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Baldwin Lowry – ‘4’ for 3/11/24 re: BRP Group, Inc.

On:  Wednesday, 3/13/24, at 8:09pm ET   ·   For:  3/11/24   ·   As:  Director, 10% Owner and Other   ·   Accession #:  1214659-24-4519   ·   File #:  1-39095

Previous ‘4’:  ‘4’ on 12/1/23 for 11/29/23   ·   Latest ‘4’:  This Filing

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 3/13/24  Baldwin Lowry                     4          D,%Own,Oth  1:21K  BRP Group, Inc.                   Securex Filings/FA

Statement of Changes in Beneficial Ownership of Securities by an Insider   —   Form 4   —   SEA’34

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 4           Statement of Changes in Beneficial Ownership of     HTML     21K 
                Securities by an Insider --                                      
                marketforms-65209.xml/5.8


        

This ‘4’ Document is an XML Data File that may be rendered in various formats:

  Form 4    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
SEC Info℠ rendering:  Statement of Changes in Beneficial Ownership of Securities by an Insider — marketforms-65209.xml/5.8
 

The SEC has not released XSLT Stylesheets needed to render this File’s XML Data as a Form.

This is our “Plain Text” rendering:
 
                                                                                                                                                                                
Ownership Document
 
Schema Version:  X0508
Document Type:  4
Period of Report:  3/11/24
Issuer:
Issuer CIK:  1781755
Issuer Name:  BRP Group, Inc.
Issuer Trading Symbol:  BRP
Reporting Owner:
Reporting Owner ID:
Owner CIK:  1787626
Owner Name:  Baldwin Lowry
Reporting Owner Address:
Owner Street 1:  C/O BRP GROUP, INC.
Owner Street 2:  4211 W. BOY SCOUT BLVD., SUITE 800
Owner City:  TAMPA
Owner State:  FL
Owner ZIP Code:  33607
Owner State Description:
Reporting Owner Relationship:
Is Director?  Yes
Is Officer?  No
Is Ten Percent Owner?  Yes
Is Other?  Yes
Officer Title:
Other Text:  See Remarks
Aff 10b5 One:  0
Non-Derivative Table:
Non-Derivative Transaction:
Security Title:
Value:  Class B Common Stock
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  J
Equity Swap Involved?  No
Footnote ID:  F1
Transaction Timeliness:
Transaction Amounts:
Transaction Shares:
Value:  2,117,388
Transaction Price Per Share:
Value:  0
Footnote ID:  F1
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  13,374,090
Footnote ID:  F2
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Baldwin Insurance Group Holdings, LLC
Non-Derivative Transaction:
Security Title:
Value:  Class B Common Stock
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  5
Transaction Code:  J
Equity Swap Involved?  No
Footnote ID:  F3
Transaction Timeliness:
Value:  E
Transaction Amounts:
Transaction Shares:
Value:  100,000
Transaction Price Per Share:
Value:  0
Footnote ID:  F3
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  13,274,090
Footnote ID:  F2
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Baldwin Insurance Group Holdings, LLC
Non-Derivative Transaction:
Security Title:
Value:  Class B Common Stock
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  5
Transaction Code:  J
Equity Swap Involved?  No
Footnote ID:  F3
Transaction Timeliness:
Value:  E
Transaction Amounts:
Transaction Shares:
Value:  100,000
Transaction Price Per Share:
Value:  0
Footnote ID:  F3
Transaction Acquired-Disposed Code:
Value:  A
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  100,000
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Trust
Footnote ID:  F4
Non-Derivative Transaction:
Security Title:
Value:  Class B Common Stock
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  C
Equity Swap Involved?  No
Transaction Timeliness:
Transaction Amounts:
Transaction Shares:
Value:  100,000
Transaction Price Per Share:
Value:  0
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  0
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Trust
Footnote ID:  F4
Non-Derivative Transaction:
Security Title:
Value:  Class A Common Stock
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  C
Equity Swap Involved?  No
Transaction Timeliness:
Transaction Amounts:
Transaction Shares:
Value:  100,000
Transaction Price Per Share:
Value:  0
Transaction Acquired-Disposed Code:
Value:  A
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  100,000
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Trust
Footnote ID:  F4
Non-Derivative Transaction:
Security Title:
Value:  Class A Common Stock
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  S
Equity Swap Involved?  No
Transaction Timeliness:
Transaction Amounts:
Transaction Shares:
Value:  62,629
Transaction Price Per Share:
Value:  28.94
Footnote ID:  F5
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  37,371
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Trust
Footnote ID:  F4
Non-Derivative Transaction:
Security Title:
Value:  Class A Common Stock
Transaction Date:
Value:  3/12/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  S
Equity Swap Involved?  No
Transaction Timeliness:
Transaction Amounts:
Transaction Shares:
Value:  19,251
Transaction Price Per Share:
Value:  28.55
Footnote ID:  F6
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  18,120
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Trust
Footnote ID:  F4
Non-Derivative Transaction:
Security Title:
Value:  Class A Common Stock
Transaction Date:
Value:  3/12/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  S
Equity Swap Involved?  No
Transaction Timeliness:
Transaction Amounts:
Transaction Shares:
Value:  18,120
Transaction Price Per Share:
Value:  29.31
Footnote ID:  F7
Transaction Acquired-Disposed Code:
Value:  D
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  0
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Trust
Footnote ID:  F4
Derivative Table:
Derivative Transaction:
Security Title:
Value:  LLC Units in Baldwin Risk Partners, LLC
Conversion or Exercise Price:
Value:  0
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  J
Equity Swap Involved?  No
Footnote ID:  F1
Transaction Timeliness:
Transaction Amounts:
Transaction Shares:
Value:  2,117,388
Transaction Price Per Share:
Value:  0
Footnote ID:  F1
Transaction Acquired-Disposed Code:
Value:  D
Exercise Date:
Footnote ID:  F8
Expiration Date:
Footnote ID:  F8
Underlying Security:
Underlying Security Title:
Value:  Class A Common Stock
Underlying Security Shares:
Value:  2,117,388
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  13,374,090
Footnote ID:  F2
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Baldwin Insurance Group Holdings, LLC
Derivative Transaction:
Security Title:
Value:  LLC Units in Baldwin Risk Partners, LLC
Conversion or Exercise Price:
Value:  0
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  5
Transaction Code:  J
Equity Swap Involved?  No
Footnote ID:  F3
Transaction Timeliness:
Value:  E
Transaction Amounts:
Transaction Shares:
Value:  100,000
Transaction Price Per Share:
Value:  0
Footnote ID:  F3
Transaction Acquired-Disposed Code:
Value:  D
Exercise Date:
Footnote ID:  F8
Expiration Date:
Footnote ID:  F8
Underlying Security:
Underlying Security Title:
Value:  Class A Common Stock
Underlying Security Shares:
Value:  100,000
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  13,274,090
Footnote ID:  F2
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Baldwin Insurance Group Holdings, LLC
Derivative Transaction:
Security Title:
Value:  LLC Units in Baldwin Risk Partners, LLC
Conversion or Exercise Price:
Value:  0
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  5
Transaction Code:  J
Equity Swap Involved?  No
Footnote ID:  F3
Transaction Timeliness:
Value:  E
Transaction Amounts:
Transaction Shares:
Value:  100,000
Transaction Price Per Share:
Value:  0
Footnote ID:  F1
Transaction Acquired-Disposed Code:
Value:  A
Exercise Date:
Footnote ID:  F8
Expiration Date:
Footnote ID:  F8
Underlying Security:
Underlying Security Title:
Value:  Class A Common Stock
Underlying Security Shares:
Value:  100,000
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  100,000
Footnote ID:  F2
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Trust
Footnote ID:  F4
Derivative Transaction:
Security Title:
Value:  LLC Units in Baldwin Risk Partners, LLC
Conversion or Exercise Price:
Value:  0
Transaction Date:
Value:  3/11/24
Deemed Execution Date:
Transaction Coding:
Transaction Form Type:  4
Transaction Code:  C
Equity Swap Involved?  No
Transaction Timeliness:
Transaction Amounts:
Transaction Shares:
Value:  100,000
Transaction Price Per Share:
Value:  0
Transaction Acquired-Disposed Code:
Value:  D
Exercise Date:
Footnote ID:  F8
Expiration Date:
Footnote ID:  F8
Underlying Security:
Underlying Security Title:
Value:  Class A Common Stock
Underlying Security Shares:
Value:  100,000
Post-Transaction Amounts:
Shares Owned Following Transaction:
Value:  0
Ownership Nature:
Direct or Indirect Ownership:
Value:  I
Nature of Ownership:
Value:  By Trust
Footnote ID:  F4
Footnotes:
Footnote - F1:  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.
Footnote - F2:  The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
Footnote - F3:  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.
Footnote - F4:  The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
Footnote - F5:  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.
Footnote - F6:  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.
Footnote - F7:  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.
Footnote - F8:  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.
Remarks:  Chairman and member of 10% owner group
Owner Signature:
Signature Name:  /s/ Seth Cohen, as Attorney-in-Fact, for Lowry Baldwin
Signature Date:  3/13/24


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