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BROWN & BROWN, INC. — Director's Dealing 2022
Feb 14, 2022
30146_dirs_2022-02-14_2f9d6a4f-95b5-4683-8193-3c8bfb7df307.zip
Director's Dealing
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SEC Form 5 — Annual Statement of Changes in Beneficial Ownership
Issuer: BROWN & BROWN, INC. (BRO)
CIK: 0000079282
Period of Report: 2021-12-31
Reporting Person: BROWN HYATT J (Director, Chairman, 10% Owner)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2021-11-24 | Common Stock, $.10 par value | G | 2400000 | $0.00 | Disposed | 0 | Direct |
| 2021-11-24 | Common Stock, $.10 par value | G | 2400000 | $0.00 | Acquired | 2400000 | Indirect |
| 2021-11-30 | Common Stock, $.10 par value | G | 1380 | $0.00 | Disposed | 0 | Indirect |
| 2021-12-31 | Common Stock, $.10 par value | G | 15452 | $0.00 | Disposed | 2384548 | Indirect |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Common Stock, $.10 par value | 37606578 | Indirect |
| Common Stock, $.10 par value | 136000 | Indirect |
Footnotes
F1: Amount reflects 2,375,674 shares transferred from the Limited Partnership to the Reporting Person individually in October 2021 and 24,326 shares transferred from the Limited Partnership to the Reporting Person individually in November 2021.
F2: These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person's spouse and three children are the trustees and of which his three children are the remainder beneficiaries.
F3: Amount reflects 1,380 shares transferred from the Limited Partnership to the Revocable Trust in November 2021.
F4: Amount reflects a correction to the Reporting Person's previous filings, which overstated the holdings of the Revocable Trust by 55,914 and understated the holdings of the Limited Partnership by 55,914.
F5: These shares are held by a revocable trust (the "Revocable Trust"), of which the Reporting Person and his spouse are the sole trustees and beneficiaries.
F6: These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.