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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
August 16, 2024 Filed Aug 19, 2024 23:27 UTC SaleClass A Common Stock 57,166 $41.89 $2,394,683.74
Disclosure

SEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 3

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 277,060

F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $42.24. 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.

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August 15, 2024 Filed Aug 19, 2024 23:28 UTC
Hale BradfordChief Financial Officer · Member of 10% owner group
SaleClass A Common Stock 10,000 $41.49 $414,900.00
Disclosure

SEC source: 0001781755-24-000061 · wk-form4_1724110105.xml · nonDerivative · entry 1

Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,131

F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.41 to $41.68. 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 15, 2024 Filed Aug 19, 2024 23:27 UTC SaleClass A Common Stock 15,940 $42.06 $670,436.40
Disclosure

SEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 2

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 334,226

F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.00 to $42.19. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 23:27 UTC SaleClass A Common Stock 95,651 $41.56 $3,975,255.56
Disclosure

SEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 1

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 350,166

F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.00 to $41.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

Read SEC document
August 14, 2024 Filed Aug 14, 2024 23:14 UTC ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 200,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · derivative · entry 6

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,036,786

Underlying: Class A Common Stock · 200,000 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 into 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 into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
August 14, 2024 Filed Aug 14, 2024 23:14 UTC ConversionClass A Common Stock 200,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 5

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 445,817

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.

Read SEC document
August 14, 2024 Filed Aug 14, 2024 23:14 UTC ConversionClass B Common Stock 200,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 4

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,036,786

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.

Read SEC document
August 14, 2024 Filed Aug 14, 2024 23:14 UTC SaleClass A Common Stock 2,547 $41.45 $105,573.15
Disclosure

SEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 3

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 245,817

F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $41.75. 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 13, 2024 Filed Aug 14, 2024 23:15 UTC
Baldwin LowryDirector · 10% owner · See Remarks
SaleClass A Common Stock 20,000 $41.36 $827,200.00
Disclosure

SEC source: 0001781755-24-000056 · wk-form4_1723677345.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: 80,000

F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.01 to $41.73. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
August 13, 2024 Filed Aug 14, 2024 23:14 UTC SaleClass A Common Stock 6,317 $41.28 $260,765.76
Disclosure

SEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 2

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 248,364

F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $41.92. 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 12, 2024 Filed Aug 14, 2024 23:16 UTC
BIGH, LLC10% owner · Member of 10% Owner Group
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 100,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000057 · wk-form4_1723677381.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,049,090

Underlying: Class A Common Stock · 100,000 shares

Expires not disclosed

F1 · 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.

F1 · 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.

F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 23:16 UTC
BIGH, LLC10% owner · Member of 10% Owner Group
OtherClass B Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000057 · wk-form4_1723677381.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: 13,049,090

F1 · 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.

F1 · 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 12, 2024 Filed Aug 14, 2024 23:15 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 100,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000056 · wk-form4_1723677345.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 100,000 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.

F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F3 · 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 12, 2024 Filed Aug 14, 2024 23:15 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 100,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000056 · wk-form4_1723677345.xml · derivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 100,000

Underlying: Class A Common Stock · 100,000 shares

Expires not disclosed

F1 · 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, LLC ("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.

F1 · 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, LLC ("BIGH") and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH.

F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F3 · 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 12, 2024 Filed Aug 14, 2024 23:15 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 100,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000056 · wk-form4_1723677345.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By BIGH, LLC

Disclosed balance after: 13,049,090

Underlying: Class A Common Stock · 100,000 shares

Expires not disclosed

F1 · 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, LLC ("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.

F1 · 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, LLC ("BIGH") and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH.

F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 23:15 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionClass A Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000056 · wk-form4_1723677345.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: 100,000

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

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 23:15 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionClass B Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000056 · wk-form4_1723677345.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

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

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
August 12, 2024 Filed Aug 14, 2024 23:15 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherClass B Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000056 · wk-form4_1723677345.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: 100,000

F1 · 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, LLC ("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.

F1 · 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, LLC ("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 · 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 12, 2024 Filed Aug 14, 2024 23:15 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherClass B Common Stock 100,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000056 · wk-form4_1723677345.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: 13,049,090

F1 · 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, LLC ("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.

F1 · 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, LLC ("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 12, 2024 Filed Aug 14, 2024 23:14 UTC SaleClass A Common Stock 85,222 $41.50 $3,536,713.00
Disclosure

SEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 1

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 254,681

F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $42.15. 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 09, 2024 Filed Aug 9, 2024 23:19 UTC SaleClass A Common Stock 56,912 $41.92 $2,385,751.04
Disclosure

SEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 5

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 339,903

F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.59 to $42.30. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 23:19 UTC ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 200,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · derivative · entry 6

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,236,786

Underlying: Class A Common Stock · 200,000 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 into 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 into one share of Class A common stock at any time. The LLC Units do not expire.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 23:19 UTC SaleClass A Common Stock 13,767 $42.28 $582,068.76
Disclosure

SEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 4

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 396,815

F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.00 to $42.89. 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 08, 2024 Filed Aug 9, 2024 23:19 UTC SaleClass A Common Stock 22,917 $41.77 $957,243.09
Disclosure

SEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 3

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 410,582

F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.47 to $41.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 23:19 UTC ConversionClass A Common Stock 200,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 2

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 433,499

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.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 23:19 UTC ConversionClass B Common Stock 200,000 $0.00 $0.00
Disclosure

SEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 1

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,236,786

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.

Read SEC document
August 08, 2024 Filed Aug 9, 2024 23:17 UTC
Cohen Seth BalaGeneral Counsel
SaleClass A Common Stock 3,783 $42.63 $161,269.29
Disclosure

SEC source: 0001781755-24-000051 · wk-form4_1723245417.xml · nonDerivative · entry 1

Cohen Seth Bala · CIK 0001908559 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,813

F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from 42.62 to $42.63. 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 01, 2024 Filed Aug 2, 2024 20:19 UTC
Cohen Seth BalaGeneral Counsel
Tax withholdingClass A Common Stock 1,217 $43.21 $52,586.57
Disclosure

SEC source: 0001781755-24-000040 · wk-form4_1722629959.xml · nonDerivative · entry 1

Cohen Seth Bala · CIK 0001908559 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,596

F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 3 filed February 2, 2022.

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July 01, 2024 Filed Jul 2, 2024 22:15 UTC GrantClass A Common Stock 547 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-011884 · marketforms-66474.xml · nonDerivative · entry 1

Parasuraman Sunita · CIK 0001901482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,832

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July 01, 2024 Filed Jul 2, 2024 22:15 UTC GrantClass A Common Stock 547 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-011887 · marketforms-66477.xml · nonDerivative · entry 1

SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,671

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July 01, 2024 Filed Jul 2, 2024 22:15 UTC GrantClass A Common Stock 547 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-011881 · marketforms-66471.xml · nonDerivative · entry 1

KADOW JOSEPH JOHN · CIK 0001019438 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,987

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July 01, 2024 Filed Jul 2, 2024 22:15 UTC GrantClass A Common Stock 547 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-011882 · marketforms-66472.xml · nonDerivative · entry 1

Matas Barbara Ruth · CIK 0001671249 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,987

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July 01, 2024 Filed Jul 2, 2024 22:15 UTC
Shook EllynDirector
GrantClass A Common Stock 547 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-011885 · marketforms-66475.xml · nonDerivative · entry 1

Shook Ellyn · CIK 0001600370 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,832

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July 01, 2024 Filed Jul 2, 2024 22:15 UTC GrantClass A Common Stock 547 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-011886 · marketforms-66476.xml · nonDerivative · entry 1

Williams Myron K · CIK 0001901459 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,832

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July 01, 2024 Filed Jul 2, 2024 22:15 UTC GrantClass A Common Stock 547 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-011883 · marketforms-66473.xml · nonDerivative · entry 1

Muthukrishnan Sathish · CIK 0001974546 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,641

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July 01, 2024 Filed Jul 2, 2024 22:15 UTC
Cohen Jay ADirector
GrantClass A Common Stock 547 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-011880 · marketforms-66468.xml · nonDerivative · entry 1

Cohen Jay A · CIK 0001866862 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,010

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May 21, 2024 Filed May 24, 2024 01:34 UTC
BIGH, LLC10% owner · Member of 10% Owner Group
OtherLLC Units in Baldwin Risk Partners, LLC · Derivative 125,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009879 · marketforms-66008.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,149,090

Underlying: Class A Common Stock · 125,000 shares

Expires not disclosed

F1 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member 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.

F1 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member 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 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein.

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May 21, 2024 Filed May 24, 2024 01:34 UTC
BIGH, LLC10% owner · Member of 10% Owner Group
OtherClass B Common Stock 125,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009879 · marketforms-66008.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: 13,149,090

F1 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member 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.

F1 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member 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.

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May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 125,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.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: 0

Underlying: Class A Common Stock · 125,000 shares

Expires not disclosed

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

F6 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F6 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

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May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 125,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 125,000

Underlying: Class A Common Stock · 125,000 shares

Expires not disclosed

F1 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("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.

F1 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("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 into 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 into one share of Class A common stock at any time. The LLC Units do not expire.

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative 125,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.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: 13,149,090

Underlying: Class A Common Stock · 125,000 shares

Expires not disclosed

F1 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("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.

F1 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("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 into 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 into one share of Class A common stock at any time. The LLC Units do not expire.

F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.

Read SEC document
May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
SaleClass A Common Stock 92,890 $34.24 $3,180,553.60
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.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 $34.04 to $34.43. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
SaleClass A Common Stock 32,110 $33.68 $1,081,464.80
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.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: 92,890

F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $33.04 to $34.01. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionClass A Common Stock 125,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 125,000

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

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
ConversionClass B Common Stock 125,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 0

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

F3 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherClass B Common Stock 125,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.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: 125,000

F1 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("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.

F1 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("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 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.

Read SEC document
May 21, 2024 Filed May 24, 2024 01:34 UTC
Baldwin LowryDirector · 10% owner · See Remarks
OtherClass B Common Stock 125,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-24-009878 · marketforms-66009.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: 13,149,090

F1 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("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.

F1 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("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
May 13, 2024 Filed May 14, 2024 00:49 UTC SaleClass A Common Stock 5,000 $30.61 $153,050.00
Disclosure

SEC source: 0001214659-24-008970 · marketforms-65830.xml · nonDerivative · entry 3

Roche James Morgan · CIK 0001789496 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 233,499

F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.50 to $30.77. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

Read SEC document
May 10, 2024 Filed May 14, 2024 00:51 UTC
Galbraith DanielSee Remarks · See Remarks
SaleClass A Common Stock 24,841 $30.11 $747,962.51
Disclosure

SEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 7

Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,285

F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.90 to $30.17. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

Read SEC document
May 10, 2024 Filed May 14, 2024 00:51 UTC
Galbraith DanielSee Remarks · See Remarks
SaleClass A Common Stock 80,932 $29.83 $2,414,201.56
Disclosure

SEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 5

Galbraith Daniel · CIK 0001787629 · See Remarks · 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 $29.77 to $30.16. 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.

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