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 |
|---|---|---|---|---|---|---|
| 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 5 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 F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. 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 | 154,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 4 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 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. 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 | 154,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 3 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 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. 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 | 15,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 2 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 F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. 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 | 15,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 1 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 F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. 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 21:52 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,624 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · derivative · entry 8 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · 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: 395,965 Underlying: Class A Common Stock · 4,624 shares Expires not disclosed F3 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 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. F4 · 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 |
| September 30, 2022 Filed Oct 17, 2022 21:52 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,624 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · derivative · entry 7 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · 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 · 4,624 shares Expires not disclosed F3 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 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. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 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 21:52 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 24,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · derivative · entry 6 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · 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: 1,113,367 Underlying: Class A Common Stock · 24,348 shares Expires not disclosed F1 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. 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. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:52 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 24,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · derivative · entry 5 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · 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: 4,624 Underlying: Class A Common Stock · 24,348 shares Expires not disclosed F1 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. 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. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 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 21:52 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftClass B Common Stock | 4,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · nonDerivative · entry 4 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · 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: 395,965 F3 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019. F4 · 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 |
| September 30, 2022 Filed Oct 17, 2022 21:52 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftClass B Common Stock | 4,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · 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 F3 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 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 21:52 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftClass B Common Stock | 24,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · 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: 1,113,367 F1 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:52 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
GiftClass B Common Stock | 24,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · 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: 4,624 F1 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 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 |
Galbraith DanielChief Operating Officer · Member of 10% owner group
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 11,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 8 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 11,348 Underlying: Class A Common Stock · 11,348 shares Expires not disclosed F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. 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. F4 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 11,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 7 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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 · 11,348 shares Expires not disclosed F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. 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. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 59,742 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 6 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 1,365,244 Underlying: Class A Common Stock · 59,742 shares Expires not disclosed F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. 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. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 59,742 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 5 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 11,348 Underlying: Class A Common Stock · 59,742 shares Expires not disclosed F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. 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. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 11,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 4 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 11,348 F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F4 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 11,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 3 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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 F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 59,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 1,365,244 F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Member of 10% owner group
|
GiftClass B Common Stock | 59,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 11,348 F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 4,635 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.xml · derivative · entry 12 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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 244,411 Underlying: Class A Common Stock · 4,635 shares Expires not disclosed F5 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019. F7 · 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. F7 · 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 Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 4,635 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.xml · derivative · entry 11 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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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 · 4,635 shares Expires not disclosed F5 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019. F7 · 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. F7 · 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 directly held by the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 24,407 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.xml · derivative · entry 10 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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 1,826,963 Underlying: Class A Common Stock · 24,407 shares Expires not disclosed F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 to Elizabeth Krystyn. F7 · 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. F7 · 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 |
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 | 24,407 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 4,635 Underlying: Class A Common Stock · 24,407 shares Expires not disclosed F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 to Elizabeth Krystyn. F7 · 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. F7 · 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 directly held by the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 15,058 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 1,802,556 Underlying: Class A Common Stock · 15,058 shares Expires not disclosed F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn. F7 · 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. F7 · 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 |
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 | 15,058 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.xml · derivative · entry 7 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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 269,502 Underlying: Class A Common Stock · 15,058 shares Expires not disclosed F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn. F7 · 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. F7 · 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 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 4,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.xml · nonDerivative · 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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 244,411 F5 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019. F6 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 4,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.xml · nonDerivative · 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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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 F5 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019. F4 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 24,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 1,826,963 F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 to Elizabeth Krystyn. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 24,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 4,635 F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 to Elizabeth Krystyn. F4 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 15,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 1,802,556 F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 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 | 15,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012378 · marketforms-57333.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 Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · 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: 269,502 F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 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 | 6,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.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: Not disclosed Ownership: Direct Disclosed balance after: 2,417,704 Underlying: Class A Common Stock · 6,636 shares Expires not disclosed F3 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman. 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. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 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 | 6,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.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: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,106 Underlying: Class A Common Stock · 6,636 shares Expires not disclosed F3 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman. 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. F4 · 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 and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 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 | 3,771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.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: Direct Disclosed balance after: 2,411,068 Underlying: Class A Common Stock · 3,771 shares Expires not disclosed F1 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman. 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. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 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 | 3,771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.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: Indirect · By Trust Disclosed balance after: 67,364 Underlying: Class A Common Stock · 3,771 shares Expires not disclosed F1 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman. 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. F2 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 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 | 6,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.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: Not disclosed Ownership: Direct Disclosed balance after: 2,417,704 F3 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 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 | 6,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.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: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,106 F3 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman. F4 · 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 and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 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 | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.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: Direct Disclosed balance after: 2,411,068 F1 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 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 | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.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: Indirect · By Trust Disclosed balance after: 67,364 F1 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman. F2 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 21:20 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
PurchaseClass A Common Stock | 172,000 | $28.87 | $4,965,640.00 |
DisclosureSEC source: 0001214659-22-011406 · marketforms-57177.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By J&L Triple B Ranch, LLLP Disclosed balance after: 172,000 F3 · ownership.nature: The shares are held by J&L. The Reporting Person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 21:20 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 172,000 | $28.87 | $4,965,640.00 |
DisclosureSEC source: 0001214659-22-011406 · marketforms-57177.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 The Pop Pop Trust Disclosed balance after: 171,799 F1 · shares: The shares were sold by The Pop Pop Trust to J&L Triple B Ranch, LLLP ("J&L"). The general partner of J&L is Shibumi Services, LLC ("Shibumi"), of which the Reporting Person is the sole manager. The transaction was effected as part of an asset reallocation among entities controlled by the Reporting Person. Accordingly, although the transaction results in a change in the entity through which the Reporting Person reports indirect ownership of the shares sold, the transaction being reported does not result in any change to the aggregate number of shares of Class A Common Stock reported as owned by the Reporting Person, which continues to be 343,799. F2 · ownership.nature: The shares are held by The Pop Pop Trust. The Reporting Person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 20:45 UTC |
Finney Joseph D.Member of 10% Owner Group
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GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 337,852 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009792 · marketforms-56833.xml · derivative · entry 8 Finney Joseph D. · CIK 0001791751 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 337,852 Underlying: Class A Common Stock · 337,852 shares Expires not disclosed 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. F4 · ownership.nature: On August 5, 2022, the reporting person gifted 337,852 shares of the Company's Class B common stock, par value $0.0001 per share, to the Trust. The reporting person disclaims beneficial ownership of the securities in the Trust, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such securities for Section 16 under the Exchange Act or any other purpose. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 20:45 UTC |
Finney Joseph D.Member of 10% Owner Group
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GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 337,852 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009792 · marketforms-56833.xml · derivative · entry 7 Finney Joseph D. · CIK 0001791751 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 337,852 shares Expires not disclosed 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. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 20:45 UTC |
Finney Joseph D.Member of 10% Owner Group
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GiftClass B Common Stock | 337,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009792 · marketforms-56833.xml · nonDerivative · entry 6 Finney Joseph D. · CIK 0001791751 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 337,852 F4 · shares: On August 5, 2022, the reporting person gifted 337,852 shares of the Company's Class B common stock, par value $0.0001 per share, to the Trust. The reporting person disclaims beneficial ownership of the securities in the Trust, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such securities for Section 16 under the Exchange Act or any other purpose. F4 · ownership.nature: On August 5, 2022, the reporting person gifted 337,852 shares of the Company's Class B common stock, par value $0.0001 per share, to the Trust. The reporting person disclaims beneficial ownership of the securities in the Trust, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that he is the beneficial owner of such securities for Section 16 under the Exchange Act or any other purpose. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 20:45 UTC |
Finney Joseph D.Member of 10% Owner Group
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GiftClass B Common Stock | 337,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009792 · marketforms-56833.xml · nonDerivative · entry 5 Finney Joseph D. · CIK 0001791751 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 01, 2022 Filed Jul 2, 2022 01:34 UTC |
Parasuraman SunitaDirector
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GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-008560 · marketforms-56590.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,996 Read SEC document |
| July 01, 2022 Filed Jul 2, 2022 01:34 UTC |
SULLIVAN CHRIS THOMASDirector
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GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-008562 · marketforms-56592.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,835 Read SEC document |
| July 01, 2022 Filed Jul 2, 2022 01:32 UTC |
KADOW JOSEPH JOHNDirector
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GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-008558 · marketforms-56588.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,151 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.