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 |
|---|---|---|---|---|---|---|
| August 16, 2024 Filed Aug 19, 2024 23:27 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 57,166 | $41.89 | $2,394,683.74 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 15,940 | $42.06 | $670,436.40 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 95,651 | $41.56 | $3,975,255.56 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 200,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
ConversionClass B Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 2,547 | $41.45 | $105,573.15 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 6,317 | $41.28 | $260,765.76 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 85,222 | $41.50 | $3,536,713.00 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 56,912 | $41.92 | $2,385,751.04 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 200,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 13,767 | $42.28 | $582,068.76 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 22,917 | $41.77 | $957,243.09 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
ConversionClass B Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC |
SULLIVAN CHRIS THOMASDirector
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GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC |
KADOW JOSEPH JOHNDirector
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GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC |
Matas Barbara RuthDirector
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GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC |
Shook EllynDirector
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GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC |
Williams Myron KDirector
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GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC |
Muthukrishnan SathishDirector
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GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC |
Cohen Jay ADirector
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GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 5,000 | $30.61 | $153,050.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. 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.