0001792692-19-000004.txt : 20191030 0001792692-19-000004.hdr.sgml : 20191030 20191030164945 ACCESSION NUMBER: 0001792692-19-000004 CONFORMED SUBMISSION TYPE: 3 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20191028 FILED AS OF DATE: 20191030 DATE AS OF CHANGE: 20191030 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Tracy Morse Family Trust u/a/d 10/1/2019 CENTRAL INDEX KEY: 0001792701 FILING VALUES: FORM TYPE: 3 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39095 FILM NUMBER: 191180847 BUSINESS ADDRESS: STREET 1: 3619 KIESSEL RD CITY: THE VILLAGES STATE: FL ZIP: 32163 BUSINESS PHONE: 352-753-6609 MAIL ADDRESS: STREET 1: 3619 KIESSEL RD CITY: THE VILLAGES STATE: FL ZIP: 32163 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: BRP Group, Inc. CENTRAL INDEX KEY: 0001781755 STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411] IRS NUMBER: 611937225 FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 4010 W. BOY SCOUT BLVD. STREET 2: SUITE 200 CITY: TAMPA STATE: FL ZIP: 33607 BUSINESS PHONE: (866) 279-0698 MAIL ADDRESS: STREET 1: 4010 W. BOY SCOUT BLVD. STREET 2: SUITE 200 CITY: TAMPA STATE: FL ZIP: 33607 3 1 primary_doc.xml PRIMARY DOCUMENT X0206 3 2019-10-28 0 0001781755 BRP Group, Inc. BRP 0001792701 Tracy Morse Family Trust u/a/d 10/1/2019 3619 KIESSEL RD THE VILLAGES FL 32163 0 0 1 0 Class B Common Stock 3077559 I By The Villages Invesco, LLC Class B Common Stock 3186246 I By Insurance Agencies of The Villages, Inc. LLC Units in Baldwin Risk Partners, LLC 0 Class A Common Stock 3077559 I By TheVillages Invesco, LLC LLC Units in Baldwin Risk Partners, LLC 0 Class A Common Stock 3186246 I By Insurance Agencies of The Villages, Inc. These securities were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interest held in Baldwin Rick Partners, LLC. This excludes securities owned by members of the Voting Group relating to a voting agreement between the reporting persons and members of the Voting Group, for which the reporting person disclaims beneficial ownership. The Voting Group refers to members of a separate voting agreement with (and with respect to the reported securities owned by) Baldwin Insurance Group Holdings, LLC, Millennial Specialty Holdco, LLC, Lowry Baldwin, Trevor Baldwin, Elizabeth Krystyn, Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I, Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II, Laura R. Sherman GRAT 2019-1,Laura R. Sherman GRAT 2019-2,John A. Valentine, John A. Valentine 2019 Grantor Retained Annuity Trust , Daniel Galbraith, Bradford Hale, Joseph D. Finney, Christopher J. Stephens and James Morgan Roche for purposes of Section 13(d) of the Securities Exchange Act of 1934. The reported securities are held by The Villages Invesco, LLC, of which the reporting person owns one-third of the ownership interests. The reported securities are held by Insurance Agencies of The Villages, Inc., of which the reporting person owns one-third of the ownership interests. There is no contract, arrangement, understanding, relationship between the reporting person and the other 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 and Tracy Morse Dadeo, its trustee, disclaims ownership of the reported securities except to the extent of their own pecuniary interest therein. 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. Tracy Morse Dadeo, as Trustee 2019-10-28