Last 12 months
Inside the activity.
2 purchase rows · 12 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 5 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 2 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 5 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 09, 2025 Filed Jun 11, 2025 21:50 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000078 · wk-form4_1749678630.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 50,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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
|
ConversionClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000078 · wk-form4_1749678630.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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
|
OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000078 · wk-form4_1749678630.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 50,000 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. 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
|
OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000078 · wk-form4_1749678630.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,572,590 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. 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 21:49 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000077 · wk-form4_1749678585.xml · derivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,572,590 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · kind: These securities were distributed by the reporting person to the Honey Bee Family Trust, of which the spouse of L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person 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 the reporting person. F1 · price: These securities were distributed by the reporting person to the Honey Bee Family Trust, of which the spouse of L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person 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 the reporting person. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:49 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000077 · wk-form4_1749678585.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,572,590 F1 · kind: These securities were distributed by the reporting person to the Honey Bee Family Trust, of which the spouse of L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person 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 the reporting person. F1 · price: These securities were distributed by the reporting person to the Honey Bee Family Trust, of which the spouse of L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person 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 the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 20:36 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 7,142 | $40.08 | $286,251.36 |
DisclosureSEC source: 0001214659-25-008949 · marketforms-69811.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,686 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 $40.30. 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 03, 2025 Filed Jun 6, 2025 01:08 UTC |
Cohen Seth BalaGeneral Counsel
|
SaleClass A Common Stock | 4,496 | $39.58 | $177,951.68 |
DisclosureSEC source: 0001214659-25-008899 · marketforms-69800.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,240 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.50 to $39.62. 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 |
| May 28, 2025 Filed May 30, 2025 21:14 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000071 · wk-form4_1748639499.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 · 31,250 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. F3 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:14 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000071 · wk-form4_1748639499.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: 0 Underlying: Class A Common Stock · 31,250 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. F1 · ownership.nature: The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:14 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 31,250 | $38.32 | $1,197,500.00 |
DisclosureSEC source: 0001781755-25-000071 · wk-form4_1748639499.xml · nonDerivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.00 to $38.71. 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: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:14 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass A Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000071 · wk-form4_1748639499.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: 31,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:14 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass B Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000071 · wk-form4_1748639499.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:14 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 31,250 | $38.32 | $1,197,500.00 |
DisclosureSEC source: 0001781755-25-000071 · wk-form4_1748639499.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.00 to $38.71. 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. F1 · ownership.nature: The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:14 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass A Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000071 · wk-form4_1748639499.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 31,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 28, 2025 Filed May 30, 2025 21:14 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass B Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000071 · wk-form4_1748639499.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 16, 2025 Filed May 19, 2025 23:54 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 3,572 | $40.04 | $143,022.88 |
DisclosureSEC source: 0001781755-25-000069 · wk-form4_1747698838.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,828 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 $40.38. 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 |
| May 15, 2025 Filed May 19, 2025 23:54 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 14,222 | $40.01 | $569,022.22 |
DisclosureSEC source: 0001781755-25-000069 · wk-form4_1747698838.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,400 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 $40.05. 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 |
| May 13, 2025 Filed May 14, 2025 21:40 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 13,340 | $40.02 | $533,866.80 |
DisclosureSEC source: 0001781755-25-000066 · wk-form4_1747258851.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,622 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 $40.10. 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 |
| May 13, 2025 Filed May 14, 2025 21:36 UTC |
Galbraith DanielSee Remarks · See Remarks
|
SaleClass A Common Stock | 39,207 | $40.00 | $1,568,280.00 |
DisclosureSEC source: 0001781755-25-000065 · wk-form4_1747258593.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,849 Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · derivative · entry 20 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 31,250 Underlying: Class A Common Stock · 31,250 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. F9 · 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. F9 · 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. F6 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 31,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · derivative · entry 19 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 31,250 Underlying: Class A Common Stock · 31,250 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. F9 · 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. F9 · 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. F5 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 62,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · derivative · entry 18 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 62,500 Underlying: Class A Common Stock · 62,500 shares Expires not disclosed F4 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. F4 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. F9 · 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. F9 · 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. F6 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 62,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · derivative · entry 17 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 62,500 Underlying: Class A Common Stock · 62,500 shares Expires not disclosed F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F9 · 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. F9 · 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. F5 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 62,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · derivative · entry 16 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,622,590 Underlying: Class A Common Stock · 62,500 shares Expires not disclosed F4 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. F4 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. F9 · 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. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 62,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · derivative · entry 15 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,685,090 Underlying: Class A Common Stock · 62,500 shares Expires not disclosed F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F9 · 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. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · derivative · entry 14 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,747,590 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed F1 · kind: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F1 · price: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F9 · 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. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 10,946 | $39.38 | $431,053.48 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 13 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F8 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.31 to $39.47. 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. F6 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 20,304 | $38.79 | $787,592.16 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 12 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 10,946 F7 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.31 to $39.30. 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. F6 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 10,946 | $39.38 | $431,053.48 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 11 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F8 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.31 to $39.47. 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. F5 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 20,304 | $38.79 | $787,592.16 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 10 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 10,946 F7 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.31 to $39.30. 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. F5 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass A Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 9 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 31,250 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. F6 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass A Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 8 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 31,250 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 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass B Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 7 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 31,250 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. F6 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass B Common Stock | 31,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 31,250 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 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.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: 62,500 F4 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. F4 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. F6 · ownership.nature: The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 62,500 F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F5 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,622,590 F4 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. F4 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. F2 · ownership.nature: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,685,090 F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F2 · ownership.nature: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:43 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000068 · wk-form4_1747259016.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,747,590 F1 · kind: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F1 · price: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F2 · ownership.nature: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 62,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · derivative · entry 6 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,622,590 Underlying: Class A Common Stock · 62,500 shares Expires not disclosed F4 · kind: The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person. F4 · price: The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 62,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · derivative · entry 5 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,685,090 Underlying: Class A Common Stock · 62,500 shares Expires not disclosed F3 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · derivative · entry 4 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,747,590 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · nonDerivative · entry 3 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,622,590 F4 · kind: The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person. F4 · price: The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · nonDerivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,685,090 F3 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,747,590 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 08, 2025 Filed May 14, 2025 21:40 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 21,035 | $40.05 | $842,451.75 |
DisclosureSEC source: 0001781755-25-000066 · wk-form4_1747258851.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,962 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 $40.19. 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 |
| April 01, 2025 Filed Apr 3, 2025 21:00 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000042 · wk-form4_1743713999.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,457 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:01 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000044 · wk-form4_1743714096.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,694 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:57 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000039 · wk-form4_1743713856.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,612 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.