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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 3, 2025 20:58 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000040 · wk-form4_1743713904.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,612 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:01 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000043 · wk-form4_1743714059.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,457 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:10 UTC |
Sherman LauraMember of 10% owner group
|
OtherClass A Common Stock | 186 | $43.93 | $8,170.98 |
DisclosureSEC source: 0001781755-25-000048 · wk-form4_1743714594.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,326 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 June 14, 2022. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:09 UTC |
Cohen Seth BalaGeneral Counsel
|
OtherClass A Common Stock | 98 | $43.93 | $4,305.14 |
DisclosureSEC source: 0001781755-25-000047 · wk-form4_1743714543.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,736 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 3 filed February 2, 2022. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:08 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 858 | $43.93 | $37,691.94 |
DisclosureSEC source: 0001781755-25-000046 · wk-form4_1743714488.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,757 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 April 5, 2021. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:59 UTC |
Muthukrishnan SathishDirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000041 · wk-form4_1743713957.xml · nonDerivative · entry 1 Muthukrishnan Sathish · CIK 0001974546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,266 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:02 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000045 · wk-form4_1743714127.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,457 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:57 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000038 · wk-form4_1743713815.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,635 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:02 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 70 | $39.97 | $2,797.90 |
DisclosureSEC source: 0001781755-25-000037 · wk-form4_1742331742.xml · nonDerivative · entry 4 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,615 F4 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:02 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 97 | $39.97 | $3,877.09 |
DisclosureSEC source: 0001781755-25-000037 · wk-form4_1742331742.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,685 F3 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:02 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 121 | $39.97 | $4,836.37 |
DisclosureSEC source: 0001781755-25-000037 · wk-form4_1742331742.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,782 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 4, 2023. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:02 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 102 | $39.97 | $4,076.94 |
DisclosureSEC source: 0001781755-25-000037 · wk-form4_1742331742.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,903 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 3, 2024. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:00 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 277 | $39.97 | $11,071.69 |
DisclosureSEC source: 0001781755-25-000035 · wk-form4_1742331631.xml · nonDerivative · entry 3 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,834 F3 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed April 5, 2022. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:00 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 299 | $39.97 | $11,951.03 |
DisclosureSEC source: 0001781755-25-000035 · wk-form4_1742331631.xml · nonDerivative · entry 2 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,111 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed April 4, 2023. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:00 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 268 | $39.97 | $10,711.96 |
DisclosureSEC source: 0001781755-25-000035 · wk-form4_1742331631.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,410 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed April 3, 2024 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:59 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 402 | $39.97 | $16,067.94 |
DisclosureSEC source: 0001781755-25-000034 · wk-form4_1742331582.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,056 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:59 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 556 | $39.97 | $22,223.32 |
DisclosureSEC source: 0001781755-25-000034 · wk-form4_1742331582.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,458 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:01 UTC |
Roche James MorganSee Remarks
|
Tax withholdingClass A Common Stock | 501 | $39.97 | $20,024.97 |
DisclosureSEC source: 0001781755-25-000036 · wk-form4_1742331680.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,997 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 3 filed on January 26, 2024. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:59 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 402 | $39.97 | $16,067.94 |
DisclosureSEC source: 0001781755-25-000033 · wk-form4_1742331541.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,659 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:59 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 556 | $39.97 | $22,223.32 |
DisclosureSEC source: 0001781755-25-000033 · wk-form4_1742331541.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: 135,061 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:58 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
Tax withholdingClass A Common Stock | 671 | $39.97 | $26,819.87 |
DisclosureSEC source: 0001781755-25-000032 · wk-form4_1742331508.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,334 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:58 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
Tax withholdingClass A Common Stock | 1,297 | $39.97 | $51,841.09 |
DisclosureSEC source: 0001781755-25-000032 · wk-form4_1742331508.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,005 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 14, 2025 Filed Mar 14, 2025 21:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
SaleClass A Common Stock | 15,902 | $39.33 | $625,425.66 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 5 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,302 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.12 to $39.57. 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 |
| March 13, 2025 Filed Mar 14, 2025 21:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
SaleClass A Common Stock | 12,240 | $40.03 | $489,967.20 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 4 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,204 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.00 to $40.18. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 21:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
SaleClass A Common Stock | 39,219 | $39.22 | $1,538,169.18 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 3 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,444 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.00 to $39.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:54 UTC |
SULLIVAN CHRIS THOMASDirector
|
GiftClass A Common Stock | 4,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000030 · wk-form4_1741989268.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,070 Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
SaleClass A Common Stock | 2,993 | $41.13 | $123,102.09 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,663 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.01 to $41.18. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% Owner Group
|
SaleClass A Common Stock | 65,747 | $40.58 | $2,668,013.26 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,656 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 $40.98. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 10,322 | $40.64 | $419,486.08 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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 F9 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.38 to $40.95. 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. F4 · 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 |
| March 04, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 36,436 | $39.82 | $1,450,881.52 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 10,322 F8 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.38 to $40.37. 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. F4 · 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 |
| March 04, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 43,341 | $38.56 | $1,671,228.96 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 46,758 F7 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.38 to $39.36. 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. F4 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 125,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.xml · derivative · entry 16 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 · 125,000 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. F10 · 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. F10 · 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. F4 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 125,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.xml · derivative · entry 15 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 125,000 Underlying: Class A Common Stock · 125,000 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. F10 · 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. F10 · 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. F4 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 125,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 12,777,590 Underlying: Class A Common Stock · 125,000 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. F10 · 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. F10 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.xml · derivative · entry 13 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,902,590 Underlying: Class A Common Stock · 25,000 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. F10 · 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. F10 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 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: 0001781755-25-000027 · wk-form4_1741217355.xml · derivative · entry 12 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By BIGH, LLC Disclosed balance after: 12,927,590 Underlying: Class A Common Stock · 50,000 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. F10 · 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. F10 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 18,503 | $41.05 | $759,548.15 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 90,099 F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.23 to $41.13. 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. F4 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 16,398 | $39.29 | $644,277.42 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 108,602 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.05 to $40.02. 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. F4 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass A Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 125,000 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. F4 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
ConversionClass B Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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 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 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 125,000 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. F4 · 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 |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 12,777,590 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 12,902,590 F1 · kind: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F1 · price: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:29 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000027 · wk-form4_1741217355.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: 12,927,590 F1 · kind: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F1 · price: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
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OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 125,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.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: 12,777,590 Underlying: Class A Common Stock · 125,000 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. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.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: 12,902,590 Underlying: Class A Common Stock · 25,000 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. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 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: 0001781755-25-000028 · wk-form4_1741217398.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: 12,927,590 Underlying: Class A Common Stock · 50,000 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. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.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: 12,777,590 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 |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.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: 12,902,590 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 |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
|
OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.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: 12,927,590 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.