Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | Director | March 15, 2023 | March 17, 2023 |
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 March 15, 2023 · Filed March 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 365,063 |
Reported balance
After 2023-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-15 · Purchase · Acquired 5,000 · Balance 365,063 F1: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Indirect401k | 589 |
Reported balance
Holding disclosure · report date 2023-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 589 F2: Based upon information supplied by the plan record keeper as of December 31, 2022. Number of shares varies periodically based on contributions to the plan. |
Filing footnotes · ownership attribution and instrument terms
F1: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022.
F2: Based upon information supplied by the plan record keeper as of December 31, 2022. Number of shares varies periodically based on contributions to the plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Skyward Specialty Insurance Group, Inc.
Report date May 05, 2026 · Filed May 07, 2026
Section 16 reporting ended · disclosed 2026-05-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 175,858 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Exercise / conversion · Acquired 1,797 · Balance 175,858 F1: Each Restricted Stock Unit ("RSU") settles for one share of the Issuer's Common Stock. |
| 2025 RSU AwardSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-05 · Exercise / conversion · Disposed 1,797 · Balance 0 F3: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer. F4: On May 7, 2025, the Reporting Person was granted an RSU award of 1,797 RSUs. Subject to the terms of the award agreement, and pursuant to Board-approved accelerated vesting to coincide with the Reporting Person's director term ending at the Company's 2026 Annual Meeting of Shareholders, this award fully vested on May 5, 2026. |
| Common StockSEC Table I · non-derivative | IndirectMarquis Lafayette, LLC | 669,311 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 669,311 F2: The Reporting Person is the controlling member of the entity. |
| Common StockSEC Table I · non-derivative | IndirectJWayne, LLC | 1,975,851 |
Reported balance
Holding disclosure · report date 2026-05-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,975,851 F2: The Reporting Person is the controlling member of the entity. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") settles for one share of the Issuer's Common Stock.
F2: The Reporting Person is the controlling member of the entity.
F3: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.
F4: On May 7, 2025, the Reporting Person was granted an RSU award of 1,797 RSUs. Subject to the terms of the award agreement, and pursuant to Board-approved accelerated vesting to coincide with the Reporting Person's director term ending at the Company's 2026 Annual Meeting of Shareholders, this award fully vested on May 5, 2026.
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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 7, 2026 20:32 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversion2025 RSU Award · Derivative | 1,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001757909-26-000004 · form4-05072026_080509.xml · derivative · entry 4 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,797 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer. F4 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU award of 1,797 RSUs. Subject to the terms of the award agreement, and pursuant to Board-approved accelerated vesting to coincide with the Reporting Person's director term ending at the Company's 2026 Annual Meeting of Shareholders, this award fully vested on May 5, 2026. F4 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU award of 1,797 RSUs. Subject to the terms of the award agreement, and pursuant to Board-approved accelerated vesting to coincide with the Reporting Person's director term ending at the Company's 2026 Annual Meeting of Shareholders, this award fully vested on May 5, 2026. Read SEC document |
| May 05, 2026 Filed May 7, 2026 20:32 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversionCommon Stock | 1,797 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001757909-26-000004 · form4-05072026_080509.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,858 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") settles for one share of the Issuer's Common Stock. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:30 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | GrantCommon Stock | 143,664 | $50.00 | $7,183,200.00 |
DisclosureSEC source: 0001757909-26-000002 · form4-01052026_090137.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,061 F1 · kind: On January 1, 2026, the Issuer completed the acquisition of the entire issued share capital of Apollo Group Holdings Limited ("Apollo"). Pursuant to the terms of the Apollo Share Purchase Agreements, the consideration for the acquisition of Apollo was satisfied by the issuance of shares of Common Stock by the Issuer to the "Minority Sellers" and together with the "Majority Sellers", the "Sellers" with the remainder paid by the Issuer to the Sellers in cash. F2 · shares: The Reporting Person was a Seller in the transaction and as such acquired 143,664 shares of Common Stock of the Issuer at a purchase price of $50.00 per share, in conjunction with the completion of the transaction Read SEC document |
| May 09, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversion2024 RSU Award · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-012472 · form4-05092025_040512.xml · derivative · entry 5 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,779 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer. F6 · derivative.exercise_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 RSUs. Subject to the terms of the RSU Agreement, this award fully vested on May 9, 2025. F6 · derivative.expiration_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 RSUs. Subject to the terms of the RSU Agreement, this award fully vested on May 9, 2025. Read SEC document |
| May 09, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversionCommon Stock | 2,779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-012472 · form4-05092025_040512.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,397 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") settles for one share of the Issuer's Common Stock. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2025 RSU Award · Derivative | 1,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-012472 · form4-05092025_040512.xml · derivative · entry 4 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,797 Underlying: Common Stock · 1,797 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer. F4 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026. F5 · derivative.exercise_date: The Reporting Person has elected to defer the settlement of this RSU award until their separation from the Company, pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors. F4 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026. F5 · derivative.expiration_date: The Reporting Person has elected to defer the settlement of this RSU award until their separation from the Company, pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:52 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | SaleCommon Stock | 27,950 | $54.84 | $1,532,685.77 |
DisclosureSEC source: 0001415889-24-028660 · form4-12092024_091231.xml · nonDerivative · entry 3 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Marquis Lafayette, LLC Disclosed balance after: 669,311 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.75 to $55.57, inclusive. The Reporting Person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · ownership.nature: The Reporting Person is the controlling member of the entity. Read SEC document |
| December 04, 2024 Filed Dec 4, 2024 23:48 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | SaleCommon Stock | 50,000 | $54.22 | $2,710,900.00 |
DisclosureSEC source: 0001415889-24-028323 · form4-12042024_111213.xml · nonDerivative · entry 4 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Marquis Lafayette, LLC Disclosed balance after: 697,261 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.00 to $54.53, inclusive. The Reporting Person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · ownership.nature: The Reporting Person is the controlling member of the entity. Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 23:48 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | SaleCommon Stock | 25,000 | $54.00 | $1,350,120.00 |
DisclosureSEC source: 0001415889-24-028323 · form4-12042024_111213.xml · nonDerivative · entry 3 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Marquis Lafayette, LLC Disclosed balance after: 747,261 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.00 to $54.05, inclusive. The Reporting Person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · ownership.nature: The Reporting Person is the controlling member of the entity. Read SEC document |
| November 27, 2024 Filed Dec 2, 2024 21:27 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | SaleCommon Stock | 33,539 | $53.87 | $1,806,910.27 |
DisclosureSEC source: 0001415889-24-027991 · form4-12022024_091256.xml · nonDerivative · entry 3 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Marquis Lafayette, LLC Disclosed balance after: 772,261 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.7407 to $54.08, inclusive. The Reporting Person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · ownership.nature: The Reporting Person is the controlling member of the entity. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:52 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2024 RSU Award · Derivative | 2,779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-013021 · form4-05132024_080531.xml · derivative · entry 4 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,779 Underlying: Common Stock · 2,779 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, each Restricted Stock Unit ("RSU") settles for one share of the Company's Common Stock. F2 · price: Upon vesting, each Restricted Stock Unit ("RSU") settles for one share of the Company's Common Stock. F3 · derivative.exercise_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 Units. Subject to the terms of the RSU Agreement, this award will fully vest on May 9, 2025. F3 · derivative.expiration_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 Units. Subject to the terms of the RSU Agreement, this award will fully vest on May 9, 2025. Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 20:08 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | GrantCommon Stock | 3,988 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-010457 · form4-06302023_080615.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,618 F1 · shares: On June 29, 2023, the reporting person was granted a Restricted Stock Award in the amount of 3,988 shares of common stock. This award fully vests on June 29, 2024. F1 · price: On June 29, 2023, the reporting person was granted a Restricted Stock Award in the amount of 3,988 shares of common stock. This award fully vests on June 29, 2024. Read SEC document |
| June 12, 2023 Filed Jun 13, 2023 13:37 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | SaleCommon Stock | 200,000 | $21.91 | $4,381,500.00 |
DisclosureSEC source: 0001415889-23-009688 · form4-06132023_010639.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · JWayne, LLC Disclosed balance after: 1,975,851 F1 · ownership.nature: The reporting person is the controlling member of the entity. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 5,000 | $53.50 | $267,500.00 |
DisclosureSEC source: 0001209191-23-019734 · doc4.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,063 F1 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 21:20 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | ConversionPreferred Series A Stock · Derivative | 46,289.62 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-001030 · form4-01172023_090154.xml · derivative · entry 5 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Marquis Lafayette, LLC Disclosed balance after: 0 Underlying: Preferred Series A Stock · 46,289.62 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The reporting entity owned 46,289.620 shares of the Company's Preferred Series A Stock, which converted to 383,192 shares of Common Stock upon the consummation of the IPO. F3 · price: The reporting entity owned 46,289.620 shares of the Company's Preferred Series A Stock, which converted to 383,192 shares of Common Stock upon the consummation of the IPO. F3 · derivative.exercise_date: The reporting entity owned 46,289.620 shares of the Company's Preferred Series A Stock, which converted to 383,192 shares of Common Stock upon the consummation of the IPO. F3 · derivative.expiration_date: The reporting entity owned 46,289.620 shares of the Company's Preferred Series A Stock, which converted to 383,192 shares of Common Stock upon the consummation of the IPO. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 21:20 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | ConversionPreferred Series A Stock · Derivative | 262,842.919 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-001030 · form4-01172023_090154.xml · derivative · entry 4 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · JWayne, LLC Disclosed balance after: 0 Underlying: Preferred Series A Stock · 262,842.919 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The reporting entity owned 262,842.919 shares of the Company's Preferred Series A Stock, which converted to 2,175,851 shares of Common Stock upon the consummation of the Company's IPO. F1 · price: The reporting entity owned 262,842.919 shares of the Company's Preferred Series A Stock, which converted to 2,175,851 shares of Common Stock upon the consummation of the Company's IPO. F1 · derivative.exercise_date: The reporting entity owned 262,842.919 shares of the Company's Preferred Series A Stock, which converted to 2,175,851 shares of Common Stock upon the consummation of the Company's IPO. F1 · derivative.expiration_date: The reporting entity owned 262,842.919 shares of the Company's Preferred Series A Stock, which converted to 2,175,851 shares of Common Stock upon the consummation of the Company's IPO. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 21:20 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | ConversionCommon Stock | 383,192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-001030 · form4-01172023_090154.xml · nonDerivative · entry 2 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Marquis Lafayette, LLC Disclosed balance after: 805,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: The reporting entity owned 46,289.620 shares of the Company's Preferred Series A Stock, which converted to 383,192 shares of Common Stock upon the consummation of the IPO. F3 · price: The reporting entity owned 46,289.620 shares of the Company's Preferred Series A Stock, which converted to 383,192 shares of Common Stock upon the consummation of the IPO. F2 · ownership.nature: The reporting person is the controlling member of the entity. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 21:20 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | ConversionCommon Stock | 2,175,851 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-001030 · form4-01172023_090154.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · JWayne, LLC Disclosed balance after: 2,175,851 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The reporting entity owned 262,842.919 shares of the Company's Preferred Series A Stock, which converted to 2,175,851 shares of Common Stock upon the consummation of the Company's IPO. F1 · price: The reporting entity owned 262,842.919 shares of the Company's Preferred Series A Stock, which converted to 2,175,851 shares of Common Stock upon the consummation of the Company's IPO. F2 · ownership.nature: The reporting person is the controlling member of the entity. Read SEC document |
| May 05, 2022 Filed May 6, 2022 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 5,000 | $58.90 | $294,500.00 |
DisclosureSEC source: 0001209191-22-027634 · doc4.xml · nonDerivative · entry 2 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,603 F1 · balance_after: A total (i) 747 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2019, (ii) 696 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2020, and (iii) 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Read SEC document |
| May 04, 2022 Filed May 6, 2022 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 5,000 | $58.90 | $294,500.00 |
DisclosureSEC source: 0001209191-22-027634 · doc4.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354,603 F1 · balance_after: A total (i) 747 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2019, (ii) 696 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2020, and (iii) 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 13:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 5,000 | $43.40 | $217,000.00 |
DisclosureSEC source: 0001209191-21-006605 · doc4.xml · nonDerivative · entry 2 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,610 Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 13:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | PurchaseCommon Stock, $.10 par value | 5,000 | $43.35 | $216,750.00 |
DisclosureSEC source: 0001209191-21-006605 · doc4.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,610 Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 337,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001757909-18-000012 · wf-form4_154240569700820.xml · nonDerivative · entry 1 Hays James Charles · CIK 0001757909 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,610 F1 · price: Shares were received as a portion of the purchase price in connection with that certain Asset Purchase Agreement (the "Purchase Agreement"), dated as of October 22, 2018, by and among the Company, BBHG, Inc., a Florida corporation and wholly owned subsidiary of the Company, The Hays Group, Inc., a Minnesota corporation ("THG"), and certain of THG's affiliates (collectively, the "Sellers"), and THG, as the Sellers' Representative. The number of shares was calculated based on a price of $29.62, the average closing price of the Company's Common Stock, $.10 par value, on the New York Stock Exchange over the thirty (30)-day period prior to the date of the Purchase Agreement. 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.