Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | EVP Chief Acquisitions Officer | February 26, 2026 | March 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BROWN & BROWN, INC.
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par value (2019 SIP)SEC Table I · non-derivative | Direct | 62,160 |
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 rowsRow 1 · 2026-02-26 · Grant · Acquired 13,004 · Balance 59,484 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 2,676 · Balance 62,160 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 (Jointly Owned)SEC Table I · non-derivative | Direct | 357,056 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 357,056 F3: Owned jointly with spouse. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 272,674 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 272,674 F4: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Indirect401k | 19,947 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 19,947 F5: Based upon 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 | 192 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 192 F6: Reporting Person disclaims beneficial ownership of securities owned by children who share the Reporting Person's household. This report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for the purpose of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 20, 2023, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 26, 2026, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions.
F2: These securities were granted pursuant to the 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions.
F3: Owned jointly with spouse.
F4: 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.
F5: Based upon 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.
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) | 2,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085647 · ownership.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,160 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) | 13,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085647 · ownership.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 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 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 13:11 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 7,058 | $69.59 | $491,166.22 |
DisclosureSEC source: 0001193125-26-068624 · ownership.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,674 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 18,946 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP"). F2 · balance_after: A total of 248 of these shares were acquired through the Company's Teammate Stock Purchase Plan in July 2025. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 01:04 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 1,118 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025940 · ownership.xml · nonDerivative · entry 3 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,426 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 01:04 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 11,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025940 · ownership.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,308 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 01:04 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 7,098 | $111.65 | $792,491.70 |
DisclosureSEC source: 0000950170-25-025940 · ownership.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,538 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 18,036 shares of stock under the Company's 2019 Stock Incentive Plan ("2019 SIP"). F2 · balance_after: A total of 357 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2024. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 10,503 | $84.24 | $884,772.72 |
DisclosureSEC source: 0001209191-24-004008 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,243 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 26,684 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 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 1,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003566 · doc4.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,006 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 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 16,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003566 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,495 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 22:46 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GiftCommon Stock, $.10 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055410 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,061 F1 · balance_after: A total of 394 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2023. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 27, 2023 Filed Feb 28, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 13,628 | $56.47 | $769,573.16 |
DisclosureSEC source: 0001209191-23-013741 · doc4.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,167 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 34,632 shares of stock under the Company's Performance Stock Plan. F2 · balance_after: A total of 460 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2022. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 26, 2023 Filed Feb 28, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 6,834 | $56.47 | $385,915.98 |
DisclosureSEC source: 0001209191-23-013741 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,163 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 17,364 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 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 2,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011260 · doc4.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,255 F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 20, 2023 Filed Feb 21, 2023 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 15,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011260 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,088 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 21, 2020, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 20, 2023, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 9,511 | $64.23 | $610,891.53 |
DisclosureSEC source: 0001209191-22-013636 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,173 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 24,170 shares of stock under the Company's 2010 Stock Incentive Plan ("2010 SIP"). F2 · balance_after: A total of 549 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2021. Number of shares may vary due to dividend reinvestment. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012301 · doc4.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,628 F3 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2010 SIP) | 22,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012301 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,218 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 25, 2019, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 21, 2022, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2010 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 28,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000213 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,739 F1 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 11:56 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 9,772 | $45.34 | $443,062.48 |
DisclosureSEC source: 0001209191-21-022950 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,965 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 24,832 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 24, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 2,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013872 · doc4.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,282 F3 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 23, 2021 Filed Feb 24, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2010 SIP) | 14,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013872 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,178 F1 · shares: These securities were granted pursuant to the Company's 2010 Stock Incentive Plan ("2010 SIP"). The initial grant was made on February 26, 2018, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 23, 2021, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2010 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 10,135 | $47.41 | $480,500.35 |
DisclosureSEC source: 0001209191-21-001234 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,905 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 33,418 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 |
| July 01, 2020 Filed Jul 2, 2020 21:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 37,430 | $40.76 | $1,525,646.80 |
DisclosureSEC source: 0001209191-20-040482 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,926 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 95,120 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) | 2,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012036 · doc4.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,576 F3 · balance_after: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2010 SIP) | 20,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012036 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,376 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 |
| January 21, 2020 Filed Jan 22, 2020 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 3,194 | $41.41 | $132,263.54 |
DisclosureSEC source: 0001209191-20-004505 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,236 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 12,646 shares of stock under the Company's 2010 Stock Incentive Plan ("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 |
| December 19, 2019 Filed Dec 23, 2019 22:00 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | SaleCommon Stock, $.10 par value (Jointly Owned) | 30,000 | $39.47 | $1,184,001.00 |
DisclosureSEC source: 0001209191-19-061819 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,056 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $39.4300 to $39.5051, 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: Owned jointly with spouse. Read SEC document |
| July 01, 2019 Filed Jul 1, 2019 21:04 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 3,256 | $33.50 | $109,076.00 |
DisclosureSEC source: 0001180023-19-000008 · wf-form4_156201503364689.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,922 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 8,272 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 22:08 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 3,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001180023-19-000006 · wf-form4_155121888284361.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,830 F2 · 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 25, 2019 Filed Feb 26, 2019 22:08 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 20,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001180023-19-000006 · wf-form4_155121888284361.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,018 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 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 |
| January 22, 2019 Filed Jan 23, 2019 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 4,488 | $28.64 | $128,536.32 |
DisclosureSEC source: 0001180023-19-000004 · wf-form4_154828085920859.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,090 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 18,428 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 22:03 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 2,911 | $27.56 | $80,227.16 |
DisclosureSEC source: 0001180023-19-000002 · wf-form4_154655301471322.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,150 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 11,140 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 |
| August 03, 2018 Filed Aug 6, 2018 21:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 3,255 | $29.19 | $95,013.45 |
DisclosureSEC source: 0001180023-18-000007 · wf-form4_153358927658678.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,921 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 8,270 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 6, 2018 21:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 49,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001180023-18-000007 · wf-form4_153358927658678.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,264 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 28, 2018 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 1,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001180023-18-000005 · wf-form4_151985526048508.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,453 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 |
| January 01, 2018 Filed Jan 3, 2018 21:58 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 1,558 | $51.46 | $80,174.68 |
DisclosureSEC source: 0001180023-18-000003 · wf-form4_151501666838815.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,393 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 5,570 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP"). F2 · 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 21:58 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 3,836 | $51.46 | $197,400.56 |
DisclosureSEC source: 0001180023-18-000003 · wf-form4_151501666838815.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,951 F1 · 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"). F2 · 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 |
| August 30, 2017 Filed Sep 1, 2017 16:22 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Exercise / conversionStock Options · Derivative | 20,000 | $0.00 Strike: $18.48 | $0.00 |
DisclosureSEC source: 0001180023-17-000006 · wf-form4_150428291289426.xml · derivative · entry 8 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.10 par value · 20,000 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. F7 · security: Granted by the Compensation Committee of the Board of Directors pursuant to the Company's 2000 Incentive Stock Option Plan (the "Plan"). F8 · derivative.exercise_date: These options became exercisable on September 7, 2016 pursuant to satisfaction of conditions established pursuant to the Plan. Read SEC document |
| August 30, 2017 Filed Sep 1, 2017 16:22 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 11,851 | $44.76 | $530,450.76 |
DisclosureSEC source: 0001180023-17-000006 · wf-form4_150428291289426.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,505 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 |
| August 30, 2017 Filed Sep 1, 2017 16:22 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Exercise / conversionCommon Stock, $.10 par value | 20,000 | $18.48 | $369,600.00 |
DisclosureSEC source: 0001180023-17-000006 · wf-form4_150428291289426.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,356 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 21:54 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (SIP) | 1,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001180023-17-000004 · wf-form4_148823246947239.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP,Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,511 F1 · shares: 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 01, 2017 Filed Jan 4, 2017 13:47 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 2,138 | $44.86 | $95,910.68 |
DisclosureSEC source: 0001225208-17-000177 · doc4.xml · nonDerivative · entry 2 PENNY JEROME SCOTT · CIK 0001180023 · EVP,Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,672 F3 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 7,320 shares of stock under the Company's Performance Stock Plan ("PSP"). F2 · balance_after: A total of 855 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2016. Number of shares may vary due to dividend reinvestment. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 13:47 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | Tax withholdingCommon Stock, $.10 par value | 1,523 | $44.86 | $68,321.78 |
DisclosureSEC source: 0001225208-17-000177 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP,Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,810 F1 · shares: Shares were withheld by the Company solely to cover the income tax withholding requirements associated with the vesting of 5,569 shares of stock under the Company's 2010 Stock Incentive Plan ("SIP"). F2 · balance_after: A total of 855 of these shares were acquired through the Company's Employee Stock Purchase Plan in July 2016. Number of shares may vary due to dividend reinvestment. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:59 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | SaleCommon Stock, $.10 par value (Jointly Owned) | 10,000 | $43.56 | $435,580.00 |
DisclosureSEC source: 0001225208-16-042618 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP,Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,989 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $43.53 to $43.59, 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: Owned jointly with spouse. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 22:12 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | SaleCommon Stock, $.10 par value (Jointly Owned) | 15,000 | $42.64 | $639,591.00 |
DisclosureSEC source: 0001225208-16-042308 · doc4.xml · nonDerivative · entry 1 PENNY JEROME SCOTT · CIK 0001180023 · EVP,Chief Acquisitions Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,989 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $42.62 to $42.76, 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: Owned jointly with spouse. 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.