Tapewire

Nasdaq · USD

BWIN

Baldwin Insurance Group, Inc.

Export transactions ↓
Tapewire entity
4244
SEC CIK
0001781755
Parsed reports
505

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
MonthPurchasesSales
Nov 202500
Dec 202505
Jan 202600
Feb 202600
Mar 202622
Apr 202600
May 202605
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2025 Filed Apr 3, 2025 20:58 UTC GrantClass A Common Stock 624 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantClass A Common Stock 624 $0.00 $0.00
Disclosure

SEC 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 GrantClass A Common Stock 624 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 Tax withholdingClass A Common Stock 501 $39.97 $20,024.97
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GiftClass A Common Stock 4,250 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 125,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.