Form 4: Brown & Brown Director Theodore J. Hoepner Reports Transaction

Director Theodore J. Hoepner reports a transaction involving Brown & Brown, Inc. common stock.

Summary

• Theodore J. Hoepner, a director of Brown & Brown, Inc., filed a Form 4.
• On May 7, 2025, Hoepner acquired 1,268 shares of common stock at $0.
• Following the transaction, Hoepner directly owns 69,751 shares of Brown & Brown, Inc.
• Hoepner also indirectly owns 25,000 shares through an irrevocable trust where his spouse is the trustee and his son and his son's descendants are the beneficiaries.
• An additional 25,000 shares are indirectly owned through another irrevocable trust where his spouse is the trustee and his daughter and her descendants are the beneficiaries.

Sentiment

Score: 5

Explanation: This is a neutral report of a transaction. It doesn't inherently indicate positive or negative sentiment.

Industry Context

This filing is a routine disclosure of a transaction by a company insider, which is common in the financial industry to ensure transparency and prevent insider trading.

Stakeholder Impact

• The transaction may have a minor impact on shareholders as it reflects insider activity, but the amount is relatively small.

Key Dates

Keywords

Form 4, Beneficial Ownership, Theodore J. Hoepner, Brown & Brown, Inc., BRO, Director, Common Stock, Irrevocable Trust