Joseph D. Finney's Insider Trades & SAST Disclosures
Joseph D. Finney's most recent trade in BRP Group Inc - Ordinary Shares - Class A was a trade of 337,852 LLC Units in Baldwin Risk Partners, LLC done . Disclosure was reported to the exchange on April 1, 2021.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| BRP Group Inc - Ordinary S... | Joseph D. Finney | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 01 Apr 2021 | 337,852 | 337,852 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Joseph D. Finney | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 01 Apr 2021 | 337,852 | 0 | - | 0 | Class B Common Stock | |
| BRP Group Inc - Ordinary S... | Joseph D. Finney | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 01 Apr 2021 | 337,852 | 337,852 | - | 0 | Class B Common Stock | |
| BRP Group Inc - Ordinary S... | Joseph D. Finney | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 01 Apr 2021 | 337,852 | 0 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Joseph D. Finney | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 01 Apr 2021 | 35,000 | 35,000 (0%) | 0% | 0 | Class A Common Stock | |
| BRP Group Inc - Ordinary S... | Joseph D. Finney | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 01 Apr 2021 | 35,000 | 923 (0%) | 0% | 0 | Class A Common Stock | |
| BRP Group Inc - Ordinary S... | Joseph D. Finney | Member of 10% Owner Group | Other type of transaction at price $ 0.00 per share. | 01 Apr 2021 | 923 | 35,923 (0%) | 0% | 0 | Class A Common Stock | |
| BRP Group Inc - Ordinary S... | Joseph D. Finney | Member of 10% Owner Group | Payment of exercise price or tax liability using portion of securities received from the company at price $ 27.78 per share. | 01 Apr 2021 | 54 | 869 (0%) | 0% | 27.8 | 1,500 | Class A Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges