Brown & Brown director gifts 5,000 shares
Hunt disclaims beneficial ownership of the trust-held shares; his spouse and daughter are co-trustees, and his daughter and her descendants are beneficiaries.
Rhea-AI Filing Summary
BROWN & BROWN, INC. director James S. Hunt reported two gift transactions on September 21, 2026: an irrevocable trust acquired 5,000 shares, leaving it with 5,000 shares, and Hunt disposed of 5,000 directly held shares, leaving him with 22,109 directly held shares. Hunt disclaimed beneficial ownership of the trust-held shares; his spouse and daughter are co-trustees, and his daughter and her descendants are beneficiaries.
Positive
- None.
Negative
- None.
Insider Trade Summary
10,000 shares gifted
Gift
2 txns
Insider
Hunt James S
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock, $.10 par value F1 | 5,000 | $0.00 | $0.00 |
| Gift | Common Stock, $.10 par value | 5,000 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock, $.10 par value — 5,000 shares (Indirect, By Trust);
Common Stock, $.10 par value — 22,109 shares (Direct)
Footnotes (1)
- F1. The Reporting Person disclaims beneficial ownership of these shares, which are held by an irrevocable trust, of which the Reporting Person's spouse and daughter are co-trustees and the Reporting Person's daughter and her descendants are the beneficiaries.
Key Figures
Shares acquired by irrevocable trust: 5,000 shares
Trust shares after transaction: 5,000 shares
Shares disposed directly: 5,000 shares
+1 more
4 metrics
Shares acquired by irrevocable trust
5,000 shares
Gift transaction on September 21, 2026
Trust shares after transaction
5,000 shares
After the gift transaction on September 21, 2026
Shares disposed directly
5,000 shares
Gift transaction on September 21, 2026
Direct shares after transaction
22,109 shares
James S. Hunt's reported holdings after the transaction on September 21, 2026
Key Terms
beneficial ownership, irrevocable trust, co-trustees
3 terms
beneficial ownership technical
"disclaims beneficial ownership of these shares"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
irrevocable trust technical
"shares, which are held by an irrevocable trust"
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
co-trustees technical
"spouse and daughter are co-trustees"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What Brown & Brown (BRO) insider transactions were reported on September 21, 2026?
An irrevocable trust acquired 5,000 shares in a gift transaction, while James S. Hunt disposed of 5,000 directly held shares in a separate gift transaction.
Were James S. Hunt's Brown & Brown gift transactions reported under a Rule 10b5-1 plan?
No Rule 10b5-1 plan is reported for these transactions.
AI-generated analysis. How Rhea-AI works. Not financial advice.