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 |
|---|---|---|---|---|---|---|
| January 01, 2026 Filed Jan 5, 2026 21:14 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001901482-26-000002 · wk-form4_1767647689.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,017 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:15 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0000901870-26-000002 · wk-form4_1767647699.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,254 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:14 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001019438-26-000002 · wk-form4_1767647648.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,172 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:14 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001671249-26-000002 · wk-form4_1767647656.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,172 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:13 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001600370-26-000002 · wk-form4_1767647630.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,017 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:14 UTC |
Muthukrishnan SathishDirector
|
GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001974546-26-000002 · wk-form4_1767647676.xml · nonDerivative · entry 1 Muthukrishnan Sathish · CIK 0001974546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,826 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:14 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001866862-26-000002 · wk-form4_1767647670.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,195 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:14 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001901459-26-000002 · wk-form4_1767647639.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,017 Read SEC document |
| January 01, 2026 Filed Jan 16, 2026 22:04 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 85 | $24.03 | $2,042.55 |
DisclosureSEC source: 0001849136-26-000001 · wk-form4_1768601080.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,672 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on March 4, 2025. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 00:15 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 6,023 | $24.70 | $148,768.10 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 6 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,113 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $24.70 to $24.73. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 00:15 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 73,977 | $23.98 | $1,773,968.46 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 5 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,136 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $23.66 to $24.57. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 00:15 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 100,000 | $24.20 | $2,420,000.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 4 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,113 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $24.00 to $24.85. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:15 UTC |
Roche James MorganSee Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 240,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · derivative · entry 7 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 781,786 Underlying: Class A Common Stock · 240,000 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. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:15 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 60,000 | $23.34 | $1,400,400.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 3 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,113 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $23.02 to $24.01. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:15 UTC |
Roche James MorganSee Remarks
|
ConversionClass A Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,113 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 |
| December 11, 2025 Filed Dec 16, 2025 00:15 UTC |
Roche James MorganSee Remarks
|
ConversionClass B Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 781,786 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 |
| December 05, 2025 Filed Dec 9, 2025 23:05 UTC |
Roche James MorganSee Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000004 · wk-form4_1765321517.xml · derivative · entry 4 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021,786 Underlying: Class A Common Stock · 15,000 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. F2 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 23:05 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 15,000 | $25.08 | $376,200.00 |
DisclosureSEC source: 0001789496-25-000004 · wk-form4_1765321517.xml · nonDerivative · entry 3 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,113 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.00 to $25.46. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 23:05 UTC |
Roche James MorganSee Remarks
|
ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000004 · wk-form4_1765321517.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,113 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 |
| December 05, 2025 Filed Dec 9, 2025 23:05 UTC |
Roche James MorganSee Remarks
|
ConversionClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000004 · wk-form4_1765321517.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021,786 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 |
| October 01, 2025 Filed Oct 3, 2025 20:54 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001901482-25-000004 · wk-form4_1759524841.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,963 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:50 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0000901870-25-000004 · wk-form4_1759524618.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,200 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:56 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001019438-25-000004 · wk-form4_1759525014.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,118 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 21:01 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001671249-25-000004 · wk-form4_1759525281.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,118 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:52 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001600370-25-000003 · wk-form4_1759524732.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,963 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:57 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001866862-25-000004 · wk-form4_1759525039.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,141 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:54 UTC |
Muthukrishnan SathishDirector
|
GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001974546-25-000004 · wk-form4_1759524876.xml · nonDerivative · entry 1 Muthukrishnan Sathish · CIK 0001974546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,772 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:49 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001901459-25-000005 · wk-form4_1759524538.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,963 Read SEC document |
| August 13, 2025 Filed Aug 15, 2025 20:12 UTC |
Cohen Seth BalaGeneral Counsel
|
SaleClass A Common Stock | 2,775 | $34.00 | $94,350.00 |
DisclosureSEC source: 0001781755-25-000101 · wk-form4_1755288728.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,465 Read SEC document |
| August 07, 2025 Filed Aug 7, 2025 21:18 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
PurchaseClass A Common Stock | 10,000 | $28.72 | $287,200.00 |
DisclosureSEC source: 0001214659-25-011709 · marketforms-70260.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,659 F1 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $28.71 to $28.74. 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 purchased at each separate price within such range. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:11 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000083 · wk-form4_1751497879.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,102 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:13 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000085 · wk-form4_1751497986.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,339 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:14 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000086 · wk-form4_1751498053.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,257 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:09 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000081 · wk-form4_1751497765.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,257 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:12 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000084 · wk-form4_1751497914.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,102 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:15 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000088 · wk-form4_1751498132.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,280 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:10 UTC |
Muthukrishnan SathishDirector
|
GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000082 · wk-form4_1751497824.xml · nonDerivative · entry 1 Muthukrishnan Sathish · CIK 0001974546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,911 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:14 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000087 · wk-form4_1751498085.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,102 Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 21:22 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 26,679 | $40.07 | $1,069,027.53 |
DisclosureSEC source: 0001781755-25-000079 · wk-form4_1749849740.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,113 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.00 to $40.19. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 21:22 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 10,894 | $40.03 | $436,086.82 |
DisclosureSEC source: 0001781755-25-000079 · wk-form4_1749849740.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,792 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.00 to $40.11. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 21:24 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
SaleClass A Common Stock | 24,180 | $39.99 | $966,958.20 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 5 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 27,676 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.97 to $40.11. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 21:24 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
SaleClass A Common Stock | 92,820 | $39.79 | $3,693,307.80 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 4 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 51,856 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.96 to $39.95. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 21:24 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 175,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · derivative · entry 7 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 1,942,388 Underlying: Class A Common Stock · 175,000 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 exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 21:24 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
SaleClass A Common Stock | 58,000 | $38.48 | $2,231,840.00 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 3 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 144,676 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.12 to $38.81. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 21:24 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
ConversionClass A Common Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 202,676 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 11, 2025 Filed Jun 13, 2025 21:24 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
ConversionClass B Common Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 1,942,388 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 09, 2025 Filed Jun 11, 2025 21:50 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000078 · wk-form4_1749678630.xml · derivative · entry 8 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 50,000 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. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:50 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000078 · wk-form4_1749678630.xml · derivative · entry 7 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · kind: These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH. F1 · price: These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:50 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000078 · wk-form4_1749678630.xml · derivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,572,590 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · kind: These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH. F1 · price: These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:50 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 50,000 | $38.98 | $1,949,000.00 |
DisclosureSEC source: 0001781755-25-000078 · wk-form4_1749678630.xml · nonDerivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.84 to $39.28. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · ownership.nature: These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities. 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.