Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | Director | May 06, 2026 | May 06, 2026 |
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 May 06, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 72,185 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 2,434 · Balance 72,185 |
| Common Stock, $.10 par valueSEC Table I · non-derivative | IndirectIrrevocable Trust | 25,000 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 25,000 F1: Shares are held by an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's son and the Reporting Person's son's descendants are the beneficiaries. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | IndirectIrrevocable Trust | 25,000 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 25,000 F2: Shares are held by an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's daughter and the Reporting Person's daughter's descendants are the beneficiaries. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are held by an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's son and the Reporting Person's son's descendants are the beneficiaries.
F2: Shares are held by an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's daughter and the Reporting Person's daughter's descendants are the beneficiaries.
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 06, 2026 Filed May 6, 2026 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 2,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-209304 · ownership.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,185 Read SEC document |
| May 07, 2025 Filed May 7, 2025 21:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,268 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-065880 · ownership.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,751 Read SEC document |
| May 08, 2024 Filed May 8, 2024 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,407 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-055866 · ownership.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,483 Read SEC document |
| May 03, 2023 Filed May 3, 2023 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027047 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,076 Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 5 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable Trust Disclosed balance after: 25,000 F2 · ownership.nature: On November 3, 2022, in accordance with the Reporting Person's tax planning strategy, the Reporting Person transferred 22,500 shares to an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's daughter and the Reporting Person's daughter's descendants are the beneficiaries, in exchange for a promissory note payable to the Reporting Person in the principal amount of $1,257,525. The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person beneficially owns indirectly through the irrevocable trust. The Reporting Person believes this transfer constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 4 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Irrevocable Trust Disclosed balance after: 25,000 F1 · ownership.nature: On November 3, 2022, in accordance with the Reporting Person's tax planning strategy, the Reporting Person transferred 22,500 shares to an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's son and the Reporting Person's son's descendants are the beneficiaries, in exchange for a promissory note payable to the Reporting Person in the principal amount of $1,257,525. The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person beneficially owns indirectly through the irrevocable trust. The Reporting Person believes this transfer constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | OtherCommon Stock, $.10 par value | 22,500 | $55.89 | $1,257,525.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 3 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,228 F2 · kind: On November 3, 2022, in accordance with the Reporting Person's tax planning strategy, the Reporting Person transferred 22,500 shares to an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's daughter and the Reporting Person's daughter's descendants are the beneficiaries, in exchange for a promissory note payable to the Reporting Person in the principal amount of $1,257,525. The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person beneficially owns indirectly through the irrevocable trust. The Reporting Person believes this transfer constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | OtherCommon Stock, $.10 par value | 22,500 | $55.89 | $1,257,525.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 2 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,728 F1 · kind: On November 3, 2022, in accordance with the Reporting Person's tax planning strategy, the Reporting Person transferred 22,500 shares to an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's son and the Reporting Person's son's descendants are the beneficiaries, in exchange for a promissory note payable to the Reporting Person in the principal amount of $1,257,525. The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns directly and a corresponding increase in the number of shares the Reporting Person beneficially owns indirectly through the irrevocable trust. The Reporting Person believes this transfer constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055964 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,228 Read SEC document |
| May 04, 2022 Filed May 4, 2022 22:48 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027226 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,228 Read SEC document |
| May 05, 2021 Filed May 5, 2021 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-030375 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,561 Read SEC document |
| May 05, 2020 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: 0001209191-20-027513 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,688 Read SEC document |
| April 30, 2019 Filed Apr 30, 2019 21:09 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001181994-19-000002 · wf-form4_155665853553000.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,039 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 22:08 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001181994-18-000004 · wf-form4_151631327923648.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,752 Read SEC document |
| January 19, 2017 Filed Jan 20, 2017 22:05 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value | 1,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001415 · doc4.xml · nonDerivative · entry 1 Hoepner Theodore J · CIK 0001181994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,421 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.