Last 12 months
Inside the activity.
2 purchase rows · 12 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 5 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 2 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 5 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 2,117,388 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004520 · marketforms-65207.xml · derivative · entry 3 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,374,090 Underlying: Class A Common Stock · 2,117,388 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004520 · marketforms-65207.xml · nonDerivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,274,090 F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 2,117,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004520 · marketforms-65207.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,374,090 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · derivative · entry 12 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · derivative · entry 11 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the managing member of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · derivative · entry 10 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 13,274,090 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the managing member of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the managing member of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 2,117,388 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · derivative · entry 9 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 13,374,090 Underlying: Class A Common Stock · 2,117,388 shares Expires not disclosed F1 · kind: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 62,629 | $28.94 | $1,812,483.26 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · nonDerivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 37,371 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $28.72 to $29.03. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · nonDerivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 100,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 100,000 F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the managing member of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the managing member of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 13,274,090 F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the managing member of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the managing member of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 2,117,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 13,374,090 F1 · kind: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:08 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 2,117,388 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004518 · marketforms-65208.xml · derivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 2,117,388 Underlying: Class A Common Stock · 2,117,388 shares Expires not disclosed F1 · kind: These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. F1 · price: These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:08 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
OtherClass B Common Stock | 2,117,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004518 · marketforms-65208.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 2,117,388 F1 · kind: These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. F1 · price: These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000147 · marketforms-64006.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,646 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000146 · marketforms-64005.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,485 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000143 · marketforms-64001.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,801 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000145 · marketforms-64003.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,801 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000141 · marketforms-63999.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,646 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000142 · marketforms-64000.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,824 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC |
Muthukrishnan SathishDirector
|
GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000148 · marketforms-64007.xml · nonDerivative · entry 1 Muthukrishnan Sathish · CIK 0001974546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,455 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000144 · marketforms-64002.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,646 Read SEC document |
| December 01, 2023 Filed Dec 2, 2023 00:30 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015920 · marketforms-63693.xml · derivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,491,478 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC in exchange for a corresponding reduction in such member's ownership of Baldwin Insurance Group Holdings, LLC. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 2, 2023 00:30 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015920 · marketforms-63693.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,491,478 F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC in exchange for a corresponding reduction in such member's ownership of Baldwin Insurance Group Holdings, LLC. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 2, 2023 00:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · derivative · entry 6 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,491,478 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 2, 2023 00:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · nonDerivative · entry 3 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,491,478 F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015920 · marketforms-63693.xml · derivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,591,478 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC in exchange for a corresponding reduction in such member's ownership of Baldwin Insurance Group Holdings, LLC. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015920 · marketforms-63693.xml · derivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,641,478 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC in exchange for a corresponding reduction in such member's ownership of Baldwin Insurance Group Holdings, LLC. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015920 · marketforms-63693.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,591,478 F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC in exchange for a corresponding reduction in such member's ownership of Baldwin Insurance Group Holdings, LLC. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015920 · marketforms-63693.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,641,478 F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC in exchange for a corresponding reduction in such member's ownership of Baldwin Insurance Group Holdings, LLC. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · derivative · entry 5 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,591,478 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,641,478 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · nonDerivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,591,478 F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,641,478 F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 12 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,233,182 Underlying: Class A Common Stock · 15,478 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 11 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 15,478 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 15,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 6 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,233,182 F3 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 15,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC |
Krystyn ElizabethMember of 10% owner group
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 25,446 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · derivative · entry 9 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,852,409 Underlying: Class A Common Stock · 25,446 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC |
Krystyn ElizabethMember of 10% owner group
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 25,446 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · derivative · entry 8 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 25,446 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC |
Krystyn ElizabethMember of 10% owner group
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 25,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · nonDerivative · entry 4 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,852,409 F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC |
Krystyn ElizabethMember of 10% owner group
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 25,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · nonDerivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 9,106 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 10 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,478 Underlying: Class A Common Stock · 9,106 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 9,106 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 9 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 9,106 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 6,372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 8 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,372 Underlying: Class A Common Stock · 6,372 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 6,372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 7 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 60,992 Underlying: Class A Common Stock · 6,372 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 9,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 4 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,478 Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 9,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 6,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 2 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,372 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.