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 |
|---|---|---|---|---|---|---|
| January 01, 2023 Filed Jan 4, 2023 16:30 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000159 · marketforms-58077.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,293 Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:30 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000158 · marketforms-58075.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,609 Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:31 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000164 · marketforms-58081.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:31 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000162 · marketforms-58079.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:31 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000163 · marketforms-58082.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,632 Read SEC document |
| December 15, 2022 Filed Dec 21, 2022 21:28 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 | 2,417,704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015172 · marketforms-57914.xml · derivative · 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: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,417,704 Underlying: Class A Common Stock · 2,417,704 shares Expires not disclosed F1 · shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. F5 · 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. F5 · 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. F1 · derivative.underlying_shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. F2 · 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 |
| December 15, 2022 Filed Dec 21, 2022 21:28 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 | 2,417,704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015172 · marketforms-57914.xml · derivative · 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: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,417,704 shares Expires not disclosed F1 · shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. F5 · 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. F5 · 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. F1 · derivative.underlying_shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. Read SEC document |
| December 15, 2022 Filed Dec 21, 2022 21:28 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 | 2,417,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015172 · marketforms-57914.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: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,417,704 F1 · shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. F2 · 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 |
| December 15, 2022 Filed Dec 21, 2022 21:28 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 | 2,417,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015172 · marketforms-57914.xml · nonDerivative · entry 1 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: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 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 | 1,826,963 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015174 · marketforms-57912.xml · derivative · entry 6 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: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,826,963 Underlying: Class A Common Stock · 1,826,963 shares Expires not disclosed F1 · shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. F5 · 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. F5 · 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. F1 · derivative.underlying_shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. 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 |
| December 08, 2022 Filed Dec 21, 2022 21:29 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 | 1,826,963 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015174 · marketforms-57912.xml · derivative · entry 5 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: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,826,963 shares Expires not disclosed F1 · shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. F5 · 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. F5 · 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. F1 · derivative.underlying_shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 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 | 1,826,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015174 · marketforms-57912.xml · nonDerivative · entry 2 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: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,826,963 F1 · shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. 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 |
| December 08, 2022 Filed Dec 21, 2022 21:29 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 | 1,826,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015174 · marketforms-57912.xml · nonDerivative · entry 1 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: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,365,244 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015173 · marketforms-57911.xml · derivative · entry 5 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,365,244 Underlying: Class A Common Stock · 1,365,244 shares Expires not disclosed F1 · shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. 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. F1 · derivative.underlying_shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,365,244 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015173 · marketforms-57911.xml · derivative · entry 4 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,365,244 shares Expires not disclosed F1 · shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. 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. F1 · derivative.underlying_shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
GiftClass B Common Stock | 1,365,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015173 · marketforms-57911.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,365,244 F1 · shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
GiftClass B Common Stock | 1,365,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015173 · marketforms-57911.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: 0 F1 · shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 21:30 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 70,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014528 · marketforms-57776.xml · derivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,811,478 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed F2 · 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. F2 · 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. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 21:30 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014528 · marketforms-57776.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,811,478 F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 21:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 70,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014527 · marketforms-57778.xml · derivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,811,478 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed F1 · price: These securities were transferred 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 02, 2022 Filed Dec 5, 2022 21:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleClass B Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014527 · marketforms-57778.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,811,478 F1 · price: These securities were transferred 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 |
| December 01, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,113,367 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · derivative · entry 11 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,113,367 Underlying: Class A Common Stock · 1,113,367 shares Expires not disclosed F4 · shares: These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014. F8 · 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. F8 · 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. F5 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck Revocable Trust, dated September 4, 2014, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| December 01, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,113,367 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · derivative · entry 10 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,113,367 shares Expires not disclosed F4 · shares: These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014. F8 · 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. F8 · 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 |
| December 01, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftClass B Common Stock | 1,113,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 6 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,113,367 F4 · shares: These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014. F5 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck Revocable Trust, dated September 4, 2014, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| December 01, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftClass B Common Stock | 1,113,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 5 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · shares: These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · derivative · entry 9 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 385,965 Underlying: Class A Common Stock · 10,000 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 converted 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 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 Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
SaleClass A Common Stock | 10,000 | $29.33 | $293,300.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 4 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.32 to $29.49. 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. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,000 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. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
ConversionClass B Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 385,965 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. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
SaleClass A Common Stock | 15,000 | $29.34 | $440,100.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.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: 51,126 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.32 to $29.61. 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. Read SEC document |
| November 21, 2022 Filed Nov 21, 2022 21:17 UTC |
Cohen Seth BalaGeneral Counsel
|
SaleClass A Common Stock | 3,463 | $28.25 | $97,829.75 |
DisclosureSEC source: 0001214659-22-014043 · marketforms-57637.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,282 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:45 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012002 · marketforms-57288.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,708 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:48 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-011999 · marketforms-57281.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,547 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:46 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012003 · marketforms-57290.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,863 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 16:45 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012001 · marketforms-57286.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,547 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:46 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012005 · marketforms-57291.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,863 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:48 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012000 · marketforms-57282.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,708 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:48 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-011997 · marketforms-57280.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,708 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:46 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012004 · marketforms-57289.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,886 Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 16 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 395,460 Underlying: Class A Common Stock · 1,122 shares Expires not disclosed F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8 · 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. F8 · 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. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 15 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 1,122 shares Expires not disclosed F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8 · 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. F8 · 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. F6 · ownership.nature: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 5,912 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 14 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 913,709 Underlying: Class A Common Stock · 5,912 shares Expires not disclosed F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F8 · 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. F8 · 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 |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 5,912 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 13 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,122 Underlying: Class A Common Stock · 5,912 shares Expires not disclosed F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F8 · 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. F8 · 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. F6 · ownership.nature: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 154,338 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 12 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 394,338 Underlying: Class A Common Stock · 154,338 shares Expires not disclosed F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8 · 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. F8 · 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. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 154,338 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 11 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 154,338 shares Expires not disclosed F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8 · 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. F8 · 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 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 10 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907,797 Underlying: Class A Common Stock · 15,511 shares Expires not disclosed F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F8 · 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. F8 · 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 |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 9 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 154,338 Underlying: Class A Common Stock · 15,511 shares Expires not disclosed F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F8 · 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. F8 · 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 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 8 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 395,460 F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 7 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F6 · ownership.nature: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 5,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 6 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 913,709 F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. 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.