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Baldwin Insurance Group, Inc. — Director's Dealing 2020
Mar 12, 2020
31678_dirs_2020-03-12_c2c651ca-4156-4752-a928-698ee5212350.zip
Director's Dealing
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SEC Form 3/A — Form 3/A
Issuer: BRP Group, Inc. (BRP)
CIK: 0001781755
Period of Report: 2019-10-28
Reporting Person: Morse Mark G. (10% Owner)
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Class B Common Stock | 3677559 | Indirect |
Holdings (Derivative)
| Security | Exercise Price | Expiration | Underlying | Shares | Ownership |
|---|---|---|---|---|---|
| LLC Units in Baldwin Risk Partners, LLC | $0 | Class A Common Stock (3677559) | Indirect |
Footnotes
F1: This adds 600,000 shares that were omitted from the reporting person's original Form 3, and also omitted from one Form 4 (as amended) filed by the reporting person after his original Form 3 was filed. These added shares also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Partners LLC.
F2: The reported securities are held by The Villages Invesco, LLC. The reporting person is the trustee of the Mark G. Morse Family Trust u/a/d September 8, 2005, which owns one-third of the ownership interests of The Villages Invesco, LLC.
F3: There is no contract, arrangement, or understanding between the reporting person and the equity owners of The Villages Invesco, LLC or Insurance Agencies of The Villages, Inc. relating to the voting or disposition of the reported securities, and the reporting person disclaims ownership of the reported securities except to the extent of his own pecuniary interest therein.
F4: Each LLC Unit, together with one 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.