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Baldwin Insurance Group, Inc. Director's Dealing 2021

Dec 8, 2021

31678_dirs_2021-12-08_65170505-7baf-4253-b088-d7ff4359204e.zip

Director's Dealing

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SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: BRP Group, Inc. (BRP)
CIK: 0001781755
Period of Report: 2021-09-30

Reporting Person: Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 (Member of 10% owner group)
Reporting Person: Krystyn Elizabeth (Member of 10% owner group)
Reporting Person: Wiebeck Kristopher Aaron (Member of 10% owner group)
Reporting Person: Sherman Laura (Member of 10% owner group)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2021-09-30 Class B Common Stock G 37488 Disposed 71090 Direct
2021-09-30 Class B Common Stock G 239776 Acquired 553378 Indirect
2021-09-30 Class B Common Stock G 391341 Acquired 420313 Indirect
2021-09-30 Class B Common Stock G 119871 Acquired 206748 Indirect

Derivative Transactions

Date Security Exercise Price Code Shares A/D Expiration Underlying Ownership
2021-09-30 LLC Units in Baldwin Risk Partners, LLC $0 G 37488 Disposed Class A Common Stock (37488) Direct
2021-09-30 LLC Units in Baldwin Risk Partners, LLC $0 G 239776 Acquired Class A Common Stock (239776) Indirect
2021-09-30 LLC Units in Baldwin Risk Partners, LLC $0 G 391341 Acquired Class A Common Stock (391341) Indirect
2021-09-30 LLC Units in Baldwin Risk Partners, LLC $0 G 119871 Acquired Class A Common Stock (119871) Indirect

Holdings (Non-Derivative)

Security Shares Ownership
Class B Common Stock 1787498 Direct
Class B Common Stock 1089019 Direct
Class B Common Stock 2334127 Direct

Holdings (Derivative)

Security Exercise Price Expiration Underlying Shares Ownership
LLC Units in Baldwin Risk Partners, LLC $0 Class A Common Stock (1787498) 1787498 Direct
LLC Units in Baldwin Risk Partners, LLC $0 Class A Common Stock (1089019) 1089019 Direct
LLC Units in Baldwin Risk Partners, LLC $0 Class A Common Stock (2334127) 2334127 Direct

Footnotes

F1: These securities were transferred from the reporting person to Daniel A. Galbraith, the trustee and beneficiary of the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020.

F2: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Elizabeth Krystyn is a beneficiary.

F3: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein.

F4: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019, of which Kristopher Aaron Wiebeck is a beneficiary.

F5: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1, of which Laura Sherman is a beneficiary.

F6: 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.