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2019 Laura R. Sherman GRAT 2019-2 Dated September 30

CIK 1791789 · last filed 2023-11-20

2019 Laura R. Sherman GRAT 2019-2 Dated September 30 is a corporate insider who has filed 3 SEC Form 4 insider transactions across 1 company since 2022. The most recent filing, for BRP, was dated Nov 20, 2023. Across all open-market trades the lifetime net is −$11.6M, making them a net seller over the disclosed history. 6 SEC filings were submitted jointly with Laura Sherman.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$0

Companies

1

Total Filings

3

Lifetime Open-Market Net

-$11.57M

Filer Profile

Reported Address
4010 W. BOY SCOUT BLVD. SUITE 200
TAMPA, FL 33607
Phone
(813) 984-3215
Related Filers
Laura Sherman — 6 joint filings, latest 2024-10-07
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 — 2 joint filings, latest 2021-12-08
BIGH, LLC — 1 joint filings, latest 2019-10-28
Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 — 1 joint filings, latest 2021-12-08
Joseph D. Finney — 1 joint filings, latest 2019-10-28
John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 — 1 joint filings, latest 2021-12-08
Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 — 1 joint filings, latest 2021-12-08
Elizabeth Krystyn — 1 joint filings, latest 2019-10-28
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
Baldwin Insurance Group, Inc. (BRP) Delisted 2,233,182 $32.66 $72.94M -$11.57M 3 2023-11-20

Recent Filings

3 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2023-11-20 Baldwin Insurance Group, Inc. (BRP) Delisted Gift (G) — $0 EDGAR
2023-09-11 Baldwin Insurance Group, Inc. (BRP) Delisted Mixed −435,915 -$11.57M EDGAR
2022-10-17 Baldwin Insurance Group, Inc. (BRP) Delisted Gift (G) — $0 EDGAR
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.