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SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to The Baldwin Insurance Group, Inc.
SEC Filings (Chronological Order)
Denne side giver en komplet, kronologisk liste over SEC-arkiveringer, eksklusive ejerskabsregistreringer, som vi leverer andre steder.
| June 4, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 4, 2026 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. |
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| May 8, 2026 |
The Nasdaq Stock Market LLC, 1100 New York Ave. NW, Suite 310E, Washington, DC 20005 Eun Ah Choi Senior Vice President Global Head of Regulatory Operations May 8, 2026 Division of Corporation Finance U.S. Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 Division of Corporation Finance: This is to certify that on May 7, 2026, Nasdaq Texas, LLC (the "Exchange") received f |
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| May 7, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 The Baldwin Insurance Group, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 61-1937225 (State of Incorporation or Organization) (I.R.S. Employer Identification No.) 4211 W. |
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| May 4, 2026 |
Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2026 RESULTS — First Quarter Total Revenue Growth of 29% to $532.2 Million; Organic Revenue Growth(1) of 2% — — First Quarter Net Loss of $1.9 Million; Adjusted EBITDA(2) Growth of 21% to $137.2 Million — — First Quarter Diluted Earnings Per Share of $0.02; Adjusted Diluted EPS(3) of $0.63 — — First Quarter Net Loss Margin of 0%; Adjusted EBIT |
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| May 4, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2026 or o Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldw |
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| May 4, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 4, 2026 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. |
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| April 22, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the registrant x Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) x Definitive proxy state |
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| April 22, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant x Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| February 27, 2026 |
As filed with the Securities and Exchange Commission on February 27, 2026 As filed with the Securities and Exchange Commission on February 27, 2026 Registration No. |
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| February 27, 2026 |
Table 1: Newly Registered Securities Calculation of Filing Fee Tables S-8 Baldwin Insurance Group, Inc. Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee 1 Equity Class A Common Stock, par value $0.01 per share Other 2,369,668 $ 16.57 $ 39,265,398.76 0.0001381 $ 5,4 |
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| February 26, 2026 |
Exhibit 19.1 THE BALDWIN INSURANCE GROUP, INC. Statement of Policy Concerning Trading in Company Securities Effective January 1, 2026 1 I. SUMMARY OF POLICY CONCERNING TRADING IN COMPANY SECURITIES It is The Baldwin Insurance Group, Inc.’s and its subsidiaries’ (collectively, the “Company”) policy that it will, without exception, comply with all applicable laws and regulations in conducting its bu |
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| February 26, 2026 |
AMENDMENT TO THE TRANSACTION AGREEMENT Exhibit 10.33 AMENDMENT TO THE TRANSACTION AGREEMENT THIS AMENDMENT TO THE TRANSACTION AGREEMENT (this “Amendment”), dated and effective as of December 30, 2025 (the “Effective Date”), is entered into by and among (i) Cobbs Allen Capital Holdings, LLC, a Delaware limited liability company (the “Seller”), (ii) The Baldwin Insurance Group, Inc., a Delaware corporation (“Parent”), (iii) Red Rock Merg |
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| February 26, 2026 |
EXHIBIT 99.1 THE BALDWIN GROUP ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 RESULTS AND $250 MILLION SHARE REPURCHASE PROGRAM — Full Year 2025 Total Revenue Growth of 8% to $1.5 Billion; Organic Revenue Growth(1) of 7% — — Full Year 2025 Net Loss of $54.2 Million and Diluted Loss Per Share of $0.50; Adjusted Diluted EPS(2) of $1.67 — — Full Year 2025 Adjusted EBITDA Margin(3). of 23% — TAMPA, FLORI |
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| February 26, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2025 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldwin In |
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| February 26, 2026 |
EXHIBIT 21.1 The Baldwin Insurance Group, Inc. List of Subsidiaries as of February 26, 2026 Company Name State of Incorporation The Baldwin Insurance Group Holdings, LLC Delaware The Baldwin Group Colleague, Inc. Florida BRP Colleague II, Inc. Florida The Baldwin Group Insurance Advisory Solutions Holdings, LLC Florida The Baldwin Group Southeast, LLC Florida The Baldwin Group Practice Centers, LL |
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| February 26, 2026 |
SECOND AMENDED & RESTATED EMPLOYMENT AGREEMENT Exhibit 10.8 SECOND AMENDED & RESTATED EMPLOYMENT AGREEMENT This Second Amended & Restated Employment Agreement (this “Agreement”), effective as of the date of last signature hereon (the “Effective Date”), is entered into by and between The Baldwin Insurance Group Holdings, LLC, a Delaware limited liability company (formerly known as Baldwin Risk Partners, LLC) (the “Company”), and Jim Roche (“Emp |
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| February 26, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 26, 2026 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I |
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| February 26, 2026 |
Exhibit 10.10 EMPLOYMENT AGREEMENT This Employment Agreement (this “Agreement”), effective as of the date of last signature below (the “Effective Date”), is entered into by and between Cobbs Allen Capital, LLC, a Delaware limited liability company (the “Company”), and Paul Sparks (“Employee”). BACKGROUND The Company is an indirect subsidiary of The Baldwin Insurance Group, Inc., a Delaware corpora |
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| February 26, 2026 |
The Baldwin Group Clawback Policy Effective January 1, 2026 Exhibit 97.1 The Baldwin Group Clawback Policy Effective January 1, 2026 Introduction The Board of Directors (the “Board”) of The Baldwin Insurance Group, Inc. (the “Company”) believes that it is in the best interests of the Company and its shareholders to create and maintain a culture that emphasizes integrity and accountability and that reinforces the Company’s pay-for-performance compensation p |
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| January 2, 2026 |
Exhibit 99.2 Cobbs Allen Capital Holdings, LLC and Subsidiaries Condensed Consolidated Financial Statements (Unaudited) As of September 30, 2025 and December 31, 2024, and for the Nine Months Ended September 30, 2025 and 2024 Cobbs Allen Capital Holdings, LLC and Subsidiaries Index To Condensed Consolidated Financial Statements (Unaudited) Contents Condensed Consolidated Financial Statements (Unau |
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| January 2, 2026 |
Exhibit 99.1 Cobbs Allen Capital Holdings, LLC and Subsidiaries Consolidated Financial Statements For the Years Ended December 31, 2024 and 2023 With Report of Independent Auditor Cobbs Allen Capital Holdings, LLC and Subsidiaries Index To Consolidated Financial Statements Contents Report of Independent Auditor 1 Consolidated Financial Statements Consolidated Balance Sheets 3 Consolidated Statemen |
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| January 2, 2026 |
The Baldwin Insurance Group, Inc. 23,200,000 SHARES OF CLASS A COMMON STOCK 424B7 Table of Contents Filed Pursuant to Rule 424(b)(7) Registration No. 333-275370 PROSPECTUS SUPPLEMENT (To prospectus dated November 7, 2023) The Baldwin Insurance Group, Inc. 23,200,000 SHARES OF CLASS A COMMON STOCK This prospectus supplement relates to the offer and sale by the selling stockholders identified herein of an aggregate of 23,200,000 shares of Class A common stock, par value $0. |
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| January 2, 2026 |
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK] Exhibit 10.2 AMENDMENT No. 4, dated as of January 2, 2026 (this “Amendment”), to the Amended and Restated Credit Agreement, dated as of May 24, 2024 (as amended by Amendment No. 1 to Amended and Restated Credit Agreement, dated as of December 4, 2024, Amendment No. 2 to Amended and Restated Credit Agreement, dated as of January 10, 2025, Amendment No. 3 to Amended and Restated Credit Agreement, da |
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| January 2, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 1, 2026 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R |
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| January 2, 2026 |
Exhibit 10.1 VOTING AGREEMENT This Voting Agreement (this “Agreement”), dated as of January 1, 2026, is entered into by and among The Baldwin Insurance Group, Inc., a Delaware corporation (“Parent”) and the undersigned signatories under the heading “Sellers” (collectively, the “Seller Group”, and each, a “Seller”). Each of the foregoing is a “Party” and collectively, they are the “Parties”. RECITA |
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| January 2, 2026 |
Calculation of Filing Fee Tables S-3 Baldwin Insurance Group, Inc. Table 1: Newly Registered and Carry Forward Securities ☐Not Applicable Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forwa |
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| January 2, 2026 |
UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION Exhibit 99.3 UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION The following unaudited pro forma condensed combined financial information has been prepared to reflect the impact of the completed acquisitions by the subsidiaries of The Baldwin Insurance Group, Inc. (“we,” “our,” “Baldwin” or the “Company”). The following unaudited pro forma condensed combined financial information is bas |
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| January 2, 2026 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 2, 2026 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R |
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| December 2, 2025 |
Exhibit 2.1 Execution Version TRANSACTION AGREEMENT BY AND AMONG COBBS ALLEN CAPITAL HOLDINGS, LLC, THE BALDWIN INSURANCE GROUP, INC., RED ROCK MERGER SUB I, INC., RED ROCK MERGER SUB II, LLC, CAH HOLDINGS, INC. AND GRANTLAND RICE, IV AND JOHNATHAN DANIEL, SOLELY IN THEIR CAPACITY AS THE SELLER REPRESENTATIVES DATED AS OF DECEMBER 2, 2025 TABLE OF CONTENTS Page 1.01 Definitions 2 1.02 Other Defini |
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| December 2, 2025 |
Exhibit 99.1 The Baldwin Group and CAC Group to Merge, Creating the Largest Majority Colleague-Owned, Publicly-Traded Insurance Broker •Total upfront consideration of $1.026 billion, consisting of $438 million in cash and 23.2 million shares of Baldwin common stock valued at $589 million based on the 30-day volume-weighted average pricing as of 12/1/2025; implied multiple of 7.9x 2025E Pro Forma A |
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| December 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 2, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I. |
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| December 2, 2025 |
cacgrouppartnership Baldwin Group and CAC Group to Merge December 2, 2025 2 Note Regarding Forward-Looking Statements This presentation contains statements by Baldwin Insurance Group, Inc. |
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| November 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I. |
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| November 4, 2025 |
Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES THIRD QUARTER 2025 RESULTS — Third Quarter Total Revenue Growth of 8% to $365.4 Million; Organic Revenue Growth(1) of 5% — — Year-to-Date Total Revenue Growth of 9% to $1.158 Billion; Organic Revenue Growth(1) of 9% — — Third Quarter Net Loss of $30.2 Million and Diluted Loss Per Share of $0.27; Adjusted Diluted EPS(2) of $0.31 — — Year-to-Date Net Loss of |
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| November 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2025 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The B |
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| September 18, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 18, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission ( |
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| September 18, 2025 |
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK] EX-10.1 Exhibit 10.1 AMENDMENT No. 3, dated as of September 18, 2025 (this “Amendment”), to the Amended and Restated Credit Agreement, dated as of May 24, 2024 (as amended by Amendment No. 1 to Amended and Restated Credit Agreement, dated as of December 4, 2024, Amendment No. 2 to Amended and Restated Credit Agreement, dated as of January 10, 2025 and as may be further amended, restated, amended a |
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| August 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldwi |
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| August 5, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R. |
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| August 5, 2025 |
Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES SECOND QUARTER 2025 RESULTS — Total Revenue Growth of 11% to $378.8 Million; Organic Revenue Growth(1) of 11% — — Net Loss of $5.1 Million and Diluted Loss Per Share of $0.05; Adjusted Diluted EPS(2) Growth of 24% to $0.42 — — Adjusted EBITDA(3) Growth of 14% Year-Over-Year to $85.5 Million and Adjusted EBITDA Margin(3) of 23%; 60 Basis Point Expansion Comp |
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| June 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. |
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| May 6, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. |
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| May 6, 2025 |
Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2025 RESULTS — Total Revenue Growth of 9% to $413.4 Million; Organic Revenue Growth(1) of 10% — — Net Income of $24.9 Million and Diluted Earnings Per Share of $0.20; Adjusted Diluted EPS(2) Growth of 16% to $0.65 — — Adjusted EBITDA(3) Growth of 12% Year-Over-Year to $113.8 Million and Adjusted EBITDA Margin(3) of 28%; 80 Basis Point Expansio |
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| May 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2025 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldw |
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| April 23, 2025 |
2024 was defined by an amalgamation of forces and events that shaped the risk and insurance environment for our clients, insurance company partners, communities and firm – uncertainty around economic conditions and the insurance rate environment, a changing political landscape, increased frequency and severity of significant natural catastrophes, and growing pressure in the U. |
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| April 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitiv |
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| April 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definit |
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| February 25, 2025 |
As filed with the Securities and Exchange Commission on February 25, 2025 As filed with the Securities and Exchange Commission on February 25, 2025 Registration No. |
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| February 25, 2025 |
EXHIBIT 10.26 AMENDMENT NO. 1 TO AMENDED AND RESTATED CREDIT AGREEMENT This AMENDMENT No. 1, dated as of December 4, 2024 (this “Amendment”), to the Amended and Restated Credit Agreement, dated as of May 24, 2024 (as may be amended, restated, amended and restated, extended, supplemented or otherwise modified from time to time, the “Credit Agreement”) among The Baldwin Insurance Group Holdings, LLC |
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| February 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2024 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldwin In |
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| February 25, 2025 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 The Baldwin Insurance Group, Inc. |
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| February 25, 2025 |
EXHIBIT 99.1 THE BALDWIN GROUP ANNOUNCES FOURTH QUARTER AND FULL YEAR 2024 RESULTS - Fourth Quarter 2024 Total Revenue Growth of 16%; Organic Revenue Growth(1) of 19% - - Full Year 2024 Total Revenue Growth of 14%; Organic Revenue Growth of 17% - - Fourth Quarter 2024 Net Loss of $34.8 Million and Diluted Loss Per Share of $0.31; Adjusted Diluted EPS(2) Growth of 93% to $0.27 - - Fourth Quarter 20 |
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| February 25, 2025 |
EXHIBIT 4.3 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended For purposes of this description, references to “the Company,” “Baldwin,” “us,” “we” or “our” refer to The Baldwin Insurance Group, Inc. and not any of its subsidiaries. As of December 31, 2024, Baldwin has one class of securities registered under Section 12 of the Securities |
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| February 25, 2025 |
Exhibit 10.27 AMENDMENT No. 2, dated as of January 10, 2025 (this “Amendment”), to the Amended and Restated Credit Agreement, dated as of May 24, 2024 (as amended by Amendment No. 1 to Amended and Restated Credit Agreement, dated as of December 4, 2024 and as may be further amended, restated, amended and restated, extended, supplemented or otherwise modified from time to time, the “Credit Agreemen |
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| February 25, 2025 |
Form of the Company's Omnibus Incentive Plan Restricted Stock Award Agreement Exhibit 10.10 THE BALDWIN INSURANCE GROUP, INC. OMNIBUS INCENTIVE PLAN RESTRICTED STOCK AWARD AGREEMENT Subject to the terms and conditions set forth in this grant letter (the “Grant Letter”) and Exhibit A (the Grant Letter and Exhibit A constituting this “Agreement”), The Baldwin Insurance Group, Inc., a Delaware corporation (the “Company”), has granted you as of the Grant Date set forth below an |
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| February 25, 2025 |
EXHIBIT 10.7 AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this “Agreement”) is effective as of October 4, 2021 (the “Effective Date”), by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the “Company”), and Jim Roche (“Employee”). BACKGROUND The Company is a subsidiary of BRP Group, Inc., a Delaware corporation (“PubCo”), an |
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| February 25, 2025 |
The Baldwin Insurance Group, Inc. Clawback Policy EXHIBIT 97 The Baldwin Group Clawback Policy Effective January 1, 2025 Introduction The Board of Directors (the “Board”) of The Baldwin Insurance Group, Inc. |
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| February 25, 2025 |
List of Subsidiaries of The Baldwin Insurance Group, Inc. EXHIBIT 21 The Baldwin Insurance Group, Inc. List of Subsidiaries as of February 25, 2025 Company Name State of Incorporation The Baldwin Insurance Group Holdings, LLC Delaware BRP Middle Market Insurance Holdings, LLC Florida The Baldwin Group Southeast, LLC Florida The Baldwin Group Specialty Industry, LLC New Jersey The Baldwin Group Mid-Atlantic, LLC Florida AHT GovConRisk, LLC Virginia Baldwi |
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| February 25, 2025 |
Statement of Policy Concerning Trading in Company Securities EXHIBIT 19 THE BALDWIN INSURANCE GROUP, INC. Statement of Policy Concerning Trading in Company Securities Effective January 1, 2025 I.SUMMARY OF POLICY CONCERNING TRADING IN COMPANY SECURITIES It is The Baldwin Insurance Group, Inc. and its subsidiaries’ (collectively, the “Company”) policy that it will, without exception, comply with all applicable laws and regulations in conducting its business. |
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| February 25, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 25, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I |
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| February 25, 2025 |
Exhibit 10.11 THE BALDWIN INSURANCE GROUP, INC. OMNIBUS INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT Subject to the terms and conditions set forth in this grant letter (the “Grant Letter”) and Exhibit A (the Grant Letter and Exhibit A constituting this “Agreement”), The Baldwin Insurance Group, Inc., a Delaware corporation (the “Company”), has granted you as of the Grant |
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| February 25, 2025 |
EXHIBIT 10.22 STOCKHOLDERS AGREEMENT This AGREEMENT, dated as of October 30, 2024 (this “Agreement”) among the parties listed on the signature pages hereto (each, together with his, her or its Permitted Transferees as defined in the Amended and Restated Certificate of Incorporation (as amended from time to time, “Charter”)) of Pubco, a “Holder,” and together, the “Holders”) and The Baldwin Insuran |
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| February 12, 2025 |
Exhibit 99 Pursuant to the instructions in Item 7 of Schedule 13G, the following table lists the identity and Item 3 classification, if applicable, of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G. |
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| January 10, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 10, 2025 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation o |
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| November 4, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I. |
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| November 4, 2024 |
AMENDED AND RESTATED JOINT FILING AGREEMENT November 4, 2024 EX-99.1 2 ex991.htm EXHIBIT 99.1 Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT November 4, 2024 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of The Baldwin Insuran |
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| November 4, 2024 |
Exhibit 10.2 THE BALDWIN INSURANCE GROUP HOLDINGS, LLC EXECUTIVE SEVERANCE AND CHANGE IN CONTROL BENEFIT PROGRAM PARTICIPANT ACKNOWLEDGEMENT Effective as of November 1, 2024 This Participant Acknowledgement is made and entered into effective as of November 1, 2024, by (the "Executive") to set forth the Executive’s understanding with respect to [his/her] participation in The Baldwin Insurance Group |
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| November 4, 2024 |
Exhibit 10.1 THE BALDWIN INSURANCE GROUP HOLDINGS, LLC EXECUTIVE SEVERANCE AND CHANGE IN CONTROL BENEFIT PROGRAM November 1, 2024 THE BALDWIN INSURANCE GROUP HOLDINGS, LLC EXECUTIVE SEVERANCE AND CHANGE IN CONTROL BENEFIT PROGRAM November 1, 2024 TABLE OF CONTENTS Page 1. Background 1 2. Definitions 1 3. Notice of Termination 6 4. Severance Payments and Change in Control Severance Payment and Bene |
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| November 4, 2024 |
Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES THIRD QUARTER 2024 RESULTS - Total Revenue Growth of 11% to $338.9 Million; Organic Revenue Growth(1) of 14% - - Net Loss of $14.5 Million and Diluted Loss Per Share of $0.13; Adjusted Diluted EPS(2) Growth of 14% to $0.33 - - Adjusted EBITDA(3) Growth of 14% and Pro Forma Adjusted EBITDA(4) Growth of 18% Year-Over-Year to $72.8 Million and Adjusted EBITDA |
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| November 4, 2024 |
BWIN / The Baldwin Insurance Group, Inc. / Baldwin Lowry - AMENDMENT NO. 6 Passive Investment SC 13G/A 1 z1029244sc13ga5.htm AMENDMENT NO. 6 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* THE BALDWIN INSURANCE GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) September 30, 2024 (Date of Event which Requires Fil |
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| November 4, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2024 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The B |
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| November 1, 2024 |
EX-99.A 2 d910501dex99a.htm EX-99.A EXHIBIT A AGREEMENT TO FILE JOINT ACQUISITION STATEMENTS AGREEMENT made this [7th] day of FEBRUARY, 2024 by and between Delaware Funds by Macquarie,® Optimum Fund Trust and Macquarie ETF Trust listed on Annex A hereto, Macquarie Investment Management Business Trust, Macquarie Management Holdings, Inc, and the Macquarie Parties listed on Annex B hereto (collectiv |
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| November 1, 2024 |
BWIN / The Baldwin Insurance Group, Inc. / MACQUARIE GROUP LTD - SC 13G/A Passive Investment SC 13G/A 1 d910501dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Baldwin Insurance Group Inc (formerly BRP Group Inc) (Name of Issuer) Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) |
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| November 1, 2024 |
EX-99.B 3 d910501dex99b.htm EX-99.B EXHIBIT B Powers of Attorney for Macquarie Group Limited incorporated by reference to 13G filings made by Macquarie Group Limited on June 7, 2023. Page 13 of 13 |
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| October 31, 2024 |
Exhibit 10.1 STOCKHOLDERS AGREEMENT This AGREEMENT, dated as of October 30, 2024 (this “Agreement”) among the parties listed on the signature pages hereto (each, together with his, her or its Permitted Transferees as defined in the Amended and Restated Certificate of Incorporation (as amended from time to time, “Charter”)) of Pubco, a “Holder,” and together, the “Holders”) and The Baldwin Insuranc |
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| October 31, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I. |
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| October 31, 2024 |
Exhibit 3.1 FIRST AMENDMENT TO THE SECOND AMENDED AND RESTATED BY-LAWS OF THE BALDWIN INSURANCE GROUP, INC. This First Amendment to the Second Amended and Restated By-Laws of The Baldwin Insurance Group, Inc. (the “Corporation”) was adopted by the Board of Directors of the Corporation by a unanimous written consent, dated as of October 30, 2024, to become effective immediately upon such approval. |
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| August 6, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2024 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldwi |
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| August 6, 2024 |
Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES SECOND QUARTER 2024 RESULTS - Total Revenue Growth of 14% to $339.8 Million; Organic Revenue Growth(1) of 19% - - Net Loss of $30.9 Million and Diluted Loss Per Share of $0.28; Adjusted Diluted EPS(2) Growth of 26% to $0.34 - - Adjusted EBITDA(3) Growth of 22% Year-Over-Year to $74.9 Million and Adjusted EBITDA Margin(3) of 22%; 130 Basis Point Expansion Co |
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| August 6, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R. |
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| June 6, 2024 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. |
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| May 29, 2024 |
Exhibit 10.1 Execution Version AMENDMENT AND RESTATEMENT AGREEMENT This AMENDMENT AND RESTATEMENT AGREEMENT, dated as of May 24, 2024 (this “Agreement”), among The Baldwin Insurance Group Holdings, LLC (f/k/a Baldwin Risk Partners, LLC), a Delaware limited liability company (the “Borrower”), the Guarantors party hereto, each 2024 Refinancing Term Lender (as defined below), each 2024 Refinancing Re |
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| May 29, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 24, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or or |
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| May 29, 2024 |
Exhibit 4.1 Execution Version INDENTURE dated as of May 24, 2024 among THE BALDWIN INSURANCE GROUP HOLDINGS, LLC THE BALDWIN INSURANCE GROUP HOLDINGS FINANCE, INC. THE GUARANTORS NAMED ON THE SIGNATURE PAGES HERETO and U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee and Notes Collateral Agent 7.125% SENIOR SECURED NOTES DUE 2031 TABLE OF CONTENTS Page ARTICLE 1 DEFINITIONS AND INCORPORAT |
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| May 16, 2024 |
Exhibit 99.2 The Baldwin Group Announces Successful Pricing with Improved Terms for $840 Million Term Loan B and $600 Million Revolver TAMPA, Fla.—(BUSINESS WIRE)—May 16, 2024—The Baldwin Group, the go-to-market brand name for The Baldwin Insurance Group, Inc. (formerly BRP Group, Inc.) (“Baldwin,” “we” or “our”) (NASDAQ: BRP), today announced that its subsidiary, The Baldwin Insurance Group Holdi |
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| May 16, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or or |
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| May 16, 2024 |
Exhibit 99.1 The Baldwin Group Announces Upsize and Pricing of $600 Million Offering of Senior Secured Notes due 2031 TAMPA, Fla.—(BUSINESS WIRE)—May 10, 2024— The Baldwin Group, the go-to-market brand name for The Baldwin Insurance Group, Inc. (formerly BRP Group, Inc.) (“Baldwin”) (NASDAQ: BRP), announced today the pricing of the previously announced offering by its direct subsidiary The Baldwin |
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| May 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or org |
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| May 8, 2024 |
The Baldwin Group Announces $500 Million Offering of Senior Secured Notes due 2031 Exhibit 99.1 The Baldwin Group Announces $500 Million Offering of Senior Secured Notes due 2031 TAMPA, FLORIDA—(BUSINESS WIRE)—May 8, 2024—The Baldwin Group, the go-to-market brand name for The Baldwin Insurance Group, Inc. (formerly BRP Group, Inc.) (“Baldwin”) (NASDAQ: BRP), announced today the offering by its direct subsidiary The Baldwin Insurance Group Holdings, LLC (“Baldwin Holdings”) and a |
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| May 7, 2024 |
Exhibit 99.1 THE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2024 RESULTS - Total Revenue Growth of 15% to $380.4 Million; Organic Revenue Growth(1) of 16% - - Net Income of $39.1 Million and Diluted Earnings Per Share of $0.33; Adjusted Diluted EPS(2) Growth of 33% to $0.56 - - Adjusted EBITDA(3) Growth of 29% Year Over Year to $101.7 Million and Adjusted EBITDA Margin(3) of 27%, a 280 Basis Point Expa |
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| May 7, 2024 |
Exhibit 10.1 SECOND AMENDMENT TO THE THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF BALDWIN RISK PARTNERS, LLC This Second Amendment to the Third Amended and Restated Limited Liability Company Agreement, as amended (the “LLCA”), of Baldwin Risk Partners, LLC (the “Company”) to change the name of the Company to “The Baldwin Insurance Group Holdings, LLC” was adopted and approved |
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| May 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 The Baldw |
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| May 7, 2024 |
Exhibit 3.3 CERTIFICATE OF AMENDMENT TO THE AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BRP GROUP, INC. Pursuant to Sections 141(f) and 242 of the General Corporation Law of the State of Delaware BRP Group, Inc. (the “Corporation”), a corporation organized and existing under and by virtue of the provisions of the General Corporation Law of the State of Delaware (the “General Corporation L |
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| May 7, 2024 |
Exhibit 3.4 SECOND AMENDED AND RESTATED BY-LAWS of THE BALDWIN INSURANCE GROUP, INC. (A Delaware Corporation) TABLE OF CONTENTS Page ARTICLE 1 Definitions ARTICLE 2 Stockholders Section 2.01. Place of Meetings 2 Section 2.02. Annual Meetings; Stockholder Proposals 2 Section 2.03. Special Meetings 6 Section 2.04. Record Date 6 Section 2.05. Notice of Meetings of Stockholders 7 Section 2.06. Waivers |
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| May 7, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 7, 2024 The Baldwin Insurance Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. |
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| April 25, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted b |
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| April 25, 2024 |
2023 Annual Report To deliver indispensable tailored insurance and risk management ŝŶƐŝŐŚƚƐĂŶĚƐŽůƵƟŽŶƐƚŽĞŶƐƵƌĞŽƵƌĐůŝĞŶƚƐŚĂǀĞƚŚĞƉĞĂĐĞŽĨŵ ŝŶĚ to pursue their dreams, purpose and passions. |
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| April 25, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ |
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| February 28, 2024 |
BRP Group, Inc. Clawback Policy EXHIBIT 97 BRP Group, Inc. Clawback Policy Effective December 1, 2023 Introduction The Board of Directors (the “Board”) of BRP Group, Inc. (the “Company”) believes that it is in the best interests of the Company and its shareholders to create and maintain a culture that emphasizes integrity and accountability and that reinforces the Company’s pay-for-performance compensation philosophy. The Board |
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| February 28, 2024 |
List of Subsidiaries of BRP Group, Inc. EXHIBIT 21 BRP Group, Inc. List of Subsidiaries as of February 28, 2024 Company Name State of Incorporation Baldwin Risk Partners, LLC Delaware Baldwin Krystyn Sherman Partners, LLC Florida BRP Colleague Inc. Florida BRP Middle Market Insurance Holdings, LLC Florida BRP Insurance Intermediary Holdings, LLC Florida BRP Main Street Insurance Holdings, LLC Florida BRP Medicare Insurance Holdings, LLC |
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| February 28, 2024 |
EXHIBIT 10.9 RETIREMENT AGREEMENT & GENERAL RELEASE This RETIREMENT AGREEMENT & GENERAL RELEASE (this “Agreement”), dated as of November 3, 2023, is entered into by and among Kristopher A. Wiebeck (“Employee”), Baldwin Risk Partners, LLC, a Delaware limited liability company (“BRP LLC”), and BRP Colleague Inc., a Florida corporation (“BRP Colleague”) (BRP LLC and BRP Colleague are co-employers of |
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| February 28, 2024 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2023 RESULTS - Fourth Quarter 2023 Total Revenues Grew 16% Year-Over-Year to $284.6 Million - - Full Year 2023 Total Revenues Grew 24% Year-Over-Year to $1.2 Billion - - Fourth Quarter 2023 Organic Revenue Growth(1) of 15% - - Full Year 2023 Organic Revenue Growth of 19% - TAMPA, FLORIDA - February 28, 2024 - BRP Group, Inc. (“BRP |
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| February 28, 2024 |
As filed with the Securities and Exchange Commission on February 28, 2024 As filed with the Securities and Exchange Commission on February 28, 2024 Registration No. |
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| February 28, 2024 |
EXHIBIT 10.11 RETIREMENT AGREEMENT & GENERAL RELEASE This RETIREMENT AGREEMENT & GENERAL RELEASE (this “Agreement”), dated as of November 3, 2023, is entered into by and among John A. Valentine (“Employee”), Baldwin Risk Partners, LLC, a Delaware limited liability company (“BRP LLC”), and BRP Colleague Inc., a Florida corporation (“BRP Colleague”) (BRP LLC and BRP Colleague are co-employers of Emp |
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| February 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2023 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, INC |
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| February 28, 2024 |
EXHIBIT 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended As of December 31, 2023, BRP Group, Inc. has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): our Class A common stock, par value $0.01 per share, or the “Class A common stock”. For purposes of this de |
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| February 28, 2024 |
Summary of Mr. Galbraith's One-Time Promotion Bonus Payment EXHIBIT 10.3 Summary of Mr. Galbraith’s One-Time Promotion Bonus Payment On February 27, 2024, the Compensation Committee of the board of directors of BRP Group, Inc. (the “Company”) approved a one-time $750,000 promotion bonus payment to Mr. Daniel Galbraith, President, BRP and CEO, Retail Brokerage Operations. If, before February 27, 2025, Mr. Galbraith’s employment is terminated (i) by the Comp |
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| February 28, 2024 |
Exhibit 107 Calculation of Filing Fee Table Form S-8 BRP Group, Inc. Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit(2) Maximum Aggregate Offering Price(2) Fee Rate Amount of Registration Fee(3) Fees to be Paid Equity Class A Common Stock, par value $0.01 Rule 457(c) and Rule 457(h) 2 |
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| February 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2024 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc |
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| February 16, 2024 |
BRP / BRP Group, Inc. / T. Rowe Price Investment Management, Inc. Passive Investment SC 13G/A 1 brp13gadec23.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) BRP GROUP INC-A (Name of Issuer) COMMON STOCK (Title of Class of Securities) 05589G102 (CUSIP NUMBER) December 31, 2023 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant |
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| February 14, 2024 |
BRP / BRP Group, Inc. / T. Rowe Price Investment Management, Inc. Passive Investment SC 13G 1 brp13gdec23.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) BRP GROUP INC-A (Name of Issuer) COMMON STOCK (Title of Class of Securities) 05589G102 (CUSIP NUMBER) December 31, 2023 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to |
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| February 14, 2024 |
BRP / BRP Group, Inc. / MACQUARIE GROUP LTD - SC 13G Passive Investment SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 0)* BRP Group Inc (Name of Issuer) Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this S |
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| February 14, 2024 |
BRP / BRP Group, Inc. / BAMCO INC /NY/ - NONE Passive Investment SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 05)* BRP Group, Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 05589G102 (CUSIP Number) Calendar Year 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the |
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| February 14, 2024 |
EX-99.B 3 d748569dex99b.htm EX-99.B EXHIBIT B Powers of Attorney for Macquarie Group Limited incorporated by reference to 13G filings made by Macquarie Group Limited on June 7, 2023. Page 13 of 13 |
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| February 14, 2024 |
AMENDED AND RESTATED JOINT FILING AGREEMENT February 14, 2024 EX-99.1 2 ex991.htm EXHIBIT 99.1 Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT February 14, 2024 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of BRP Group, Inc., p |
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| February 14, 2024 |
BRP / BRP Group, Inc. / Baldwin Lowry - AMENDMENT NO. 4 Passive Investment SC 13G/A 1 p212249sc13ga4.htm AMENDMENT NO. 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* BRP GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Statemen |
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| February 14, 2024 |
EX-99.A 2 d748569dex99a.htm EX-99.A EXHIBIT A AGREEMENT TO FILE JOINT ACQUISITION STATEMENTS AGREEMENT made this [7th] day of FEBRUARY, 2024 by and between Delaware Funds by Macquarie,® Optimum Fund Trust and Macquarie ETF Trust listed on Annex A hereto, Macquarie Investment Management Business Trust, Macquarie Management Holdings, Inc, and the Macquarie Parties listed on Annex B hereto (collectiv |
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| February 13, 2024 |
BRP / BRP Group, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv0492-brpgroupincclassa.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 2)* Name of issuer: BRP Group, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 05589G102 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to des |
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| February 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* BRP Group, Inc. (Name of Issuer) COMMON STOCK (Title of Class of Securities) 05589G102 (CUSIP Number) 12/31/2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is fil |
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| February 9, 2024 |
BRP / BRP Group, Inc. / FMR LLC Passive Investment SCHEDULE 13G Amendment No.4 BRP GROUP INC CLASS A COMMON STOCK Cusip #05589G102 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #05589G102 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 9,596,258 Item 6: 0 Item 7: 9,608,599 Item 8: 0 Item 9: 9,608,599 Item 11: |
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| January 26, 2024 |
BRP / BRP Group, Inc. / BlackRock Inc. Passive Investment us05589g1022012624.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 3) BRP GROUP, INC. - (Name of Issuer) Common Stock - (Title of Class of Securities) 05589G102 - (CUSIP Number) December 31, 2023 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| January 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 18, 2024 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco |
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| November 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2023 or o Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP G |
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| November 7, 2023 |
Exhibit 107 Calculation of Filing Fee Table Form S-3 BRP Group, Inc. Newly Registered Securities and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial e |
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| November 7, 2023 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2023 RESULTS - Third Quarter 2023 Revenue Grew 18% Year-Over-Year to $306.3 Million - - Third Quarter 2023 Organic Revenue Growth(1) of 19% - TAMPA, FLORIDA - November 7, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of perso |
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| November 7, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco |
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| November 7, 2023 |
As filed with the Securities and Exchange Commission on November 7, 2023 As filed with the Securities and Exchange Commission on November 7, 2023 Registration No. |
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| September 19, 2023 |
EXHIBIT 10.1 Execution Version AMENDMENT No. 7, dated as of September 15, 2023 (this “Amendment”), to the Credit Agreement, dated as of October 14, 2020 (as amended by Amendment No. 1, dated as May 7, 2021, Amendment No. 2, dated as of June 2, 2021, Amendment No. 3, dated as of August 6, 2021, Amendment No. 4, dated as of December 16, 2021, Amendment No. 5, dated as of March 28, 2022, Amendment No |
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| September 19, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 15, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer in |
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| August 10, 2023 |
BRP / BRP Group Inc - Class A / FMR LLC Passive Investment SCHEDULE 13G Amendment No.3 BRP GROUP INC CLASS A COMMON STOCK Cusip #05589G102 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #05589G102 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 6,566,292 Item 6: 0 Item 7: 6,571,567 Item 8: 0 Item 9: 6,571,567 Item 11: |
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| August 9, 2023 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2023 RESULTS - Second Quarter 2023 Revenue Grew 28% Year-Over-Year to $297.2 Million - - Second Quarter 2023 Organic Revenue Growth(1) of 22% - TAMPA, FLORIDA - August 9, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of pers |
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| August 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2023 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, |
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| August 9, 2023 |
EXHIBIT 10.2 Executed Version LIBOR HARDWIRE TRANSITION AMENDMENT AMENDMENT NO. 6 THIS AMENDMENT NO. 6 (this “Agreement”), dated as of June 27, 2023, is executed and delivered by JPMORGAN CHASE BANK, N.A., as administrative agent (in such capacity, the “Administrative Agent”) and as collateral agent, pursuant to Section 2.14(i) of that certain Credit Agreement, dated as of October 14, 2020, as ame |
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| August 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp |
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| June 7, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor |
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| May 9, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpora |
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| May 9, 2023 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2023 RESULTS - First Quarter 2023 Revenue Grew 36% Year-Over-Year to $330.4 Million - - First Quarter 2023 Organic Revenue Growth(1) of 23% - TAMPA, FLORIDA - May 9, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal a |
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| May 9, 2023 |
EXHIBIT 3.4 FIRST AMENDMENT TO AMENDED AND RESTATED BY-LAWS OF BRP GROUP, INC. This First Amendment to the Amended and Restated By-Laws of BRP Group, Inc. (the “Company”) was adopted by the Board of Directors of the Company by a unanimous written consent, dated as of May 8, 2023, to become effective immediately upon such approval. Article 4 of the Amended and Restated Bylaws of the Company is here |
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| May 9, 2023 |
EXHIBIT 99.1 ITEM 1. BUSINESS The Company BRP Group, Inc. (“BRP Group,” the “Company,” “we,” “us” or “our”) is an independent insurance distribution firm delivering tailored insurance and risk management insights and solutions that give our Clients the peace of mind to pursue their purpose, passion and dreams. We support our Clients, Colleagues, Insurance Company Partners and communities through t |
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| May 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP |
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| May 9, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpora |
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| May 9, 2023 |
EXHIBIT 10.1 CONSENT AND DEFENSE AGREEMENT This Agreement (“Agreement”) is dated May 8, 2023, between Baldwin Insurance Group Holdings, LLC (“Majority Holder”) and BRP Group, Inc. (“Pubco”). WHEREAS, Pubco is party to a Stockholders Agreement (“SA”) dated as of October 28, 2019, among Pubco and the parties listed on the signature pages thereto, including Majority Holder (capitalized terms used but |
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| April 25, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14 |
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| April 25, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| April 25, 2023 |
2022 Annual ReportDeliver indispensable, tailored insurance and risk management ŝŶƐŝŐŚƚƐĂŶĚƐŽůƵƟŽŶƐƚŽĞŶƐƵƌĞŽƵƌĐůŝĞŶƚƐŚĂǀĞƚŚĞƉĞĂĐĞŽĨŵ ŝŶĚ to pursue their dreams, purpose and passions. |
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| February 28, 2023 |
, between Baldwin Risk Partners, LLC and EXHIBIT 10.10 AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this “Agreement”) is effective as of January 31, 2022 (the “Effective Date”), by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the “Company”), and Seth Cohen (“Employee”). BACKGROUND The Company is a subsidiary of BRP Group, Inc., a Delaware corporation (“PubCo”), |
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| February 28, 2023 |
EXHIBIT 10.15 FIRST AMENDMENT TO THE THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF BALDWIN RISK PARTNERS, LLC This First Amendment (the “Amendment”) to the Third Amended and Restated Limited Liability Company Agreement, dated as of October 7, 2019 (the “LLC Agreement”), of Baldwin Risk Partners, LLC, a Delaware limited liability company (the “Company”), is made and entered into |
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| February 28, 2023 |
As filed with the Securities and Exchange Commission on February 28, 2023 As filed with the Securities and Exchange Commission on February 28, 2023 Registration No. |
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| February 28, 2023 |
EXHIBIT 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended As of December 31, 2022, BRP Group, Inc. has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): our Class A common stock, par value $0.01 per share, or the “Class A common stock”. For purposes of this de |
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| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2022 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, INC |
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| February 28, 2023 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2022 RESULTS - Fourth Quarter 2022 Revenue Grew 55% Year-Over-Year to $246.0 Million - - Full Year 2022 Revenue Grew 73% Year-Over-Year to $980.7 Million - - Fourth Quarter 2022 Organic Revenue Growth(1) of 26% - - Full Year 2022 Organic Revenue Growth of 23% - TAMPA, FLORIDA - February 28, 2023 - BRP Group, Inc. (“BRP Group” or t |
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| February 28, 2023 |
Exhibit 107.1 Calculation of Filing Fee Table Form S-8 BRP Group, Inc. Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit (2) Maximum Aggregate Offering Price (2) Fee Rate Amount of Registration Fee (3) Fees to be Paid Equity Class A common stock, par value $0.01 per share Rule 457(c) an |
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| February 28, 2023 |
List of Subsidiaries of BRP Group, Inc. EXHIBIT 21 BRP Group, Inc. List of Subsidiaries as of February 28, 2023 Company Name State of Incorporation Baldwin Risk Partners, LLC Delaware Baldwin Krystyn Sherman Partners, LLC Florida BRP Colleague Inc. Florida BRP Middle Market Insurance Holdings, LLC Florida BRP Insurance Intermediary Holdings, LLC Florida BRP Main Street Insurance Holdings, LLC Florida BRP Medicare Insurance Holdings, LLC |
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| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 28, 2023 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc |
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| February 14, 2023 |
SC 13G 1 brp13gdec22.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) BRP GROUP INC-A (Name of Issuer) COMMON STOCK (Title of Class of Securities) 05589G102 (CUSIP NUMBER) December 31, 2022 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to |
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| February 14, 2023 |
BRP / Brookfield Residential Properties Inc. / PRICE T ROWE ASSOCIATES INC /MD/ Passive Investment SC 13G/A 1 brp13gadec22.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) BRP GROUP INC-A (Name of Issuer) COMMON STOCK (Title of Class of Securities) 05589G102 (CUSIP NUMBER) December 31, 2022 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant |
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| February 14, 2023 |
BRP / Brookfield Residential Properties Inc. / BAMCO INC /NY/ - NONE Passive Investment SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 04)* BRP Group, Inc. (Name of Issuer) Class A Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) Calendar Year 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the |
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| February 13, 2023 |
AMENDED AND RESTATED JOINT FILING AGREEMENT February 13, 2023 EX-99.1 2 ex991.htm EXHIBIT 99.1 Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT February 13, 2023 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of BRP Group, Inc., p |
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| February 13, 2023 |
SC 13G 1 BRP123122.txt CHAMPLAIN 13G TICKER BRP UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* BRP Group, Inc. (Name of Issuer) COMMON STOCK (Title of Class of Securities) 05589G102 (CUSIP Number) 12/31/2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate |
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| February 13, 2023 |
BRP / Brookfield Residential Properties Inc. / Baldwin Lowry - AMENDMENT NO. 3 Passive Investment SC 13G/A 1 g29233sc13ga3.htm AMENDMENT NO. 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* BRP GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Statement |
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| February 9, 2023 |
SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: BRP Group Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 05589G102 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed |
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| February 9, 2023 |
BRP / Brookfield Residential Properties Inc. / FMR LLC Passive Investment SC 13G/A 1 filing.txt SCHEDULE 13G Amendment No.2 BRP GROUP INC CLASS A COMMON STOCK Cusip #05589G102 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #05589G102 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 5,095,329 Item 6: 0 Item 7: 5,097,108 Item 8: 0 Item |
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| February 1, 2023 |
BRP / Brookfield Residential Properties Inc. / BlackRock Inc. Passive Investment SC 13G/A 1 us05589g1022013123.txt us05589g1022013123.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 2) BRP GROUP, INC. - (Name of Issuer) Common Stock - (Title of Class of Securities) 05589G102 - (CUSIP Number) December 31, 2022 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to |
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| November 7, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 7, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco |
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| November 7, 2022 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2022 RESULTS - Third Quarter 2022 Revenue Grew 91% Year-Over-Year to $259.4 Million - - Third Quarter 2022 Organic Revenue Growth(1) of 28% - TAMPA, FLORIDA - November 7, 2022 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions, today announced its res |
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| November 7, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2022 or ☐ Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP G |
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| August 9, 2022 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2022 RESULTS - Second Quarter 2022 Revenue Grew 94% Year-Over-Year to $232.5 Million - - Second Quarter 2022 Organic Revenue Growth(1) of 24% - TAMPA, FLORIDA - August 9, 2022 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions, today announced its re |
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| August 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2022 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, |
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| August 9, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp |
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| June 23, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 21, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpo |
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| May 10, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2022 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP |
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| May 10, 2022 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2022 RESULTS - First Quarter 2022 Revenue Grew 59% Year-Over-Year to $242.8 Million - - First Quarter 2022 Organic Revenue Growth(1) of 16% - TAMPA, FLORIDA - May 10, 2022 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions, today announced its results |
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| May 10, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor |
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| April 29, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14 |
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| April 29, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp |
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| April 29, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. ) Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| March 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 28, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of incorporation or organization) (Com |
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| March 31, 2022 |
Exhibit 10.1 Execution Version AMENDMENT NO. 5 TO CREDIT AGREEMENT, dated as of March 28, 2022 (this ?Amendment?), is made and entered into by and among BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Borrower?), each of the Guarantors party hereto, each of the entities with an Incremental Revolving Credit Commitment (as defined below) listed under the caption ?Incremental N |
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| March 21, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 15, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp |
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| March 2, 2022 |
Exhibit 107.1 Calculation of Filing Fee Table Form S-8 BRP Group, Inc. Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit (2) Maximum Aggregate Offering Price (2) Fee Rate Amount of Registration Fee (3) Fees to be Paid Equity Class A common stock, par value $0.01 per share Rule 457(c) an |
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| March 2, 2022 |
As filed with the Securities and Exchange Commission on March 1, 2022 As filed with the Securities and Exchange Commission on March 1, 2022 Registration No. |
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| March 1, 2022 |
EXHIBIT 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as Amended As of December 31, 2021, BRP Group, Inc. has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): our Class A common stock, par value $0.01 per share, or the ?Class A common stock?. For purposes of this de |
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| March 1, 2022 |
EXHIBIT 10.5 AMENDMENT #1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDMENT #1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Amendment?) is effective as of March 23, 2020, by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Bradford L. Hale (?Employee?). BACKGROUND The Company employs Employee pursuant to that certain Amended and Res |
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| March 1, 2022 |
EXHIBIT 10.4 AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Agreement?) is effective as of the IPO Closing Date (as defined below and subject to Section 27 hereof), by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Bradford L. Hale (?Employee?). BACKGROUND The Company serves as a holding company tha |
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| March 1, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 1, 2022 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpo |
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| March 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? Annual report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2021 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, INC |
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| March 1, 2022 |
EXHIBIT 10.8 AMENDMENT #1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDMENT #1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Amendment?) is effective as of April 1, 2021, by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Kris Wiebeck (?Employee?). BACKGROUND The Company employs Employee pursuant to that certain Amended and Restated |
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| March 1, 2022 |
List of Subsidiaries of BRP Group, Inc. EXHIBIT 21 BRP Group, Inc. List of Subsidiaries as of March 1, 2022 Company Name State of Incorporation Baldwin Risk Partners, LLC Delaware Baldwin Krystyn Sherman Partners, LLC Florida BRP Colleague Inc. Florida BRP Insurance Intermediary Holdings, LLC Florida BRP Main Street Insurance Holdings, LLC Florida BRP Medicare Insurance Holdings, LLC Florida BRP Medicare Insurance, LLC Florida BRP Medic |
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| March 1, 2022 |
EXHIBIT 10.6 AMENDMENT #2 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT This AMENDMENT #2 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Amendment?) is effective as of April 1, 2021, by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Bradford L. Hale (?Employee?). BACKGROUND The Company employs Employee pursuant to that certain Amended and Rest |
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| March 1, 2022 |
, between Baldwin Risk Partners, LLC and EXHIBIT 10.11 Baldwin Risk Partners, LLC 4211 W. Boy Scout Blvd, Suite 800 Tampa, FL 33607 September 8, 2021 Christopher Stephens 2624 W. Jetton Ave. Tampa, FL 33629 Dear Chris: This letter agreement (this ?Agreement?) sets forth our mutual understanding concerning the transition and termination of your employment with Baldwin Risk Partners, LLC, a Delaware limited liability company (the ?Company? |
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| March 1, 2022 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2021 RESULTS - Fourth Quarter 2021 Revenue Grew 129% Year-Over-Year to $159.2 Million - - Full Year 2021 Revenue Grew 135% Year-Over-Year to $567.3 Million - - Fourth Quarter 2021 Organic Revenue Growth(2) of 18% - - Full Year 2021 Organic Revenue Growth(2) of 22% - - Full Year 2021 ?MGA of the Future? Revenue Growth of 47% - - Fu |
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| March 1, 2022 |
EXHIBIT 10.9 EMPLOYMENT AGREEMENT This EMPLOYMENT AGREEMENT (this ?Agreement?) is effective as of the April 1, 2021 (the ?Effective Date?), by and between BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Company?), and Corbyn Galloway (?Employee?). BACKGROUND The Company is a subsidiary of BRP Group, Inc., a Delaware corporation (?PubCo?), and serves as a holding company that |
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| February 14, 2022 |
BRP / Brookfield Residential Properties Inc. / BAMCO INC /NY/ - NONE Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* BRP Group, Inc. (Name of Issuer) Class A Common Shares (Title of Class of Securities) 05589G102 (CUSIP Number) Calendar Year 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which th |
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| February 14, 2022 |
BRP / Brookfield Residential Properties Inc. / PRICE T ROWE ASSOCIATES INC /MD/ Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) BRP Group, Inc. (Name of Issuer) COMMON STOCK (Title of Class of Securities) 05589G102 (CUSIP NUMBER) December 31, 2021 (Date of Event which Requires Filing of Statement) Check the appropriate box to designate the Rule pursuant to which this Schedule is f |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.1 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 EX-24.10 11 dp166847ex2410.htm EXHIBIT 24.10 Exhibit 24.10 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and st |
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| February 11, 2022 |
AMENDED AND RESTATED JOINT FILING AGREEMENT February 11, 2022 Exhibit 99.1 AMENDED AND RESTATED JOINT FILING AGREEMENT February 11, 2022 In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to (i) this joint filing on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the Class A common stock of BRP Group, Inc., par value $0.01 per share, and (ii |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.11 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execut |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 EX-24.12 13 dp166847ex2412.htm EXHIBIT 24.12 Exhibit 24.12 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck and Seth Cohen as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the unde |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.5 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute |
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| February 11, 2022 |
BRP / Brookfield Residential Properties Inc. / Baldwin Lowry - FORM SC 13G/A Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* BRP GROUP, INC. (Name of Issuer) CLASS A COMMON STOCK, PAR VALUE $0.01 PER SHARE (Title of Class of Securities) 05589G102 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.7 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.13 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execut |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.9 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.6 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 EX-24.4 5 dp166847ex2404.htm EXHIBIT 24.4 Exhibit 24.4 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.2 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.15 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execut |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.3 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 Exhibit 24.8 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Bradford Hale and Seth Cohen as the undersigned?s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and stead of the undersigned to: 1. Prepare, execute, acknowledge, deliv |
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| February 11, 2022 |
LIMITED POWER OF ATTORNEY February 11, 2022 EX-24.14 15 dp166847ex2414.htm EXHIBIT 24.14 Exhibit 24.14 LIMITED POWER OF ATTORNEY February 11, 2022 Know all by these presents, that the undersigned hereby makes, constitutes and appoints each of Kristopher Wiebeck, Bradford Hale and Seth Cohen as the undersigned’s true and lawful attorney-in-fact, with full power and authority as hereinafter described on behalf of and in the name, place and st |
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| February 9, 2022 |
BRP / Brookfield Residential Properties Inc. / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: BRP Group Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 05589G102 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1(b) ☐ |
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| February 9, 2022 |
BRP / Brookfield Residential Properties Inc. / FMR LLC Passive Investment SCHEDULE 13G Amendment No. 1 BRP GROUP INC CLASS A COMMON STOCK Cusip #05589G102 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) Cusip #05589G102 Item 1: Reporting Person - FMR LLC Item 2: (a) [ ] (b) [ ] Item 4: Delaware Item 5: 970,440 Item 6: 0 Item 7: 5,118,208 Item 8: 0 Item 9: 5,118,208 Item 11: 8 |
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| February 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. Three)* BRP Inc. (Name of Issuer) Common Shares (Title of Class of Securities) 05577W200 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule |
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| February 3, 2022 |
BRP / Brookfield Residential Properties Inc. / BlackRock Inc. Passive Investment us05589g1022020322.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 1) BRP GROUP, INC. - (Name of Issuer) Common Stock - (Title of Class of Securities) 05589G102 - (CUSIP Number) December 31, 2021 - (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh |
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| December 21, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 15, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc |
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| December 21, 2021 |
EX-99.1 2 ex-991pressreleasedateddec.htm EX-99.1 EXHIBIT 99.1 For Immediate Release: Media Contact: December 21, 2021 Rachel DeAngelo | 813.387.6842 [email protected] BRP GROUP, INC. ANNOUNCES FOUR NEW APPOINTMENTS TO BOARD OF DIRECTORS TAMPA, FL, December 21, 2021 (GLOBE NEWSWIRE) - BRP Group, Inc. (“BRP Group”) (NASDAQ: BRP) today announced the appointments of Sunita Parasuraman, |
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| December 21, 2021 |
EX-10.1 2 dp163770ex1001.htm EXHIBIT 10.1 Exhibit 10.1 Execution Version AMENDMENT No. 4, dated as of December 16, 2021 (this “Amendment”), to the Credit Agreement, dated as of October 14, 2020 (as amended by Amendment No. 1 , dated as of May 7, 2021, Amendment No. 2, dated as of June 2, 2021, and Amendment No. 3, dated as of August 6, 2021 and as may be further amended, restated, amended and rest |
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| December 21, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 16, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc |
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| November 19, 2021 |
Unregistered Sales of Equity Securities, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 16, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc |
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| November 16, 2021 |
As filed with the Securities and Exchange Commission on November 16, 2021 As filed with the Securities and Exchange Commission on November 16, 2021 Registration No. |
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| November 16, 2021 |
BRP Group, Inc. Partnership Inducement Award Plan (as amended November 16, 2021) (filed herewith) EX-99 4 dp161769ex99.htm EXHIBIT 99 Exhibit 99 BRP GROUP, INC. PARTNERSHIP INDUCEMENT AWARD PLAN Section 1. Purpose. The purpose of the BRP Group, Inc. Partnership Inducement Award Plan (as amended effective November 16, 2021, and as thereafter amended from time to time, the “Plan”) is to motivate and reward new employees who join BRP Group, Inc. (the “Company”), primarily through acquisitions, to |
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| November 8, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2021 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP G |
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| November 8, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 8, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco |
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| November 8, 2021 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2021 RESULTS - Third Quarter 2021 Revenue Grew 106% Year-Over-Year to $135.6 Million - - Third Quarter 2021 Organic Revenue Growth of 26% - TAMPA, FLORIDA - November 8, 2021 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), an independent insurance distribution firm, announced its results for the third quarter ended September 30, 2 |
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| November 8, 2021 |
Unregistered Sales of Equity Securities, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inco |
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| September 17, 2021 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 14, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction) (Commission File No.) (I.R.S. Emp |
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| September 17, 2021 |
Exhibit 1.1 EXECUTION VERSION BRP Group, Inc. 8,000,000 Shares of Class A Common Stock Underwriting Agreement September 14, 2021 J.P. Morgan Securities LLC Wells Fargo Securities, LLC BofA Securities, Inc. As Representatives of the several Underwriters listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 c/o Wells Fargo Securities, LLC 500 West 33r |
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| September 16, 2021 |
Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-251195 CALCULATION OF REGISTRATION FEE(1) Title of Each Class of Securities to be Registered Amount To Be Registered(2) Maximum Offering Price Per Share Maximum Aggregate Offering Price Amount of Registration Fee(3) Class A Common stock, par value $0.01 per share 9,200,000 $30.50 $280,600,000 $30,613.46 (1) This ?Calculation o |
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| September 13, 2021 |
SUBJECT TO COMPLETION PRELIMINARY PROSPECTUS SUPPLEMENT DATED SEPTEMBER 13, 2021 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-251195 The information in this preliminary prospectus supplement is not complete and may be changed. A registration statement relating to these securities has been filed with the Securities and Exchange Commission and is effective. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell |
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| September 13, 2021 |
BRP Group, Inc. Announces Proposed Public Offering of Common Stock Filed Pursuant to Rule 433 Issuer Free Writing Prospectus dated September 13, 2021 Relating to Preliminary Prospectus Supplement dated September 13, 2021 Registration No. |
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| September 13, 2021 |
UNAUDITED PRO FORMA CONDENSED CONSOLIDATED FINANCIAL INFORMATION Exhibit 99.1 UNAUDITED PRO FORMA CONDENSED CONSOLIDATED FINANCIAL INFORMATION The following unaudited pro forma condensed consolidated financial information has been prepared to reflect the impact of certain completed or probable acquisitions, as applicable, by the subsidiaries of BRP Group, Inc. (?we,? ?our,? ?BRP Group? or the ?Company?). The following unaudited pro forma condensed consolidated |
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| September 13, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 10, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer in |
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| September 10, 2021 |
Unregistered Sales of Equity Securities, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 8, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer inc |
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| August 12, 2021 |
Exhibit 10.1 Execution Version AMENDMENT NO. 3 TO CREDIT AGREEMENT, dated as of August 6, 2021 (this ?Amendment?), is made and entered into by and among BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Borrower?), each of the Guarantors party hereto, each of the entities with an Incremental Revolving Credit Commitment (as defined below) listed under the caption ?Incremental N |
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| August 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp |
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| August 9, 2021 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES SECOND QUARTER 2021 RESULTS - Second Quarter 2021 Revenue Grew 133% Year-Over-Year to $119.7 Million - - Second Quarter 2021 Organic Revenue Growth of 32% - TAMPA, FLORIDA - August 9, 2021 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), an independent insurance distribution firm announced its results for the second quarter ended June 30, 2021. |
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| August 9, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 9, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorp |
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| August 9, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2021 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP, |
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| July 28, 2021 |
Unregistered Sales of Equity Securities, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpo |
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| July 1, 2021 |
Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 1, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor |
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| June 17, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 14, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpo |
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| June 3, 2021 |
Exhibit 10.1 Execution Version AMENDMENT No. 2, dated as of June 2, 2021 (this ?Amendment?), to the Credit Agreement, dated as of October 14, 2020 (as amended by Amendment No. 1 , dated as of May 7, 2021 and as may be further amended, restated, amended and restated, extended, supplemented or otherwise modified from time to time, the ?Credit Agreement?), among BALDWIN RISK PARTNERS, LLC, a Delaware |
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| June 3, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 2, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor |
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| May 10, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 10, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpor |
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| May 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? Quarterly report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2021 or ? Transition report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 001-39095 BRP GROUP |
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| May 10, 2021 |
EXHIBIT 10.2 Execution Version AMENDMENT No. 1, dated as of May 7, 2021 (this ?Amendment?), to the Credit Agreement, dated as of October 14, 2020 (as amended, restated, amended and restated, extended, supplemented or otherwise modified from time to time, the ?Credit Agreement?), among BALDWIN RISK PARTNERS, LLC, a Delaware limited liability company (the ?Borrower?), the Guarantors from time to tim |
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| May 10, 2021 |
EXHIBIT 99.1 BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2021 RESULTS - First Quarter 2021 Revenue Grew 182% Year-Over-Year to $152.8 Million - - First Quarter 2021 Organic Revenue Growth of 14% - TAMPA, FLORIDA - May 10, 2021 - BRP Group, Inc. (?BRP Group? or the ?Company?) (NASDAQ: BRP), a rapidly growing independent insurance distribution firm announced its results for the first quarter ended March |
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| May 6, 2021 |
Exhibit 10.1 BRP GROUP, INC. OMNIBUS INCENTIVE PLAN PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT Subject to the terms and conditions set forth in this grant letter (the ?Grant Letter?) and Exhibit A (the Grant Letter and Exhibit A constituting this ?Agreement?), BRP Group, Inc., a Delaware corporation (the ?Company?), has granted you as of the Grant Date set forth below an award of perf |
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| May 6, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2021 BRP Group, Inc. (Exact name of registrant as specified in its charter) Delaware 001-39095 61-1937225 (State or other jurisdiction of (Commission (I.R.S. Employer incorpora |
