Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | Director | February 05, 2020 | March 12, 2020 |
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 05, 2020 · Filed March 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 472,589 |
Reported balance
After 2020-02-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-02-05 · Gift · Disposed 21,000 · Balance 472,589 F1: Total includes 16,771 shares transferred from IRA in January 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes 16,771 shares transferred from IRA in January 2020.
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 05, 2020 Filed Mar 12, 2020 12:11 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 21,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-018326 · doc4.xml · nonDerivative · entry 1 CURREY BRADLEY JR · CIK 0000938978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,589 F1 · balance_after: Total includes 16,771 shares transferred from IRA in January 2020. Read SEC document |
| April 30, 2019 Filed Apr 30, 2019 21:12 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0000938978-19-000004 · wf-form4_155665874237970.xml · nonDerivative · entry 1 CURREY BRADLEY JR · CIK 0000938978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476,818 F1 · balance_after: Total includes 29,185 shares transferred from IRA in February 2019. Read SEC document |
| May 07, 2018 Filed Feb 13, 2019 12:58 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 128,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000938978-19-000002 · wf-form5_155006269156362.xml · nonDerivative · entry 1 CURREY BRADLEY JR · CIK 0000938978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,098 F1 · shares: 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. 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. F2 · balance_after: Total includes 32,244 shares transferred from IRA in February 2018. Read SEC document |
| January 18, 2018 Filed Jan 19, 2018 22:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,331 | $0.00 | $0.00 |
DisclosureSEC source: 0000938978-18-000003 · wf-form4_151639934061975.xml · nonDerivative · entry 1 CURREY BRADLEY JR · CIK 0000938978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,852 F1 · balance_after: Total includes 16,300 shares transferred from IRA in February 2017. 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: 0001225208-17-001403 · doc4.xml · nonDerivative · entry 1 CURREY BRADLEY JR · CIK 0000938978 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,221 F1 · balance_after: Total includes 22,686 shares transferred from IRA in January 2016 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.