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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 08-Jul-24 4:59 PM View:  | Westrock Co (WRK) | 05-Jul-24 | Disposition | 64,548 | -- | -- | (95%) 68.04K to 3.49K | |
| 08-Jul-24 4:59 PM View: | Westrock Co (WRK) | 05-Jul-24 | Disposition | 3,492 | -- | -- | (100%) 3.49K to 0 | |
| 27-Feb-24 5:00 PM View: | Brown & Brown Inc. (BRO) | 25-Feb-24 | Payment of Exercise | 46,672 | $84.24 | $3,931,650.00 | (< 1%) 5.52M to 5.47M | |
| 20-Feb-24 10:00 PM View: | Brown & Brown Inc. (BRO) | 19-Feb-24 | Grant | 106,514 | -- | -- | 2% 5.41M to 5.52M | |
| 06-Feb-24 4:13 PM View: | Westrock Co (WRK) | 05-Feb-24 | Grant | 4,139 | -- | -- | 7% 62.28K to 66.42K | |
| 02-Jan-24 6:43 PM View: | Brown & Brown Inc. (BRO) | 29-Dec-23 | Gift Duplicate | 146,927 | -- | -- | (3%) 5.56M to 5.41M | |
| 18-Dec-23 5:00 PM View: | Brown & Brown Inc. (BRO) | 15-Dec-23 | Gift | 453 | -- | -- | < 1% 5.56M to 5.56M | |
| 28-Feb-23 5:00 PM View: | Brown & Brown Inc. (BRO) | 27-Feb-23 | Payment of Exercise | 15,331 | $56.47 | $865,742.00 | (< 1%) 5.57M to 5.56M | |
| 28-Feb-23 5:00 PM View: | Brown & Brown Inc. (BRO) | 26-Feb-23 | Payment of Exercise | 42,715 | $56.47 | $2,412,120.00 | (< 1%) 5.58M to 5.53M | |
| 21-Feb-23 5:02 PM View: | Brown & Brown Inc. (BRO) | 20-Feb-23 | Grant | 105,769 | -- | -- | 2% 5.51M to 5.61M | |
| 06-Feb-23 4:18 PM View: | Westrock Co (WRK) | 03-Feb-23 | Grant | 4,586 | -- | -- | 8% 56.68K to 61.27K | |
| 03-Feb-23 10:00 PM View: | Brown & Brown Inc. (BRO) | 30-Dec-22 | Gift | 1,683 | -- | -- | < 1% 5.69M to 5.69M | |
| 03-Feb-23 10:00 PM View: | Brown & Brown Inc. (BRO) | 30-Dec-22 | Gift | 182,671 | -- | -- | (3%) 5.69M to 5.51M | |
| 03-Feb-23 10:00 PM View: | Brown & Brown Inc. (BRO) | 30-Dec-22 | Gift | 1,683 | -- | -- | (< 1%) 5.51M to 5.51M | |
| 03-Feb-23 10:00 PM View: | Brown & Brown Inc. (BRO) | 15-Dec-22 | Gift | 550 | -- | -- | < 1% 5.69M to 5.69M | |
| 28-Feb-22 10:00 PM View: | Brown & Brown Inc. (BRO) | 24-Feb-22 | Payment of Exercise | 44,592 | $64.23 | $2,864,140.00 | (< 1%) 5.73M to 5.69M | (6%) |
| 22-Feb-22 5:01 PM View: | Brown & Brown Inc. (BRO) | 21-Feb-22 | Grant | 112,999 | -- | -- | 2% 5.62M to 5.73M | |
| 09-Feb-22 2:41 PM View: | Westrock Co (WRK) | 07-Feb-22 | Grant | 3,533 | $45.29 | $160,010.00 | 6% 54.6K to 58.13K | < 1% |
| 09-Feb-22 10:00 PM View: | Brown & Brown Inc. (BRO) | 31-Dec-21 | Gift Duplicate | 15,452 | -- | -- | (< 1%) 5.64M to 5.62M | |
| 09-Feb-22 10:00 PM View: | Brown & Brown Inc. (BRO) | 30-Nov-21 | Gift | 460 | -- | -- | < 1% 5.64M to 5.64M | |
| 09-Feb-22 10:00 PM View: | Brown & Brown Inc. (BRO) | 24-Nov-21 | Gift Duplicate | 2,400,000 | -- | -- | 74% 3.24M to 5.64M | |
| 24-Mar-21 5:00 PM View: | Brown & Brown Inc. (BRO) | 23-Mar-21 | Payment of Exercise | 38,172 | $45.34 | $1,730,720.00 | (1%) 3.27M to 3.24M | (18%) |
| 25-Feb-21 5:00 PM View: | Brown & Brown Inc. (BRO) | 23-Feb-21 | Grant | 105,876 | -- | -- | 3% 3.17M to 3.27M | |
| 02-Feb-21 4:36 PM View: | Westrock Co (WRK) | 29-Jan-21 | Grant | 3,862 | $41.43 | $160,003.00 | 8% 49.61K to 53.48K | (< 1%) |
| 04-Jan-21 5:00 PM View: | Brown & Brown Inc. (BRO) | 01-Jan-21 | Payment of Exercise | 12,601 | $47.41 | $597,413.00 | (< 1%) 3.18M to 3.17M | (13%) |
| 04-Jan-21 5:00 PM View: | Brown & Brown Inc. (BRO) | 31-Dec-20 | Gift | 1,555 | -- | -- | < 1% 3.14M to 3.14M | |
| 04-Jan-21 5:00 PM View: | Brown & Brown Inc. (BRO) | 31-Dec-20 | Gift | 1,555 | -- | -- | (< 1%) 3.14M to 3.14M | |
| 04-Jan-21 5:00 PM View: | Brown & Brown Inc. (BRO) | 25-Nov-20 | Gift | 640 | -- | -- | < 1% 3.14M to 3.14M | |
| 01-Jul-20 5:02 PM View: | Brown & Brown Inc. (BRO) | 01-Jul-20 | Payment of Exercise | 24,411 | $40.76 | $994,992.00 | (< 1%) 3.2M to 3.18M | (31%) |
| 01-Jul-20 5:10 PM View: | Brown & Brown Inc. (BRO) | 01-Jul-20 | Payment of Exercise Duplicate | 24,411 | $40.76 | $994,992.00 | (< 1%) 3.2M to 3.18M | (31%) |
| 24-Feb-20 5:00 PM View: | Brown & Brown Inc. (BRO) | 21-Feb-20 | Grant | 111,400 | -- | -- | 4% 3.09M to 3.2M | |
| 04-Feb-20 11:43 AM View: | Westrock Co (WRK) | 31-Jan-20 | Grant | 4,103 | $39.00 | $160,017.00 | 9% 45.44K to 49.54K | 11% |
| 23-Jan-20 5:00 PM View: | Brown & Brown Inc. (BRO) | 21-Jan-20 | Payment of Exercise | 6,396 | $41.41 | $264,858.00 | (< 1%) 5.48M to 5.47M | (29%) |
| 23-Jan-20 5:00 PM View: | Brown & Brown Inc. (BRO) | 31-Dec-19 | Gift | 3,221 | -- | -- | < 1% 5.46M to 5.46M | |
| 23-Jan-20 5:00 PM View: | Brown & Brown Inc. (BRO) | 31-Dec-19 | Gift | 3,221 | -- | -- | (< 1%) 5.46M to 5.46M | |
| 23-Jan-20 5:00 PM View: | Brown & Brown Inc. (BRO) | 17-Dec-19 | Gift | 800 | -- | -- | < 1% 5.46M to 5.46M | |
| 01-Jul-19 5:20 PM View: | Brown & Brown Inc. (BRO) | 01-Jul-19 | Payment of Exercise | 6,103 | $33.50 | $204,450.00 | (< 1%) 3.1M to 3.1M | (58%) |
| 26-Feb-19 10:00 PM View: | Brown & Brown Inc. (BRO) | 25-Feb-19 | Grant | 96,327 | -- | -- | 3% 3.0M to 3.1M | |
| 01-Feb-19 3:17 PM View: | Westrock Co (WRK) | 31-Jan-19 | Grant | 3,316 | $40.71 | $134,994.00 | 8% 42.86K to 46.18K | 6% |
| 23-Jan-19 5:06 PM View: | Brown & Brown Inc. (BRO) | 22-Jan-19 | Payment of Exercise | 8,758 | $28.64 | $250,829.00 | (< 1%) 3.01M to 3.0M | (86%) |
| 03-Jan-19 4:59 PM View: | Brown & Brown Inc. (BRO) | 01-Jan-19 | Payment of Exercise | 3,382 | $27.56 | $93,207.90 | (< 1%) 3.03M to 3.02M | (93%) |
| 03-Jan-19 4:59 PM View: | Brown & Brown Inc. (BRO) | 31-Dec-18 | Gift | 1,608 | -- | -- | < 1% 3.01M to 3.01M | |
| 03-Jan-19 4:59 PM View: | Brown & Brown Inc. (BRO) | 31-Dec-18 | Gift | 1,608 | -- | -- | (< 1%) 3.01M to 3.01M | |
| 03-Jan-19 4:59 PM View: | Brown & Brown Inc. (BRO) | 29-Nov-18 | Gift | 1,060 | -- | -- | < 1% 3.01M to 3.01M | |
| 06-Nov-18 8:36 AM View: | Wrkco Inc. (WRK) | 02-Nov-18 | Disposition | 15,354 | -- | -- | (35%) 43.32K to 27.96K | |
| 06-Nov-18 8:36 AM View: | Wrkco Inc. (WRK) | 02-Nov-18 | Disposition | 27,965 | -- | -- | (100%) 27.96K to 0 | |
| 06-Nov-18 10:07 AM View: | Westrock Co (WRK) | 02-Nov-18 | Grant | 15,354 | -- | -- | 100% 0 to 15.35K | |
| 06-Nov-18 10:07 AM View: | Westrock Co (WRK) | 02-Nov-18 | Grant | 27,965 | -- | -- | 182% 15.35K to 43.32K | |
| 06-Nov-18 10:08 AM View: | Westrock Co (WRK) | 02-Nov-18 | Grant Duplicate | 15,354 | -- | -- | 100% 0 to 15.35K | |
| 06-Nov-18 10:08 AM View: | Westrock Co (WRK) | 02-Nov-18 | Grant Duplicate | 27,965 | -- | -- | 182% 15.35K to 43.32K |