Last 12 months
Inside the activity.
2 purchase rows · 12 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 | 5 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 2 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 5 |
| Jun 2026 | 0 | 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 |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 6, 2021 01:17 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005253 · dp149106_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,571 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:16 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005251 · dp149110_4-kadow.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,887 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:18 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005254 · dp149109_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,571 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:18 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005255 · dp149108_4-matas.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,887 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:25 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
GrantClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005257 · dp149107_4-galloway.xml · nonDerivative · entry 1 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,357 F1 · shares: Represents restricted shares of Class A common stock that vest in four equal installments on each of April 1, 2022, April 1, 2023, April 1, 2024 and April 1, 2025, in each case subject to Ms. Galloway's continued employment through the applicable vesting date (the "Promotion Grant"). F2 · balance_after: In addition to the Promotion Grant, includes (i) 2,857 restricted shares of Class A common stock that cliff-vest on October 24, 2023, subject to Ms. Galloway's continued employment through such date, (ii) 8,000 restricted shares of Class A common stock that cliff-vest on October 1, 2024, subject to Ms. Galloway's continued employment through such date, and (iii) 1,500 shares of fully vested Class A common stock. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:17 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 4,188 | $28.06 | $117,515.28 |
DisclosureSEC source: 0000950103-21-005252 · dp149098_4-galbraith.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,811 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:17 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
GrantClass A Common Stock | 17,280 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005252 · dp149098_4-galbraith.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,999 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:14 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
GrantClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005250 · dp149102_4-hale.xml · nonDerivative · entry 3 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,636 F1 · shares: Represents restricted shares of Class A common stock that cliff-vest on April 1, 2026, subject to Mr. Hale's continued employment through such date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:14 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 4,860 | $28.06 | $136,371.60 |
DisclosureSEC source: 0000950103-21-005250 · dp149102_4-hale.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,636 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:14 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
GrantClass A Common Stock | 19,496 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005250 · dp149102_4-hale.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,496 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:09 UTC |
Stephens Christopher JohnGeneral Counsel · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 2,949 | $28.06 | $82,748.94 |
DisclosureSEC source: 0000950103-21-005249 · dp149103_4-stephens.xml · nonDerivative · entry 2 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,162 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:09 UTC |
Stephens Christopher JohnGeneral Counsel · Member of 10% owner group
|
GrantClass A Common Stock | 12,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005249 · dp149103_4-stephens.xml · nonDerivative · entry 1 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,111 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:09 UTC |
Baldwin TrevorDirector · Chief Executive Officer, · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 6,573 | $28.06 | $184,438.38 |
DisclosureSEC source: 0000950103-21-005248 · dp149101_4-baldwin.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,731 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:09 UTC |
Baldwin TrevorDirector · Chief Executive Officer, · Member of 10% owner group
|
GrantClass A Common Stock | 26,733 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005248 · dp149101_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,304 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:07 UTC |
Eddy Robert D.Director
|
GrantClass A Common Stock | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005247 · dp149105_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,571 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:06 UTC |
Wiebeck Kristopher AaronChief Strategy Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 5,055 | $28.06 | $141,843.30 |
DisclosureSEC source: 0000950103-21-005246 · dp149099_4-wiebeck.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,779 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:06 UTC |
Wiebeck Kristopher AaronChief Strategy Officer · Member of 10% owner group
|
GrantClass A Common Stock | 20,271 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005246 · dp149099_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,834 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:03 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 5,279 | $28.06 | $148,128.74 |
DisclosureSEC source: 0000950103-21-005245 · dp149100_4-valentine.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,694 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:03 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GrantClass A Common Stock | 17,834 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005245 · dp149100_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,973 Read SEC document |
| April 01, 2021 Filed Aug 9, 2022 20:45 UTC |
Finney Joseph D.Member of 10% Owner Group
|
OtherClass A Common Stock | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009792 · marketforms-56833.xml · nonDerivative · entry 1 Finney Joseph D. · CIK 0001791751 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,923 F1 · shares: The 923 shares of BRP Group, Inc.'s (the "Company") Class A common stock, par value $0.01 per share (the "Class A Common Stock") vest in four equal annual installments. Due to an administrative error, the reporting person inadvertently failed to file the required report pursuant to Section 16 under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), with respect to the acquisition of Class A Common Stock. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:21 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-000090 · dp143906_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,882 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:23 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-000092 · dp143905_4-kadow.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,198 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:22 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-000091 · dp143907_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,882 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:19 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-000089 · dp143908_4-matas.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,198 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:24 UTC |
Eddy Robert D.Director
|
GrantClass A Common Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-000093 · dp143904_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,882 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:07 UTC |
Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 20,000 | $28.25 Strike: $0.00 | $564,926.00 |
DisclosureSEC source: 0000950103-20-024604 · dp143303_4-wiebeck2019.xml · derivative · entry 2 Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,427 Underlying: Class A Common Stock · 20,000 shares Expires not disclosed F1 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:07 UTC |
Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
SaleClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024604 · dp143303_4-wiebeck2019.xml · nonDerivative · entry 1 Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,427 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:04 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 250,000 | $28.25 Strike: $0.00 | $7,061,575.00 |
DisclosureSEC source: 0000950103-20-024602 · dp143302_4-baldwin.xml · derivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 250,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:04 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 216,667 | $28.25 Strike: $0.00 | $6,120,041.08 |
DisclosureSEC source: 0000950103-20-024602 · dp143302_4-baldwin.xml · derivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 216,667 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:04 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024602 · dp143302_4-baldwin.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:04 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 216,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024602 · dp143302_4-baldwin.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:03 UTC |
Krystyn ElizabethMember of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 200,000 | $28.25 Strike: $0.00 | $5,649,260.00 |
DisclosureSEC source: 0000950103-20-024601 · dp143304_4-krystyn.xml · derivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731,998 Underlying: Class A Common Stock · 200,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:03 UTC |
Krystyn ElizabethMember of 10% owner group
|
SaleClass B Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024601 · dp143304_4-krystyn.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731,998 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:02 UTC |
Sherman LauraMember of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 300,000 | $28.25 Strike: $0.00 | $8,473,890.00 |
DisclosureSEC source: 0000950103-20-024600 · dp143305_4-sherman.xml · derivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,312,221 Underlying: Class A Common Stock · 300,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:02 UTC |
Sherman LauraMember of 10% owner group
|
SaleClass B Common Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024600 · dp143305_4-sherman.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,312,221 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:00 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 50,000 | $28.25 Strike: $0.00 | $1,412,315.00 |
DisclosureSEC source: 0000950103-20-024599 · dp143306_4-valentine.xml · derivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118,843 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:00 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024599 · dp143306_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118,843 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:59 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 250,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024598 · dp143307_4-bigh.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,451,478 Underlying: Class A Common Stock · 250,000 shares Expires not disclosed F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:59 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 216,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024598 · dp143307_4-bigh.xml · derivative · entry 3 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,701,478 Underlying: Class A Common Stock · 216,667 shares Expires not disclosed F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:59 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024598 · dp143307_4-bigh.xml · nonDerivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,451,478 F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:59 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 216,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024598 · dp143307_4-bigh.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,701,478 F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,751 | $28.25 Strike: $0.00 | $1,009,833.47 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · derivative · entry 7 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By KMW Consulting, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 35,751 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 20,000 | $28.25 Strike: $0.00 | $564,926.00 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · derivative · entry 6 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 Disclosed balance after: 431,427 Underlying: Class A Common Stock · 20,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 44,249 | $28.25 Strike: $0.00 | $1,249,870.53 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · derivative · entry 5 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033,655 Underlying: Class A Common Stock · 44,249 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 35,751 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By KMW Consulting, LLC Disclosed balance after: 0 F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 Disclosed balance after: 431,427 F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 44,249 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033,655 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:06 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $28.25 Strike: $0.00 | $2,824,630.00 |
DisclosureSEC source: 0000950103-20-024250 · dp142932_4-wiebeck.xml · derivative · entry 4 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077,904 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:06 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024250 · dp142932_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077,904 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:05 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
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Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $28.25 Strike: $0.00 | $2,824,630.00 |
DisclosureSEC source: 0000950103-20-024249 · dp142931_4-valentine.xml · derivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168,843 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. 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.