Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | Director | February 25, 2021 | March 04, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BROWN & BROWN, INC.
Report date February 25, 2021 · Filed March 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 74,938 |
Reported balance
After 2021-02-25 transaction · row 1
1 source rowRow 1 · 2021-02-25 · Gift · Disposed 750 · Balance 74,938 |
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 25, 2021 Filed Mar 4, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017870 · doc4.xml · nonDerivative · entry 1 BELL SAMUEL P III · CIK 0001206300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,938 Read SEC document |
| May 05, 2019 Filed May 6, 2020 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027507 · doc4.xml · nonDerivative · entry 1 BELL SAMUEL P III · CIK 0001206300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,688 Read SEC document |
| April 30, 2019 Filed Apr 30, 2019 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001206300-19-000002 · wf-form4_155665800196523.xml · nonDerivative · entry 1 BELL SAMUEL P III · CIK 0001206300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,039 F1 · balance_after: On March 28, 2018, Brown & Brown, Inc. effected a 2-for-1 stock split. The number of shares reported throughout this Form 4 have been adjusted to reflect the stock split. Read SEC document |
| January 18, 2018 Filed Jan 18, 2018 22:12 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001206300-18-000002 · wf-form4_151631352252727.xml · nonDerivative · entry 1 BELL SAMUEL P III · CIK 0001206300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,752 Read SEC document |
| January 19, 2017 Filed Jan 20, 2017 13:13 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001404 · doc4.xml · nonDerivative · entry 1 BELL SAMUEL P III · CIK 0001206300 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,421 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.