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Nasdaq · USD

BWIN

Baldwin Insurance Group, Inc.

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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

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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
October 04, 2024 Filed Oct 7, 2024 20:42 UTC
Sherman LauraMember of 10% owner group
GiftClass B Common Stock 3,036 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 4

Sherman Laura · CIK 0001787578 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:43 UTC
Krystyn ElizabethMember of 10% Owner Group
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 231,932 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 10

Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 476,343

Underlying: Class A Common Stock · 231,932 shares

Expires not disclosed

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 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:43 UTC
Krystyn ElizabethMember of 10% Owner Group
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 231,932 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 9

Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 231,932 shares

Expires not disclosed

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: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:43 UTC
Krystyn ElizabethMember of 10% Owner Group
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 12,124 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 8

Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,124

Underlying: Class A Common Stock · 12,124 shares

Expires not disclosed

F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire.

F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:43 UTC
Krystyn ElizabethMember of 10% Owner Group
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 12,124 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 7

Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 231,932

Underlying: Class A Common Stock · 12,124 shares

Expires not disclosed

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: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:43 UTC
Krystyn ElizabethMember of 10% Owner Group
GiftClass B Common Stock 231,932 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 4

Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 476,343

F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:43 UTC
Krystyn ElizabethMember of 10% Owner Group
GiftClass B Common Stock 231,932 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 3

Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:43 UTC
Krystyn ElizabethMember of 10% Owner Group
GiftClass B Common Stock 12,124 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 2

Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,124

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:43 UTC
Krystyn ElizabethMember of 10% Owner Group
GiftClass B Common Stock 12,124 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 1

Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 231,932

F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:42 UTC
Sherman LauraMember of 10% owner group
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 57,956 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 8

Sherman Laura · CIK 0001787578 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 57,956 shares

Expires not disclosed

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.

F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:42 UTC
Sherman LauraMember of 10% owner group
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 3,036 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 7

Sherman Laura · CIK 0001787578 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,036

Underlying: Class A Common Stock · 3,036 shares

Expires not disclosed

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.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:42 UTC
Sherman LauraMember of 10% owner group
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 3,036 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 6

Sherman Laura · CIK 0001787578 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 57,956

Underlying: Class A Common Stock · 3,036 shares

Expires not disclosed

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.

F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:42 UTC
Sherman LauraMember of 10% owner group
GiftClass B Common Stock 57,956 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 3

Sherman Laura · CIK 0001787578 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:42 UTC
Sherman LauraMember of 10% owner group
GiftClass B Common Stock 3,036 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 2

Sherman Laura · CIK 0001787578 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,036

Read SEC document
October 03, 2024 Filed Oct 7, 2024 20:42 UTC
Sherman LauraMember of 10% owner group
GiftClass B Common Stock 3,036 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 1

Sherman Laura · CIK 0001787578 · Member of 10% owner group

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 57,956

F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:36 UTC GrantClass A Common Stock 387 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000078 · wk-form4_1727991382.xml · nonDerivative · entry 1

Parasuraman Sunita · CIK 0001901482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,219

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:32 UTC GrantClass A Common Stock 387 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000075 · wk-form4_1727991173.xml · nonDerivative · entry 1

SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,706

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:37 UTC GrantClass A Common Stock 387 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000080 · wk-form4_1727991435.xml · nonDerivative · entry 1

KADOW JOSEPH JOHN · CIK 0001019438 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,374

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:30 UTC GrantClass A Common Stock 387 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000071 · wk-form4_1727991005.xml · nonDerivative · entry 1

Matas Barbara Ruth · CIK 0001671249 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,374

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:33 UTC
Shook EllynDirector
GrantClass A Common Stock 387 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000076 · wk-form4_1727991198.xml · nonDerivative · entry 1

Shook Ellyn · CIK 0001600370 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,219

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:36 UTC GrantClass A Common Stock 387 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000079 · wk-form4_1727991407.xml · nonDerivative · entry 1

Muthukrishnan Sathish · CIK 0001974546 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,028

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:32 UTC GrantClass A Common Stock 387 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000074 · wk-form4_1727991149.xml · nonDerivative · entry 1

Williams Myron K · CIK 0001901459 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,219

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:32 UTC
Cohen Jay ADirector
GrantClass A Common Stock 387 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000073 · wk-form4_1727991124.xml · nonDerivative · entry 1

Cohen Jay A · CIK 0001866862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,397

Read SEC document
October 01, 2024 Filed Oct 3, 2024 21:24 UTC
Lichon Corbyn N.Chief Accounting Officer
Tax withholdingClass A Common Stock 2,747 $49.10 $134,877.70
Disclosure

SEC source: 0001781755-24-000070 · wk-form4_1727990686.xml · nonDerivative · entry 1

Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,522

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 on April 5, 2021.

Read SEC document
August 30, 2024 Filed Aug 30, 2024 23:19 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: 0001781755-24-000068 · wk-form4_1725059970.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: 12,977,590

Underlying: Class A Common Stock · 50,000 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
August 30, 2024 Filed Aug 30, 2024 23:19 UTC
BIGH, LLC10% owner · Member of 10% Owner Group
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 21,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000068 · wk-form4_1725059970.xml · derivative · entry 3

BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,027,590

Underlying: Class A Common Stock · 21,500 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
August 30, 2024 Filed Aug 30, 2024 23:19 UTC
BIGH, LLC10% owner · Member of 10% Owner Group
OtherClass B Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000068 · wk-form4_1725059970.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: 12,977,590

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
August 30, 2024 Filed Aug 30, 2024 23:19 UTC
BIGH, LLC10% owner · Member of 10% Owner Group
OtherClass B Common Stock 21,500 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000068 · wk-form4_1725059970.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: 13,027,590

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
August 30, 2024 Filed Aug 30, 2024 23:18 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 50,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000067 · wk-form4_1725059925.xml · derivative · entry 10

Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 50,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · 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.

F6 · 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
August 30, 2024 Filed Aug 30, 2024 23:18 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: 0001781755-24-000067 · wk-form4_1725059925.xml · derivative · entry 9

Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 50,000

Underlying: Class A Common Stock · 50,000 shares

Expires not disclosed

F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-1, 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-1, 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.

F6 · 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.

F6 · 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
August 30, 2024 Filed Aug 30, 2024 23:18 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: 0001781755-24-000067 · wk-form4_1725059925.xml · derivative · entry 8

Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By BIGH, LLC

Disclosed balance after: 12,977,590

Underlying: Class A Common Stock · 50,000 shares

Expires not disclosed

F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-1, 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-1, 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.

F6 · 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.

F6 · 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
August 30, 2024 Filed Aug 30, 2024 23:18 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 21,500 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000067 · wk-form4_1725059925.xml · derivative · entry 7

Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By BIGH, LLC

Disclosed balance after: 13,027,590

Underlying: Class A Common Stock · 21,500 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.

F6 · 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.

F6 · 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
August 30, 2024 Filed Aug 30, 2024 23:18 UTC
Baldwin LowryDirector · 10% owner · See Remarks
SaleClass A Common Stock 50,000 $46.74 $2,337,000.00
Disclosure

SEC source: 0001781755-24-000067 · wk-form4_1725059925.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

F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $46.14 to $47.12. 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
August 30, 2024 Filed Aug 30, 2024 23:18 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionClass A Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000067 · wk-form4_1725059925.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: 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.

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
August 30, 2024 Filed Aug 30, 2024 23:18 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionClass B Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000067 · wk-form4_1725059925.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.

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
August 30, 2024 Filed Aug 30, 2024 23:18 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherClass B Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000067 · wk-form4_1725059925.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: 50,000

F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-1, 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-1, 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
August 30, 2024 Filed Aug 30, 2024 23:18 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherClass B Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000067 · wk-form4_1725059925.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: 12,977,590

F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-1, 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-1, 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
August 30, 2024 Filed Aug 30, 2024 23:18 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherClass B Common Stock 21,500 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000067 · wk-form4_1725059925.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: 13,027,590

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
August 29, 2024 Filed Aug 29, 2024 21:10 UTC GiftClass A Common Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000065 · wk-form4_1724965815.xml · nonDerivative · entry 2

SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,319

Read SEC document
August 29, 2024 Filed Aug 30, 2024 23:17 UTC
Galbraith DanielSee Remarks · See Remarks
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 75,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000066 · wk-form4_1725059866.xml · derivative · entry 6

Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 1,134,644

Underlying: Class A Common Stock · 75,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire.

F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire.

F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary.

Read SEC document
August 29, 2024 Filed Aug 30, 2024 23:17 UTC
Galbraith DanielSee Remarks · See Remarks
SaleClass A Common Stock 75,000 $46.33 $3,474,750.00
Disclosure

SEC source: 0001781755-24-000066 · wk-form4_1725059866.xml · nonDerivative · entry 3

Galbraith Daniel · CIK 0001787629 · See Remarks · 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 $45.98 to $46.76. 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: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary.

Read SEC document
August 29, 2024 Filed Aug 30, 2024 23:17 UTC
Galbraith DanielSee Remarks · See Remarks
ConversionClass A Common Stock 75,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000066 · wk-form4_1725059866.xml · nonDerivative · entry 2

Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 75,000

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.

F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary.

Read SEC document
August 29, 2024 Filed Aug 30, 2024 23:17 UTC
Galbraith DanielSee Remarks · See Remarks
ConversionClass B Common Stock 75,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000066 · wk-form4_1725059866.xml · nonDerivative · entry 1

Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 1,134,644

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: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary.

Read SEC document
August 27, 2024 Filed Aug 29, 2024 21:10 UTC GiftClass A Common Stock 1,352 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000065 · wk-form4_1724965815.xml · nonDerivative · entry 1

SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,319

Read SEC document
August 21, 2024 Filed Aug 22, 2024 20:05 UTC
Baldwin LowryDirector · 10% owner · See Remarks
SaleClass A Common Stock 28,256 $43.05 $1,216,420.80
Disclosure

SEC source: 0001781755-24-000063 · wk-form4_1724357115.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

F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.50 to $43.26. 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.

F2 · 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
August 20, 2024 Filed Aug 22, 2024 20:05 UTC
Baldwin LowryDirector · 10% owner · See Remarks
SaleClass A Common Stock 600 $43.32 $25,992.00
Disclosure

SEC source: 0001781755-24-000063 · wk-form4_1724357115.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: 28,256

F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.32 to $43.33. 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.

F2 · 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
August 20, 2024 Filed Aug 22, 2024 20:05 UTC
Baldwin LowryDirector · 10% owner · See Remarks
SaleClass A Common Stock 51,144 $42.55 $2,176,177.20
Disclosure

SEC source: 0001781755-24-000063 · wk-form4_1724357115.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: 28,856

F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.32 to $43.22. 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.

F2 · 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
August 19, 2024 Filed Aug 19, 2024 23:27 UTC SaleClass A Common Stock 25,508 $43.13 $1,100,160.04
Disclosure

SEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 6

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,846

F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.02 to $43.31. 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
August 19, 2024 Filed Aug 19, 2024 23:27 UTC SaleClass A Common Stock 49,872 $42.61 $2,125,045.92
Disclosure

SEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 5

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,354

F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.12 to $42.74. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

Read SEC document
August 16, 2024 Filed Aug 19, 2024 23:27 UTC SaleClass A Common Stock 92,834 $42.34 $3,930,591.56
Disclosure

SEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 4

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,226

F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.25 to $42.70. 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.