Last 12 months
Inside the activity.
2 purchase rows · 12 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 5 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 2 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 5 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 09, 2022 Filed Mar 11, 2022 21:39 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 8,614 | $25.59 | $220,432.26 |
DisclosureSEC source: 0000950103-22-004444 · dp169065_4-baldwin.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 13,117 F2 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $25.46 to $25.85. 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 |
| March 09, 2022 Filed Mar 11, 2022 21:39 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 4,503 | $25.08 | $112,935.24 |
DisclosureSEC source: 0000950103-22-004444 · dp169065_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 4,503 F1 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $24.44 to $25.36. 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 |
| March 08, 2022 Filed Mar 9, 2022 21:13 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 1,000 | $22.62 | $22,620.00 |
DisclosureSEC source: 0000950103-22-004313 · dp168926_4-galbraith.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,928 Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 21:13 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 4,000 | $22.78 | $91,120.00 |
DisclosureSEC source: 0000950103-22-004313 · dp168926_4-galbraith.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: 32,928 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $22.76 to $22.78. 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 |
| March 07, 2022 Filed Mar 9, 2022 00:17 UTC |
Valentine John A.Chief Partnership Officer, · Member of 10% owner group
|
PurchaseClass A Common Stock | 250 | $24.00 | $6,000.00 |
DisclosureSEC source: 0000950103-22-004245 · dp168862_4valentine.xml · nonDerivative · entry 4 Valentine John A. · CIK 0001787661 · Chief Partnership Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,311 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 00:17 UTC |
Valentine John A.Chief Partnership Officer, · Member of 10% owner group
|
PurchaseClass A Common Stock | 250 | $24.34 | $6,085.00 |
DisclosureSEC source: 0000950103-22-004245 · dp168862_4valentine.xml · nonDerivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,061 Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:17 UTC |
Valentine John A.Chief Partnership Officer, · Member of 10% owner group
|
PurchaseClass A Common Stock | 500 | $27.34 | $13,670.00 |
DisclosureSEC source: 0000950103-22-004245 · dp168862_4valentine.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,811 Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:17 UTC |
Valentine John A.Chief Partnership Officer, · Member of 10% owner group
|
PurchaseClass A Common Stock | 500 | $27.34 | $13,670.00 |
DisclosureSEC source: 0000950103-22-004245 · dp168862_4valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,311 Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:16 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 500 | $26.11 | $13,055.00 |
DisclosureSEC source: 0000950103-22-004244 · dp168849_4-wiebeck.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 · IRA Disclosed balance after: 1,000 F2 · ownership.nature: Purchased by a Traditional IRA of the reporting person (Kristopher A. Wiebeck IRA). Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:16 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 500 | $27.17 | $13,585.00 |
DisclosureSEC source: 0000950103-22-004244 · dp168849_4-wiebeck.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 · IRA Disclosed balance after: 500 F2 · ownership.nature: Purchased by a Traditional IRA of the reporting person (Kristopher A. Wiebeck IRA). Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:16 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 500 | $26.16 | $13,080.00 |
DisclosureSEC source: 0000950103-22-004244 · dp168849_4-wiebeck.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 · IRA Disclosed balance after: 1,000 F1 · ownership.nature: Purchased by a Roth IRA of the reporting person (Kristopher A. Wiebeck Roth IRA). Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:16 UTC |
Wiebeck Kristopher AaronDirector · Chief Strategy Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 500 | $27.15 | $13,575.00 |
DisclosureSEC source: 0000950103-22-004244 · dp168849_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 500 F1 · ownership.nature: Purchased by a Roth IRA of the reporting person (Kristopher A. Wiebeck Roth IRA). Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:09 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000160 · dp164642_4-parasuraman.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:11 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000164 · dp164647_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,359 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:06 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000157 · dp164645_4-kadow.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,675 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 18:00 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000152 · dp164643_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,359 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:07 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000159 · dp164646_4-matas.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,675 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:10 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000162 · dp164648_4-shook.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:03 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000155 · dp164644_4-cohen.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,698 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:13 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000165 · dp164649_4-williams.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GiftLLC Units to Baldwin Risk Partners, LLC · Derivative | 240,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019589 · dp163539_4-valentine.xml · derivative · entry 7 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 416,883 Underlying: Class A Common Stock · 240,000 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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 his pecuniary interest therein. F3 · ownership.nature: Shares held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, and Sarah S. Valentine, as Trustee of the John A. Valentine 2019 Irrevocable Trust, dated September 27, 2019 ("Trusts"). Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 240,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019589 · dp163539_4-valentine.xml · derivative · entry 5 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 892,286 Underlying: Class A Common Stock · 240,000 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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 07, 2021 Filed Dec 10, 2021 02:47 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GiftClass B Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019589 · dp163539_4-valentine.xml · nonDerivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 416,883 F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F3 · ownership.nature: Shares held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, and Sarah S. Valentine, as Trustee of the John A. Valentine 2019 Irrevocable Trust, dated September 27, 2019 ("Trusts"). Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GiftClass B Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019589 · dp163539_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 892,286 Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC |
Sherman LauraMember of 10% owner group
|
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 73,170 | $37.94 Strike: $0.00 | $2,776,069.80 |
DisclosureSEC source: 0000950103-21-019588 · dp163540_4-sherman.xml · derivative · entry 7 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 133,578 Underlying: Class A Common Stock · 73,170 shares Expires not disclosed F1 · kind: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F1 · price: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F5 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of her pecuniary interest therein. F4 · ownership.nature: Shares held by the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019, Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, and BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC |
Sherman LauraMember of 10% owner group
|
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 73,170 | $37.94 Strike: $0.00 | $2,776,069.80 |
DisclosureSEC source: 0000950103-21-019588 · dp163540_4-sherman.xml · derivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,407,297 Underlying: Class A Common Stock · 73,170 shares Expires not disclosed F1 · kind: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F1 · price: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F5 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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 07, 2021 Filed Dec 10, 2021 02:47 UTC |
Sherman LauraMember of 10% owner group
|
OtherClass B Common Stock | 73,170 | $37.94 | $2,776,069.80 |
DisclosureSEC source: 0000950103-21-019588 · dp163540_4-sherman.xml · nonDerivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 133,578 F1 · kind: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F1 · price: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of her pecuniary interest therein. F4 · ownership.nature: Shares held by the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019, Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, and BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC |
Sherman LauraMember of 10% owner group
|
OtherClass B Common Stock | 73,170 | $37.94 | $2,776,069.80 |
DisclosureSEC source: 0000950103-21-019588 · dp163540_4-sherman.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,407,297 F1 · kind: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F1 · price: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 114,201 | $36.35 | $4,151,206.35 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 9 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: 343,799 F4 · price: The reported securities were sold at a price of $36.35. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 35,799 | $36.35 | $1,301,293.65 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 8 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Honey Bee Family Trust Disclosed balance after: 0 F4 · price: The reported securities were sold at a price of $36.35. Read SEC document |
| December 06, 2021 Filed Aug 9, 2022 20:45 UTC |
Finney Joseph D.Member of 10% Owner Group
|
GiftClass A Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009792 · marketforms-56833.xml · nonDerivative · entry 3 Finney Joseph D. · CIK 0001791751 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 35,000 F2 · shares: On December 6, 2021, the reporting person gifted 35,000 shares of the Company's Class A Common Stock to the Joseph D. Finney Revocable Trust u/a/d 10/12/21 (the "Trust"), of which his wife and children are beneficiaries. Due to an administrative error, the reporting person inadvertently failed to file the required report pursuant to Section 16 under the Exchange Act, with respect to the gift. 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 or any other purpose. F2 · ownership.nature: On December 6, 2021, the reporting person gifted 35,000 shares of the Company's Class A Common Stock to the Joseph D. Finney Revocable Trust u/a/d 10/12/21 (the "Trust"), of which his wife and children are beneficiaries. Due to an administrative error, the reporting person inadvertently failed to file the required report pursuant to Section 16 under the Exchange Act, with respect to the gift. 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 or any other purpose. Read SEC document |
| December 06, 2021 Filed Aug 9, 2022 20:45 UTC |
Finney Joseph D.Member of 10% Owner Group
|
GiftClass A Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-009792 · marketforms-56833.xml · nonDerivative · entry 2 Finney Joseph D. · CIK 0001791751 · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 923 F2 · shares: On December 6, 2021, the reporting person gifted 35,000 shares of the Company's Class A Common Stock to the Joseph D. Finney Revocable Trust u/a/d 10/12/21 (the "Trust"), of which his wife and children are beneficiaries. Due to an administrative error, the reporting person inadvertently failed to file the required report pursuant to Section 16 under the Exchange Act, with respect to the gift. 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 or any other purpose. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:21 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: 0000950103-21-019448 · dp163396_4-bigh.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,881,478 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed 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 03, 2021 Filed Dec 8, 2021 02:21 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 500,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019448 · dp163396_4-bigh.xml · derivative · entry 3 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,951,478 Underlying: Class A Common Stock · 500,000 shares Expires not disclosed F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust'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 03, 2021 Filed Dec 8, 2021 02:21 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleClass B Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019448 · dp163396_4-bigh.xml · nonDerivative · 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: 15,881,478 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 03, 2021 Filed Dec 8, 2021 02:21 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
SaleClass B Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019448 · dp163396_4-bigh.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: 15,951,478 F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 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: 0000950103-21-019447 · dp163395_4-baldwin.xml · derivative · entry 11 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,881,478 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed F5 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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. F2 · ownership.nature: Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts"). Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 500,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · derivative · entry 10 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,951,478 Underlying: Class A Common Stock · 500,000 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. F5 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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. F2 · ownership.nature: Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts"). Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 6,201 | $37.37 | $231,731.37 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 7 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Honey Bee Family Trust Disclosed balance after: 35,799 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $37.05 to $37.70. 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 |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
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ConversionClass A Common Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Honey Bee Family Trust Disclosed balance after: 42,000 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. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Honey Bee Family Trust Disclosed balance after: 42,000 Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 458,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 4 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: 458,000 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. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 458,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 3 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: 458,000 Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.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 Trusts and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,881,478 F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F2 · ownership.nature: Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts"). Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.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 Trusts and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,951,478 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. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F2 · ownership.nature: Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts"). Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:50 UTC |
SULLIVAN CHRIS THOMASDirector
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GrantClass A Common Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-015422 · dp159370_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,839 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:48 UTC |
KADOW JOSEPH JOHNDirector
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GrantClass A Common Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-015420 · dp159369_4-kadow.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,155 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 19:48 UTC |
CASEY PHILLIP EDirector
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GrantClass A Common Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-015421 · dp159368_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,839 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:45 UTC |
Matas Barbara RuthDirector
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GrantClass A Common Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-015419 · dp159367_4-matas.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,155 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:51 UTC |
Cohen Jay ADirector
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GrantClass A Common Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-015423 · dp159371_4-cohen.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,178 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.