0001214659-24-004519.txt : 20240313 0001214659-24-004519.hdr.sgml : 20240313 20240313200912 ACCESSION NUMBER: 0001214659-24-004519 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240311 FILED AS OF DATE: 20240313 DATE AS OF CHANGE: 20240313 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Baldwin Lowry CENTRAL INDEX KEY: 0001787626 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39095 FILM NUMBER: 24747565 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] ORGANIZATION NAME: 02 Finance 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-65209.xml PRIMARY DOCUMENT X0508 4 2024-03-11 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 B Common Stock 2024-03-11 4 J false 2117388 0 D 13374090 I By Baldwin Insurance Group Holdings, LLC Class B Common Stock 2024-03-11 5 J false E 100000 0 D 13274090 I By Baldwin Insurance Group Holdings, LLC Class B Common Stock 2024-03-11 5 J false E 100000 0 A 100000 I By Trust Class B Common Stock 2024-03-11 4 C false 100000 0 D 0 I By Trust Class A Common Stock 2024-03-11 4 C false 100000 0 A 100000 I By Trust Class A Common Stock 2024-03-11 4 S false 62629 28.94 D 37371 I By Trust Class A Common Stock 2024-03-12 4 S false 19251 28.55 D 18120 I By Trust Class A Common Stock 2024-03-12 4 S false 18120 29.31 D 0 I By Trust LLC Units in Baldwin Risk Partners, LLC 0 2024-03-11 4 J false 2117388 0 D Class A Common Stock 2117388 13374090 I By Baldwin Insurance Group Holdings, LLC LLC Units in Baldwin Risk Partners, LLC 0 2024-03-11 5 J false E 100000 0 D Class A Common Stock 100000 13274090 I By Baldwin Insurance Group Holdings, LLC LLC Units in Baldwin Risk Partners, LLC 0 2024-03-11 5 J false E 100000 0 A Class A Common Stock 100000 100000 I By Trust LLC Units in Baldwin Risk Partners, LLC 0 2024-03-11 4 C false 100000 0 D Class A Common Stock 100000 0 I By Trust These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the managing member of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $28.72 to $29.03. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $28.29 to $28.86. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $28.71 to $29.66. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. 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 2024-03-13