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Boyd Stephen M

Disclosed activity across 1 company

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64184
SEC CIK
0001844203

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BROWN & BROWN, INC.BRO · Entity 3200EVP/Pres Spec Dist SegmentFebruary 26, 2026March 02, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

BROWN & BROWN, INC.

Report date February 26, 2026 · Filed March 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $.10 par value (2019 SIP)SEC Table I · non-derivativeDirect60,568 Last balance in matching sequence After 2026-02-26 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2026-02-26 · Grant · Acquired 10,404 · Balance 54,858

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.

Row 2 · 2026-02-26 · Grant · Acquired 5,710 · Balance 60,568

F2: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Common Stock, $.10 par valueSEC Table I · non-derivativeDirect83,081 Reported balance Holding disclosure · report date 2026-02-26 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 83,081

F3: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment.

Filing footnotes · ownership attribution and instrument terms

F1: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

F3: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 26, 2026 Filed Mar 2, 2026 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $.10 par value (2019 SIP) 5,710 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-085649 · ownership.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/Pres Spec Dist Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,568

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 26, 2026 Filed Mar 2, 2026 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $.10 par value (2019 SIP) 10,404 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-085649 · ownership.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/Pres Spec Dist Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,858

F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 13:13 UTC BROWN & BROWN, INC. BRO · Entity 3200 Tax withholdingCommon Stock, $.10 par value 7,712 $69.59 $536,678.08
Disclosure

SEC source: 0001193125-26-068628 · ownership.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/Pres Spec Dist Segment

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,081

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 15,157 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 reinvestment.

Read SEC document
December 17, 2025 Filed Dec 17, 2025 23:52 UTC BROWN & BROWN, INC. BRO · Entity 3200 GiftCommon Stock, $.10 par value 1,500 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-323210 · ownership.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/Pres Spec Distribution

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,636

F1 · balance_after: A total of 248 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $.10 par value (2019 SIP) 1,566 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-026806 · ownership.xml · nonDerivative · entry 3

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,611

F4 · balance_after: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 24, 2025 Filed Feb 25, 2025 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $.10 par value (2019 SIP) 9,070 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-026806 · ownership.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,045

F3 · shares: These securities were granted pursuant to the 2019 SIP. The initial grant was made on February 21, 2022, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 24, 2025, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F4 · balance_after: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
February 21, 2025 Filed Feb 25, 2025 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 Tax withholdingCommon Stock, $.10 par value 6,413 $111.65 $716,011.45
Disclosure

SEC source: 0000950170-25-026806 · ownership.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,888

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 12,625 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP").

F2 · balance_after: A total of 357 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2024. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 25, 2024 Filed Feb 27, 2024 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 Tax withholdingCommon Stock, $.10 par value 6,012 $84.24 $506,450.88
Disclosure

SEC source: 0001209191-24-004012 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,319

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 11,860 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

F2 · balance_after: A total of 395 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment.

Read SEC document
February 19, 2024 Filed Feb 20, 2024 22:01 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $.10 par value (2019 SIP) 2,116 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003567 · doc4.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61,600

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) 12,992 $0.00 $0.00
Disclosure

SEC source: 0001209191-24-003567 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,484

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
November 02, 2023 Filed Nov 3, 2023 21:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 SaleCommon Stock, $.10 par value 351 $70.63 $24,791.13
Disclosure

SEC source: 0001209191-23-054361 · doc4.xml · nonDerivative · entry 3

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,471

F1 · 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
November 02, 2023 Filed Nov 3, 2023 21:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 SaleCommon Stock, $.10 par value 2,148 $70.64 $151,734.72
Disclosure

SEC source: 0001209191-23-054361 · doc4.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,822

F1 · 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
November 02, 2023 Filed Nov 3, 2023 21:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 SaleCommon Stock, $.10 par value 1 $70.65 $70.65
Disclosure

SEC source: 0001209191-23-054361 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,970

F1 · 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 26, 2023 Filed Feb 28, 2023 01:57 UTC BROWN & BROWN, INC. BRO · Entity 3200 Tax withholdingCommon Stock, $.10 par value 5,595 $56.47 $315,949.65
Disclosure

SEC source: 0001209191-23-013463 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,576

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 10,851 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) 1,734 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011262 · doc4.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,492

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) 10,822 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-011262 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,758

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 24, 2022 Filed Feb 25, 2022 23:02 UTC BROWN & BROWN, INC. BRO · Entity 3200 Tax withholdingCommon Stock, $.10 par value 6,942 $64.23 $445,884.66
Disclosure

SEC source: 0001209191-22-013304 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,860

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 15,107 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 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $10 par value (2019 SIP) 1,511 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-011741 · doc4.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,936

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 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $.10 par value (2010 SIP) 10,166 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-011741 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,818

F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 25, 2019, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 21, 2022, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.

F2 · balance_after: These securities were granted pursuant to the Company's 2010 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
January 21, 2022 Filed Jan 24, 2022 12:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 Tax withholdingCommon Stock, $.10 par value 6,498 $64.24 $417,431.52
Disclosure

SEC source: 0001209191-22-004516 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,695

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 18,968 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
January 01, 2022 Filed Jan 4, 2022 02:20 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $10 par value (2019 SIP) 28,457 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-000362 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,425

F1 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.

Read SEC document
August 25, 2021 Filed Aug 27, 2021 12:29 UTC BROWN & BROWN, INC. BRO · Entity 3200 SaleCommon Stock, $.10 par value 7,050 $58.03 $409,083.30
Disclosure

SEC source: 0001209191-21-053568 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,225

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $58.000 to $58.100, inclusive. The Reporting Person undertakes to provide Brown & Brown, Inc., any security holder of Brown & Brown, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

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
March 23, 2021 Filed Mar 25, 2021 21:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 Tax withholdingCommon Stock, $.10 par value 6,188 $45.34 $280,563.92
Disclosure

SEC source: 0001209191-21-023032 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,726

F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 15,516 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP").

Read SEC document
February 23, 2021 Filed Feb 25, 2021 22:00 UTC BROWN & BROWN, INC. BRO · Entity 3200 GrantCommon Stock, $10 par value (2019 SIP) 2,165 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-014388 · doc4.xml · nonDerivative · entry 2

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,968

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) 8,961 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-014388 · doc4.xml · nonDerivative · entry 1

Boyd Stephen M · CIK 0001844203 · EVP/ Pres Wholesale Brokerage

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,136

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.