Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | EVP, COO, Pres Retail Segment | February 26, 2026 | March 02, 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 February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par value (2019 SIP)SEC Table I · non-derivative | Direct | 10,385 |
Reported balance
After 2026-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 7,137 · Balance 10,385 F1: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has dividend equivalent entitlement, but shares will not be delivered until the satisfaction of service-based conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has dividend equivalent entitlement, but shares will not be delivered 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 26, 2026 Filed Mar 2, 2026 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 7,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085643 · ownership.xml · nonDerivative · entry 1 Hearn Stephen Patrick · CIK 0001539052 · EVP, COO, Pres Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,385 F1 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has dividend equivalent entitlement, but shares will not be delivered until the satisfaction of service-based conditions. Read SEC document |
| March 03, 2025 Filed Mar 3, 2025 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 3,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-030986 · ownership.xml · nonDerivative · entry 1 Hearn Stephen Patrick · CIK 0001539052 · Exec VP Chief Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,248 F1 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has dividend equivalent entitlement, but shares will not be delivered 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.