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 |
|---|---|---|---|---|---|---|
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC |
Eddy Robert D.Director · 10% owner
|
Disposition to issuerClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · nonDerivative · entry 3 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 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 | 3,077,559 | $0.00 | $307.76 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · nonDerivative · entry 2 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 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. 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
|
PurchaseClass A Common Stock | 2,000 | $14.00 | $28,000.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 01:42 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,376,592 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014319 · dp114770_4-galbraith.xml · derivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,376,592 Underlying: Class A Common Stock · 1,376,592 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:42 UTC |
Galbraith DanielChief Operating Officer · Member of 10% owner group
|
GrantClass B Common Stock | 1,376,592 | $0.00 | $137.66 |
DisclosureSEC source: 0000950103-19-014319 · dp114770_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: 1,376,592 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 190,326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014317 · dp114764_4-valentine.xml · derivative · entry 4 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By John A. Valentine 2019 Grantor Retained Annuity Trust dated September 30, 2019 Disclosed balance after: 190,326 Underlying: Class A Common Stock · 190,326 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,268,843 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014317 · dp114764_4-valentine.xml · derivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,268,843 Underlying: Class A Common Stock · 1,268,843 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GrantClass B Common Stock | 190,326 | $0.00 | $19.03 |
DisclosureSEC source: 0000950103-19-014317 · dp114764_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: Indirect · By John A. Valentine 2019 Grantor Retained Annuity Trust dated September 30, 2019 Disclosed balance after: 190,326 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC |
Valentine John A.Chief Partnership Officer · Member of 10% owner group
|
GrantClass B Common Stock | 1,268,843 | $0.00 | $126.88 |
DisclosureSEC source: 0000950103-19-014317 · dp114764_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: 1,268,843 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 120,172 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014318 · dp114769_4-trevorbaldwin.xml · derivative · 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: 120,172 Underlying: Class A Common Stock · 120,172 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
GrantClass B Common Stock | 120,172 | $0.00 | $12.02 |
DisclosureSEC source: 0000950103-19-014318 · dp114769_4-trevorbaldwin.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: 120,172 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:39 UTC |
Roche James MorganMember of 10% owner group
|
PurchaseClass A Common Stock | 266,700 | $14.00 | $3,733,800.00 |
DisclosureSEC source: 0000950103-19-014314 · dp114762_4-roche.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,700 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 |
Finney Joseph D.Member of 10% owner group
|
PurchaseClass A Common Stock | 35,000 | $14.00 | $490,000.00 |
DisclosureSEC source: 0000950103-19-014316 · dp114763_4-finney.xml · nonDerivative · entry 1 Finney Joseph D. · CIK 0001791751 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 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 01:38 UTC |
Stephens Christopher JohnGeneral Counsel · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,927 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014312 · dp114761_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: 1,927 Underlying: Class A Common Stock · 1,927 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:38 UTC |
Stephens Christopher JohnGeneral Counsel · Member of 10% owner group
|
GrantClass B Common Stock | 1,927 | $0.00 | $0.19 |
DisclosureSEC source: 0000950103-19-014312 · dp114761_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: 1,927 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,800,000 | $13.06 Strike: $0.00 | $23,499,000.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · derivative · entry 8 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 · 1,800,000 shares Expires not disclosed F1 · shares: 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. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 18,933,907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · derivative · entry 7 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,933,907 Underlying: Class A Common Stock · 18,933,907 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,799,999 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · derivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800,000 Underlying: Class A Common Stock · 1,799,999 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
Disposition to issuerClass B Common Stock | 1,800,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_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: Direct Disclosed balance after: 0 F1 · shares: 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 |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 18,933,907 | $0.00 | $1,893.39 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_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 Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,933,907 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
GrantClass B Common Stock | 1,799,999 | $0.00 | $180.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_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: Direct Disclosed balance after: 1,800,000 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,751 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_4-wiebeck.xml · derivative · entry 6 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By KMW Consulting, LLC Disclosed balance after: 35,751 Underlying: Class A Common Stock · 35,751 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 495,677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_4-wiebeck.xml · derivative · entry 5 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust dated September 30, 2019 Disclosed balance after: 495,677 Underlying: Class A Common Stock · 495,677 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,177,904 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_4-wiebeck.xml · derivative · entry 4 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,177,904 Underlying: Class A Common Stock · 1,177,904 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
GrantClass B Common Stock | 35,751 | $0.00 | $3.58 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_4-wiebeck.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By KMW Consulting, LLC Disclosed balance after: 35,751 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
GrantClass B Common Stock | 495,677 | $0.00 | $49.57 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_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: Indirect · By Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust dated September 30, 2019 Disclosed balance after: 495,677 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC |
Wiebeck Kristopher AaronChief Financial Officer · Member of 10% owner group
|
GrantClass B Common Stock | 1,177,904 | $0.00 | $117.79 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_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: 1,177,904 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC |
Hale BradfordChief Accounting Officer · Member of 10% owner group
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 120,171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014308 · dp114759_4-hale.xml · derivative · entry 3 Hale Bradford · CIK 0001787574 · Chief Accounting Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,171 Underlying: Class A Common Stock · 120,171 shares Expires not disclosed F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC |
Hale BradfordChief Accounting Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 7,000 | $14.00 | $98,000.00 |
DisclosureSEC source: 0000950103-19-014308 · dp114759_4-hale.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Accounting Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · shares: 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. F3 · 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 01:36 UTC |
Hale BradfordChief Accounting Officer · Member of 10% owner group
|
GrantClass B Common Stock | 120,171 | $0.00 | $12.02 |
DisclosureSEC source: 0000950103-19-014308 · dp114759_4-hale.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Accounting Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,171 F1 · shares: 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. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
| October 28, 2019 Filed Oct 31, 2019 00:20 UTC Amendment |
Morse Mark G.10% owner
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0001792723-19-000001 · primary_doc.xml · derivative · entry 1 Morse Mark G. · CIK 0001792723 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F1 · kind: These securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock F2 · shares: Original Form 4 filed by reporting person inadvertently disclosed the sale of 600,000 LLC Units of Baldwin Risk Partners as "Acquired" instead of as "Disposed" of by the reporting person. The Form 4/A has been filed to correct this inadvertent error. 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. F4 · 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:58 UTC |
Morse Mark G.10% owner
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0001792719-19-000005 · primary_doc.xml · derivative · entry 3 Morse Mark G. · CIK 0001792723 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F4 · kind: These securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock 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. F2 · 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:58 UTC |
Morse Mark G.10% owner
|
OtherClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001792719-19-000005 · primary_doc.xml · nonDerivative · entry 1 Morse Mark G. · CIK 0001792723 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 F1 · kind: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F1 · shares: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F2 · 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:47 UTC | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0001792719-19-000004 · primary_doc.xml · derivative · entry 3 Mark G. Morse Family Trust u/a/d 9/8/2005 · CIK 0001792725 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F4 · kind: These securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock 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. F2 · 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 her pecuniary interest therein. Read SEC document |
|
| October 28, 2019 Filed Oct 30, 2019 23:47 UTC | OtherClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001792719-19-000004 · primary_doc.xml · nonDerivative · entry 1 Mark G. Morse Family Trust u/a/d 9/8/2005 · CIK 0001792725 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 F1 · kind: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F1 · shares: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F2 · 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 her pecuniary interest therein. Read SEC document |
|
| October 28, 2019 Filed Oct 30, 2019 23:34 UTC | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0001792719-19-000003 · primary_doc.xml · derivative · entry 3 Jennifer L. Parr Family Trust u/a/d 10/6/2005 · CIK 0001792717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F4 · kind: These securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock 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. F2 · 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 her pecuniary interest therein. Read SEC document |
|
| October 28, 2019 Filed Oct 30, 2019 23:34 UTC | OtherClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001792719-19-000003 · primary_doc.xml · nonDerivative · entry 1 Jennifer L. Parr Family Trust u/a/d 10/6/2005 · CIK 0001792717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 F1 · kind: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F1 · shares: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F2 · 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 her pecuniary interest therein. Read SEC document |
|
| October 28, 2019 Filed Oct 30, 2019 23:23 UTC | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0001792719-19-000002 · primary_doc.xml · derivative · entry 3 Tracy Morse Family Trust u/a/d 10/1/2019 · CIK 0001792701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F4 · kind: These securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock 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. F2 · 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 her pecuniary interest therein. Read SEC document |
|
| October 28, 2019 Filed Oct 30, 2019 23:23 UTC | OtherClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001792719-19-000002 · primary_doc.xml · nonDerivative · entry 1 Tracy Morse Family Trust u/a/d 10/1/2019 · CIK 0001792701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 F1 · kind: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F1 · shares: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F2 · 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 her pecuniary interest therein. Read SEC document |
|
| October 28, 2019 Filed Oct 30, 2019 23:05 UTC |
Dadeo Tracy Morse10% owner
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0001792719-19-000001 · primary_doc.xml · derivative · entry 3 Dadeo Tracy Morse · CIK 0001792719 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F4 · kind: These securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock 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. F2 · 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 23:05 UTC |
Dadeo Tracy Morse10% owner
|
OtherClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001792719-19-000001 · primary_doc.xml · nonDerivative · entry 1 Dadeo Tracy Morse · CIK 0001792719 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 F1 · kind: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F1 · shares: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F2 · 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 22:09 UTC |
VILLAGES INVESCO, LLC10% owner
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0001792692-19-000008 · primary_doc.xml · derivative · entry 2 Villages Invesco, LLC · CIK 0001792697 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F2 · kind: These Securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A common Stock. F2 · shares: These Securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A common Stock. 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. F1 · derivative.underlying_shares: One share of Class B Common Stock was surrendered to the issuer for each LLC Unit in Baldwin Risk Partners, LLC purchased by the issuer from the reporting person immediately following the closing of the initial public offering of the issuer's Class A Common Stock. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 22:09 UTC |
VILLAGES INVESCO, LLC10% owner
|
OtherClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001792692-19-000008 · primary_doc.xml · nonDerivative · entry 1 Villages Invesco, LLC · CIK 0001792697 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,477,559 F1 · kind: One share of Class B Common Stock was surrendered to the issuer for each LLC Unit in Baldwin Risk Partners, LLC purchased by the issuer from the reporting person immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F1 · shares: One share of Class B Common Stock was surrendered to the issuer for each LLC Unit in Baldwin Risk Partners, LLC purchased by the issuer from the reporting person immediately following the closing of the initial public offering of the issuer's Class A Common Stock. Read SEC document |
| October 28, 2019 Filed Nov 1, 2019 18:34 UTC |
Parr Jennifer L.10% owner
|
SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0001792981-19-000002 · primary_doc.xml · derivative · entry 3 Parr Jennifer L. · CIK 0001792981 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F4 · kind: These securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock 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. F2 · 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Nov 1, 2019 18:34 UTC |
Parr Jennifer L.10% owner
|
OtherClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001792981-19-000002 · primary_doc.xml · nonDerivative · entry 1 Parr Jennifer L. · CIK 0001792981 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 F1 · kind: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F1 · shares: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F2 · 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Apr 13, 2020 22:22 UTC Amendment |
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: 0000950103-20-007427 · dp126041_4a-eddy.xml · derivative · entry 4 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 · 600,000 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. F1 · balance_after: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Apr 13, 2020 22:22 UTC Amendment |
Eddy Robert D.Director · 10% owner
|
GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,677,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007427 · dp126041_4a-eddy.xml · derivative · entry 3 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,677,559 Underlying: Class A Common Stock · 3,677,559 shares Expires not disclosed F1 · shares: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. 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. F1 · derivative.underlying_shares: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F1 · balance_after: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Apr 13, 2020 22:22 UTC Amendment |
Eddy Robert D.Director · 10% owner
|
Disposition to issuerClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007427 · dp126041_4a-eddy.xml · nonDerivative · entry 2 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 F1 · balance_after: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Apr 13, 2020 22:22 UTC Amendment |
Eddy Robert D.Director · 10% owner
|
GrantClass B Common Stock | 3,677,559 | $0.00 | $367.76 |
DisclosureSEC source: 0000950103-20-007427 · dp126041_4a-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,677,559 F1 · shares: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F2 · shares: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · balance_after: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. 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 her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Feb 13, 2023 21:15 UTC Amendment |
Baldwin LowryDirector · Chairman · 10% owner · Member of 10% owner group
|
GrantClass A Common Stock | 16,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002128 · marketforms-59419.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 Spouse Disclosed balance after: 16,753 F1 · shares: These securities represent restricted units of Class A common stock that were awarded to Lowry Baldwin's spouse, Jennifer Baldwin, in connection with BRP Group's initial public offering and such units were fully vested at the time of granting. 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.