Last 12 months
Inside the activity.
2 purchase rows · 12 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 5 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 2 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 5 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2026 Filed Mar 18, 2026 00:45 UTC |
Roche James MorganSee Remarks
|
Tax withholdingClass A Common Stock | 501 | $21.06 | $10,551.06 |
DisclosureSEC source: 0001789496-26-000004 · wk-form4_1773794736.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,437 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 3 filed on January 26, 2024. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:44 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 402 | $21.06 | $8,466.12 |
DisclosureSEC source: 0001787629-26-000003 · wk-form4_1773794649.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,486 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:44 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 556 | $21.06 | $11,709.36 |
DisclosureSEC source: 0001787629-26-000003 · wk-form4_1773794649.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,888 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:42 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 402 | $21.06 | $8,466.12 |
DisclosureSEC source: 0001787574-26-000003 · wk-form4_1773794560.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,338 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:42 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 556 | $21.06 | $11,709.36 |
DisclosureSEC source: 0001787574-26-000003 · wk-form4_1773794560.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,740 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:40 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
Tax withholdingClass A Common Stock | 670 | $21.06 | $14,110.20 |
DisclosureSEC source: 0001787711-26-000003 · wk-form4_1773794441.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,549 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:40 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
Tax withholdingClass A Common Stock | 1,297 | $21.06 | $27,314.82 |
DisclosureSEC source: 0001787711-26-000003 · wk-form4_1773794441.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,219 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 29,431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · derivative · entry 8 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 446,912 Underlying: Class A Common Stock · 29,431 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. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 90,556 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · derivative · entry 7 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,350,100 Underlying: Class A Common Stock · 90,556 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. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
SaleClass A Common Stock | 29,431 | $21.25 | $625,408.75 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionClass A Common Stock | 29,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 5 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 29,431 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionClass B Common Stock | 29,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 4 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 446,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
SaleClass A Common Stock | 90,556 | $21.25 | $1,924,315.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionClass A Common Stock | 90,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 2 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 90,556 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 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC |
Krystyn ElizabethMember of 10% Owner Group
|
ConversionClass B Common Stock | 90,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,350,100 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 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 23:38 UTC |
Sparks Paul EugeneDirector
|
PurchaseClass A Common Stock | 15,200 | $22.10 | $335,920.00 |
DisclosureSEC source: 0002103719-26-000005 · wk-form4_1772667478.xml · nonDerivative · entry 3 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Sparks 5280VC, LLC Disclosed balance after: 996,706 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $22.00 to $22.22. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:49 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 3,395 | $22.29 | $75,674.55 |
DisclosureSEC source: 0001849136-26-000003 · wk-form4_1772750983.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,647 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:49 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
GrantClass A Common Stock | 9,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001849136-26-000003 · wk-form4_1772750983.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,042 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2025. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:49 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 7,217 | $22.29 | $160,866.93 |
DisclosureSEC source: 0001908559-26-000002 · wk-form4_1772750950.xml · nonDerivative · entry 2 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,824 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:49 UTC |
Cohen Seth BalaGeneral Counsel
|
GrantClass A Common Stock | 19,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001908559-26-000002 · wk-form4_1772750950.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,041 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2025. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:48 UTC |
Roche James MorganSee Remarks
|
Tax withholdingClass A Common Stock | 14,679 | $22.29 | $327,194.91 |
DisclosureSEC source: 0001789496-26-000003 · wk-form4_1772750901.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,938 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:48 UTC |
Roche James MorganSee Remarks
|
GrantClass A Common Stock | 34,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-26-000003 · wk-form4_1772750901.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,617 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2025. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:47 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 10,232 | $22.29 | $228,071.28 |
DisclosureSEC source: 0001787629-26-000002 · wk-form4_1772750843.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,444 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:47 UTC |
Galbraith DanielSee Remarks · See Remarks
|
GrantClass A Common Stock | 28,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001787629-26-000002 · wk-form4_1772750843.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,676 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2025. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:46 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 10,260 | $22.29 | $228,695.40 |
DisclosureSEC source: 0001787574-26-000002 · wk-form4_1772750805.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,296 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:46 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
GrantClass A Common Stock | 28,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001787574-26-000002 · wk-form4_1772750805.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,556 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2025. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:45 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
Tax withholdingClass A Common Stock | 30,288 | $22.29 | $675,119.52 |
DisclosureSEC source: 0001787711-26-000002 · wk-form4_1772750755.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,516 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:45 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
GrantClass A Common Stock | 76,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001787711-26-000002 · wk-form4_1772750755.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,804 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2025. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:38 UTC |
Sparks Paul EugeneDirector
|
PurchaseClass A Common Stock | 29,000 | $22.96 | $665,840.00 |
DisclosureSEC source: 0002103719-26-000005 · wk-form4_1772667478.xml · nonDerivative · entry 2 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Sparks 5280VC, LLC Disclosed balance after: 981,506 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $22.95 to $22.96. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:38 UTC |
Sparks Paul EugeneDirector
|
GiftClass A Common Stock | 30,100 | $0.00 | $0.00 |
DisclosureSEC source: 0002103719-26-000005 · wk-form4_1772667478.xml · nonDerivative · entry 1 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Sparks 5280VC, LLC Disclosed balance after: 952,506 F1 · ownership.nature: Due to clerical error, shares held by Sparks 5280VC, LLC were previously listed as being held by the Paul Sparks Trust. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:33 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 35,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787626-26-000001 · wk-form4_1772667227.xml · derivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,537,590 Underlying: Class A Common Stock · 35,000 shares Expires not disclosed F1 · kind: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F1 · price: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged 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 exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:33 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001787626-26-000001 · wk-form4_1772667227.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,537,590 F1 · kind: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F1 · price: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:31 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 35,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787620-26-000001 · wk-form4_1772667062.xml · derivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,537,590 Underlying: Class A Common Stock · 35,000 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged 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 exchanged 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 |
| March 02, 2026 Filed Mar 4, 2026 23:31 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001787620-26-000001 · wk-form4_1772667062.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,537,590 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:51 UTC |
Roche James MorganSee Remarks
|
GrantClass A Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-26-000002 · wk-form4_1772229059.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,810 F1 · shares: Represents restricted shares of Class A common stock that vest in four equal installments on each of January 1, 2027, January 1, 2028, January 1, 2029 and January 1, 2030, in each case subject to the terms and conditions of Mr. Roche's restricted stock award agreement and his Second Amended and Restated Employment Agreement, dated as of February 26, 2026. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:50 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 7,633 | $16.57 | $126,478.81 |
DisclosureSEC source: 0001787574-26-000001 · wk-form4_1772070612.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,570 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:50 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
GrantClass A Common Stock | 29,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001787574-26-000001 · wk-form4_1772070612.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,203 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2023. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:45 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 1,880 | $16.57 | $31,151.60 |
DisclosureSEC source: 0001849136-26-000002 · wk-form4_1772070335.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,536 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:45 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
GrantClass A Common Stock | 4,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001849136-26-000002 · wk-form4_1772070335.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,416 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2023. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:44 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 2,915 | $16.57 | $48,301.55 |
DisclosureSEC source: 0001908559-26-000001 · wk-form4_1772070277.xml · nonDerivative · entry 2 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,717 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:44 UTC |
Cohen Seth BalaGeneral Counsel
|
GrantClass A Common Stock | 10,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001908559-26-000001 · wk-form4_1772070277.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,632 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2023. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:43 UTC |
Roche James MorganSee Remarks
|
Tax withholdingClass A Common Stock | 8,847 | $16.57 | $146,594.79 |
DisclosureSEC source: 0001789496-26-000001 · wk-form4_1772070195.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,810 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:43 UTC |
Roche James MorganSee Remarks
|
GrantClass A Common Stock | 29,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-26-000001 · wk-form4_1772070195.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,657 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2023. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:41 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 7,630 | $16.57 | $126,429.10 |
DisclosureSEC source: 0001787629-26-000001 · wk-form4_1772070075.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,763 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:41 UTC |
Galbraith DanielSee Remarks · See Remarks
|
GrantClass A Common Stock | 29,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001787629-26-000001 · wk-form4_1772070075.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,393 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2023. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:34 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
Tax withholdingClass A Common Stock | 17,157 | $16.57 | $284,291.49 |
DisclosureSEC source: 0001787711-26-000001 · wk-form4_1772069656.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,832 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:34 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
GrantClass A Common Stock | 65,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001787711-26-000001 · wk-form4_1772069656.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,989 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2023. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:19 UTC |
Sparks Paul EugeneDirector
|
GrantClass A Common Stock | 18,042 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002103719-26-000004 · wk-form4_1767734382.xml · nonDerivative · entry 3 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 18,042 F1 · shares: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F1 · price: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F4 · ownership.nature: These shares are directly held by such Reporting Person's individual retirement account, for which the Reporting Person remains the beneficial owner. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:19 UTC |
Sparks Paul EugeneDirector
|
GrantClass A Common Stock | 96,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002103719-26-000004 · wk-form4_1767734382.xml · nonDerivative · entry 2 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 96,787 F1 · shares: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F1 · price: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F3 · ownership.nature: These shares are directly held by The Paul Sparks Inheritor's Trust, for which such Reporting Person acts as trustee. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:19 UTC |
Sparks Paul EugeneDirector
|
GrantClass A Common Stock | 982,606 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002103719-26-000004 · wk-form4_1767734382.xml · nonDerivative · entry 1 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 982,606 F1 · shares: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F1 · price: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F2 · ownership.nature: These shares are directly held by Paul Sparks Trust, for which such Reporting Person acts as trustee. 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.