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 |
|---|---|---|---|---|---|---|
| June 05, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
SaleClass A Common Stock | 35,987 | $14.75 | $530,819.05 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 9 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This sale was conducted pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. F2 · 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 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionClass A Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 8 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct 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 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionClass B Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 7 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 04, 2020 Filed Jun 5, 2020 23:42 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.xml · derivative · entry 5 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,929,132 Underlying: Class A Common Stock · 4,675 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 04, 2020 Filed Jun 5, 2020 23:42 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.xml · nonDerivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,929,132 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 04, 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 | 4,675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · derivative · entry 11 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,929,132 Underlying: Class A Common Stock · 4,675 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 04, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 4,675 | $14.53 | $67,913.26 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By 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 04, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC Disclosed balance after: 4,675 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 04, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,929,132 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 04, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · derivative · entry 12 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,675 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 |
| June 04, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
SaleClass A Common Stock | 4,675 | $14.53 | $67,913.26 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 6 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This sale was conducted pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. F2 · 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 04, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionClass A Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 5 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,675 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 04, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionClass B Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 4 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 03, 2020 Filed Jun 5, 2020 23:42 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,933,807 Underlying: Class A Common Stock · 100 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 03, 2020 Filed Jun 5, 2020 23:42 UTC |
BIGH, LLC10% owner · Member of 10% owner group
|
SaleClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.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: 18,933,807 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 03, 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 | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · derivative · entry 10 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,933,807 Underlying: Class A Common Stock · 100 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 03, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
SaleClass A Common Stock | 100 | $14.51 | $1,451.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By 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. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC Disclosed balance after: 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. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:44 UTC |
Baldwin LowryDirector · Chairman; · 10% owner · Member of 10% owner group
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,933,807 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 03, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · derivative · entry 11 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 100 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 |
| June 03, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
SaleClass A Common Stock | 100 | $14.51 | $1,451.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 3 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This sale was conducted pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 2 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:43 UTC |
Loper Enterprises, LLC10% owner
|
ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 1 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 |
| April 01, 2020 Filed Apr 3, 2020 20:53 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007018 · dp125647_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,036 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:57 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007021 · dp125649_4-kadow.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,352 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 16:59 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007022 · dp125651_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,036 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:51 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007016 · dp125650_4-matas.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,352 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:56 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 7,981 | $9.25 | $73,824.25 |
DisclosureSEC source: 0000950103-20-007020 · dp125646_4-valentine.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,139 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:56 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GrantClass A Common Stock | 27,120 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007020 · dp125646_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: 27,120 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:54 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 6,911 | $9.25 | $63,926.75 |
DisclosureSEC source: 0000950103-20-007019 · dp125644_4-baldwin.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,571 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:54 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
GrantClass A Common Stock | 28,482 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007019 · dp125644_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: 28,482 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:49 UTC |
Eddy Robert D.Director · 10% owner
|
GrantClass A Common Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007014 · dp125648_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,036 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:47 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 3,469 | $9.25 | $32,088.25 |
DisclosureSEC source: 0000950103-20-007013 · dp125645_4-galbraith.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,719 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:47 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
GrantClass A Common Stock | 14,188 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007013 · dp125645_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: 14,188 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:46 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 6,557 | $9.25 | $60,652.25 |
DisclosureSEC source: 0000950103-20-007012 · dp125643_4-wiebeck.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,563 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:46 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
GrantClass A Common Stock | 27,120 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007012 · dp125643_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,120 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:34 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 766 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-000243 · dp118834_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,684 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 16:36 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 766 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-000245 · dp118835_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,684 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:33 UTC |
Eddy Robert D.Director · 10% owner
|
GrantClass A Common Stock | 766 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-000241 · dp118833_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,684 Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 02:42 UTC |
Stephens Christopher JohnGeneral Counsel · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 69,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-018000 · dp118426_4-stephens.xml · derivative · entry 2 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,430 Underlying: Class A Common Stock · 69,503 shares Expires not disclosed F1 · shares: These shares or LLC Units, as applicable, vest in five equal annual installments beginning on September 30, 2020. 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: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 02:42 UTC |
Stephens Christopher JohnGeneral Counsel · Member of 10% owner group
|
GrantClass B Common Stock | 69,503 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-018000 · dp118426_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: 71,430 F1 · shares: These shares or LLC Units, as applicable, vest in five equal annual installments beginning on September 30, 2020. F2 · balance_after: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:41 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-017014 · dp117449_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,918 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 18:42 UTC |
CASEY PHILLIP EDirector
|
GrantClass A Common Stock | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-017015 · dp117450_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,918 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:43 UTC |
Eddy Robert D.Director · 10% owner
|
GrantClass A Common Stock | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-017016 · dp117451_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,918 Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC |
SULLIVAN CHRIS THOMASDirector
|
PurchaseClass A Common Stock | 80,000 | $14.00 | $1,120,000.00 |
DisclosureSEC source: 0000950103-19-014310 · dp114760_4-sullivan.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 F1 · shares: These securities were purchased through the issuer's directed share program in connection with its initial public offering. Read SEC document |
| October 28, 2019 Filed Oct 28, 2019 21:38 UTC |
CASEY PHILLIP EDirector
|
PurchaseClass A Common Stock | 130,000 | $14.00 | $1,820,000.00 |
DisclosureSEC source: 0000950103-19-014313 · dp114767_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 F1 · shares: These securities were purchased through the issuer's directed share program in connection with its initial public offering. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC |
Eddy Robert D.Director · 10% owner
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,186,246 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · derivative · entry 7 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Insurance Agencies of the Villages, Inc. Disclosed balance after: 3,186,246 Underlying: Class A Common Stock · 3,186,246 shares Expires not disclosed F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held in Baldwin Risk Partners, LLC. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · ownership.nature: The reported securities are held by Insurance Agencies of the Villages, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC |
Eddy Robert D.Director · 10% owner
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · derivative · entry 6 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC |
Eddy Robert D.Director · 10% owner
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,077,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · derivative · entry 5 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,077,559 Underlying: Class A Common Stock · 3,077,559 shares Expires not disclosed F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held in Baldwin Risk Partners, LLC. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC |
Eddy Robert D.Director · 10% owner
|
GrantClass B Common Stock | 3,186,246 | $0.00 | $318.62 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · nonDerivative · entry 4 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Insurance Agencies of the Villages, Inc. Disclosed balance after: 3,186,246 F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held in Baldwin Risk Partners, LLC. F4 · ownership.nature: The reported securities are held by Insurance Agencies of the Villages, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. 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.