Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | Director · President and CEO | February 26, 2026 | March 02, 2026 |
| WRKCo Inc.WRK · Entity 162579 | Director | November 02, 2018 | November 06, 2018 |
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 | 186,193 |
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 78,030 · Balance 186,193 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 value (2019 SIP)SEC Table I · non-derivative | Direct | 204,037 |
Reported balance
After 2026-02-25 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-02-25 · Grant · Acquired 17,844 · Balance 204,037 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 value (2010 SIP)SEC Table I · non-derivative | Direct | 299,264 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 299,264 F3: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("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. |
| Common Stock, $.10 par value (PSP)SEC Table I · non-derivative | Direct | 32,000 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 32,000 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 valueSEC Table I · non-derivative | Indirect401k | 43,849 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 43,849 F5: Based upon the information supplied by the plan record keeper as of December 31, 2025. Number of shares varies periodically based on contributions to the plan. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | IndirectChildren | 32,241 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 32,241 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. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 2,881,434 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 2,881,434 F7: 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 reinvesment. |
| 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 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,827,556 F8: 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. |
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: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("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.
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: Based upon the information supplied by the plan record keeper as of December 31, 2025. Number of shares varies 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.
F7: 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 reinvesment.
F8: 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.
WRKCo Inc.
Report date November 02, 2018 · Filed November 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 1
1 source rowRow 1 · 2018-11-02 · Disposition to issuer · Disposed 15,354 · Balance 0 F1: On November 2, 2018, pursuant to the terms of the Agreement and Plan of Merger, dated as of January 28, 2018, by and among WRKCo Inc. (formerly known as WestRock Company), KapStone Paper and Packaging Corporation ("KapStone), WestRock Company (formerly known as Whiskey Holdco, Inc.) (the "Company"), Whiskey Merger Sub, Inc. and Kola Merger Sub Inc., (i) Whiskey Merger Sub, Inc. merged with and into WRKCo Inc., with WRKCo Inc. surviving such merger as a wholly owned subsidiary of the Company and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of the Company (such mergers, together, the "Mergers"). F2: In connection with the Mergers, each share of common stock issued and outstanding immediately prior to the consummation of the Mergers, converted into one share of the Company's common stock, in the case of restricted shares, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. |
| Common StockSEC Table I · non-derivative | IndirectJoint Ownership Investment Account | 0 |
Reported balance
After 2018-11-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-11-02 · Disposition to issuer · Disposed 27,211 · Balance 0 F1: On November 2, 2018, pursuant to the terms of the Agreement and Plan of Merger, dated as of January 28, 2018, by and among WRKCo Inc. (formerly known as WestRock Company), KapStone Paper and Packaging Corporation ("KapStone), WestRock Company (formerly known as Whiskey Holdco, Inc.) (the "Company"), Whiskey Merger Sub, Inc. and Kola Merger Sub Inc., (i) Whiskey Merger Sub, Inc. merged with and into WRKCo Inc., with WRKCo Inc. surviving such merger as a wholly owned subsidiary of the Company and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of the Company (such mergers, together, the "Mergers"). F2: In connection with the Mergers, each share of common stock issued and outstanding immediately prior to the consummation of the Mergers, converted into one share of the Company's common stock, in the case of restricted shares, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 0 |
Reported balance
After 2018-11-02 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-11-02 · Disposition to issuer · Disposed 477 · Balance 0 F1: On November 2, 2018, pursuant to the terms of the Agreement and Plan of Merger, dated as of January 28, 2018, by and among WRKCo Inc. (formerly known as WestRock Company), KapStone Paper and Packaging Corporation ("KapStone), WestRock Company (formerly known as Whiskey Holdco, Inc.) (the "Company"), Whiskey Merger Sub, Inc. and Kola Merger Sub Inc., (i) Whiskey Merger Sub, Inc. merged with and into WRKCo Inc., with WRKCo Inc. surviving such merger as a wholly owned subsidiary of the Company and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of the Company (such mergers, together, the "Mergers"). F2: In connection with the Mergers, each share of common stock issued and outstanding immediately prior to the consummation of the Mergers, converted into one share of the Company's common stock, in the case of restricted shares, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 0 |
Reported balance
After 2018-11-02 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2018-11-02 · Disposition to issuer · Disposed 277 · Balance 0 F1: On November 2, 2018, pursuant to the terms of the Agreement and Plan of Merger, dated as of January 28, 2018, by and among WRKCo Inc. (formerly known as WestRock Company), KapStone Paper and Packaging Corporation ("KapStone), WestRock Company (formerly known as Whiskey Holdco, Inc.) (the "Company"), Whiskey Merger Sub, Inc. and Kola Merger Sub Inc., (i) Whiskey Merger Sub, Inc. merged with and into WRKCo Inc., with WRKCo Inc. surviving such merger as a wholly owned subsidiary of the Company and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of the Company (such mergers, together, the "Mergers"). F2: In connection with the Mergers, each share of common stock issued and outstanding immediately prior to the consummation of the Mergers, converted into one share of the Company's common stock, in the case of restricted shares, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 2, 2018, pursuant to the terms of the Agreement and Plan of Merger, dated as of January 28, 2018, by and among WRKCo Inc. (formerly known as WestRock Company), KapStone Paper and Packaging Corporation ("KapStone), WestRock Company (formerly known as Whiskey Holdco, Inc.) (the "Company"), Whiskey Merger Sub, Inc. and Kola Merger Sub Inc., (i) Whiskey Merger Sub, Inc. merged with and into WRKCo Inc., with WRKCo Inc. surviving such merger as a wholly owned subsidiary of the Company and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of the Company (such mergers, together, the "Mergers").
F2: In connection with the Mergers, each share of common stock issued and outstanding immediately prior to the consummation of the Mergers, converted into one share of the Company's common stock, in the case of restricted shares, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WestRock Co
Report date July 05, 2024 · Filed July 08, 2024
Section 16 reporting ended · disclosed 2024-07-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-07-05 transaction · row 1
1 source rowRow 1 · 2024-07-05 · Disposition to issuer · Disposed 64,547.6 · Balance 0 F1: Includes 4,190.6 shares underlying unvested restricted stock unit awards, which awards were fully vested as of immediately prior to the Merger Effective Time (as defined in the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement")). Also includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. F2: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy son | 0 |
Reported balance
After 2024-07-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-07-05 · Disposition to issuer · Disposed 1,323 · Balance 0 F2: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 0 |
Reported balance
After 2024-07-05 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-07-05 · Disposition to issuer · Disposed 873 · Balance 0 F2: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 0 |
Reported balance
After 2024-07-05 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-07-05 · Disposition to issuer · Disposed 694 · Balance 0 F2: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. |
| Common StockSEC Table I · non-derivative | IndirectBy daughter | 0 |
Reported balance
After 2024-07-05 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2024-07-05 · Disposition to issuer · Disposed 602 · Balance 0 F2: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 4,190.6 shares underlying unvested restricted stock unit awards, which awards were fully vested as of immediately prior to the Merger Effective Time (as defined in the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement")). Also includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4.
F2: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash.
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) | 78,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085644 · ownership.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,193 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 25, 2026 Filed Mar 2, 2026 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 17,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085644 · ownership.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,037 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 13:12 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 44,737 | $69.59 | $3,113,247.83 |
DisclosureSEC source: 0001193125-26-068625 · ownership.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,881.434 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 113,684 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 2025. Number of shares may vary due to dividend reinvesment. 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: 0001193125-25-338388 · ownership.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 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 a 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: 0001193125-25-319365 · ownership.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,812,487 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 reinvesment. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 01:05 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 6,713 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025941 · ownership.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,847 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 01:05 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 68,036 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025941 · ownership.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,134 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 01:05 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 42,588 | $111.65 | $4,754,950.20 |
DisclosureSEC source: 0000950170-25-025941 · ownership.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,811,765 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 108,224 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 reinvesment. 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: 0000950170-25-000508 · ownership.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 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 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 | 9,370 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-136727 · ownership.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,746,129 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 |
| 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: 0000950170-24-136727 · ownership.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,755,499 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 |
| July 05, 2024 Filed Jul 8, 2024 16:59 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 602 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013535 · form4.xml · nonDerivative · entry 5 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By daughter Disclosed balance after: 0 F2 · price: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 16:59 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013535 · form4.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By daughter Disclosed balance after: 0 F2 · price: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 16:59 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 873 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013535 · form4.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By daughter Disclosed balance after: 0 F2 · price: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 16:59 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 1,323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013535 · form4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By son Disclosed balance after: 0 F2 · price: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 16:59 UTC | WestRock Co WRK · Entity 89113 | Disposition to issuerCommon Stock | 64,547.6 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-013535 · form4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 4,190.6 shares underlying unvested restricted stock unit awards, which awards were fully vested as of immediately prior to the Merger Effective Time (as defined in the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement")). Also includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. F2 · price: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. 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 | 46,672 | $84.24 | $3,931,649.28 |
DisclosureSEC source: 0001209191-24-004010 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,754,798 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 118,603 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) | 9,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003568 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,322 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) | 97,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003568 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,252 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 |
| February 05, 2024 Filed Feb 6, 2024 16:13 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 4,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002080 · form4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,496 F1 · shares: Relates to the annual grant of restricted stock units, which pursuant to its terms, is scheduled to vest on February 5, 2025. F2 · balance_after: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. Read SEC document |
| December 29, 2023 Filed Jan 2, 2024 23:43 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 146,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000235 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Charity 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 | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058984 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,682,866 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 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 15,331 | $56.47 | $865,741.57 |
DisclosureSEC source: 0001209191-23-013737 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,682,019 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 38,960 shares of stock under the Company's Performance Stock Plan ("PSP"). 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 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 42,715 | $56.47 | $2,412,116.05 |
DisclosureSEC source: 0001209191-23-013737 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,658,390 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 108,546 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) | 13,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011268 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,808 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) | 92,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011268 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,803 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 |
| February 03, 2023 Filed Feb 6, 2023 16:18 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 4,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002256 · form4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,354 F1 · shares: Relates to the annual grant of restricted stock units, which pursuant to its terms, is scheduled to vest on February 3, 2024. F2 · balance_after: Includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. Read SEC document |
| December 30, 2022 Filed Feb 3, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007000 · doc5.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Children Disclosed balance after: 32,241 F3 · ownership.nature: 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. Read SEC document |
| December 30, 2022 Filed Feb 3, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,683 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007000 · doc5.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592,559 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 |
| December 30, 2022 Filed Feb 3, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 182,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007000 · doc5.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 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 a remainder beneficiary. Read SEC document |
| December 15, 2022 Filed Feb 3, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007000 · doc5.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592,559 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 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 44,592 | $64.23 | $2,864,144.16 |
DisclosureSEC source: 0001209191-22-013642 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593,232 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 113,320 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 22, 2022 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 11,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011752 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,039 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 22, 2022 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2010 SIP) | 101,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011752 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639,733 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 |
| February 07, 2022 Filed Feb 9, 2022 14:41 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 3,533 | $45.29 | $160,009.57 |
DisclosureSEC source: 0001062993-22-003283 · form4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,133 F1 · shares: Relates to grant of stock which, pursuant to its items, is scheduled to vest on February 7, 2023. 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: 0001209191-22-008060 · doc5.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 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 a 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: 0001209191-22-008060 · doc5.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,524,504 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: 0001209191-22-008060 · doc5.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 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 a remainder beneficiary. Read SEC document |
| March 23, 2021 Filed Mar 24, 2021 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 38,172 | $45.34 | $1,730,718.48 |
DisclosureSEC source: 0001209191-21-022867 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,523,495 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 97,004 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) | 16,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014385 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,700 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) | 89,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-014385 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,007 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 29, 2021 Filed Feb 2, 2021 16:36 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 3,862 | $41.43 | $160,002.66 |
DisclosureSEC source: 0000950157-21-000093 · form4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,354 F1 · shares: Relates to a grant of stock that, pursuant to its terms, is scheduled to vest on January 29, 2022. F2 · balance_after: Includes 73 shares acquired from dividend payments on the stock grant that was made on January 31, 2020 and vested on January 31, 2021. 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 | 12,601 | $47.41 | $597,413.41 |
DisclosureSEC source: 0001209191-21-000334 · doc4.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,464,663 F2 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 39,684 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 |
| December 31, 2020 Filed Jan 4, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000334 · doc4.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Children Disclosed balance after: 30,558 F3 · ownership.nature: 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. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000334 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,437,580 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: 0001209191-21-000334 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,439,135 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 21:10 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 24,411 | $40.76 | $994,992.36 |
DisclosureSEC source: 0001209191-20-039801 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,437,799 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 62,034 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 862 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2019. Number of shares may vary due to dividend reinvestment. Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 21:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 24,411 | $40.76 | $994,992.36 |
DisclosureSEC source: 0001209191-20-039790 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,437,799 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 62,034 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 862 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2019. Number of shares may vary due to dividend reinvestment. 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) | 15,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012038 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,460 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) | 95,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012038 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,159 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.