0001214659-22-012375.txt : 20221017
0001214659-22-012375.hdr.sgml : 20221017
20221017215304
ACCESSION NUMBER: 0001214659-22-012375
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221017
DATE AS OF CHANGE: 20221017
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Valentine John A.
CENTRAL INDEX KEY: 0001787661
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39095
FILM NUMBER: 221314803
MAIL ADDRESS:
STREET 1: 4010 W. BOY SCOUT BLVD. SUITE 200
CITY: TAMPA
STATE: FL
ZIP: 33607
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020
CENTRAL INDEX KEY: 0001827271
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39095
FILM NUMBER: 221314801
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: John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019
CENTRAL INDEX KEY: 0001791794
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39095
FILM NUMBER: 221314802
BUSINESS ADDRESS:
STREET 1: 4010 W. BOY SCOUT BLVD. SUITE 200
CITY: TAMPA
STATE: FL
ZIP: 33607
BUSINESS PHONE: 813-984-3200
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-57335.xml
PRIMARY DOCUMENT
X0306
4
2022-09-30
0001781755
BRP Group, Inc.
BRP
0001787661
Valentine John A.
C/O BRP GROUP, INC.
4211 W. BOY SCOUT BLVD., SUITE 800
TAMPA
FL
33607
false
true
false
true
Chief Partnership Officer
Member of 10% owner group
0001791794
John A. Valentine 2019 Grantor Retained Annuity Trust 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
0001827271
John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, 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
Class B Common Stock
2022-09-30
5
G
false
E
15511
0
D
154338
I
By Trust
Class B Common Stock
2022-09-30
5
G
false
E
15511
0
A
907797
D
Class B Common Stock
2022-09-30
5
G
false
E
154338
0
D
0
I
By Trust
Class B Common Stock
2022-09-30
5
G
false
E
154338
0
A
394338
I
By Trust
Class B Common Stock
2022-09-30
5
G
false
E
5912
0
D
1122
I
By Trust
Class B Common Stock
2022-09-30
5
G
false
E
5912
0
A
913709
D
Class B Common Stock
2022-09-30
5
G
false
E
1122
0
D
0
I
By Trust
Class B Common Stock
2022-09-30
5
G
false
E
1122
0
A
395460
I
By Trust
LLC Units in Baldwin Risk Partners, LLC
0
2022-09-30
5
G
false
E
15511
0
D
Class A Common Stock
15511
154338
I
By Trust
LLC Units in Baldwin Risk Partners, LLC
0
2022-09-30
5
G
false
E
15511
0
A
Class A Common Stock
15511
907797
D
LLC Units in Baldwin Risk Partners, LLC
0
2022-09-30
5
G
false
E
154338
0
D
Class A Common Stock
154338
0
I
By Trust
LLC Units in Baldwin Risk Partners, LLC
0
2022-09-30
5
G
false
E
154338
0
A
Class A Common Stock
154338
394338
I
By Trust
LLC Units in Baldwin Risk Partners, LLC
0
2022-09-30
5
G
false
E
5912
0
D
Class A Common Stock
5912
1122
I
By Trust
LLC Units in Baldwin Risk Partners, LLC
0
2022-09-30
5
G
false
E
5912
0
A
Class A Common Stock
5912
913709
D
LLC Units in Baldwin Risk Partners, LLC
0
2022-09-30
5
G
false
E
1122
0
D
Class A Common Stock
1122
0
I
By Trust
LLC Units in Baldwin Risk Partners, LLC
0
2022-09-30
5
G
false
E
1122
0
A
Class A Common Stock
1122
395460
I
By Trust
These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine.
These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary.
These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019.
These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee.
These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine.
These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary.
These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019.
Each LLC Unit, together with a share of Class B common stock, may be converted 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 John A. Valentine
2022-10-17
/s/ Seth Cohen as Attorney-in Fact, for John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019
2022-10-17
/s/ Seth Cohen as Attorney-in Fact, for John A. Valentine 2020 Grantor Retained Annuity
2022-10-17