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Nasdaq · USD

BWIN

Baldwin Insurance Group, Inc.

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Tapewire entity
4244
SEC CIK
0001781755
Parsed reports
505

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
MonthPurchasesSales
Nov 202500
Dec 202505
Jan 202600
Feb 202600
Mar 202622
Apr 202600
May 202605
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 01, 2023 Filed Jul 5, 2023 20:05 UTC GrantClass A Common Stock 757 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-009251 · marketforms-62042.xml · nonDerivative · entry 1

Muthukrishnan Sathish · CIK 0001974546 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 757

Read SEC document
July 01, 2023 Filed Jul 5, 2023 20:05 UTC GrantClass A Common Stock 757 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-009250 · marketforms-62046.xml · nonDerivative · entry 1

Williams Myron K · CIK 0001901459 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,948

Read SEC document
May 11, 2023 Filed May 12, 2023 20:05 UTC
Cohen Seth BalaGeneral Counsel
SaleClass A Common Stock 2,000 $22.47 $44,940.00
Disclosure

SEC source: 0001214659-23-006957 · marketforms-61510.xml · nonDerivative · entry 1

Cohen Seth Bala · CIK 0001908559 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,982

Read SEC document
May 11, 2023 Filed May 15, 2023 23:13 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 913,709 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001214659-23-007221 · marketforms-61524.xml · derivative · entry 5

Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 913,709

Underlying: Class A Common Stock · 913,709 shares

Expires not disclosed

F1 · shares: These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023.

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 held by the John A. Valentine Revocable Trust, dated March 20, 2023, of which the reporting person serves as the sole trustee and beneficiary.

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May 11, 2023 Filed May 15, 2023 23:13 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 913,709 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001214659-23-007221 · marketforms-61524.xml · derivative · entry 4

Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 913,709 shares

Expires not disclosed

F1 · shares: These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023.

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
May 11, 2023 Filed May 15, 2023 23:13 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
GiftClass B Common Stock 913,709 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-007221 · marketforms-61524.xml · nonDerivative · entry 2

Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 913,709

F1 · shares: These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023.

F2 · ownership.nature: These securities are held by the John A. Valentine Revocable Trust, dated March 20, 2023, of which the reporting person serves as the sole trustee and beneficiary.

Read SEC document
May 11, 2023 Filed May 15, 2023 23:13 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
GiftClass B Common Stock 913,709 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-007221 · marketforms-61524.xml · nonDerivative · entry 1

Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · shares: These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC GrantClass A Common Stock 737 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004863 · marketforms-61153.xml · nonDerivative · entry 1

Parasuraman Sunita · CIK 0001901482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,191

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC GrantClass A Common Stock 737 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004864 · marketforms-61151.xml · nonDerivative · entry 1

SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,030

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC GrantClass A Common Stock 737 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004856 · marketforms-61158.xml · nonDerivative · entry 1

KADOW JOSEPH JOHN · CIK 0001019438 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,346

Read SEC document
April 01, 2023 Filed Apr 4, 2023 16:05 UTC GrantClass A Common Stock 737 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004859 · marketforms-61154.xml · nonDerivative · entry 1

CASEY PHILLIP E · CIK 0001104173 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,030

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC GrantClass A Common Stock 737 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004865 · marketforms-61150.xml · nonDerivative · entry 1

Matas Barbara Ruth · CIK 0001671249 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,346

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Shook EllynDirector
GrantClass A Common Stock 737 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004858 · marketforms-61155.xml · nonDerivative · entry 1

Shook Ellyn · CIK 0001600370 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,191

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:06 UTC
Cohen Seth BalaGeneral Counsel
OtherClass A Common Stock 60 $25.46 $1,527.60
Disclosure

SEC source: 0001214659-23-004853 · marketforms-61163.xml · nonDerivative · entry 4

Cohen Seth Bala · CIK 0001908559 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,982

F4 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 3 filed February 2, 2022.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:06 UTC
Cohen Seth BalaGeneral Counsel
GrantClass A Common Stock 3,799 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004853 · marketforms-61163.xml · nonDerivative · entry 3

Cohen Seth Bala · CIK 0001908559 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,042

F3 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2024, March 15, 2025, March 15, 2026, March 15, 2027, and March 15, 2028, in each case subject to Mr. Cohen's continued employment through each vesting date.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:06 UTC
Cohen Seth BalaGeneral Counsel
Tax withholdingClass A Common Stock 3,789 $25.46 $96,467.94
Disclosure

SEC source: 0001214659-23-004853 · marketforms-61163.xml · nonDerivative · entry 2

Cohen Seth Bala · CIK 0001908559 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,243

F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:06 UTC
Cohen Seth BalaGeneral Counsel
GrantClass A Common Stock 14,959 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004853 · marketforms-61163.xml · nonDerivative · entry 1

Cohen Seth Bala · CIK 0001908559 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,032

F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2022.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 25,047 $25.46 $637,696.62
Disclosure

SEC source: 0001214659-23-004852 · marketforms-61161.xml · nonDerivative · entry 2

Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,839

F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
GrantClass A Common Stock 76,938 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004852 · marketforms-61161.xml · nonDerivative · entry 1

Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,886

F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2022.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC GrantClass A Common Stock 737 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004857 · marketforms-61156.xml · nonDerivative · entry 1

Williams Myron K · CIK 0001901459 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,191

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Hale BradfordChief Financial Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 10,750 $25.46 $273,695.00
Disclosure

SEC source: 0001214659-23-004851 · marketforms-61164.xml · nonDerivative · entry 2

Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,320

F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Hale BradfordChief Financial Officer · Member of 10% owner group
GrantClass A Common Stock 31,106 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004851 · marketforms-61164.xml · nonDerivative · entry 1

Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,070

F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2022.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 7,999 $25.46 $203,654.54
Disclosure

SEC source: 0001214659-23-004848 · marketforms-61167.xml · nonDerivative · entry 2

Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,035

F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
GrantClass A Common Stock 32,629 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004848 · marketforms-61167.xml · nonDerivative · entry 1

Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,034

F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2022.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Cohen Jay ADirector
GrantClass A Common Stock 737 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004855 · marketforms-61160.xml · nonDerivative · entry 1

Cohen Jay A · CIK 0001866862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,369

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 10,398 $25.46 $264,733.08
Disclosure

SEC source: 0001214659-23-004850 · marketforms-61165.xml · nonDerivative · entry 2

Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,222

F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
GrantClass A Common Stock 33,157 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004850 · marketforms-61165.xml · nonDerivative · entry 1

Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,620

F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2022.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Galbraith DanielChief Operating Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 11,268 $25.46 $286,883.28
Disclosure

SEC source: 0001214659-23-004854 · marketforms-61162.xml · nonDerivative · entry 2

Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,037

F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Galbraith DanielChief Operating Officer · Member of 10% owner group
GrantClass A Common Stock 32,629 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004854 · marketforms-61162.xml · nonDerivative · entry 1

Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,305

F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2022.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Lichon Corbyn N.Chief Accounting Officer
Tax withholdingClass A Common Stock 608 $25.46 $15,479.68
Disclosure

SEC source: 0001214659-23-004849 · marketforms-61166.xml · nonDerivative · entry 4

Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,232

F4 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2021.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Lichon Corbyn N.Chief Accounting Officer
GrantClass A Common Stock 1,773 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004849 · marketforms-61166.xml · nonDerivative · entry 3

Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,840

F3 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2024, March 15, 2025, March 15, 2026, March 15, 2027, and March 15, 2028, in each case subject to Ms. Lichon's continued employment through each vesting date.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Lichon Corbyn N.Chief Accounting Officer
Tax withholdingClass A Common Stock 2,549 $25.46 $64,897.54
Disclosure

SEC source: 0001214659-23-004849 · marketforms-61166.xml · nonDerivative · entry 2

Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,067

F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 20:05 UTC
Lichon Corbyn N.Chief Accounting Officer
GrantClass A Common Stock 9,744 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-004849 · marketforms-61166.xml · nonDerivative · entry 1

Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,616

F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2022.

Read SEC document
April 01, 2023 Filed Feb 2, 2024 21:05 UTC
Sherman LauraMember of 10% owner group
Tax withholdingClass A Common Stock 186 $25.46 $4,735.56
Disclosure

SEC source: 0001214659-24-001767 · marketforms-64534.xml · nonDerivative · entry 1

Sherman Laura · CIK 0001787578 · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,698

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on June 14, 2022.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Hale BradfordChief Financial Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 406 $22.52 $9,143.12
Disclosure

SEC source: 0001214659-23-003905 · marketforms-60822.xml · nonDerivative · entry 2

Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,964

F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on May 5, 2021.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Hale BradfordChief Financial Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 560 $22.52 $12,611.20
Disclosure

SEC source: 0001214659-23-003905 · marketforms-60822.xml · nonDerivative · entry 1

Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,370

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2022.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 373 $22.52 $8,399.96
Disclosure

SEC source: 0001214659-23-003904 · marketforms-60819.xml · nonDerivative · entry 2

Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,463

F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on May 5, 2021.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 515 $22.52 $11,597.80
Disclosure

SEC source: 0001214659-23-003904 · marketforms-60819.xml · nonDerivative · entry 1

Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,836

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2022.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Lichon Corbyn N.Chief Accounting Officer
Tax withholdingClass A Common Stock 60 $22.52 $1,351.20
Disclosure

SEC source: 0001214659-23-003907 · marketforms-60825.xml · nonDerivative · entry 2

Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,872

F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on May 5, 2021.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Lichon Corbyn N.Chief Accounting Officer
Tax withholdingClass A Common Stock 83 $22.52 $1,869.16
Disclosure

SEC source: 0001214659-23-003907 · marketforms-60825.xml · nonDerivative · entry 1

Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,932

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2022.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Galbraith DanielChief Operating Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 406 $22.52 $9,143.12
Disclosure

SEC source: 0001214659-23-003903 · marketforms-60816.xml · nonDerivative · entry 2

Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,676

F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on May 5, 2021.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Galbraith DanielChief Operating Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 560 $22.52 $12,611.20
Disclosure

SEC source: 0001214659-23-003903 · marketforms-60816.xml · nonDerivative · entry 1

Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,082

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2022.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 505 $22.52 $11,372.60
Disclosure

SEC source: 0001214659-23-003906 · marketforms-60824.xml · nonDerivative · entry 2

Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,948

F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on May 5, 2021.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 844 $22.52 $19,006.88
Disclosure

SEC source: 0001214659-23-003906 · marketforms-60824.xml · nonDerivative · entry 1

Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 99,453

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2022.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 303 $22.52 $6,823.56
Disclosure

SEC source: 0001214659-23-003902 · marketforms-60817.xml · nonDerivative · entry 2

Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,405

F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on May 5, 2021.

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March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
Tax withholdingClass A Common Stock 418 $22.52 $9,413.36
Disclosure

SEC source: 0001214659-23-003902 · marketforms-60817.xml · nonDerivative · entry 1

Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,708

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2022.

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March 15, 2023 Filed Mar 16, 2023 21:15 UTC
Cohen Seth BalaGeneral Counsel
Tax withholdingClass A Common Stock 209 $22.52 $4,706.68
Disclosure

SEC source: 0001214659-23-003901 · marketforms-60815.xml · nonDerivative · entry 1

Cohen Seth Bala · CIK 0001908559 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,073

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed April 5, 2022.

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January 01, 2023 Filed Jan 4, 2023 21:30 UTC GrantClass A Common Stock 746 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-000157 · marketforms-58076.xml · nonDerivative · entry 1

Parasuraman Sunita · CIK 0001901482 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,454

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January 01, 2023 Filed Jan 4, 2023 21:31 UTC GrantClass A Common Stock 746 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-000160 · marketforms-58078.xml · nonDerivative · entry 1

SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,293

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January 01, 2023 Filed Jan 4, 2023 21:31 UTC GrantClass A Common Stock 746 $0.00 $0.00
Disclosure

SEC source: 0001214659-23-000161 · marketforms-58080.xml · nonDerivative · entry 1

KADOW JOSEPH JOHN · CIK 0001019438 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,609

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.