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