Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | Executive Vice President | 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 | 60,537 |
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 13,004 · Balance 60,537 F1: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2: These securities were granted pursuant to the 2019 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 | Direct | 1,361,925 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,361,925 F3: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | IndirectCharitable Lead Annuity Trust | 1,827,556 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,827,556 F4: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Indirect401k | 11,159 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,159 F5: Based upon information supplied by the plan record keeper as of December 31, 2025. Number of shares varied periodically based on contributions to the plan. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | IndirectChildren | 2,324 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,324 F6: Reporting person disclaims beneficial ownership of securities owned by children who share the Reporting person's household. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purpose of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.
F2: These securities were granted pursuant to the 2019 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: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment.
F4: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary.
F5: Based upon information supplied by the plan record keeper as of December 31, 2025. Number of shares varied periodically based on contributions to the plan.
F6: Reporting person disclaims beneficial ownership of securities owned by children who share the Reporting person's household. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purpose of Section 16 or for any other purpose.
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) | 13,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085648 · ownership.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,537 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the 2019 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 23, 2026 Filed Feb 25, 2026 13:08 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 8,440 | $69.59 | $587,339.60 |
DisclosureSEC source: 0001193125-26-068613 · ownership.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,361,925 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 18,946 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP"). F2 · balance_after: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2024. Number of shares may vary due to dividend reinvestment. Read SEC document |
| December 31, 2025 Filed Dec 31, 2025 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 127,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-338389 · ownership.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 1,827,556 F1 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 474 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-319369 · ownership.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,351,419 F1 · balance_after: A total of 248 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 1,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-026812 · ownership.xml · nonDerivative · entry 3 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,479 F4 · balance_after: These securities were granted pursuant to the 2019 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 24, 2025 Filed Feb 25, 2025 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 11,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-026812 · ownership.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,913 F3 · shares: These securities were granted pursuant to the 2019 SIP. The initial grant was made on February 21, 2022, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 24, 2025, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F4 · balance_after: These securities were granted pursuant to the 2019 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 21, 2025 Filed Feb 25, 2025 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 8,071 | $111.65 | $901,127.15 |
DisclosureSEC source: 0000950170-25-026812 · ownership.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,350,697 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 18,036 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP"). F2 · balance_after: A total of 357 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2024. Number of shares may vary due to dividend reinvestment. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 100,360 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-000510 · ownership.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 1,954,590 F1 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and a remainder beneficiary. Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136728 · ownership.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,340,732 F1 · balance_after: A total of 357 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2024. Number of shares may vary due to dividend reinvesment. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 7,978 | $84.24 | $672,066.72 |
DisclosureSEC source: 0001209191-24-004011 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,340,031 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 17,789 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 19, 2024 Filed Feb 20, 2024 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 2,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003569 · doc4.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,611 F2 · balance_after: These securities were granted pursuant to the Company's 2019 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 19, 2024 Filed Feb 20, 2024 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 16,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003569 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,495 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2019 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 |
| December 29, 2023 Filed Jan 2, 2024 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 146,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000177 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,054,950 F1 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058981 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,330,219 F1 · balance_after: A total of 394 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 976 | $56.47 | $55,114.72 |
DisclosureSEC source: 0001209191-23-013740 · doc4.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,329,371 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 2,164 shares of stock under the Company's Performance Stock Plan. F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 26, 2023 Filed Feb 28, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 9,050 | $56.47 | $511,053.50 |
DisclosureSEC source: 0001209191-23-013740 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,328,183 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 20,060 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 20, 2023 Filed Feb 21, 2023 22:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 2,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011266 · doc4.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,255 F2 · balance_after: These securities were granted pursuant to the Company's 2019 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 20, 2023 Filed Feb 21, 2023 22:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 15,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011266 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,088 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2019 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 |
| December 30, 2022 Filed Feb 3, 2023 22:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 182,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007003 · doc5.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,201,877 F2 · balance_after: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary. Read SEC document |
| December 15, 2022 Filed Feb 3, 2023 22:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007003 · doc5.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,317,173 F1 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:10 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 10,222 | $64.23 | $656,559.06 |
DisclosureSEC source: 0001209191-22-013680 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,316,163 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 22,663 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012300 · doc4.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,628 F3 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 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 21, 2022 Filed Feb 23, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2010 SIP) | 15,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012300 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,512 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 25, 2019, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 21, 2022, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2010 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 |
| January 01, 2022 Filed Jan 3, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 28,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000218 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,739 F1 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 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 |
| December 31, 2021 Filed Feb 9, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 15,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008059 · doc5.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,384,548 F1 · ownership.nature: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary. Read SEC document |
| November 30, 2021 Filed Feb 9, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008059 · doc5.xml · nonDerivative · entry 3 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,303,722 F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| November 24, 2021 Filed Feb 9, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 2,400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008059 · doc5.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Indirect · Charitable Lead Annuity Trust Disclosed balance after: 2,400,000 F1 · ownership.nature: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person is a trustee and remainder beneficiary. Read SEC document |
| March 23, 2021 Filed Mar 24, 2021 21:27 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 18,128 | $45.34 | $821,923.52 |
DisclosureSEC source: 0001209191-21-022899 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,302,713 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 40,195 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 696 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2020. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 2,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014386 · doc4.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,282 F3 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 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 23, 2021 Filed Feb 25, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2010 SIP) | 13,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014386 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,459 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 26, 2018, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 23, 2021, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2010 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 |
| January 01, 2021 Filed Jan 4, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 2,664 | $47.41 | $126,300.24 |
DisclosureSEC source: 0001209191-21-000333 · doc4.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,280,646 F2 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 8,356 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F1 · balance_after: A total of 696 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2020. Number of shares may vary due to dividend reinvestment. Read SEC document |
| November 25, 2020 Filed Jan 4, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000333 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,274,954 F1 · balance_after: A total of 696 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2020. Number of shares may vary due to dividend reinvestment. Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 21:11 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 15,328 | $40.76 | $624,769.28 |
DisclosureSEC source: 0001209191-20-039802 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,273,618 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 35,152 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 21:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 15,328 | $40.76 | $624,769.28 |
DisclosureSEC source: 0001209191-20-039786 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,273,618 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 35,152 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 2,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012037 · doc4.xml · nonDerivative · entry 2 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,576 F3 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 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 21, 2020 Filed Feb 24, 2020 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2010 SIP) | 19,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012037 · doc4.xml · nonDerivative · entry 1 Brown P Barrett · CIK 0001799832 · EVP and Pres.- Retail Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,525 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 24, 2017, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 21, 2020, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2010 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.