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Baldwin Insurance Group, Inc. — Director's Dealing 2019
Oct 30, 2019
31678_dirs_2019-10-30_913d75a4-40d7-45d4-9a9f-dc5f66f8281c.zip
Director's Dealing
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SEC Form 3 — Initial Statement of Beneficial Ownership
Issuer: BRP Group, Inc. (BRP)
CIK: 0001781755
Period of Report: 2019-10-28
Reporting Person: Insurance Agencies of The Villages, Inc. (10% Owner)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Class B Common Stock | 3186246 | Direct |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| LLC Units in Baldwin Risk Partners, LLC | $0 | Class A Common Stock (3186246) | Direct |
Footnotes
F1: These securities were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interest held in Baldwin Rick Partners, LLC.
F2: The equity interests of the reporting person is wholly-owned in equal amounts by three family trusts (collectively, the "Family Trusts") consisting of the Tracy Morse Family Trust u/a/d October 1, 2019 ("TMD Trust"), the Mark G. Morse Family Trust u/a/d September 8, 2005 ("MGM Trust"), and Jennifer L. Parr Family Trust u/a/d October 6, 2005 ("JLP Trust"), with Tracy Morse Dadeo as trustee of TMD Trust, Mark G. Morse as trustee of MGM Trust, and Jennifer L. Parr as the trustee of JLP Trust. There is no contract, arrangement, understanding, relationship between the Family Trusts or their trustees relating to voting or disposition of the securities of the reporting person or with respect to the reported securities, and each of the Family Trusts, their respective trustee, and managers of the reporting person disclaims ownership of the reported securities except to the extent of their own pecuniary interest therein.
F3: Each LLC Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire.