Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROWN & BROWN, INC.BRO · Entity 3200 | EVP/Chief Information Officer | February 19, 2024 | February 20, 2024 |
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 19, 2024 · Filed February 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.10 par value (2019 SIP)SEC Table I · non-derivative | Direct | 40,776 |
Last balance in matching sequence
After 2024-02-19 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-02-19 · Grant · Acquired 6,496 · Balance 38,962 F1: 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: 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. Row 2 · 2024-02-19 · Grant · Acquired 1,814 · Balance 40,776 F2: 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. |
| Common Stock, $.10 par valueSEC Table I · non-derivative | Direct | 1,996 |
Reported balance
Holding disclosure · report date 2024-02-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,996 F3: 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. |
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 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: 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.
F3: 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.
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 19, 2024 Filed Feb 20, 2024 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 1,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003562 · doc4.xml · nonDerivative · entry 2 Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,776 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) | 6,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003562 · doc4.xml · nonDerivative · entry 1 Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,962 F1 · shares: These securities were granted pursuant to the Company's 2019 Stock Incentive Plan ("2019 SIP"). The initial grant was made on February 23, 2021, but was subject to the satisfaction of performance-based conditions established in connection with this grant. On February 19, 2024, the Company confirmed the satisfaction of the performance-based conditions established in connection with this grant, and the Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of additional service-based conditions. F2 · balance_after: These securities were granted pursuant to the Company's 2019 SIP. The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 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 |
DisclosureSEC source: 0001209191-23-011265 · doc4.xml · nonDerivative · entry 2 Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,466 F2 · 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 20, 2023 Filed Feb 21, 2023 22:02 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $.10 par value (2019 SIP) | 5,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011265 · doc4.xml · nonDerivative · entry 1 Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,732 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 Stock Incentive Plan ("2019 SIP"). The Reporting Person has voting rights and dividend entitlement with respect to these shares, but full ownership will not vest until the satisfaction of service-based conditions. Read SEC document |
| February 21, 2022 Filed Feb 22, 2022 22:01 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 1,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011747 · doc4.xml · nonDerivative · entry 1 Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,322 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 |
| January 01, 2022 Filed Jan 4, 2022 02:08 UTC | BROWN & BROWN, INC. BRO · Entity 3200 | GrantCommon Stock, $10 par value (2019 SIP) | 14,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000360 · doc4.xml · nonDerivative · entry 1 Nester Kenneth Gray II · CIK 0001890109 · EVP/Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,189 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.