Last 12 months
Inside the activity.
2 purchase rows · 12 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 5 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 2 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 5 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 04, 2024 Filed Oct 7, 2024 20:42 UTC |
Sherman LauraMember of 10% owner group
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC 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
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 231,932 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 231,932 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 12,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 12,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 231,932 | $0.00 | $0.00 |
DisclosureSEC 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
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 231,932 | $0.00 | $0.00 |
DisclosureSEC 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
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 12,124 | $0.00 | $0.00 |
DisclosureSEC 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
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 12,124 | $0.00 | $0.00 |
DisclosureSEC 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
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 57,956 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 3,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 3,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 57,956 | $0.00 | $0.00 |
DisclosureSEC 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
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC 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
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Member of 10% owner group
|
GiftClass B Common Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC 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 |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 387 | $0.00 | $0.00 |
DisclosureSEC 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 |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 387 | $0.00 | $0.00 |
DisclosureSEC 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 |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 387 | $0.00 | $0.00 |
DisclosureSEC 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 |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 387 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Muthukrishnan SathishDirector
|
GrantClass A Common Stock | 387 | $0.00 | $0.00 |
DisclosureSEC 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 |
Williams Myron KDirector
|
GrantClass A Common Stock | 387 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
SULLIVAN CHRIS THOMASDirector
|
GiftClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
SULLIVAN CHRIS THOMASDirector
|
GiftClass A Common Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 25,508 | $43.13 | $1,100,160.04 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 49,872 | $42.61 | $2,125,045.92 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 92,834 | $42.34 | $3,930,591.56 |
DisclosureSEC 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.