BRP Group Inc. (BRP) NASDAQ
$26.42 (0.81) (-2.96%)
Market Cap: $1.76B
As of 04/17/24 03:59 PM EDT. Market closed.
BRP Group Inc. (BRP)
NASDAQ
$26.42
(0.81) (-2.96%)
Market Cap: $1.76B
As of 04/17/24 03:59 PM EDT. Market closed.
baldwin risk partners is an insurance distribution holding company. its core focus is on management of resources and capital to fuel organic and acquisitive growth in the insurance industry. under brp, these investments bring new professionals, increased geographic representation, expanded value propositions, innovation and new lines of insurance competency. brp member companies include baldwin ... read more
baldwin risk partners is an insurance distribution holding company. its core focus is on management of resources and capital to fuel organic and acquisitive growth in the insurance industry. under brp, these investments bring new professionals, increased geographic representation, expanded value propositions, innovation and new lines of insurance competency. brp member companies include baldwin krystyn sherman partners, the villages insurance partners, medicare insurance partners, american risk partners, florida medicare options, ryan insurance, ipeo solutions, d&m; insurance solutions, and affordable home insurance, inc. read less
Owner | Relationship | Date | Transaction | Cost | # Shares | Value($) | Total Shares | Form 4 |
Hale Bradford | Chief Financial Officer | Apr 01, 2024 | Option Exercise | $28.55 | 13,470 | 384,568 | 108,131 | Apr 03, 2024, 06:55 PM |
Cohen Seth Bala | General Counsel | Apr 01, 2024 | Option Exercise | $28.55 | 3,555 | 101,495 | 21,301 | Apr 03, 2024, 06:55 PM |
Cohen Seth Bala | General Counsel | Apr 01, 2024 | Option Exercise | $28.55 | 60 | 1,713 | 24,647 | Apr 03, 2024, 06:55 PM |
Baldwin Trevor | Chief Executive Officer | Apr 01, 2024 | Option Exercise | $28.55 | 24,606 | 702,501 | 66,280 | Apr 03, 2024, 06:55 PM |
Roche James Morgan | See Remarks | Apr 01, 2024 | Option Exercise | $28.55 | 16,135 | 460,654 | 258,499 | Apr 03, 2024, 06:55 PM |
Lichon Corbyn N. | Chief Accounting Officer | Apr 01, 2024 | Option Exercise | $28.55 | 4,438 | 126,705 | 40,269 | Apr 03, 2024, 06:55 PM |
Galbraith Daniel | See Remarks | Apr 01, 2024 | Option Exercise | $28.55 | 13,223 | 377,517 | 32,166 | Apr 03, 2024, 06:55 PM |
Sherman Laura | Member of 10% owner group | Apr 01, 2024 | Option Exercise | $28.55 | 186 | 5,310 | 1,512 | Apr 03, 2024, 06:55 PM |
Lichon Corbyn N. | Chief Accounting Officer | Mar 15, 2024 | Option Exercise | $29.44 | 333 | 9,804 | 33,397 | Mar 15, 2024, 08:58 PM |
Cohen Seth Bala | General Counsel | Mar 15, 2024 | Option Exercise | $29.44 | 434 | 12,777 | 11,899 | Mar 15, 2024, 08:58 PM |
Cohen Seth Bala | General Counsel | Mar 15, 2024 | Sale | $29.04 | 1,033 | 29,998 | 10,657 | Mar 15, 2024, 08:58 PM |
Galbraith Daniel | See Remarks | Mar 15, 2024 | Option Exercise | $29.44 | 965 | 28,410 | 8,161 | Mar 15, 2024, 08:56 PM |
Baldwin Trevor | Chief Executive Officer | Mar 15, 2024 | Option Exercise | $29.44 | 1,336 | 39,332 | 17,474 | Mar 15, 2024, 08:55 PM |
Hale Bradford | Chief Financial Officer | Mar 15, 2024 | Option Exercise | $29.44 | 965 | 28,410 | 83,760 | Mar 15, 2024, 08:55 PM |
Roche James Morgan | See Remarks | Mar 15, 2024 | Option Exercise | $29.44 | 539 | 15,868 | 236,265 | Mar 15, 2024, 08:55 PM |
Baldwin Lowry | Director | Mar 11, 2024 | Sale | $28.94 | 62,629 | 1,812,483 | 37,371 | Mar 13, 2024, 08:09 PM |
Baldwin Lowry | Director | Mar 12, 2024 | Sale | $28.92 | 37,371 | 1,080,713 | 18,120 | Mar 13, 2024, 08:09 PM |
Sherman Laura | Member of 10% owner group | Apr 01, 2023 | Option Exercise | $25.46 | 186 | 4,736 | 1,698 | Feb 02, 2024, 04:05 PM |
Valentine John A. | Chief Partnership Officer | Nov 09, 2023 | Buy | $19.98 | 5,000 | 99,895 | 93,222 | Nov 13, 2023, 04:15 PM |
Hale Bradford | Chief Financial Officer | Nov 09, 2023 | Buy | $19.97 | 10,000 | 199,655 | 10,000 | Nov 13, 2023, 04:15 PM |
Galloway Corbyn N. | Chief Accounting Officer | Oct 24, 2023 | Option Exercise | $21.24 | 695 | 14,762 | 33,537 | Oct 26, 2023, 04:05 PM |
Sherman Laura | Member of 10% owner group | Sep 13, 2023 | Sale | $26.14 | 30,000 | 784,332 | 24,695 | Sep 15, 2023, 05:47 PM |
Sherman Laura | Member of 10% owner group | Sep 14, 2023 | Sale | $26.37 | 24,695 | 651,094 | 0 | Sep 15, 2023, 05:47 PM |
Baldwin Lowry | Director | Sep 12, 2023 | Sale | $25.98 | 120,000 | 3,117,276 | 0 | Sep 13, 2023, 04:23 PM |
Sherman Laura | Member of 10% owner group | Sep 11, 2023 | Sale | $26.24 | 22,305 | 585,301 | 54,695 | Sep 11, 2023, 07:44 PM |
Sherman Laura | Member of 10% owner group | Sep 08, 2023 | Sale | $26.39 | 65,900 | 1,739,015 | 77,000 | Sep 11, 2023, 07:44 PM |
Sherman Laura | Member of 10% owner group | Sep 07, 2023 | Sale | $26.86 | 57,100 | 1,533,860 | 142,900 | Sep 11, 2023, 07:44 PM |
Galbraith Daniel | Chief Operating Officer | Aug 29, 2023 | Sale | $25.89 | 60,316 | 1,561,816 | 8,721 | Sep 06, 2023, 04:24 PM |
Baldwin Trevor | Chief Executive Officer | Aug 24, 2023 | Sale | $25.35 | 238,147 | 6,037,550 | 32,864 | Aug 25, 2023, 08:52 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Aug 17, 2023 | Sale | $25.11 | 55,000 | 1,381,204 | 20,035 | Aug 21, 2023, 06:35 PM |
Baldwin Lowry | Chairman | Aug 17, 2023 | Sale | $25.72 | 16,753 | 430,959 | 0 | Aug 21, 2023, 06:34 PM |
Baldwin Lowry | Chairman | Aug 17, 2023 | Sale | $25.72 | 171,799 | 4,418,894 | 0 | Aug 21, 2023, 06:34 PM |
Cohen Seth Bala | General Counsel | Aug 16, 2023 | Sale | $25.15 | 9,858 | 247,975 | 12,124 | Aug 18, 2023, 04:10 PM |
Cohen Seth Bala | General Counsel | May 11, 2023 | Sale | $22.47 | 2,000 | 44,940 | 21,982 | May 12, 2023, 04:05 PM |
Cohen Seth Bala | General Counsel | Apr 01, 2023 | Option Exercise | $25.46 | 3,789 | 96,468 | 20,243 | Apr 04, 2023, 04:06 PM |
Cohen Seth Bala | General Counsel | Apr 01, 2023 | Option Exercise | $25.46 | 60 | 1,528 | 23,982 | Apr 04, 2023, 04:06 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Apr 01, 2023 | Option Exercise | $25.46 | 7,999 | 203,655 | 75,035 | Apr 04, 2023, 04:05 PM |
Valentine John A. | Chief Partnership Officer | Apr 01, 2023 | Option Exercise | $25.46 | 10,398 | 264,733 | 88,222 | Apr 04, 2023, 04:05 PM |
Galbraith Daniel | Chief Operating Officer | Apr 01, 2023 | Option Exercise | $25.46 | 11,268 | 286,883 | 69,037 | Apr 04, 2023, 04:05 PM |
Hale Bradford | Chief Financial Officer | Mar 15, 2023 | Option Exercise | $22.52 | 966 | 21,754 | 64,370 | Mar 16, 2023, 05:15 PM |
Valentine John A. | Chief Partnership Officer | Mar 15, 2023 | Option Exercise | $22.52 | 888 | 19,998 | 65,836 | Mar 16, 2023, 05:15 PM |
Galloway Corbyn N. | Chief Accounting Officer | Mar 15, 2023 | Option Exercise | $22.52 | 143 | 3,220 | 25,932 | Mar 16, 2023, 05:15 PM |
Galbraith Daniel | Chief Operating Officer | Mar 15, 2023 | Option Exercise | $22.52 | 966 | 21,754 | 48,082 | Mar 16, 2023, 05:15 PM |
Baldwin Trevor | Chief Executive Officer | Mar 15, 2023 | Option Exercise | $22.52 | 1,349 | 30,379 | 99,453 | Mar 16, 2023, 05:15 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Mar 15, 2023 | Option Exercise | $22.52 | 721 | 16,237 | 50,708 | Mar 16, 2023, 05:15 PM |
Cohen Seth Bala | General Counsel | Mar 15, 2023 | Option Exercise | $22.52 | 209 | 4,707 | 9,073 | Mar 16, 2023, 05:15 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Nov 29, 2022 | Sale | $29.33 | 10,000 | 293,300 | 0 | Dec 01, 2022, 04:30 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Nov 29, 2022 | Sale | $29.34 | 15,000 | 440,100 | 51,126 | Dec 01, 2022, 04:30 PM |
Cohen Seth Bala | General Counsel | Nov 21, 2022 | Sale | $28.25 | 3,463 | 97,830 | 9,282 | Nov 21, 2022, 04:17 PM |
Baldwin Lowry | Chairman | Sep 20, 2022 | Buy | $28.87 | 172,000 | 4,965,640 | 172,000 | Sep 22, 2022, 05:20 PM |
Baldwin Lowry | Chairman | Sep 20, 2022 | Sale | $28.87 | 172,000 | 4,965,640 | 171,799 | Sep 22, 2022, 05:20 PM |
Finney Joseph D. | Member of 10% Owner Group | Apr 01, 2022 | Option Exercise | $27.77 | 54 | 1,500 | 869 | Aug 09, 2022, 04:45 PM |
Baldwin Trevor | Chief Executive Officer | May 13, 2022 | Buy | $22.26 | 2,559 | 56,963 | 88,297 | May 17, 2022, 07:39 PM |
Baldwin Trevor | Chief Executive Officer | May 16, 2022 | Buy | $22.86 | 12,000 | 274,320 | 100,297 | May 17, 2022, 07:39 PM |
Valentine John A. | Chief Partnership Officer | May 13, 2022 | Buy | $21.10 | 10,000 | 211,000 | 66,351 | May 17, 2022, 07:37 PM |
Cohen Seth Bala | General Counsel | May 13, 2022 | Buy | $21.50 | 2,500 | 53,750 | 12,745 | May 17, 2022, 07:36 PM |
Galbraith Daniel | Chief Operating Officer | Apr 01, 2022 | Option Exercise | $27.77 | 2,551 | 70,841 | 41,577 | Apr 05, 2022, 04:29 PM |
Cohen Seth Bala | General Counsel | Apr 01, 2022 | Option Exercise | $27.77 | 229 | 6,359 | 6,713 | Apr 05, 2022, 04:27 PM |
Galloway Corbyn N. | Chief Accounting Officer | Apr 01, 2022 | Option Exercise | $27.77 | 2,250 | 62,483 | 26,015 | Apr 05, 2022, 04:24 PM |
Hale Bradford | Chief Financial Officer | Apr 01, 2022 | Option Exercise | $27.77 | 3,955 | 109,830 | 57,865 | Apr 05, 2022, 04:23 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Apr 01, 2022 | Option Exercise | $27.77 | 2,690 | 74,701 | 59,061 | Apr 05, 2022, 04:23 PM |
Baldwin Trevor | Chief Executive Officer | Apr 01, 2022 | Option Exercise | $27.77 | 12,611 | 350,207 | 69,252 | Apr 05, 2022, 04:21 PM |
Valentine John A. | Chief Partnership Officer | Apr 01, 2022 | Option Exercise | $27.77 | 4,576 | 127,076 | 49,286 | Apr 05, 2022, 04:12 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Mar 15, 2022 | Option Exercise | $25.11 | 194 | 4,871 | 50,702 | Mar 17, 2022, 07:48 PM |
Baldwin Trevor | Chief Executive Officer | Mar 15, 2022 | Option Exercise | $25.11 | 447 | 11,224 | 49,813 | Mar 17, 2022, 07:47 PM |
Valentine John A. | Chief Partnership Officer | Mar 15, 2022 | Option Exercise | $25.11 | 259 | 6,503 | 43,052 | Mar 17, 2022, 07:46 PM |
Galbraith Daniel | Chief Operating Officer | Mar 15, 2022 | Option Exercise | $25.11 | 280 | 7,031 | 33,648 | Mar 17, 2022, 07:45 PM |
Galloway Corbyn N. | Chief Accounting Officer | Mar 15, 2022 | Option Exercise | $25.11 | 51 | 1,281 | 23,329 | Mar 17, 2022, 07:44 PM |
Hale Bradford | Chief Financial Officer | Mar 15, 2022 | Option Exercise | $25.11 | 277 | 6,955 | 51,476 | Mar 17, 2022, 07:42 PM |
Valentine John A. | Chief Partnership Officer | Mar 14, 2022 | Buy | $24.68 | 5,000 | 123,410 | 43,311 | Mar 16, 2022, 08:14 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Mar 11, 2022 | Buy | $24.87 | 10,000 | 248,700 | 50,896 | Mar 15, 2022, 04:41 PM |
Baldwin Trevor | Chief Executive Officer | Mar 09, 2022 | Buy | $25.41 | 13,117 | 333,368 | 13,117 | Mar 11, 2022, 04:39 PM |
Galbraith Daniel | Chief Operating Officer | Mar 08, 2022 | Buy | $22.75 | 5,000 | 113,740 | 33,928 | Mar 09, 2022, 04:13 PM |
Valentine John A. | Chief Partnership Officer, | Mar 07, 2022 | Buy | $24.17 | 500 | 12,085 | 38,311 | Mar 08, 2022, 07:17 PM |
Valentine John A. | Chief Partnership Officer, | Mar 04, 2022 | Buy | $27.34 | 1,000 | 27,340 | 37,811 | Mar 08, 2022, 07:17 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Mar 04, 2022 | Buy | $26.65 | 2,000 | 53,295 | 1,000 | Mar 08, 2022, 07:16 PM |
Sherman Laura | Member of 10% owner group | Dec 07, 2021 | Option Exercise | $37.94 | 73,170 | 2,776,070 | 133,578 | Dec 09, 2021, 09:47 PM |
Sherman Laura | Member of 10% owner group | Dec 07, 2021 | Option Exercise | $37.94 | 73,170 | 2,776,070 | 2,407,297 | Dec 09, 2021, 09:47 PM |
Baldwin Lowry | Chairman | Dec 03, 2021 | Sale | $37.37 | 6,201 | 231,731 | 35,799 | Dec 07, 2021, 09:16 PM |
Baldwin Lowry | Chairman | Dec 06, 2021 | Sale | $36.35 | 114,201 | 4,151,206 | 343,799 | Dec 07, 2021, 09:16 PM |
Baldwin Lowry | Chairman | Dec 06, 2021 | Sale | $36.35 | 35,799 | 1,301,294 | 0 | Dec 07, 2021, 09:16 PM |
Cohen Jay A | Director | Sep 17, 2021 | Buy | $30.50 | 2,800 | 85,400 | 3,614 | Sep 20, 2021, 04:37 PM |
Galbraith Daniel | Chief Operating Officer | Apr 01, 2021 | Option Exercise | $28.06 | 4,188 | 117,515 | 23,811 | Apr 05, 2021, 09:17 PM |
Hale Bradford | Chief Financial Officer | Apr 01, 2021 | Option Exercise | $28.06 | 4,860 | 136,372 | 21,636 | Apr 05, 2021, 09:14 PM |
Stephens Christopher John | General Counsel | Apr 01, 2021 | Option Exercise | $28.06 | 2,949 | 82,749 | 9,162 | Apr 05, 2021, 09:09 PM |
Baldwin Trevor | Chief Executive Officer, | Apr 01, 2021 | Option Exercise | $28.06 | 6,573 | 184,438 | 41,731 | Apr 05, 2021, 09:09 PM |
Wiebeck Kristopher Aaron | Chief Strategy Officer | Apr 01, 2021 | Option Exercise | $28.06 | 5,055 | 141,843 | 35,779 | Apr 05, 2021, 09:06 PM |
Valentine John A. | Chief Partnership Officer | Apr 01, 2021 | Option Exercise | $28.06 | 5,279 | 148,129 | 31,694 | Apr 05, 2021, 09:03 PM |
Baldwin Lowry | Chairman; | Jun 05, 2020 | Sale | $14.75 | 35,987 | 530,819 | 0 | Jun 05, 2020, 07:44 PM |
Baldwin Lowry | Chairman; | Jun 04, 2020 | Sale | $14.53 | 4,675 | 67,913 | 0 | Jun 05, 2020, 07:44 PM |
Baldwin Lowry | Chairman; | Jun 03, 2020 | Sale | $14.51 | 100 | 1,451 | 0 | Jun 05, 2020, 07:44 PM |
Loper Enterprises, LLC | 10% Owner | Jun 03, 2020 | Sale | $14.51 | 100 | 1,451 | 0 | Jun 05, 2020, 07:43 PM |
Loper Enterprises, LLC | 10% Owner | Jun 05, 2020 | Sale | $14.75 | 35,987 | 530,819 | 0 | Jun 05, 2020, 07:43 PM |
Loper Enterprises, LLC | 10% Owner | Jun 04, 2020 | Sale | $14.53 | 4,675 | 67,913 | 0 | Jun 05, 2020, 07:43 PM |
Eddy Robert D. | Director | Oct 28, 2019 | Option Exercise | $0.00 | 3,677,559 | 368 | 3,677,559 | Apr 13, 2020, 06:22 PM |
Valentine John A. | Chief Partnership Officer | Apr 01, 2020 | Option Exercise | $9.25 | 7,981 | 73,824 | 19,139 | Apr 03, 2020, 04:56 PM |
Baldwin Trevor | Chief Executive Officer | Apr 01, 2020 | Option Exercise | $9.25 | 6,911 | 63,927 | 21,571 | Apr 03, 2020, 04:54 PM |
Galbraith Daniel | Chief Operating Officer | Apr 01, 2020 | Option Exercise | $9.25 | 3,469 | 32,088 | 10,719 | Apr 03, 2020, 04:47 PM |
Wiebeck Kristopher Aaron | Chief Financial Officer | Apr 01, 2020 | Option Exercise | $9.25 | 6,557 | 60,652 | 20,563 | Apr 03, 2020, 04:46 PM |
Galbraith Daniel | Chief Operating Officer | Oct 28, 2019 | Option Exercise | $0.00 | 1,376,592 | 138 | 1,376,592 | Oct 28, 2019, 09:42 PM |
Baldwin Trevor | Chief Executive Officer | Oct 28, 2019 | Option Exercise | $0.00 | 120,172 | 12 | 120,172 | Oct 28, 2019, 09:41 PM |
Valentine John A. | Chief Partnership Officer | Oct 28, 2019 | Option Exercise | $0.00 | 1,268,843 | 127 | 1,268,843 | Oct 28, 2019, 09:41 PM |
Valentine John A. | Chief Partnership Officer | Oct 28, 2019 | Option Exercise | $0.00 | 190,326 | 19 | 190,326 | Oct 28, 2019, 09:41 PM |
Finney Joseph D. | Member of 10% owner group | Oct 28, 2019 | Buy | $14.00 | 35,000 | 490,000 | 35,000 | Oct 28, 2019, 09:40 PM |
Eddy Robert D. | Director | Oct 28, 2019 | Option Exercise | $0.00 | 3,186,246 | 319 | 3,186,246 | Oct 28, 2019, 09:40 PM |
Eddy Robert D. | Director | Oct 28, 2019 | Option Exercise | $0.00 | 3,077,559 | 308 | 3,077,559 | Oct 28, 2019, 09:40 PM |
Eddy Robert D. | Director | Oct 28, 2019 | Buy | $14.00 | 2,000 | 28,000 | 2,000 | Oct 28, 2019, 09:40 PM |
Roche James Morgan | Member of 10% owner group | Oct 28, 2019 | Buy | $14.00 | 266,700 | 3,733,800 | 266,700 | Oct 28, 2019, 09:39 PM |
CASEY PHILLIP E | Director | Oct 28, 2019 | Buy | $14.00 | 130,000 | 1,820,000 | 130,000 | Oct 28, 2019, 09:38 PM |
Stephens Christopher John | General Counsel | Oct 28, 2019 | Option Exercise | $0.00 | 1,927 | 0 | 1,927 | Oct 28, 2019, 09:38 PM |
Baldwin Lowry | Chairman | Oct 28, 2019 | Option Exercise | $0.00 | 18,933,907 | 1,893 | 18,933,907 | Oct 28, 2019, 09:37 PM |
Baldwin Lowry | Chairman | Oct 28, 2019 | Option Exercise | $0.00 | 1,799,999 | 180 | 1,800,000 | Oct 28, 2019, 09:37 PM |
Baldwin Lowry | Chairman | Oct 24, 2019 | Option Exercise | $0.00 | 1 | 0 | 1 | Oct 28, 2019, 09:37 PM |
SULLIVAN CHRIS THOMAS | Director | Oct 28, 2019 | Buy | $14.00 | 80,000 | 1,120,000 | 80,000 | Oct 28, 2019, 09:37 PM |
Wiebeck Kristopher Aaron | Chief Financial Officer | Oct 28, 2019 | Option Exercise | $0.00 | 1,177,904 | 118 | 1,177,904 | Oct 28, 2019, 09:36 PM |
Wiebeck Kristopher Aaron | Chief Financial Officer | Oct 28, 2019 | Option Exercise | $0.00 | 35,751 | 4 | 35,751 | Oct 28, 2019, 09:36 PM |
Wiebeck Kristopher Aaron | Chief Financial Officer | Oct 28, 2019 | Option Exercise | $0.00 | 495,677 | 50 | 495,677 | Oct 28, 2019, 09:36 PM |
Hale Bradford | Chief Accounting Officer | Oct 28, 2019 | Option Exercise | $0.00 | 120,171 | 12 | 120,171 | Oct 28, 2019, 09:36 PM |
Hale Bradford | Chief Accounting Officer | Oct 28, 2019 | Buy | $14.00 | 7,000 | 98,000 | 7,000 | Oct 28, 2019, 09:36 PM |
Owner | Relationship | Date | Value($) |
Hale Bradford | Chief Financial Officer | 04/01/2024 | 384,568 |
Cohen Seth Bala | General Counsel | 04/01/2024 | 101,495 |
Cohen Seth Bala | General Counsel | 04/01/2024 | 1,713 |
Baldwin Trevor | Chief Executive Officer | 04/01/2024 | 702,501 |
Roche James Morgan | See Remarks | 04/01/2024 | 460,654 |
Lichon Corbyn N. | Chief Accounting Officer | 04/01/2024 | 126,705 |
Galbraith Daniel | See Remarks | 04/01/2024 | 377,517 |
Sherman Laura | Member of 10% owner group | 04/01/2024 | 5,310 |
Lichon Corbyn N. | Chief Accounting Officer | 03/15/2024 | 9,804 |
Cohen Seth Bala | General Counsel | 03/15/2024 | 12,777 |
Cohen Seth Bala | General Counsel | 03/15/2024 | 29,998 |
Galbraith Daniel | See Remarks | 03/15/2024 | 28,410 |
Baldwin Trevor | Chief Executive Officer | 03/15/2024 | 39,332 |
Hale Bradford | Chief Financial Officer | 03/15/2024 | 28,410 |
Roche James Morgan | See Remarks | 03/15/2024 | 15,868 |
Baldwin Lowry | Director | 03/11/2024 | 1,812,483 |
Baldwin Lowry | Director | 03/12/2024 | 1,080,713 |
Sherman Laura | Member of 10% owner group | 04/01/2023 | 4,736 |
Valentine John A. | Chief Partnership Officer | 11/09/2023 | 99,895 |
Hale Bradford | Chief Financial Officer | 11/09/2023 | 199,655 |
Galloway Corbyn N. | Chief Accounting Officer | 10/24/2023 | 14,762 |
Sherman Laura | Member of 10% owner group | 09/13/2023 | 784,332 |
Sherman Laura | Member of 10% owner group | 09/14/2023 | 651,094 |
Baldwin Lowry | Director | 09/12/2023 | 3,117,276 |
Sherman Laura | Member of 10% owner group | 09/11/2023 | 585,301 |
Sherman Laura | Member of 10% owner group | 09/08/2023 | 1,739,015 |
Sherman Laura | Member of 10% owner group | 09/07/2023 | 1,533,860 |
Galbraith Daniel | Chief Operating Officer | 08/29/2023 | 1,561,816 |
Baldwin Trevor | Chief Executive Officer | 08/24/2023 | 6,037,550 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 08/17/2023 | 1,381,204 |
Baldwin Lowry | Chairman | 08/17/2023 | 430,959 |
Baldwin Lowry | Chairman | 08/17/2023 | 4,418,894 |
Cohen Seth Bala | General Counsel | 08/16/2023 | 247,975 |
Cohen Seth Bala | General Counsel | 05/11/2023 | 44,940 |
Cohen Seth Bala | General Counsel | 04/01/2023 | 96,468 |
Cohen Seth Bala | General Counsel | 04/01/2023 | 1,528 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 04/01/2023 | 203,655 |
Valentine John A. | Chief Partnership Officer | 04/01/2023 | 264,733 |
Galbraith Daniel | Chief Operating Officer | 04/01/2023 | 286,883 |
Hale Bradford | Chief Financial Officer | 03/15/2023 | 21,754 |
Valentine John A. | Chief Partnership Officer | 03/15/2023 | 19,998 |
Galloway Corbyn N. | Chief Accounting Officer | 03/15/2023 | 3,220 |
Galbraith Daniel | Chief Operating Officer | 03/15/2023 | 21,754 |
Baldwin Trevor | Chief Executive Officer | 03/15/2023 | 30,379 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 03/15/2023 | 16,237 |
Cohen Seth Bala | General Counsel | 03/15/2023 | 4,707 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 11/29/2022 | 293,300 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 11/29/2022 | 440,100 |
Cohen Seth Bala | General Counsel | 11/21/2022 | 97,830 |
Baldwin Lowry | Chairman | 09/20/2022 | 4,965,640 |
Baldwin Lowry | Chairman | 09/20/2022 | 4,965,640 |
Finney Joseph D. | Member of 10% Owner Group | 04/01/2022 | 1,500 |
Baldwin Trevor | Chief Executive Officer | 05/13/2022 | 56,963 |
Baldwin Trevor | Chief Executive Officer | 05/16/2022 | 274,320 |
Valentine John A. | Chief Partnership Officer | 05/13/2022 | 211,000 |
Cohen Seth Bala | General Counsel | 05/13/2022 | 53,750 |
Galbraith Daniel | Chief Operating Officer | 04/01/2022 | 70,841 |
Cohen Seth Bala | General Counsel | 04/01/2022 | 6,359 |
Galloway Corbyn N. | Chief Accounting Officer | 04/01/2022 | 62,483 |
Hale Bradford | Chief Financial Officer | 04/01/2022 | 109,830 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 04/01/2022 | 74,701 |
Baldwin Trevor | Chief Executive Officer | 04/01/2022 | 350,207 |
Valentine John A. | Chief Partnership Officer | 04/01/2022 | 127,076 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 03/15/2022 | 4,871 |
Baldwin Trevor | Chief Executive Officer | 03/15/2022 | 11,224 |
Valentine John A. | Chief Partnership Officer | 03/15/2022 | 6,503 |
Galbraith Daniel | Chief Operating Officer | 03/15/2022 | 7,031 |
Galloway Corbyn N. | Chief Accounting Officer | 03/15/2022 | 1,281 |
Hale Bradford | Chief Financial Officer | 03/15/2022 | 6,955 |
Valentine John A. | Chief Partnership Officer | 03/14/2022 | 123,410 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 03/11/2022 | 248,700 |
Baldwin Trevor | Chief Executive Officer | 03/09/2022 | 333,368 |
Galbraith Daniel | Chief Operating Officer | 03/08/2022 | 113,740 |
Valentine John A. | Chief Partnership Officer, | 03/07/2022 | 12,085 |
Valentine John A. | Chief Partnership Officer, | 03/04/2022 | 27,340 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 03/04/2022 | 53,295 |
Sherman Laura | Member of 10% owner group | 12/07/2021 | 2,776,070 |
Sherman Laura | Member of 10% owner group | 12/07/2021 | 2,776,070 |
Baldwin Lowry | Chairman | 12/03/2021 | 231,731 |
Baldwin Lowry | Chairman | 12/06/2021 | 4,151,206 |
Baldwin Lowry | Chairman | 12/06/2021 | 1,301,294 |
Cohen Jay A | Director | 09/17/2021 | 85,400 |
Galbraith Daniel | Chief Operating Officer | 04/01/2021 | 117,515 |
Hale Bradford | Chief Financial Officer | 04/01/2021 | 136,372 |
Stephens Christopher John | General Counsel | 04/01/2021 | 82,749 |
Baldwin Trevor | Chief Executive Officer, | 04/01/2021 | 184,438 |
Wiebeck Kristopher Aaron | Chief Strategy Officer | 04/01/2021 | 141,843 |
Valentine John A. | Chief Partnership Officer | 04/01/2021 | 148,129 |
Baldwin Lowry | Chairman; | 06/05/2020 | 530,819 |
Baldwin Lowry | Chairman; | 06/04/2020 | 67,913 |
Baldwin Lowry | Chairman; | 06/03/2020 | 1,451 |
Loper Enterprises, LLC | 10% Owner | 06/03/2020 | 1,451 |
Loper Enterprises, LLC | 10% Owner | 06/05/2020 | 530,819 |
Loper Enterprises, LLC | 10% Owner | 06/04/2020 | 67,913 |
Eddy Robert D. | Director | 10/28/2019 | 368 |
Valentine John A. | Chief Partnership Officer | 04/01/2020 | 73,824 |
Baldwin Trevor | Chief Executive Officer | 04/01/2020 | 63,927 |
Galbraith Daniel | Chief Operating Officer | 04/01/2020 | 32,088 |
Wiebeck Kristopher Aaron | Chief Financial Officer | 04/01/2020 | 60,652 |
Galbraith Daniel | Chief Operating Officer | 10/28/2019 | 138 |
Baldwin Trevor | Chief Executive Officer | 10/28/2019 | 12 |
Valentine John A. | Chief Partnership Officer | 10/28/2019 | 127 |
Valentine John A. | Chief Partnership Officer | 10/28/2019 | 19 |
Finney Joseph D. | Member of 10% owner group | 10/28/2019 | 490,000 |
Eddy Robert D. | Director | 10/28/2019 | 319 |
Eddy Robert D. | Director | 10/28/2019 | 308 |
Eddy Robert D. | Director | 10/28/2019 | 28,000 |
Roche James Morgan | Member of 10% owner group | 10/28/2019 | 3,733,800 |
CASEY PHILLIP E | Director | 10/28/2019 | 1,820,000 |
Stephens Christopher John | General Counsel | 10/28/2019 | 0 |
Baldwin Lowry | Chairman | 10/28/2019 | 1,893 |
Baldwin Lowry | Chairman | 10/28/2019 | 180 |
Baldwin Lowry | Chairman | 10/24/2019 | 0 |
SULLIVAN CHRIS THOMAS | Director | 10/28/2019 | 1,120,000 |
Wiebeck Kristopher Aaron | Chief Financial Officer | 10/28/2019 | 118 |
Wiebeck Kristopher Aaron | Chief Financial Officer | 10/28/2019 | 4 |
Wiebeck Kristopher Aaron | Chief Financial Officer | 10/28/2019 | 50 |
Hale Bradford | Chief Accounting Officer | 10/28/2019 | 12 |
Hale Bradford | Chief Accounting Officer | 10/28/2019 | 98,000 |
Fund | # Shares Owned | % of Portfolio | % Change | Investing Style |
---|---|---|---|---|
BLACKROCK INC. | 4,612,410 | 0.00282% | 9.12% | Other |
BAMCO INC /NY/ | 3,260,000 | 0.21% | 4.82% | Growth At A Reasonable Price |
GEODE CAPITAL MANAGEMENT, LLC | 1,370,252 | 0.00344% | 5.45% | Other |
BALYASNY ASSET MANAGEMENT L.P. | 386,954 | 0.02% | 193.03% | Event Driven |
Period of Report: 12/31/2023
10-K/10-Q Filings: View