0001214659-23-015401.txt : 20231120 0001214659-23-015401.hdr.sgml : 20231120 20231120192954 ACCESSION NUMBER: 0001214659-23-015401 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231116 FILED AS OF DATE: 20231120 DATE AS OF CHANGE: 20231120 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Sherman Laura CENTRAL INDEX KEY: 0001787578 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39095 FILM NUMBER: 231424141 MAIL ADDRESS: STREET 1: 4010 W BOY SCOUT BLVD, SUITE 200 CITY: TAMPA STATE: FL ZIP: 33607 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 CENTRAL INDEX KEY: 0001827296 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39095 FILM NUMBER: 231424139 BUSINESS ADDRESS: STREET 1: C/O BRP GROUP, INC. STREET 2: 4211 W. BOY SCOUT BLVD., SUITE 800 CITY: TAMPA STATE: FL ZIP: 33607 BUSINESS PHONE: 813-984-3215 MAIL ADDRESS: STREET 1: C/O BRP GROUP, INC. STREET 2: 4211 W. BOY SCOUT BLVD., SUITE 800 CITY: TAMPA STATE: FL ZIP: 33607 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 CENTRAL INDEX KEY: 0001791789 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39095 FILM NUMBER: 231424140 BUSINESS ADDRESS: STREET 1: 4010 W. BOY SCOUT BLVD. SUITE 200 CITY: TAMPA STATE: FL ZIP: 33607 BUSINESS PHONE: 813-984-3215 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-63559.xml PRIMARY DOCUMENT X0508 4 2023-11-16 0001781755 BRP Group, Inc. BRP 0001787578 Sherman Laura C/O BRP GROUP, INC. 4211 W. BOY SCOUT BLVD., SUITE 800 TAMPA FL 33607 false false false true Member of 10% owner group 0001791789 Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 C/O BRP GROUP, INC. 4211 W. BOY SCOUT BLVD., SUITE 800 TAMPA FL 33607 false false false true Member of 10% owner group 0001827296 Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 C/O BRP GROUP, INC. 4211 W. BOY SCOUT BLVD., SUITE 800 TAMPA FL 33607 false false false true Member of 10% owner group 0 Class B Common Stock 2023-11-16 4 G false 6372 0 D 60992 I By Trust Class B Common Stock 2023-11-16 4 G false 6372 0 A 6372 D Class B Common Stock 2023-11-16 4 G false 9106 0 D 0 I By Trust Class B Common Stock 2023-11-16 4 G false 9106 0 A 15478 D Class B Common Stock 2023-11-17 4 G false 15478 0 D 0 D Class B Common Stock 2023-11-17 4 G false 15478 0 A 2233182 I By Trust LLC Units in Baldwin Risk Partners, LLC 0 2023-11-16 4 G false 6372 0 D Class A Common Stock 6372 60992 I By Trust LLC Units in Baldwin Risk Partners, LLC 0 2023-11-16 4 G false 6372 0 A Class A Common Stock 6372 6372 D LLC Units in Baldwin Risk Partners, LLC 0 2023-11-16 4 G false 9106 0 D Class A Common Stock 9106 0 I By Trust LLC Units in Baldwin Risk Partners, LLC 0 2023-11-16 4 G false 9106 0 A Class A Common Stock 9106 15478 D LLC Units in Baldwin Risk Partners, LLC 0 2023-11-17 4 G false 15478 0 D Class A Common Stock 15478 0 D LLC Units in Baldwin Risk Partners, LLC 0 2023-11-17 4 G false 15478 0 A Class A Common Stock 15478 2233182 I By Trust These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee. These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, 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. /s/ Seth Cohen, as Attorney-in-Fact, for Laura Sherman 2023-11-20 /s/ Seth Cohen as Attorney-in Fact, for Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 2023-11-20 /s/ Seth Cohen as Attorney-in Fact, for Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 2023-11-20