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BWIN

Baldwin Insurance Group, Inc.

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4244
SEC CIK
0001781755
Parsed reports
505

Last 12 months

Inside the activity.

2 purchase rows · 12 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202505
Jan 202600
Feb 202600
Mar 202622
Apr 202600
May 202605
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 4,164 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 26

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 15,742

Underlying: Class A Common Stock · 4,164 shares

Expires not disclosed

F13 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 2,366 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 25

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 71,135

Underlying: Class A Common Stock · 2,366 shares

Expires not disclosed

F12 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 119,871 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 24

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 119,871 shares

Expires not disclosed

F11 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 15,376 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 23

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 119,871

Underlying: Class A Common Stock · 15,376 shares

Expires not disclosed

F10 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 15,278 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 22

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 28,972

Underlying: Class A Common Stock · 15,278 shares

Expires not disclosed

F9 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 391,341 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 21

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 391,341 shares

Expires not disclosed

F8 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 40,086 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 20

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 391,341

Underlying: Class A Common Stock · 40,086 shares

Expires not disclosed

F7 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 3,710 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 19

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 7,034

Underlying: Class A Common Stock · 3,710 shares

Expires not disclosed

F6 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine, the trustee and beneficiary of the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 9,733 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 18

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 169,849

Underlying: Class A Common Stock · 9,733 shares

Expires not disclosed

F5 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 15,316 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 17

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 29,042

Underlying: Class A Common Stock · 15,316 shares

Expires not disclosed

F4 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 9,449 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 16

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 284,560

Underlying: Class A Common Stock · 9,449 shares

Expires not disclosed

F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 239,776 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 15

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 239,776 shares

Expires not disclosed

F2 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 30,735 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 14

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 239,776

Underlying: Class A Common Stock · 30,735 shares

Expires not disclosed

F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019.

F14 · 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.

F14 · 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, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 4,164 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 13

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 15,742

F13 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 2,366 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 12

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 71,135

F12 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 119,871 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 11

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F11 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 15,376 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 10

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 119,871

F10 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 15,278 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 9

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 28,972

F9 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 391,341 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 8

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F8 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 40,086 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 7

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 391,341

F7 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 3,710 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 6

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 7,034

F6 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine, the trustee and beneficiary of the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 9,733 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 5

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 169,849

F5 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 15,316 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 4

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 29,042

F4 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 9,449 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 3

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 284,560

F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 239,776 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 2

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC GiftClass B Common Stock 30,735 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 1

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · 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

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

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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

Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 239,776

F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:48 UTC
Krystyn ElizabethMember of 10% owner group
Wiebeck Kristopher AaronMember of 10% owner group
Sherman LauraMember of 10% owner group
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 119,871 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 13

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group

Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group

Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group

Sherman Laura · CIK 0001787578 · 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: 206,748

Underlying: Class A Common Stock · 119,871 shares

Expires not disclosed

F5 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1, of which Laura Sherman is a beneficiary.

F6 · 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.

F6 · 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.

F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:48 UTC
Krystyn ElizabethMember of 10% owner group
Wiebeck Kristopher AaronMember of 10% owner group
Sherman LauraMember of 10% owner group
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 391,341 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 11

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group

Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group

Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group

Sherman Laura · CIK 0001787578 · 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: 420,313

Underlying: Class A Common Stock · 391,341 shares

Expires not disclosed

F4 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019, of which Kristopher Aaron Wiebeck is a beneficiary.

F6 · 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.

F6 · 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.

F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:48 UTC
Krystyn ElizabethMember of 10% owner group
Wiebeck Kristopher AaronMember of 10% owner group
Sherman LauraMember of 10% owner group
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 239,776 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 9

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group

Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group

Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group

Sherman Laura · CIK 0001787578 · 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: 553,378

Underlying: Class A Common Stock · 239,776 shares

Expires not disclosed

F2 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Elizabeth Krystyn is a beneficiary.

F6 · 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.

F6 · 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.

F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:48 UTC
Krystyn ElizabethMember of 10% owner group
Wiebeck Kristopher AaronMember of 10% owner group
Sherman LauraMember of 10% owner group
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative 37,488 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 8

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group

Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group

Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group

Sherman Laura · CIK 0001787578 · 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: 71,090

Underlying: Class A Common Stock · 37,488 shares

Expires not disclosed

F1 · shares: These securities were transferred from the reporting person to Daniel A. Galbraith, the trustee and beneficiary of the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020.

F6 · 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.

F6 · 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, 2021 Filed Dec 8, 2021 21:48 UTC
Krystyn ElizabethMember of 10% owner group
Wiebeck Kristopher AaronMember of 10% owner group
Sherman LauraMember of 10% owner group
GiftClass B Common Stock 119,871 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 6

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group

Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group

Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group

Sherman Laura · CIK 0001787578 · 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: 206,748

F5 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1, of which Laura Sherman is a beneficiary.

F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:48 UTC
Krystyn ElizabethMember of 10% owner group
Wiebeck Kristopher AaronMember of 10% owner group
Sherman LauraMember of 10% owner group
GiftClass B Common Stock 391,341 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 4

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group

Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group

Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group

Sherman Laura · CIK 0001787578 · 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: 420,313

F4 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019, of which Kristopher Aaron Wiebeck is a beneficiary.

F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:48 UTC
Krystyn ElizabethMember of 10% owner group
Wiebeck Kristopher AaronMember of 10% owner group
Sherman LauraMember of 10% owner group
GiftClass B Common Stock 239,776 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 2

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group

Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group

Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group

Sherman Laura · CIK 0001787578 · 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: 553,378

F2 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Elizabeth Krystyn is a beneficiary.

F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein.

Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:48 UTC
Krystyn ElizabethMember of 10% owner group
Wiebeck Kristopher AaronMember of 10% owner group
Sherman LauraMember of 10% owner group
GiftClass B Common Stock 37,488 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 1

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group

Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group

Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group

Sherman Laura · CIK 0001787578 · 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: 71,090

F1 · shares: These securities were transferred from the reporting person to Daniel A. Galbraith, the trustee and beneficiary of the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020.

Read SEC document
September 21, 2021 Filed Sep 22, 2021 18:41 UTC GiftClass A Common Stock 65,000 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-014415 · dp158349_4-casey.xml · nonDerivative · entry 1

CASEY PHILLIP E · CIK 0001104173 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Phillip E Casey 2010 Revocable Trust

Disclosed balance after: 65,000

Read SEC document
September 17, 2021 Filed Sep 20, 2021 20:37 UTC
Cohen Jay ADirector
PurchaseClass A Common Stock 2,800 $30.50 $85,400.00
Disclosure

SEC source: 0000950103-21-014216 · dp158148_4-cohen.xml · nonDerivative · entry 1

Cohen Jay A · CIK 0001866862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,614

Read SEC document
September 10, 2021 Filed Sep 14, 2021 21:34 UTC
Millennial Specialty Holdco LLCMember of 10% owner group
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative 4,285,714 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950103-21-013958 · dp157869_4-mill.xml · derivative · entry 2

Millennial Specialty Holdco LLC · CIK 0001792043 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,285,714 shares

Expires not disclosed

F1 · kind: As part of a liquidation of the reporting person, these securities were distributed by the reporting person to its members on a pro rata basis for no consideration.

F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time, subject to satisfaction of certain contractual vesting and lockup restrictions. The LLC Units do not expire.

F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time, subject to satisfaction of certain contractual vesting and lockup restrictions. The LLC Units do not expire.

Read SEC document
September 10, 2021 Filed Sep 14, 2021 21:34 UTC
Millennial Specialty Holdco LLCMember of 10% owner group
OtherClass B Common Stock 4,285,714 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-013958 · dp157869_4-mill.xml · nonDerivative · entry 1

Millennial Specialty Holdco LLC · CIK 0001792043 · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: As part of a liquidation of the reporting person, these securities were distributed by the reporting person to its members on a pro rata basis for no consideration.

Read SEC document
July 01, 2021 Filed Jul 2, 2021 01:30 UTC GrantClass A Common Stock 704 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-009948 · dp153845_4-sullivan.xml · nonDerivative · entry 1

SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,275

Read SEC document
July 01, 2021 Filed Jul 2, 2021 01:24 UTC GrantClass A Common Stock 704 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-009946 · dp153843_4-kadow.xml · nonDerivative · entry 1

KADOW JOSEPH JOHN · CIK 0001019438 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,591

Read SEC document
July 01, 2021 Filed Jul 1, 2021 21:21 UTC GrantClass A Common Stock 704 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-009945 · dp153842_4-casey.xml · nonDerivative · entry 1

CASEY PHILLIP E · CIK 0001104173 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,275

Read SEC document
July 01, 2021 Filed Jul 2, 2021 01:27 UTC GrantClass A Common Stock 704 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-009947 · dp153844_4-matas.xml · nonDerivative · entry 1

Matas Barbara Ruth · CIK 0001671249 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,591

Read SEC document
July 01, 2021 Filed Jul 2, 2021 01:18 UTC
Cohen Jay ADirector
GrantClass A Common Stock 814 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-009944 · dp153841_4-cohen.xml · nonDerivative · entry 1

Cohen Jay A · CIK 0001866862 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 814

Read SEC document
May 03, 2021 Filed May 5, 2021 22:38 UTC
Stephens Christopher JohnGeneral Counsel · Member of 10% owner group
GrantClass A Common Stock 3,198 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-006810 · dp150601_4-stephens.xml · nonDerivative · entry 1

Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,360

F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Stephen's continued employment through the applicable vesting date.

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May 03, 2021 Filed May 5, 2021 22:35 UTC
Galbraith DanielChief Operating Officer · Member of 10% owner group
GrantClass A Common Stock 5,117 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-006809 · dp150654_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: 28,928

F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Galbraith's continued employment through the applicable vesting date.

Read SEC document
May 03, 2021 Filed May 5, 2021 22:32 UTC
Wiebeck Kristopher AaronChief Strategy Officer · Member of 10% owner group
GrantClass A Common Stock 5,117 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-006808 · dp150655_4-wiebeck.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,896

F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Wiebeck's continued employment through the applicable vesting date.

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May 03, 2021 Filed May 5, 2021 22:28 UTC
Hale BradfordChief Financial Officer · Member of 10% owner group
GrantClass A Common Stock 5,117 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-006807 · dp150656_4-hale.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,753

F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Hale's continued employment through the applicable vesting date.

Read SEC document
May 03, 2021 Filed May 5, 2021 22:24 UTC
Lichon Corbyn N.Chief Accounting Officer
GrantClass A Common Stock 1,023 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-006806 · dp150657_4-galloway.xml · nonDerivative · entry 1

Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,380

F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Ms. Galloway's continued employment through the applicable vesting date.

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May 03, 2021 Filed May 5, 2021 22:20 UTC
Baldwin TrevorDirector · Chief Executive Officer, · Member of 10% owner group
GrantClass A Common Stock 8,529 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-006805 · dp150602_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: Direct

Disclosed balance after: 50,260

F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Baldwin's continued employment through the applicable vesting date.

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May 03, 2021 Filed May 5, 2021 22:15 UTC
Valentine John A.Chief Partnership Officer · Member of 10% owner group
GrantClass A Common Stock 5,117 $0.00 $0.00
Disclosure

SEC source: 0000950103-21-006804 · dp150660_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: 36,811

F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Valentine's continued employment through the applicable vesting date.

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