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 |
|---|---|---|---|---|---|---|
| January 31, 2020 Filed Feb 4, 2020 11:43 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 4,103 | $39.00 | $160,017.00 |
DisclosureSEC source: 0001732845-20-000041 · edgar.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,419 F1 · shares: Relates to a grant of stock which, pursuant to its terms, is scheduled to vest on January 31, 2021. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 6,396 | $41.41 | $264,858.36 |
DisclosureSEC source: 0001209191-20-004709 · doc4.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400,176 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 25,292 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP"). Read SEC document |
| December 31, 2019 Filed Jan 23, 2020 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 3,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004709 · doc4.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Children Disclosed balance after: 29,003 F2 · ownership.nature: This transaction involved a gift of securities by the Reporting Person to his children, who share the Reporting Persons household. Reporting Person disclaims beneficial ownership of securities owned by children who share Reporting Persons 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 reporting. Read SEC document |
| December 31, 2019 Filed Jan 23, 2020 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, .10 par value | 3,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004709 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,381,280 F2 · shares: This transaction involved a gift of securities by the Reporting Person to his children, who share the Reporting Persons household. Reporting Person disclaims beneficial ownership of securities owned by children who share Reporting Persons 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 reporting. Read SEC document |
| December 17, 2019 Filed Jan 23, 2020 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004709 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,384,501 F1 · 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, 2019 Filed Jul 1, 2019 21:20 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 6,103 | $33.50 | $204,450.50 |
DisclosureSEC source: 0001208478-19-000009 · wf-form4_156201599098774.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,382,839 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 15,508 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP"). F2 · balance_after: A total of 1,120 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2018. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 22:06 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 16,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-19-000007 · wf-form4_155121879414800.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,019 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 25, 2019 Filed Feb 26, 2019 22:06 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 79,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-19-000007 · wf-form4_155121879414800.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,076 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("SIP"). The initial grant was made on March 23, 2016, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 25, 2019, 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 31, 2019 Filed Feb 1, 2019 15:17 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 3,316 | $40.71 | $134,994.36 |
DisclosureSEC source: 0001732845-19-000010 · edgar.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,670 F1 · shares: Relates to a grant of stock which, pursuant to its terms, is scheduled to vest on January 31, 2020. Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 22:06 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 8,758 | $28.64 | $250,829.12 |
DisclosureSEC source: 0001208478-19-000005 · wf-form4_154828115807078.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,373,434 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 30,712 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP"). F2 · balance_after: A total of 1,120 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2018. Number of shares may vary due to dividend reinvestment. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 3,382 | $27.56 | $93,207.92 |
DisclosureSEC source: 0001208478-19-000003 · wf-form4_154655276416797.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,361,326 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 13,228 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP"). F1 · balance_after: A total of 1,120 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2018. Number of shares may vary due to dividend reinvestment. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-19-000003 · wf-form4_154655276416797.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Children Disclosed balance after: 25,782 F2 · ownership.nature: This transaction involved a gift of securities by the Reporting Person to his children, who share the Reporting Person's household. Reporting Person disclaims beneficial ownership of securities owned by children who share 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 reporting. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-19-000003 · wf-form4_154655276416797.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,351,480 F2 · shares: This transaction involved a gift of securities by the Reporting Person to his children, who share the Reporting Person's household. Reporting Person disclaims beneficial ownership of securities owned by children who share 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 reporting. F1 · balance_after: A total of 1,120 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2018. Number of shares may vary due to dividend reinvestment. Read SEC document |
| November 29, 2018 Filed Jan 3, 2019 21:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-19-000003 · wf-form4_154655276416797.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353,088 F1 · balance_after: A total of 1,120 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2018. Number of shares may vary due to dividend reinvestment. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:08 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001732845-18-000079 · edgar.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 277 F1 · price: 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.) ("WestRock"), 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 WestRock and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of WestRock (such mergers, together, the "Mergers"). F2 · price: Represents shares of WestRock common stock acquired in connection with the Mergers in exchange for shares of WRKCo Inc. common stock on a one-for-one basis and, in the case of restricted stock, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:08 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001732845-18-000079 · edgar.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 477 F1 · price: 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.) ("WestRock"), 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 WestRock and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of WestRock (such mergers, together, the "Mergers"). F2 · price: Represents shares of WestRock common stock acquired in connection with the Mergers in exchange for shares of WRKCo Inc. common stock on a one-for-one basis and, in the case of restricted stock, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:08 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 27,211 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001732845-18-000079 · edgar.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Ownership Investment Account Disclosed balance after: 27,211 F1 · price: 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.) ("WestRock"), 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 WestRock and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of WestRock (such mergers, together, the "Mergers"). F2 · price: Represents shares of WestRock common stock acquired in connection with the Mergers in exchange for shares of WRKCo Inc. common stock on a one-for-one basis and, in the case of restricted stock, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:08 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 15,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001732845-18-000079 · edgar.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,354 F1 · price: 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.) ("WestRock"), 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 WestRock and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of WestRock (such mergers, together, the "Mergers"). F2 · price: Represents shares of WestRock common stock acquired in connection with the Mergers in exchange for shares of WRKCo Inc. common stock on a one-for-one basis and, in the case of restricted stock, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:07 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001732845-18-000078 · edgar.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 277 F1 · price: 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.) ("WestRock"), 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 WestRock and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of WestRock (such mergers, together, the "Mergers"). F2 · price: Represents shares of WestRock common stock acquired in connection with the Mergers in exchange for shares of WRKCo Inc. common stock on a one-for-one basis and, in the case of restricted stock, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:07 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001732845-18-000078 · edgar.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 477 F1 · price: 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.) ("WestRock"), 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 WestRock and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of WestRock (such mergers, together, the "Mergers"). F2 · price: Represents shares of WestRock common stock acquired in connection with the Mergers in exchange for shares of WRKCo Inc. common stock on a one-for-one basis and, in the case of restricted stock, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:07 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 27,211 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001732845-18-000078 · edgar.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Ownership Investment Account Disclosed balance after: 27,211 F1 · price: 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.) ("WestRock"), 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 WestRock and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of WestRock (such mergers, together, the "Mergers"). F2 · price: Represents shares of WestRock common stock acquired in connection with the Mergers in exchange for shares of WRKCo Inc. common stock on a one-for-one basis and, in the case of restricted stock, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 10:07 UTC | WestRock Co WRK · Entity 89113 | GrantCommon Stock | 15,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001732845-18-000078 · edgar.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,354 F1 · price: 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.) ("WestRock"), 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 WestRock and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of WestRock (such mergers, together, the "Mergers"). F2 · price: Represents shares of WestRock common stock acquired in connection with the Mergers in exchange for shares of WRKCo Inc. common stock on a one-for-one basis and, in the case of restricted stock, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 08:36 UTC | WRKCo Inc. WRK · Entity 162579 | Disposition to issuerCommon Stock | 277 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001636023-18-000157 · edgar.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter Disclosed balance after: 0 F1 · price: 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 · price: 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. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 08:36 UTC | WRKCo Inc. WRK · Entity 162579 | Disposition to issuerCommon Stock | 477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001636023-18-000157 · edgar.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 0 F1 · price: 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 · price: 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. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 08:36 UTC | WRKCo Inc. WRK · Entity 162579 | Disposition to issuerCommon Stock | 27,211 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001636023-18-000157 · edgar.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Joint Ownership Investment Account Disclosed balance after: 0 F1 · price: 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 · price: 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. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 08:36 UTC | WRKCo Inc. WRK · Entity 162579 | Disposition to issuerCommon Stock | 15,354 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001636023-18-000157 · edgar.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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 · price: 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. Read SEC document |
| August 03, 2018 Filed Aug 3, 2018 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 6,104 | $29.19 | $178,175.76 |
DisclosureSEC source: 0001208478-18-000007 · wf-form4_153333003440684.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,352,028 F1 · shares: On March 28, 2018, Brown & Brown, Inc. effected a 2-for-1 stock split. The number of shares reported throughout this Form 4 have been adjusted to reflect the stock split. F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 15,510 shares of stock under the Company's SIP. F1 · balance_after: On March 28, 2018, Brown & Brown, Inc. effected a 2-for-1 stock split. The number of shares reported throughout this Form 4 have been adjusted to reflect the stock split. F4 · balance_after: A total of 1,120 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2018. Number of shares may vary due to dividend reinvestment. Read SEC document |
| August 03, 2018 Filed Aug 3, 2018 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 93,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-18-000007 · wf-form4_153333003440684.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,632 F1 · shares: On March 28, 2018, Brown & Brown, Inc. effected a 2-for-1 stock split. The number of shares reported throughout this Form 4 have been adjusted to reflect the stock split. F2 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("SIP"). The initial grant was made on July 1, 2013, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On August 3, 2018, 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. F1 · balance_after: On March 28, 2018, Brown & Brown, Inc. effected a 2-for-1 stock split. The number of shares reported throughout this Form 4 have been adjusted to reflect the stock split. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 22:03 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 9,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-18-000005 · wf-form4_151976897139181.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,045 F1 · balance_after: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan. 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 02, 2018 Filed Feb 5, 2018 17:36 UTC | WRKCo Inc. WRK · Entity 162579 | GrantCommon Stock | 2,008 | $67.24 | $135,017.92 |
DisclosureSEC source: 0001636023-18-000016 · edgar.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,354 F1 · shares: Relates to a grant of stock, which, pursuant to its terms, is scheduled to vest on February 2, 2019. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 22:03 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 1,891 | $51.46 | $97,310.86 |
DisclosureSEC source: 0001208478-18-000003 · wf-form4_151501696388680.xml · nonDerivative · entry 5 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,170,751 F4 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 6,614 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP"). F1 · balance_after: A total of 684 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2017. Number of shares may vary due to dividend reinvestment. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 22:03 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 3,919 | $51.46 | $201,671.74 |
DisclosureSEC source: 0001208478-18-000003 · wf-form4_151501696388680.xml · nonDerivative · entry 4 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,172,642 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 13,712 shares of stock under the Company's Performance Stock Plan ("PSP"). F1 · balance_after: A total of 684 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2017. Number of shares may vary due to dividend reinvestment. Read SEC document |
| December 22, 2017 Filed Jan 3, 2018 22:03 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-18-000003 · wf-form4_151501696388680.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Children Disclosed balance after: 12,087 F2 · ownership.nature: This transaction involved a gift of securities by the Reporting Person to his children, who share the Reporting Person's household. Reporting Person disclaims beneficial ownership of securities owned by children who share 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 reporting. Read SEC document |
| December 22, 2017 Filed Jan 3, 2018 22:03 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-18-000003 · wf-form4_151501696388680.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,156,235 F2 · shares: This transaction involved a gift of securities by the Reporting Person to his children, who share the Reporting Person's household. Reporting Person disclaims beneficial ownership of securities owned by children who share 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 reporting. F1 · balance_after: A total of 684 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2017. Number of shares may vary due to dividend reinvestment. Read SEC document |
| November 30, 2017 Filed Jan 3, 2018 22:03 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 560 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-18-000003 · wf-form4_151501696388680.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157,735 F1 · balance_after: A total of 684 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2017. Number of shares may vary due to dividend reinvestment. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 12:50 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Exercise / conversionStock Options · Derivative | 35,000 | $0.00 Strike: $18.48 | $0.00 |
DisclosureSEC source: 0001208478-17-000003 · wf-form4_150573901078647.xml · derivative · entry 9 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.10 par value · 35,000 shares Expires 2018-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Granted by the Compensation Committee of the Board of Directors pursuant to the Company's 2000 Incentive Stock Option Plan (the "Plan"). Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 12:50 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Exercise / conversionStock Options · Derivative | 35,000 | $0.00 Strike: $18.48 | $0.00 |
DisclosureSEC source: 0001208478-17-000003 · wf-form4_150573901078647.xml · derivative · entry 8 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.10 par value · 35,000 shares Expires 2018-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Granted by the Compensation Committee of the Board of Directors pursuant to the Company's 2000 Incentive Stock Option Plan (the "Plan"). Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 12:50 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Exercise / conversionStock Options · Derivative | 35,000 | $0.00 Strike: $18.48 | $0.00 |
DisclosureSEC source: 0001208478-17-000003 · wf-form4_150573901078647.xml · derivative · entry 7 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.10 par value · 35,000 shares Expires 2018-02-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · security: Granted by the Compensation Committee of the Board of Directors pursuant to the Company's 2000 Incentive Stock Option Plan (the "Plan"). Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 12:50 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 65,627 | $46.34 | $3,041,155.18 |
DisclosureSEC source: 0001208478-17-000003 · wf-form4_150573901078647.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157,175 F1 · balance_after: A total of 684 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2017. Number of shares may vary due to dividend reinvestment. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 12:50 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Exercise / conversionCommon Stock, $.10 par value | 105,000 | $18.48 | $1,940,400.00 |
DisclosureSEC source: 0001208478-17-000003 · wf-form4_150573901078647.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,222,802 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: A total of 684 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2017. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 14:06 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 8,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001208478-17-000002 · wf-form4_148820434513616.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,204 F1 · balance_after: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("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 27, 2017 Filed Jan 31, 2017 14:15 UTC | WRKCo Inc. WRK · Entity 162579 | GrantCommon Stock | 2,411 | $53.91 | $129,977.01 |
DisclosureSEC source: 0001636023-17-000006 · edgar.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,346 F1 · shares: Grant vesting in one year on 01/27/2018. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 22:10 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 1,945 | $44.86 | $87,252.70 |
DisclosureSEC source: 0001225208-17-000462 · doc4.xml · nonDerivative · entry 3 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,117,118 F2 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 6,614 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP). Read SEC document |
| December 27, 2016 Filed Jan 4, 2017 22:10 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-000462 · 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: 10,587 F1 · ownership.nature: This transaction involved a gift of securities by the Reporting Person to his children, who share the Reporting Person's household. Reporting Person disclaims beneficial ownership of securities owned by children who share 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 reporting. Read SEC document |
| December 27, 2016 Filed Jan 4, 2017 22:10 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 1,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-000462 · doc4.xml · nonDerivative · entry 2 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,112,449 F1 · shares: This transaction involved a gift of securities by the Reporting Person to his children, who share the Reporting Person's household. Reporting Person disclaims beneficial ownership of securities owned by children who share 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 reporting. Read SEC document |
| December 13, 2016 Filed Jan 4, 2017 22:10 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 630 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-000462 · doc4.xml · nonDerivative · entry 1 BROWN J POWELL · CIK 0001208478 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,865 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.