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 |
|---|---|---|---|---|---|---|
| December 11, 2020 Filed Dec 15, 2020 23:05 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024249 · dp142931_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: 1,168,843 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:04 UTC |
Krystyn ElizabethMember of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $28.25 Strike: $0.00 | $2,824,630.00 |
DisclosureSEC source: 0000950103-20-024248 · dp142934_4-krystyn.xml · derivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,931,998 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · 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. F2 · 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 11, 2020 Filed Dec 15, 2020 23:04 UTC |
Krystyn ElizabethMember of 10% owner group
|
SaleClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024248 · dp142934_4-krystyn.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,931,998 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:02 UTC |
Sherman LauraMember of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $28.25 Strike: $0.00 | $2,824,630.00 |
DisclosureSEC source: 0000950103-20-024247 · dp142933_4-sherman.xml · derivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,612,221 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · 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. F2 · 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 11, 2020 Filed Dec 15, 2020 23:02 UTC |
Sherman LauraMember of 10% owner group
|
SaleClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024247 · dp142933_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: 2,612,221 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 22:58 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $28.25 Strike: $0.00 | $2,824,630.00 |
DisclosureSEC source: 0000950103-20-024246 · dp142930_4-lowry.xml · derivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · 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. F2 · 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 11, 2020 Filed Dec 15, 2020 22:58 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024246 · dp142930_4-lowry.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 Trust Disclosed balance after: 0 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 22:55 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024245 · dp142927_4-bigh.xml · derivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,918,145 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwinin 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 11, 2020 Filed Dec 15, 2020 22:55 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024245 · dp142927_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: 16,918,145 F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwinin 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 |
| November 30, 2020 Filed Dec 2, 2020 22:58 UTC |
IHC Holdings, Inc./NV10% owner
Kapiloff Brian J.Majority owner of IHC Holdings
|
OtherLLC units in Baldwin Risk Partners, LLC · Derivative | 3,857,622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001833999-20-000001 · primary_doc.xml · derivative · entry 2 IHC Holdings, Inc./NV · CIK 0001833999 · 10% owner Kapiloff Brian J. · CIK 0001832491 · Majority owner of IHC Holdings Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857,622 Underlying: Class A Common Stock · 3,857,622 shares Expires 2050-11-30 F6 · kind: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition of such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F7 · price: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition of such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. 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. 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. F7 · balance_after: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition of such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F8 · ownership.direct: Mr. Kapiloff is a director and owns a majority of IHC Holdings, Inc./NV. He disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:58 UTC |
IHC Holdings, Inc./NV10% owner
Kapiloff Brian J.Majority owner of IHC Holdings
|
OtherClass B Common Stock | 3,857,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001833999-20-000001 · primary_doc.xml · nonDerivative · entry 1 IHC Holdings, Inc./NV · CIK 0001833999 · 10% owner Kapiloff Brian J. · CIK 0001832491 · Majority owner of IHC Holdings Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857,622 F1 · kind: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition of such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F2 · balance_after: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition by such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F3 · ownership.direct: Mr. Kapiloff is a director and owns a majority of IHC Holdings, Inc./NV. He disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:42 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-019577 · dp138265_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,256 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:45 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-019579 · dp138267_4-kadow.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,572 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:47 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-019580 · dp138268_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,256 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:44 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-019578 · dp138266_4-matas.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,572 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:40 UTC |
Eddy Robert D.Director · 10% owner
|
GrantClass A Common Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-019576 · dp138263_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,256 Read SEC document |
| September 30, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 2,612 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · derivative · entry 12 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,501 Underlying: Class A Common Stock · 2,612 shares Expires not disclosed F6 · 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. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · derivative.underlying_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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 16,973 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · derivative · entry 11 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,247 Underlying: Class A Common Stock · 16,973 shares Expires not disclosed F5 · 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. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.underlying_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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 44,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · derivative · entry 10 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,427 Underlying: Class A Common Stock · 44,250 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 Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.underlying_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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 10,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · derivative · entry 9 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,582 Underlying: Class A Common Stock · 10,744 shares Expires not disclosed F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.underlying_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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 10,430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · derivative · entry 8 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,009 Underlying: Class A Common Stock · 10,430 shares Expires not disclosed F2 · 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. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.underlying_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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 33,928 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · derivative · entry 7 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,511 Underlying: Class A Common Stock · 33,928 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. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · derivative.underlying_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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 2,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · nonDerivative · entry 6 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,501 F6 · 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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 16,973 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · nonDerivative · entry 5 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,247 F5 · 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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 44,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · nonDerivative · entry 4 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,427 F4 · 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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 10,744 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · nonDerivative · entry 3 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,582 F3 · 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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 10,430 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · nonDerivative · entry 2 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,009 F2 · 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, 2020 Filed Dec 15, 2020 18:11 UTC |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 33,928 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024251 · dp142935_4-grat.xml · nonDerivative · entry 1 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,511 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 |
| July 01, 2020 Filed Jul 2, 2020 21:26 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-013234 · dp131841_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,789 Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 21:26 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-013237 · dp131838_4-kadow.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105 Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:26 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-013236 · dp131840_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,789 Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 21:26 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-013235 · dp131839_4-matas.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105 Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 21:28 UTC |
Eddy Robert D.Director · 10% owner
|
GrantClass A Common Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-013238 · dp131836_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,789 Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 01:26 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,875,000 | $12.65 Strike: $0.00 | $23,718,750.00 |
DisclosureSEC source: 0000950103-20-012972 · dp131557_4-baldwin.xml · derivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,875,000 shares Expires not disclosed F2 · 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. F2 · 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 |
| June 29, 2020 Filed Jul 1, 2020 01:26 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 1,875,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012972 · dp131557_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: Direct Disclosed balance after: 0 Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 01:26 UTC |
Krystyn Elizabeth10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 450,000 | $12.65 Strike: $0.00 | $5,692,500.00 |
DisclosureSEC source: 0000950103-20-012971 · dp131554_4-krystyn.xml · derivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,031,998 Underlying: Class A Common Stock · 450,000 shares Expires not disclosed F2 · 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. F2 · 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 |
| June 29, 2020 Filed Jul 1, 2020 01:26 UTC |
Krystyn Elizabeth10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012971 · dp131554_4-krystyn.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,031,998 Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 01:26 UTC |
Sherman Laura10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 150,000 | $12.65 Strike: $0.00 | $1,897,500.00 |
DisclosureSEC source: 0000950103-20-012970 · dp131555_4-sherman.xml · derivative · entry 3 Sherman Laura · CIK 0001787578 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,712,542 Underlying: Class A Common Stock · 150,000 shares Expires not disclosed F2 · 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. F2 · 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 |
| June 29, 2020 Filed Jul 1, 2020 01:26 UTC |
Sherman Laura10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012970 · dp131555_4-sherman.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,712,542 Read SEC document |
| June 26, 2020 Filed Jul 1, 2020 01:25 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,875,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012969 · dp131558_4-bigh.xml · derivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,018,145 Underlying: Class A Common Stock · 1,875,000 shares Expires not disclosed F1 · price: These securities were transferred to Loper Enterprises, LLC ("Loper") in exchange for a corresponding reduction in Loper's ownership of the reporting person. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| June 26, 2020 Filed Jul 1, 2020 01:25 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 1,875,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012969 · dp131558_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: 17,018,145 F1 · price: These securities were transferred to Loper Enterprises, LLC ("Loper") in exchange for a corresponding reduction in Loper's ownership of the reporting person. Read SEC document |
| June 26, 2020 Filed Jul 1, 2020 01:24 UTC |
Loper Enterprises, LLC10% owner
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,875,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012968 · dp131553_4-loper.xml · derivative · entry 3 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,875,000 shares Expires not disclosed F1 · price: These securities were transferred to Lowry Baldwin in exchange for a corresponding reduction in Lowry Baldwin'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. Read SEC document |
| June 26, 2020 Filed Jul 1, 2020 01:24 UTC |
Loper Enterprises, LLC10% owner
|
SaleClass B Common Stock | 1,875,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012968 · dp131553_4-loper.xml · nonDerivative · entry 1 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: These securities were transferred to Lowry Baldwin in exchange for a corresponding reduction in Lowry Baldwin's ownership of the reporting person. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:42 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,987 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.xml · derivative · entry 6 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,893,145 Underlying: Class A Common Stock · 35,987 shares Expires not disclosed F1 · price: These securities were transferred to Loper Enterprises, LLC ("Loper") in exchange for a corresponding reduction in Loper's ownership of the reporting person, and such securities were disposed of by Loper pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:42 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.xml · nonDerivative · 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: 18,893,145 F1 · price: These securities were transferred to Loper Enterprises, LLC ("Loper") in exchange for a corresponding reduction in Loper's ownership of the reporting person, and such securities were disposed of by Loper pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,987 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · derivative · entry 12 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,893,145 Underlying: Class A Common Stock · 35,987 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. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 35,987 | $14.75 | $530,819.05 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_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 Loper Enterprises, LLC Disclosed balance after: 0 F2 · price: This sale was conducted by Loper Enterprises, LLC pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. F3 · price: The price reported is a weighted average price. The shares sold on (i) June 4, 2020 were sold in multiple transactions at prices ranging from $14.50 to $14.63 inclusive and (ii) June 5, 2020 were sold in multiple transactions at prices ranging from $14.50 to $15.3650 inclusive. 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 the applicable range set forth in this footnote to this Form 4. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_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 Loper Enterprises, LLC Disclosed balance after: 35,987 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 |
| June 05, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_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 Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,893,145 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. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,987 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · derivative · entry 13 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 35,987 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. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. 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.