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 |
|---|---|---|---|---|---|---|
| May 09, 2024 Filed May 14, 2024 00:51 UTC |
Galbraith DanielSee Remarks · See Remarks
|
ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 155,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · derivative · entry 9 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,209,644 Underlying: Class A Common Stock · 1,209,644 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. F8 · 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. F8 · 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. 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 |
| May 09, 2024 Filed May 14, 2024 00:51 UTC |
Galbraith DanielSee Remarks · See Remarks
|
SaleClass A Common Stock | 1,040 | $30.76 | $31,990.40 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 6 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,126 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.50 to $31.20. 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 09, 2024 Filed May 14, 2024 00:51 UTC |
Galbraith DanielSee Remarks · See Remarks
|
SaleClass A Common Stock | 3,805 | $30.48 | $115,976.40 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 4 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 80,932 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.23 to $31.20. 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 |
| May 09, 2024 Filed May 14, 2024 00:51 UTC |
Galbraith DanielSee Remarks · See Remarks
|
SaleClass A Common Stock | 70,863 | $30.01 | $2,126,598.63 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 3 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 84,737 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.00 to $30.20. 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 |
| May 09, 2024 Filed May 14, 2024 00:51 UTC |
Galbraith DanielSee Remarks · See Remarks
|
ConversionClass A Common Stock | 155,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 155,600 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:51 UTC |
Galbraith DanielSee Remarks · See Remarks
|
ConversionClass B Common Stock | 155,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,209,644 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:49 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 2,032 | $30.58 | $62,138.56 |
DisclosureSEC source: 0001214659-24-008970 · marketforms-65830.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,499 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.50 to $31.30. 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 |
| May 09, 2024 Filed May 14, 2024 00:49 UTC |
Roche James MorganSee Remarks
|
SaleClass A Common Stock | 17,968 | $30.00 | $539,040.00 |
DisclosureSEC source: 0001214659-24-008970 · marketforms-65830.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,531 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.00 to $30.02. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:47 UTC |
Cohen Seth BalaGeneral Counsel
|
SaleClass A Common Stock | 10,834 | $30.03 | $325,345.02 |
DisclosureSEC source: 0001214659-24-008969 · marketforms-65832.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,813 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.00 to $30.11. 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 |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Parasuraman SunitaDirector
|
GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006062 · marketforms-65473.xml · nonDerivative · entry 1 Parasuraman Sunita · CIK 0001901482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,285 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
SULLIVAN CHRIS THOMASDirector
|
GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006064 · marketforms-65477.xml · nonDerivative · entry 1 SULLIVAN CHRIS THOMAS · CIK 0000901870 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,124 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
KADOW JOSEPH JOHNDirector
|
GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006057 · marketforms-65468.xml · nonDerivative · entry 1 KADOW JOSEPH JOHN · CIK 0001019438 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,440 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Matas Barbara RuthDirector
|
GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006061 · marketforms-65472.xml · nonDerivative · entry 1 Matas Barbara Ruth · CIK 0001671249 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,440 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Shook EllynDirector
|
GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006063 · marketforms-65475.xml · nonDerivative · entry 1 Shook Ellyn · CIK 0001600370 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,285 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Williams Myron KDirector
|
GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006065 · marketforms-65483.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,285 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Muthukrishnan SathishDirector
|
GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006060 · marketforms-65471.xml · nonDerivative · entry 1 Muthukrishnan Sathish · CIK 0001974546 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,094 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 13,470 | $28.55 | $384,568.50 |
DisclosureSEC source: 0001214659-24-006056 · marketforms-65467.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,131 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
GrantClass A Common Stock | 38,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006056 · marketforms-65467.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: 121,601 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Cohen Seth BalaGeneral Counsel
|
OtherClass A Common Stock | 60 | $28.55 | $1,713.00 |
DisclosureSEC source: 0001214659-24-006055 · marketforms-65466.xml · nonDerivative · entry 4 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,647 F4 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 3 filed February 2, 2022. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Cohen Seth BalaGeneral Counsel
|
GrantClass A Common Stock | 3,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006055 · marketforms-65466.xml · nonDerivative · entry 3 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,707 F3 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2025, March 15, 2026, March 15, 2027, March 15, 2028, and March 15, 2029, in each case subject to Mr. Cohen's continued employment through each vesting date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 3,555 | $28.55 | $101,495.25 |
DisclosureSEC source: 0001214659-24-006055 · marketforms-65466.xml · nonDerivative · entry 2 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,301 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Cohen Seth BalaGeneral Counsel
|
GrantClass A Common Stock | 14,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006055 · marketforms-65466.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,856 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Cohen Jay ADirector
|
GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006059 · marketforms-65470.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,463 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 24,606 | $28.55 | $702,501.30 |
DisclosureSEC source: 0001214659-24-006054 · marketforms-65465.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,280 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
GrantClass A Common Stock | 73,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006054 · marketforms-65465.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,886 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Roche James MorganSee Remarks
|
Tax withholdingClass A Common Stock | 16,135 | $28.55 | $460,654.25 |
DisclosureSEC source: 0001214659-24-006058 · marketforms-65469.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,499 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Roche James MorganSee Remarks
|
GrantClass A Common Stock | 38,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006058 · marketforms-65469.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,634 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 858 | $28.55 | $24,495.90 |
DisclosureSEC source: 0001214659-24-006053 · marketforms-65463.xml · nonDerivative · entry 4 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,269 F4 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2021. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
GrantClass A Common Stock | 1,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006053 · marketforms-65463.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,127 F3 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2025, March 15, 2026, March 15, 2027, March 15, 2028 and March 15, 2029 in each case subject to Ms. Lichon's continued employment through each vesting date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 3,580 | $28.55 | $102,209.00 |
DisclosureSEC source: 0001214659-24-006053 · marketforms-65463.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,637 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
GrantClass A Common Stock | 10,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006053 · marketforms-65463.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,217 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 13,223 | $28.55 | $377,516.65 |
DisclosureSEC source: 0001214659-24-006052 · marketforms-65462.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,166 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Galbraith DanielSee Remarks · See Remarks
|
GrantClass A Common Stock | 37,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006052 · marketforms-65462.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,389 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2023. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC |
Sherman LauraMember of 10% owner group
|
Tax withholdingClass A Common Stock | 186 | $28.55 | $5,310.30 |
DisclosureSEC source: 0001214659-24-006051 · marketforms-65461.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,512 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on June 14, 2022. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:58 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 81 | $29.44 | $2,384.64 |
DisclosureSEC source: 0001214659-24-004657 · marketforms-65235.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,204 F3 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:58 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 112 | $29.44 | $3,297.28 |
DisclosureSEC source: 0001214659-24-004657 · marketforms-65235.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,285 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:58 UTC |
Lichon Corbyn N.Chief Accounting Officer
|
Tax withholdingClass A Common Stock | 140 | $29.44 | $4,121.60 |
DisclosureSEC source: 0001214659-24-004657 · marketforms-65235.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,397 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 4, 2023. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:58 UTC |
Cohen Seth BalaGeneral Counsel
|
SaleClass A Common Stock | 1,033 | $29.04 | $29,998.32 |
DisclosureSEC source: 0001214659-24-004656 · marketforms-65228.xml · nonDerivative · entry 3 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,657 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $28.98 to $29.05. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:58 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 209 | $29.44 | $6,152.96 |
DisclosureSEC source: 0001214659-24-004656 · marketforms-65228.xml · nonDerivative · entry 2 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,690 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed April 5, 2022. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:58 UTC |
Cohen Seth BalaGeneral Counsel
|
Tax withholdingClass A Common Stock | 225 | $29.44 | $6,624.00 |
DisclosureSEC source: 0001214659-24-004656 · marketforms-65228.xml · nonDerivative · entry 1 Cohen Seth Bala · CIK 0001908559 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,899 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed April 4, 2023. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:56 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 405 | $29.44 | $11,923.20 |
DisclosureSEC source: 0001214659-24-004655 · marketforms-65230.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,756 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:56 UTC |
Galbraith DanielSee Remarks · See Remarks
|
Tax withholdingClass A Common Stock | 560 | $29.44 | $16,486.40 |
DisclosureSEC source: 0001214659-24-004655 · marketforms-65230.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,161 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 505 | $29.44 | $14,867.20 |
DisclosureSEC source: 0001214659-24-004653 · marketforms-65226.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,969 F3 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:55 UTC |
Baldwin TrevorDirector · Chief Executive Officer · Member of 10% owner group
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Tax withholdingClass A Common Stock | 831 | $29.44 | $24,464.64 |
DisclosureSEC source: 0001214659-24-004653 · marketforms-65226.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,474 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. F2 · balance_after: As a result of a clerical error, 14,559 shares of Class A common stock that the reporting person held indirectly by the TLB 2020 Trust were previously reported as being held directly by the reporting person. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:55 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
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Tax withholdingClass A Common Stock | 405 | $29.44 | $11,923.20 |
DisclosureSEC source: 0001214659-24-004652 · marketforms-65229.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,355 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:55 UTC |
Hale BradfordChief Financial Officer · Member of 10% owner group
|
Tax withholdingClass A Common Stock | 560 | $29.44 | $16,486.40 |
DisclosureSEC source: 0001214659-24-004652 · marketforms-65229.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: 83,760 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:55 UTC |
Roche James MorganSee Remarks
|
Tax withholdingClass A Common Stock | 539 | $29.44 | $15,868.16 |
DisclosureSEC source: 0001214659-24-004651 · marketforms-65234.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,265 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 3 filed on January 26, 2024. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 18,120 | $29.31 | $531,097.20 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · nonDerivative · entry 8 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F7 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $28.71 to $29.66. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 00:09 UTC |
Baldwin LowryDirector · 10% owner · See Remarks
|
SaleClass A Common Stock | 19,251 | $28.55 | $549,616.05 |
DisclosureSEC source: 0001214659-24-004519 · marketforms-65209.xml · nonDerivative · entry 7 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 18,120 F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $28.29 to $28.86. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC |
BIGH, LLC10% owner · Member of 10% Owner Group
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OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004520 · marketforms-65207.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,274,090 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, 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. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.