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