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 21, 2022 Filed Feb 22, 2022 22:01 UTC |
Nester Kenneth Gray IIEVP/Chief Information Officer
|
GrantCommon Stock, $10 par value (2019 SIP) | 1,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011747 · 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: 25,322 F1 · 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 22:01 UTC |
BROWN J POWELLDirector · President and CEO
|
GrantCommon Stock, $10 par value (2019 SIP) | 11,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011752 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,039 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 22:01 UTC |
BROWN J POWELLDirector · President and CEO
|
GrantCommon Stock, $.10 par value (2010 SIP) | 101,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011752 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,733 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 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 |
Boyd Stephen MEVP/ Pres Wholesale Brokerage
|
GrantCommon Stock, $10 par value (2019 SIP) | 1,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011741 · doc4.xml · nonDerivative · entry 2 Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,936 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 |
Boyd Stephen MEVP/ Pres Wholesale Brokerage
|
GrantCommon Stock, $.10 par value (2010 SIP) | 10,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011741 · doc4.xml · nonDerivative · entry 1 Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,818 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 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 22:00 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
GrantCommon Stock, $10 par value (2019 SIP) | 2,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012303 · doc4.xml · nonDerivative · entry 2 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,310 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 23, 2022 22:00 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
GrantCommon Stock, $.10 par value (2010 SIP) | 30,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012303 · doc4.xml · nonDerivative · entry 1 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,911 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 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 22:00 UTC |
Turpin JulieEVP/Chief People Officer
|
GrantCommon Stock, $10 par value (2019 SIP) | 1,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012302 · doc4.xml · nonDerivative · entry 2 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,553 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 23, 2022 22:00 UTC |
Turpin JulieEVP/Chief People Officer
|
GrantCommon Stock, $.10 par value (2010 SIP) | 6,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012302 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,361 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 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 22:00 UTC |
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
|
GrantCommon Stock, $10 par value (2019 SIP) | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012301 · doc4.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,628 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 23, 2022 22:00 UTC |
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
|
GrantCommon Stock, $.10 par value (2010 SIP) | 22,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012301 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,218 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 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 22:00 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
GrantCommon Stock, $10 par value (2019 SIP) | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012300 · 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: 35,628 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 23, 2022 22:00 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
GrantCommon Stock, $.10 par value (2010 SIP) | 15,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012300 · 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: 60,512 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 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 |
| January 27, 2022 Filed Jan 28, 2022 22:02 UTC |
PROCTOR H PALMER JRDirector
|
PurchaseCommon Stock, $.10 par value | 2,000 | $61.53 | $123,060.00 |
DisclosureSEC source: 0001209191-22-005446 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,431 Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 21:59 UTC |
PROCTOR H PALMER JRDirector
|
PurchaseCommon Stock, $.10 par value | 2,000 | $61.53 | $123,060.00 |
DisclosureSEC source: 0001209191-22-005443 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,431 Read SEC document |
| January 21, 2022 Filed Jan 21, 2022 23:53 UTC |
Turpin JulieEVP/Chief People Officer
|
Tax withholdingCommon Stock, $.10 par value | 2,720 | $64.24 | $174,732.80 |
DisclosureSEC source: 0001209191-22-004498 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,423 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 10,748 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 |
| January 21, 2022 Filed Jan 24, 2022 12:00 UTC |
Boyd Stephen MEVP/ Pres Wholesale Brokerage
|
Tax withholdingCommon Stock, $.10 par value | 6,498 | $64.24 | $417,431.52 |
DisclosureSEC source: 0001209191-22-004516 · doc4.xml · nonDerivative · entry 1 Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,695 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 18,968 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 |
| January 01, 2022 Filed Jan 4, 2022 02:30 UTC |
Turpin JulieEVP/Chief People Officer
|
GrantCommon Stock, $10 par value (2019 SIP) | 14,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000364 · doc4.xml · nonDerivative · entry 1 Turpin Julie · CIK 0001861040 · EVP/Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,420 F1 · 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 |
| January 01, 2022 Filed Jan 4, 2022 02:20 UTC |
Boyd Stephen MEVP/ Pres Wholesale Brokerage
|
GrantCommon Stock, $10 par value (2019 SIP) | 28,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000362 · doc4.xml · nonDerivative · entry 1 Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,425 F1 · 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 |
| January 01, 2022 Filed Jan 4, 2022 02:08 UTC |
Nester Kenneth Gray IIEVP/Chief Information Officer
|
GrantCommon Stock, $10 par value (2019 SIP) | 14,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000360 · 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: 24,189 F1 · 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 |
| January 01, 2022 Filed Jan 3, 2022 22:01 UTC |
Walker Chris LEVP and Pres. Programs Segment
|
GrantCommon Stock, $10 par value (2019 SIP) | 28,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000225 · 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: 33,739 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 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 |
| January 01, 2022 Filed Jan 3, 2022 22:01 UTC |
LLOYD ROBERT WEVP, Secy, General Counsel
|
GrantCommon Stock, $10 par value (2019 SIP) | 14,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000222 · doc4.xml · nonDerivative · entry 1 LLOYD ROBERT W · CIK 0001379596 · EVP, Secy, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,510 F1 · 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 |
| January 01, 2022 Filed Jan 3, 2022 22:00 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
GrantCommon Stock, $10 par value (2019 SIP) | 28,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000218 · 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: 33,739 F1 · 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 |
| January 01, 2022 Filed Jan 3, 2022 22:00 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
GrantCommon Stock, $10 par value (2019 SIP) | 28,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000216 · doc4.xml · nonDerivative · entry 1 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,665 F1 · 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 |
| January 01, 2022 Filed Jan 3, 2022 22:00 UTC |
PENNY JEROME SCOTTEVP Chief Acquisitions Officer
|
GrantCommon Stock, $10 par value (2019 SIP) | 28,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000213 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,739 F1 · 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 |
| December 31, 2021 Filed Feb 9, 2022 22:00 UTC |
BROWN J POWELLDirector · President and CEO
|
GiftCommon Stock, $.10 par value | 15,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008060 · 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: 2,384,548 F1 · ownership.nature: 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 31, 2021 Filed Feb 9, 2022 22:00 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
GiftCommon Stock, $.10 par value | 15,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008059 · 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: 2,384,548 F1 · ownership.nature: 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 31, 2021 Filed Feb 14, 2022 13:18 UTC |
BROWN HYATT JDirector · Chairman · 10% owner
|
GiftCommon Stock, $.10 par value | 15,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009050 · doc5.xml · nonDerivative · entry 4 BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,384,548 F2 · ownership.nature: 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, 2021 Filed Feb 10, 2022 22:00 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
GiftCommon Stock, $.10 par value | 856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008520 · doc5.xml · nonDerivative · entry 2 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · By Watts Family Trust Disclosed balance after: 856 F1 · shares: On December 30, 2021, the Reporting Person transferred 856 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 30, 2021 Filed Feb 10, 2022 22:00 UTC |
Watts R. AndrewEVP, CFO and Treasurer
|
GiftCommon Stock, $.10 par value | 856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008520 · doc5.xml · nonDerivative · entry 1 Watts R. Andrew · CIK 0001600662 · EVP, CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,905 F1 · shares: On December 30, 2021, the Reporting Person transferred 856 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 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 |
| November 30, 2021 Filed Feb 9, 2022 22:00 UTC |
BROWN J POWELLDirector · President and CEO
|
GiftCommon Stock, $.10 par value | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008060 · doc5.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,524,504 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 |
| November 30, 2021 Filed Feb 9, 2022 22:00 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
GiftCommon Stock, $.10 par value | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008059 · doc5.xml · nonDerivative · entry 3 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303,722 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 |
| November 30, 2021 Filed Feb 14, 2022 13:18 UTC |
BROWN HYATT JDirector · Chairman · 10% owner
|
GiftCommon Stock, $.10 par value | 1,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009050 · doc5.xml · nonDerivative · entry 3 BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 0 F3 · balance_after: Amount reflects 1,380 shares transferred from the Limited Partnership to the Revocable Trust in November 2021. F4 · balance_after: Amount reflects a correction to the Reporting Person's previous filings, which overstated the holdings of the Revocable Trust by 55,914 and understated the holdings of the Limited Partnership by 55,914. F5 · 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 |
| November 24, 2021 Filed Feb 9, 2022 22:00 UTC |
BROWN J POWELLDirector · President and CEO
|
GiftCommon Stock, $.10 par value | 2,400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008060 · doc5.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,400,000 F1 · ownership.nature: 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 |
| November 24, 2021 Filed Feb 9, 2022 22:00 UTC |
Brown P BarrettEVP and Pres.- Retail Segment
|
GiftCommon Stock, $.10 par value | 2,400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008059 · doc5.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,400,000 F1 · ownership.nature: 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 |
| November 24, 2021 Filed Feb 14, 2022 13:18 UTC |
BROWN HYATT JDirector · Chairman · 10% owner
|
GiftCommon Stock, $.10 par value | 2,400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009050 · 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: 2,400,000 F2 · ownership.nature: 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 |
| November 24, 2021 Filed Feb 14, 2022 13:18 UTC |
BROWN HYATT JDirector · Chairman · 10% owner
|
GiftCommon Stock, $.10 par value | 2,400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009050 · doc5.xml · nonDerivative · entry 1 BROWN HYATT J · CIK 0001168820 · Director · Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · balance_after: Amount reflects 2,375,674 shares transferred from the Limited Partnership to the Reporting Person individually in October 2021 and 24,326 shares transferred from the Limited Partnership to the Reporting Person individually in November 2021. Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 12:29 UTC |
Boyd Stephen MEVP/ Pres Wholesale Brokerage
|
SaleCommon Stock, $.10 par value | 7,050 | $58.03 | $409,083.30 |
DisclosureSEC source: 0001209191-21-053568 · doc4.xml · nonDerivative · entry 1 Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,225 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $58.000 to $58.100, 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 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 |
| July 29, 2021 Filed Jul 29, 2021 21:00 UTC |
PROCTOR H PALMER JRDirector
|
PurchaseCommon Stock, $.10 par value | 2,000 | $54.98 | $109,960.00 |
DisclosureSEC source: 0001209191-21-048511 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,431 Read SEC document |
| May 19, 2021 Filed Feb 7, 2022 11:31 UTC |
Hunt James SDirector
|
OtherCommon Stock, $.10 par value | 34 | $51.60 | $1,754.40 |
DisclosureSEC source: 0001209191-22-007341 · doc5.xml · nonDerivative · entry 1 Hunt James S · CIK 0001575634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,509 Read SEC document |
| May 06, 2021 Filed May 7, 2021 21:00 UTC |
LLOYD ROBERT WEVP, Secy, General Counsel
|
SaleCommon Stock, $.10 par value | 9,629 | $53.52 | $515,344.08 |
DisclosureSEC source: 0001209191-21-030960 · doc4.xml · nonDerivative · entry 1 LLOYD ROBERT W · CIK 0001379596 · EVP, Secy, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,904 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $53.50 to $53.69, 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 696 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2020. Number of shares may vary due to dividend reinvestment. Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:01 UTC |
Reilly WendellDirector
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030379 · doc4.xml · nonDerivative · entry 1 Reilly Wendell · CIK 0001327922 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,107 Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:01 UTC |
GELLERSTEDT LAWRENCE L IIIDirector
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030378 · doc4.xml · nonDerivative · entry 1 GELLERSTEDT LAWRENCE L III · CIK 0001056731 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,057 Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:00 UTC |
PROCTOR H PALMER JRDirector
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030377 · doc4.xml · nonDerivative · entry 1 PROCTOR H PALMER JR · CIK 0001256293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,431 Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:00 UTC |
BROWN HUGH MDirector
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030373 · doc4.xml · nonDerivative · entry 1 BROWN HUGH M · CIK 0001183729 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,961 Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:00 UTC |
Hunt James SDirector
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030370 · doc4.xml · nonDerivative · entry 1 Hunt James S · CIK 0001575634 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,475 Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:00 UTC |
JENNINGS TONIDirector
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030369 · doc4.xml · nonDerivative · entry 1 JENNINGS TONI · CIK 0001198014 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,235 Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:00 UTC |
Hoepner Theodore JDirector
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030375 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,561 Read SEC document |
| May 05, 2021 Filed May 6, 2021 10:00 UTC |
VARNER CHILTON DDirector
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030533 · doc4.xml · nonDerivative · entry 1 VARNER CHILTON D · CIK 0001296762 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,533 Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:00 UTC |
Main Timothy R.M.Director
|
GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030963 · doc4.xml · nonDerivative · entry 1 Main Timothy R.M. · CIK 0001504080 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,399 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.