person · Reporting owner
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BRP · Entity 4244 | Member of 10% owner group | November 16, 2023 | November 21, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Baldwin Insurance Group, Inc.
Report date November 16, 2023 · Filed November 21, 2023
Jointly reported with Sherman Laura, Laura R. Sherman GRAT 2019-2 Dated September 30, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 60,992 |
Reported balance
After 2023-11-16 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2023-11-16 · Gift · Disposed 6,372 · Balance 60,992 F1: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2023-11-16 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2023-11-16 · Gift · Disposed 9,106 · Balance 0 F2: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,233,182 |
Reported balance
After 2023-11-17 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2023-11-17 · Gift · Acquired 15,478 · Balance 2,233,182 F3: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. |
| Class B Common StockSEC Table I · non-derivative | Direct | 6,372 |
Reported balance
After 2023-11-16 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2023-11-16 · Gift · Acquired 6,372 · Balance 6,372 |
| Class B Common StockSEC Table I · non-derivative | Direct | 15,478 |
Reported balance
After 2023-11-16 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2023-11-16 · Gift · Acquired 9,106 · Balance 15,478 |
| Class B Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-17 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2023-11-17 · Gift · Disposed 15,478 · Balance 0 |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 60,992 |
Reported balance
After 2023-11-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-11-16 · Gift · Disposed 6,372 · Balance 60,992 F4: 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: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 0 |
Reported balance
After 2023-11-16 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-11-16 · Gift · Disposed 9,106 · Balance 0 F4: 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: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 2,233,182 |
Reported balance
After 2023-11-17 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2023-11-17 · Gift · Acquired 15,478 · Balance 2,233,182 F4: 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: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,372 |
Reported balance
After 2023-11-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-11-16 · Gift · Acquired 6,372 · Balance 6,372 F4: 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. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,478 |
Reported balance
After 2023-11-16 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-11-16 · Gift · Acquired 9,106 · Balance 15,478 F4: 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. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-11-17 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2023-11-17 · Gift · Disposed 15,478 · Balance 0 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.
F2: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee.
F3: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary.
F4: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 3,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 6 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,034 F6 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine, the trustee and beneficiary of the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 9,733 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 5 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,849 F5 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,316 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 4 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,042 F4 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 9,449 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 3 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,560 F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 239,776 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 2 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 30,735 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 1 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,776 F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019. 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.