Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | EVP and People Officer | February 27, 2017 | February 27, 2017 |
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 27, 2017 · Filed February 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 5,953 |
Reported balance
After 2017-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-02-27 · Tax withholding · Disposed 60 · Balance 5,953 F1: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 216 shares of stock under the Company's Performance Stock Plan. F2: A total of 855 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2016. Number of shares may vary due to dividend reinvestment. |
| Common Stock, $.10 par value (Jointly Owned)SEC Table I · non-derivative | Direct | 30,613 |
Reported balance
Holding disclosure · report date 2017-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 30,613 F3: Owned jointly with spouse. |
| Common Stock, $.10 par value (PSP)SEC Table I · non-derivative | Direct | 1,296 |
Reported balance
Holding disclosure · report date 2017-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,296 F4: These securities were granted pursuant to the Company's Performance Stock Plan ("PSP"). Based on the satisfaction of conditions established pursuant to the PSP, the Reporting Person has voting rights and dividend entitlement with respect to these shares based on the satisfaction of certain performance-based criteria, but full ownership will not vest until the satisfaction of additional conditions. |
| Common Stock, $.10 par value (SIP)SEC Table I · non-derivative | Direct | 15,413 |
Reported balance
Holding disclosure · report date 2017-02-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 15,413 F5: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 216 shares of stock under the Company's Performance Stock Plan.
F2: A total of 855 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2016. Number of shares may vary due to dividend reinvestment.
F3: Owned jointly with spouse.
F4: These securities were granted pursuant to the Company's Performance Stock Plan ("PSP"). Based on the satisfaction of conditions established pursuant to the PSP, the Reporting Person has voting rights and dividend entitlement with respect to these shares based on the satisfaction of certain performance-based criteria, but full ownership will not vest until the satisfaction of additional conditions.
F5: 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.
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 27, 2017 Filed Feb 27, 2017 21:53 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 60 | $43.42 | $2,605.20 |
DisclosureSEC source: 0001277177-17-000004 · wf-form4_148823238479131.xml · nonDerivative · entry 1 FREEBOURN RICHARD · CIK 0001277177 · EVP and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,953 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 216 shares of stock under the Company's Performance Stock Plan. F2 · balance_after: A total of 855 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2016. Number of shares may vary due to dividend reinvestment. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 22:03 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 691 | $44.86 | $30,998.26 |
DisclosureSEC source: 0001225208-17-000115 · doc4.xml · nonDerivative · entry 1 FREEBOURN RICHARD · CIK 0001277177 · EVP and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,797 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 2,115 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP"). F2 · balance_after: A total of 855 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2016. Number of shares may vary due to dividend reinvestment. Read SEC document |
| November 23, 2016 Filed Nov 23, 2016 22:22 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | SaleCommon Stock, $.10 par value (Jointly Owned) | 25,000 | $42.90 | $1,072,500.00 |
DisclosureSEC source: 0001225208-16-042227 · doc4.xml · nonDerivative · entry 1 FREEBOURN RICHARD · CIK 0001277177 · EVP and People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,613 F1 · balance_after: Owned jointly with spouse. 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.