · doc5.xml · nonDerivative · entry 3 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,961 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 |
| December 27, 2022 Filed Jan 30, 2023 22:00 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
GiftCommon Stock, $.10 par value | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005509 · doc5.xml · nonDerivative · entry 2 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,961 F1 · shares: On December 27, 2022, the Reporting Person transferred 1,052 shares of common stock to a family trust, of which the Reporting Person and his spouse are trustees. The Reporting Person's children are the sole beneficiaries of the trust. 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 |
| December 27, 2022 Filed Jan 30, 2023 22:00 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
GiftCommon Stock, $.10 par value | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005509 · doc5.xml · nonDerivative · entry 1 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · Watts Family Trust Disclosed balance after: 1,908 F1 · shares: On December 27, 2022, the Reporting Person transferred 1,052 shares of common stock to a family trust, of which the Reporting Person and his spouse are trustees. The Reporting Person's children are the sole beneficiaries of the trust. Read SEC document |
| December 15, 2022 Filed Jan 27, 2023 22:02 UTC |
BROWN HYATT JDirector · Chairman · 10% owner
|
GiftCommon Stock, $.10 par value | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005312 · doc5.xml · nonDerivative · entry 1 BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 0 F1 · balance_after: Amount reflects 1,650 shares transferred from the Limited Partnership to the Revocable Trust in December 2022. F2 · ownership.nature: These shares are held by a revocable trust (the "Revocable Trust"), of which the Reporting Person and his spouse are the sole trustees and beneficiaries. Read SEC document |
| December 15, 2022 Filed Feb 3, 2023 22:02 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
GiftCommon Stock, $.10 par value | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007003 · doc5.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,317,173 F1 · 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 |
| December 15, 2022 Filed Feb 3, 2023 22:01 UTC |
BROWN J POWELLDirector · President and CEO
|
GiftCommon Stock, $.10 par value | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007000 · doc5.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592,559 F1 · 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 |
| November 08, 2022 Filed Nov 9, 2022 00:33 UTC |
Hunt James SDirector
|
GiftCommon Stock, $.10 par value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-056158 · doc4.xml · nonDerivative · entry 2 Hunt James S · CIK 0001575634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,253 Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 00:33 UTC |
Hunt James SDirector
|
OtherCommon Stock, $.10 par value | 77 | $55.78 | $4,294.91 |
DisclosureSEC source: 0001209191-22-056158 · doc4.xml · nonDerivative · entry 1 Hunt James S · CIK 0001575634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,253 Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC |
Hoepner Theodore JDirector
|
GiftCommon Stock, $.10 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 5 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable Trust Disclosed balance after: 25,000 F2 · ownership.nature: On November 3, 2022, in accordance with the Reporting Person's tax planning strategy, the Reporting Person transferred 22,500 shares to an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's daughter and the Reporting Person's daughter's descendants are the beneficiaries, in exchange for a promissory note payable to the Reporting Person in the principal amount of $1,257,525. The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person beneficially owns indirectly through the irrevocable trust. The Reporting Person believes this transfer constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC |
Hoepner Theodore JDirector
|
GiftCommon Stock, $.10 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 4 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable Trust Disclosed balance after: 25,000 F1 · ownership.nature: On November 3, 2022, in accordance with the Reporting Person's tax planning strategy, the Reporting Person transferred 22,500 shares to an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's son and the Reporting Person's son's descendants are the beneficiaries, in exchange for a promissory note payable to the Reporting Person in the principal amount of $1,257,525. The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person beneficially owns indirectly through the irrevocable trust. The Reporting Person believes this transfer constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC |
Hoepner Theodore JDirector
|
OtherCommon Stock, $.10 par value | 22,500 | $55.89 | $1,257,525.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 3 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,228 F2 · kind: On November 3, 2022, in accordance with the Reporting Person's tax planning strategy, the Reporting Person transferred 22,500 shares to an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's daughter and the Reporting Person's daughter's descendants are the beneficiaries, in exchange for a promissory note payable to the Reporting Person in the principal amount of $1,257,525. The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person beneficially owns indirectly through the irrevocable trust. The Reporting Person believes this transfer constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC |
Hoepner Theodore JDirector
|
OtherCommon Stock, $.10 par value | 22,500 | $55.89 | $1,257,525.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 2 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,728 F1 · kind: On November 3, 2022, in accordance with the Reporting Person's tax planning strategy, the Reporting Person transferred 22,500 shares to an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's son and the Reporting Person's son's descendants are the beneficiaries, in exchange for a promissory note payable to the Reporting Person in the principal amount of $1,257,525. The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person beneficially owns indirectly through the irrevocable trust. The Reporting Person believes this transfer constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC |
Hoepner Theodore JDirector
|
GiftCommon Stock, $.10 par value | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,228 Read SEC document |
| August 08, 2022 Filed Aug 9, 2022 21:00 UTC |
LLOYD ROBERT WEVP, Secy, General Counsel
|
SaleCommon Stock, $.10 par value | 10,129 | $65.48 | $663,287.44 |
DisclosureSEC source: 0001209191-22-045038 · doc4.xml · nonDerivative · entry 1 LLOYD ROBERT W · CIK 0001379596 · EVP, Secy, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,748 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $65.35 to $65.66, inclusive. The Reporting Person undertakes to provide Brown & Brown, Inc., any security holder of Brown & Brown, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. 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 |
| May 19, 2022 Filed May 20, 2022 21:00 UTC |
GELLERSTEDT LAWRENCE L IIIDirector
|
PurchaseCommon Stock, $.10 par value | 1,800 | $54.95 | $98,910.00 |
DisclosureSEC source: 0001209191-22-031056 · doc4.xml · nonDerivative · entry 1 GELLERSTEDT LAWRENCE L III · CIK 0001056731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,884 Read SEC document |
| May 05, 2022 Filed May 6, 2022 21:00 UTC |
BROWN HUGH MDirector
|
PurchaseCommon Stock, $.10 par value | 487 | $60.92 | $29,668.04 |
DisclosureSEC source: 0001209191-22-027635 · doc4.xml · nonDerivative · entry 3 BROWN HUGH M · CIK 0001183729 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 1,287 F1 · ownership.nature: Reporting person disclaims beneficial ownership in shares owned by spouse of the reporting person. Read SEC document |
| May 05, 2022 Filed May 6, 2022 21:00 UTC |
BROWN HUGH MDirector
|
PurchaseCommon Stock, $.10 par value | 824 | $59.66 | $49,159.84 |
DisclosureSEC source: 0001209191-22-027635 · doc4.xml · nonDerivative · entry 2 BROWN HUGH M · CIK 0001183729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,452 Read SEC document |
| May 05, 2022 Filed May 6, 2022 21:00 UTC |
Hays James CharlesDirector
|
PurchaseCommon Stock, $.10 par value | 5,000 | $58.90 | $294,500.00 |
DisclosureSEC source: 0001209191-22-027634 · doc4.xml · nonDerivative · entry 2 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,603 F1 · balance_after: A total (i) 747 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2019, (ii) 696 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2020, and (iii) 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Read SEC document |
| May 05, 2022 Filed May 6, 2022 21:00 UTC |
GELLERSTEDT LAWRENCE L IIIDirector
|
PurchaseCommon Stock, $.10 par value | 1,690 | $58.90 | $99,541.00 |
DisclosureSEC source: 0001209191-22-027632 · doc4.xml · nonDerivative · entry 1 GELLERSTEDT LAWRENCE L III · CIK 0001056731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,084 Read SEC document |
| May 04, 2022 Filed May 4, 2022 22:55 UTC |
Reilly WendellDirector
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027229 · doc4.xml · nonDerivative · entry 1 Reilly Wendell · CIK 0001327922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,774 Read SEC document |
| May 04, 2022 Filed May 4, 2022 22:52 UTC |
Hunt James SDirector
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027228 · doc4.xml · nonDerivative · entry 1 Hunt James S · CIK 0001575634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,176 Read SEC document |
| May 04, 2022 Filed May 4, 2022 22:48 UTC |
Hoepner Theodore JDirector
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027226 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,228 Read SEC document |
| May 04, 2022 Filed May 4, 2022 22:45 UTC |
GELLERSTEDT LAWRENCE L IIIDirector
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027225 · doc4.xml · nonDerivative · entry 2 GELLERSTEDT LAWRENCE L III · CIK 0001056731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,394 Read SEC document |
| May 04, 2022 Filed May 5, 2022 21:00 UTC |
JENNINGS TONIDirector
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027392 · doc4.xml · nonDerivative · entry 1 JENNINGS TONI · CIK 0001198014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,902 Read SEC document |
| May 04, 2022 Filed May 5, 2022 21:00 UTC |
Main Timothy R.M.Director
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027391 · doc4.xml · nonDerivative · entry 1 Main Timothy R.M. · CIK 0001504080 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,066 Read SEC document |
| May 04, 2022 Filed May 5, 2022 11:24 UTC |
VARNER CHILTON DDirector
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027306 · doc4.xml · nonDerivative · entry 1 VARNER CHILTON D · CIK 0001296762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,200 Read SEC document |
| May 04, 2022 Filed May 5, 2022 11:23 UTC |
PROCTOR H PALMER JRDirector
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027305 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,098 Read SEC document |
| May 04, 2022 Filed May 6, 2022 21:00 UTC |
BROWN HUGH MDirector
|
GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027635 · doc4.xml · nonDerivative · entry 1 BROWN HUGH M · CIK 0001183729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,628 Read SEC document |
| May 04, 2022 Filed May 6, 2022 21:00 UTC |
Hays James CharlesDirector
|
PurchaseCommon Stock, $.10 par value | 5,000 | $58.90 | $294,500.00 |
DisclosureSEC source: 0001209191-22-027634 · doc4.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,603 F1 · balance_after: A total (i) 747 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2019, (ii) 696 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2020, and (iii) 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Read SEC document |
| May 03, 2022 Filed May 4, 2022 22:45 UTC |
GELLERSTEDT LAWRENCE L IIIDirector
|
PurchaseCommon Stock, $.10 par value | 1,670 | $59.99 | $100,183.30 |
DisclosureSEC source: 0001209191-22-027225 · doc4.xml · nonDerivative · entry 1 GELLERSTEDT LAWRENCE L III · CIK 0001056731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,727 Read SEC document |
| February 26, 2022 Filed Feb 28, 2022 22:03 UTC |
Walker Chris LEVP and Pres. Programs Segment
|
Tax withholdingCommon Stock, $.10 par value | 8,237 | $67.59 | $556,738.83 |
DisclosureSEC source: 0001209191-22-013652 · doc4.xml · nonDerivative · entry 3 Walker Chris L · CIK 0001540037 · EVP and Pres. Programs Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,179 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 17,925 shares of stock under the Company's 2010 SIP. F4 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 25, 2022 Filed Feb 28, 2022 22:03 UTC |
Walker Chris LEVP and Pres. Programs Segment
|
Tax withholdingCommon Stock, $.10 par value | 6,307 | $66.15 | $417,208.05 |
DisclosureSEC source: 0001209191-22-013652 · 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: 123,491 F2 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 13,724 shares of stock under the Company's 2010 SIP. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 23:02 UTC |
Boyd Stephen MEVP/ Pres Wholesale Brokerage
|
Tax withholdingCommon Stock, $.10 par value | 6,942 | $64.23 | $445,884.66 |
DisclosureSEC source: 0001209191-22-013304 · doc4.xml · nonDerivative · entry 1 Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,860 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 15,107 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 22:00 UTC |
LLOYD ROBERT WEVP, Secy, General Counsel
|
Tax withholdingCommon Stock, $.10 par value | 6,921 | $64.23 | $444,535.83 |
DisclosureSEC source: 0001209191-22-013230 · doc4.xml · nonDerivative · entry 1 LLOYD ROBERT W · CIK 0001379596 · EVP, Secy, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,417 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 18,885 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:10 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
Tax withholdingCommon Stock, $.10 par value | 10,222 | $64.23 | $656,559.06 |
DisclosureSEC source: 0001209191-22-013680 · 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: 1,316,163 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 22,663 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:03 UTC |
Walker Chris LEVP and Pres. Programs Segment
|
Tax withholdingCommon Stock, $.10 par value | 17,356 | $64.23 | $1,114,775.88 |
DisclosureSEC source: 0001209191-22-013652 · 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: 116,074 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 37,771 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:00 UTC |
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
|
Tax withholdingCommon Stock, $.10 par value | 9,511 | $64.23 | $610,891.53 |
DisclosureSEC source: 0001209191-22-013636 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,173 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 24,170 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:01 UTC |
BROWN J POWELLDirector · President and CEO
|
Tax withholdingCommon Stock, $.10 par value | 44,592 | $64.23 | $2,864,144.16 |
DisclosureSEC source: 0001209191-22-013642 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593,232 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 113,320 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:00 UTC |
Turpin JulieEVP/Chief People Officer
|
Tax withholdingCommon Stock, $.10 par value | 2,378 | $64.23 | $152,738.94 |
DisclosureSEC source: 0001209191-22-013639 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,086 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 6,041 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 13:36 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
Tax withholdingCommon Stock, $.10 par value | 14,863 | $64.23 | $954,650.49 |
DisclosureSEC source: 0001209191-22-013444 · doc4.xml · nonDerivative · entry 1 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,813 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 37,771 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 21, 2022 Filed Feb 22, 2022 22:00 UTC |
LLOYD ROBERT WEVP, Secy, General Counsel
|
GrantCommon Stock, $10 par value (2019 SIP) | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011736 · doc4.xml · nonDerivative · entry 2 LLOYD ROBERT W · CIK 0001379596 · EVP, Secy, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,399 F3 · 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 21, 2022 Filed Feb 22, 2022 22:00 UTC |
LLOYD ROBERT WEVP, Secy, General Counsel
|
GrantCommon Stock, $.10 par value (2010 SIP) | 20,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011736 · doc4.xml · nonDerivative · entry 1 LLOYD ROBERT W · CIK 0001379596 · EVP, Secy, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,312 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 25, 2019, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 21, 2022, 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 2010 Stock Incentive Plan ("2010 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 21, 2022 Filed Feb 23, 2022 02:07 UTC |
Walker Chris LEVP and Pres. Programs Segment
|
GrantCommon Stock, $10 par value (2019 SIP) | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011992 · 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: 35,628 F3 · shares: These restricted stock units were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). F4 · balance_after: These securities were granted pursuant to the 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 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. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 02:07 UTC |
Walker Chris LEVP and Pres. Programs Segment
|
GrantCommon Stock, $.10 par value (2010 SIP) | 22,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011992 · 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: 91,586 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 25, 2019, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 21, 2022, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and effective February 25, 2022, the Reporting Person will have 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 2010 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.