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Baldwin Insurance Group, Inc. — Director's Dealing 2021
Dec 8, 2021
31678_dirs_2021-12-08_6d0e5b77-b478-4493-bd3f-e08c0361e83f.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: Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 (Member of 10% owner group)
Reporting Person: Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 (Member of 10% owner group)
Reporting Person: Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 (Member of 10% owner group)
Reporting Person: John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 (Member of 10% owner group)
Reporting Person: John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 (Member of 10% owner group)
Reporting Person: Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 (Member of 10% owner group)
Reporting Person: Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 (Member of 10% owner group)
Reporting Person: Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 (Member of 10% owner group)
Reporting Person: Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 (Member of 10% owner group)
Reporting Person: Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 (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 | 30735 | — | Disposed | 239776 | Direct |
| 2021-09-30 | Class B Common Stock | G | 239776 | — | Disposed | 0 | Direct |
| 2021-09-30 | Class B Common Stock | G | 9449 | — | Disposed | 284560 | Direct |
| 2021-09-30 | Class B Common Stock | G | 15316 | — | Disposed | 29042 | Direct |
| 2021-09-30 | Class B Common Stock | G | 9733 | — | Disposed | 169849 | Direct |
| 2021-09-30 | Class B Common Stock | G | 3710 | — | Disposed | 7034 | Direct |
| 2021-09-30 | Class B Common Stock | G | 40086 | — | Disposed | 391341 | Direct |
| 2021-09-30 | Class B Common Stock | G | 391341 | — | Disposed | 0 | Direct |
| 2021-09-30 | Class B Common Stock | G | 15278 | — | Disposed | 28972 | Direct |
| 2021-09-30 | Class B Common Stock | G | 15376 | — | Disposed | 119871 | Direct |
| 2021-09-30 | Class B Common Stock | G | 119871 | — | Disposed | 0 | Direct |
| 2021-09-30 | Class B Common Stock | G | 2366 | — | Disposed | 71135 | Direct |
| 2021-09-30 | Class B Common Stock | G | 4164 | — | Disposed | 15742 | Direct |
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 | 30735 | Disposed | Class A Common Stock (30735) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 239776 | Disposed | Class A Common Stock (239776) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 9449 | Disposed | Class A Common Stock (9449) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 15316 | Disposed | Class A Common Stock (15316) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 9733 | Disposed | Class A Common Stock (9733) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 3710 | Disposed | Class A Common Stock (3710) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 40086 | Disposed | Class A Common Stock (40086) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 391341 | Disposed | Class A Common Stock (391341) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 15278 | Disposed | Class A Common Stock (15278) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 15376 | Disposed | Class A Common Stock (15376) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 119871 | Disposed | Class A Common Stock (119871) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 2366 | Disposed | Class A Common Stock (2366) | Direct | |
| 2021-09-30 | LLC Units in Baldwin Risk Partners, LLC | $0 | G | 4164 | Disposed | Class A Common Stock (4164) | Direct |
Footnotes
F1: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019.
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.
F3: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019.
F4: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020.
F5: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019.
F6: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine, the trustee and beneficiary of the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020.
F7: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019.
F8: 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.
F9: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020.
F10: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019.
F11: 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.
F12: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019.
F13: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020.
F14: 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.