Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | EVP, Chief People Officer | February 25, 2019 | February 26, 2019 |
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, 2019 · Filed February 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par value (SIP)SEC Table I · non-derivative | Direct | 2,949 |
Reported balance
After 2019-02-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-25 · Grant · Acquired 847 · Balance 2,949 F1: 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: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("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. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Indirectby 401k | 234 |
Reported balance
Holding disclosure · report date 2019-02-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 234 F1: 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. F3: Based upon information supplied by the plan record keeper as of December 31, 2018. Number of shares varies periodically based on contributions to plan. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 1,120 |
Reported balance
Holding disclosure · report date 2019-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,120 F1: 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. F4: A total of 1,120 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2018. Number of shares may vary due to dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("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.
F3: Based upon information supplied by the plan record keeper as of December 31, 2018. Number of shares varies periodically based on contributions to plan.
F4: A total of 1,120 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2018. Number of shares may vary due to dividend reinvestment.
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, 2019 Filed Feb 26, 2019 21:57 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 847 | $0.00 | $0.00 |
DisclosureSEC source: 0001705449-19-000002 · wf-form4_155121822847126.xml · nonDerivative · entry 1 Ryan, Julie K · CIK 0001705449 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,949 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: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("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 26, 2018 Filed Feb 27, 2018 22:06 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 472 | $0.00 | $0.00 |
DisclosureSEC source: 0001705449-18-000002 · wf-form4_151976918786246.xml · nonDerivative · entry 1 Ryan, Julie K · CIK 0001705449 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051 F1 · balance_after: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan. 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.