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Brown & Brown (NYSE: BRO) director receives 2,434-share stock grant, holds 72,185 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

BROWN & BROWN, INC. director Theodore J. Hoepner received a grant of 2,434 shares of common stock at a price of $0.00 per share, classified as a grant or award acquisition. Following this grant, he holds 72,185 shares of common stock directly. Separate Form 4 entries show 25,000 shares held in each of two irrevocable trusts, where his spouse serves as sole trustee and his son’s and daughter’s family lines are beneficiaries, reflecting additional indirect ownership associated with him.

Positive

  • None.

Negative

  • None.
Insider Hoepner Theodore J
Role null
Type Security Shares Price Value
Grant/Award Common Stock, $.10 par value 2,434 $0.00 --
holding Common Stock, $.10 par value -- -- --
holding Common Stock, $.10 par value -- -- --
Holdings After Transaction: Common Stock, $.10 par value — 72,185 shares (Direct, null); Common Stock, $.10 par value — 25,000 shares (Indirect, Irrevocable Trust)
Footnotes (1)
  1. Shares are held by an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's son and the Reporting Person's son's descendants are the beneficiaries. Shares are held by an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's daughter and the Reporting Person's daughter's descendants are the beneficiaries.
Share grant 2,434 shares Grant, award, or other acquisition at $0.00 per share
Direct holdings after grant 72,185 shares Common stock directly owned after the 2,434-share grant
Irrevocable trust holding (son’s line) 25,000 shares Shares held in an irrevocable trust benefiting son and descendants
Irrevocable trust holding (daughter’s line) 25,000 shares Shares held in an irrevocable trust benefiting daughter and descendants
Grant, award, or other acquisition financial
"transaction_code_description": "Grant, award, or other acquisition"
Irrevocable Trust financial
"nature_of_ownership": "Irrevocable Trust""
Common Stock, $.10 par value financial
"security_title": "Common Stock, $.10 par value""
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Hoepner Theodore J
(Last)(First)(Middle)
300 N. BEACH STREET
(Street)
DAYTONA BEACH FLORIDA 32114
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
BROWN & BROWN, INC. [ BRO ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/06/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, $.10 par value05/06/2026A2,434A$0.0072,185D
Common Stock, $.10 par value25,000IIrrevocable Trust(1)
Common Stock, $.10 par value25,000IIrrevocable Trust(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Shares are held by an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's son and the Reporting Person's son's descendants are the beneficiaries.
2. Shares are held by an irrevocable trust, of which the Reporting Person's spouse is the sole trustee and the Reporting Person's daughter and the Reporting Person's daughter's descendants are the beneficiaries.
/s/ Theodore J. Hoepner05/06/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did BRO director Theodore J. Hoepner report in this Form 4 filing?

The filing shows Theodore J. Hoepner received a grant of 2,434 shares of BROWN & BROWN common stock at $0.00 per share, increasing his direct holdings to 72,185 shares after the transaction on the reported date.

How many BROWN & BROWN (BRO) shares does Hoepner hold directly after the grant?

After receiving the 2,434-share grant, Theodore J. Hoepner directly holds 72,185 shares of BROWN & BROWN common stock. This figure reflects his post-transaction direct ownership position disclosed in the Form 4 filing.

Was Hoepner’s 2,434-share BRO stock transaction an open-market purchase or a grant?

The 2,434-share transaction is classified with code “A” as a grant, award, or other acquisition, at a stated price of $0.00 per share, indicating it is a compensation-related share award rather than an open-market purchase.

Does this BRO Form 4 show any insider share sales by Theodore J. Hoepner?

The filing does not report any share sales. It records a 2,434-share grant classified as an acquisition and two holding entries for 25,000-share irrevocable trusts, with no transactions marked as open-market sales or dispositions.