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