BROWN HYATT J 5
5 · BROWN & BROWN, INC. · Filed Feb 14, 2022
Insider Transaction Report
Form 5
BROWN HYATT J
DirectorChairman10% Owner
Transactions
- Gift
Common Stock, $.10 par value
2021-11-24−2,400,000→ 0 total - Gift
Common Stock, $.10 par value
2021-12-31−15,452→ 2,384,548 total(indirect: By Trust) - Gift
Common Stock, $.10 par value
2021-11-24+2,400,000→ 2,400,000 total(indirect: By Trust) - Gift
Common Stock, $.10 par value
2021-11-30−1,380→ 0 total(indirect: By Trust)
Holdings
- 37,606,578(indirect: By Partnership)
Common Stock, $.10 par value
- 136,000(indirect: By IRA)
Common Stock, $.10 par value
Footnotes (6)
- [F1]Amount reflects 2,375,674 shares transferred from the Limited Partnership to the Reporting Person individually in October 2021 and 24,326 shares transferred from the Limited Partnership to the Reporting Person individually in November 2021.
- [F2]These shares are held by the James Hyatt Brown Nongrantor Charitable Lead Annuity Trust, of which the Reporting Person's spouse and three children are the trustees and of which his three children are the remainder beneficiaries.
- [F3]Amount reflects 1,380 shares transferred from the Limited Partnership to the Revocable Trust in November 2021.
- [F4]Amount reflects a correction to the Reporting Person's previous filings, which overstated the holdings of the Revocable Trust by 55,914 and understated the holdings of the Limited Partnership by 55,914.
- [F5]These shares are held by a revocable trust (the "Revocable Trust"), of which the Reporting Person and his spouse are the sole trustees and beneficiaries.
- [F6]These shares are held by Ormond Riverside, Limited Partnership (the "Limited Partnership"), of which Swakopmund, Inc. is the General Partner that has voting and investment power over such shares. Swakopmund, Inc. is 100% owned by the Swakopmund Trust of 2009, a revocable trust created by the Reporting Person, who is the sole trustee thereof and retains the sole voting and investment powers with respect to all the shares of Swakopmund, Inc.