0001209191-22-009050.txt : 20220214
0001209191-22-009050.hdr.sgml : 20220214
20220214081853
ACCESSION NUMBER: 0001209191-22-009050
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: BROWN HYATT J
CENTRAL INDEX KEY: 0001168820
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-13619
FILM NUMBER: 22625492
MAIL ADDRESS:
STREET 1: 300 N. BEACH STREET
CITY: DAYTONA BEACH
STATE: FL
ZIP: 32114
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: BROWN & BROWN, INC.
CENTRAL INDEX KEY: 0000079282
STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411]
IRS NUMBER: 590864469
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 300 N. BEACH STREET
CITY: DAYTONA BEACH
STATE: FL
ZIP: 32114
BUSINESS PHONE: 386-252-9601
MAIL ADDRESS:
STREET 1: 300 N. BEACH STREET
CITY: DAYTONA BEACH
STATE: FL
ZIP: 32114
FORMER COMPANY:
FORMER CONFORMED NAME: BROWN & BROWN, INC
DATE OF NAME CHANGE: 20171108
FORMER COMPANY:
FORMER CONFORMED NAME: BROWN & BROWN INC
DATE OF NAME CHANGE: 19990623
FORMER COMPANY:
FORMER CONFORMED NAME: POE & BROWN INC
DATE OF NAME CHANGE: 19930827
5
1
doc5.xml
FORM 5 SUBMISSION
X0306
5
2021-12-31
0
0
0
0000079282
BROWN & BROWN, INC.
BRO
0001168820
BROWN HYATT J
300 N. BEACH STREET
DAYTONA BEACH
FL
32114
1
1
1
0
Chairman
Common Stock, $.10 par value
2021-11-24
5
G
0
2400000
0.00
D
0
D
Common Stock, $.10 par value
2021-11-24
5
G
0
2400000
0.00
A
2400000
I
Charitable Lead Annuity Trust
Common Stock, $.10 par value
2021-11-30
5
G
0
1380
0.00
D
0
I
Revocable Trust
Common Stock, $.10 par value
2021-12-31
5
G
0
15452
0.00
D
2384548
I
Charitable Lead Annuity Trust
Common Stock, $.10 par value
37606578
I
Limited Partnership
Common Stock, $.10 par value
136000
I
IRA
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.
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.
Amount reflects 1,380 shares transferred from the Limited Partnership to the Revocable Trust in November 2021.
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.
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.
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.
/s/ J. Hyatt Brown
2022-02-14