0001214659-23-012232.txt : 20230908
0001214659-23-012232.hdr.sgml : 20230908
20230908190025
ACCESSION NUMBER: 0001214659-23-012232
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230906
FILED AS OF DATE: 20230908
DATE AS OF CHANGE: 20230908
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Baldwin Lowry
CENTRAL INDEX KEY: 0001787626
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39095
FILM NUMBER: 231246412
MAIL ADDRESS:
STREET 1: 4010 W. BOY SCOUT BLVD. SUITE 200
CITY: TAMPA
STATE: FL
ZIP: 33607
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: BRP Group, Inc.
CENTRAL INDEX KEY: 0001781755
STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411]
IRS NUMBER: 611937225
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 4211 W. BOY SCOUT BLVD.
STREET 2: SUITE 800
CITY: TAMPA
STATE: FL
ZIP: 33607
BUSINESS PHONE: (866) 279-0698
MAIL ADDRESS:
STREET 1: 4211 W. BOY SCOUT BLVD.
STREET 2: SUITE 800
CITY: TAMPA
STATE: FL
ZIP: 33607
4
1
marketforms-62575.xml
PRIMARY DOCUMENT
X0508
4
2023-09-06
0001781755
BRP Group, Inc.
BRP
0001787626
Baldwin Lowry
C/O BRP GROUP, INC.
4211 W. BOY SCOUT BLVD., SUITE 800
TAMPA
FL
33607
true
false
true
true
See Remarks
0
Class A Common Stock
2023-09-06
4
S
false
172000
D
0
I
See Footnote
Class B Common Stock
2023-09-06
5
J
false
E
120000
0
D
15691478
I
By Baldwin Insurance Group Holdings, LLC
Class B Common Stock
2023-09-06
5
J
false
E
120000
0
A
120000
I
By Trust
LLC Units in Baldwin Risk Partners, LLC
0
2023-09-06
5
J
false
E
120000
0
D
Class A Common Stock
120000
15691478
I
By Baldwin Insurance Group Holdings, LLC
LLC Units in Baldwin Risk Partners, LLC
0
2023-09-06
5
J
false
E
120000
0
A
Class A Common Stock
120000
120000
I
By Trust
The shares are held by J&L Triple B Ranch, LLLP ("J&L"). Prior to this transaction, the general partner of J&L was Shibumi Services, LLC ("Shibumi") of which the reporting person is the sole manager. On September 6, 2023, Shibumi sold its 1% general partnership interest in J&L for an aggregate purchase price of $74,140. The reporting person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein.
In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH.
The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee and beneficiary.
Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.
Chairman and member of 10% owner group
/s/ Seth Cohen, as Attorney-in-Fact, for Lowry Baldwin
2023-09-08