Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BRP · Entity 4244 | Chief Partnership Officer · Member of 10% owner group | November 09, 2023 | November 13, 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 09, 2023 · Filed November 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 93,222 |
Reported balance
After 2023-11-09 transaction · row 1
1 source rowRow 1 · 2023-11-09 · Purchase · Acquired 5,000 · Balance 93,222 |
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 |
|---|---|---|---|---|---|---|
| November 09, 2023 Filed Nov 13, 2023 21:15 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 5,000 | $19.98 | $99,895.00 |
DisclosureSEC source: 0001214659-23-014873 · marketforms-63510.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,222 Read SEC document |
| May 11, 2023 Filed May 15, 2023 23:13 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 913,709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-007221 · marketforms-61524.xml · derivative · entry 5 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 913,709 Underlying: Class A Common Stock · 913,709 shares Expires not disclosed F1 · shares: These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023. 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 · ownership.nature: These securities are held by the John A. Valentine Revocable Trust, dated March 20, 2023, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| May 11, 2023 Filed May 15, 2023 23:13 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 913,709 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-007221 · marketforms-61524.xml · derivative · entry 4 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 913,709 shares Expires not disclosed F1 · shares: These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023. 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 |
| May 11, 2023 Filed May 15, 2023 23:13 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 913,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-007221 · marketforms-61524.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 913,709 F1 · shares: These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023. F2 · ownership.nature: These securities are held by the John A. Valentine Revocable Trust, dated March 20, 2023, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| May 11, 2023 Filed May 15, 2023 23:13 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 913,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-007221 · marketforms-61524.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: These securities were transferred from John A. Valentine to John A. Valentine, as Trustee of the John A. Valentine Revocable Trust, dated March 20, 2023. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 10,398 | $25.46 | $264,733.08 |
DisclosureSEC source: 0001214659-23-004850 · marketforms-61165.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,222 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, 2023 Filed Apr 4, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 33,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004850 · marketforms-61165.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,620 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, 2022. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:15 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 373 | $22.52 | $8,399.96 |
DisclosureSEC source: 0001214659-23-003904 · marketforms-60819.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,463 F2 · 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 May 5, 2021. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:15 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 515 | $22.52 | $11,597.80 |
DisclosureSEC source: 0001214659-23-003904 · marketforms-60819.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,836 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 April 5, 2022. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 16 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 395,460 Underlying: Class A Common Stock · 1,122 shares Expires not disclosed F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 15 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 1,122 shares Expires not disclosed F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · ownership.nature: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 5,912 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 14 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 913,709 Underlying: Class A Common Stock · 5,912 shares Expires not disclosed F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 5,912 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 13 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,122 Underlying: Class A Common Stock · 5,912 shares Expires not disclosed F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F6 · ownership.nature: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 154,338 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 12 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 394,338 Underlying: Class A Common Stock · 154,338 shares Expires not disclosed F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 154,338 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 11 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 154,338 shares Expires not disclosed F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 10 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907,797 Underlying: Class A Common Stock · 15,511 shares Expires not disclosed F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 9 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 154,338 Underlying: Class A Common Stock · 15,511 shares Expires not disclosed F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 8 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 395,460 F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 7 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F6 · ownership.nature: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 5,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 6 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 913,709 F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 5,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 5 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,122 F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F6 · ownership.nature: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 154,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 4 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 394,338 F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 154,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F2 · ownership.nature: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907,797 F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 154,338 F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F2 · ownership.nature: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| May 13, 2022 Filed May 17, 2022 23:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 10,000 | $21.10 | $211,000.00 |
DisclosureSEC source: 0000950103-22-008694 · dp173346_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,351 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:12 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 7,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006026 · dp170662_4-valentine.xml · nonDerivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,351 F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2023, March 15, 2024, March 15, 2025, March 15, 2026, and March 15, 2027, in each case subject to Mr. Valentine's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:12 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 4,576 | $27.77 | $127,075.52 |
DisclosureSEC source: 0000950103-22-006026 · dp170662_4-valentine.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,286 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:12 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 10,810 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006026 · dp170662_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,862 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 259 | $25.11 | $6,503.49 |
DisclosureSEC source: 0000950103-22-004777 · dp169399_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,052 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 May 5, 2021. Read SEC document |
| March 14, 2022 Filed Mar 17, 2022 00:14 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 1,000 | $25.17 | $25,170.00 |
DisclosureSEC source: 0000950103-22-004696 · dp169306_4-valentine.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,311 Read SEC document |
| March 14, 2022 Filed Mar 17, 2022 00:14 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 4,000 | $24.56 | $98,240.00 |
DisclosureSEC source: 0000950103-22-004696 · dp169306_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,311 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.07 to $25.05 per share. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 00:17 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 250 | $24.00 | $6,000.00 |
DisclosureSEC source: 0000950103-22-004245 · dp168862_4valentine.xml · nonDerivative · entry 4 Valentine John A. · CIK 0001787661 · Chief Partnership Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,311 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 00:17 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 250 | $24.34 | $6,085.00 |
DisclosureSEC source: 0000950103-22-004245 · dp168862_4valentine.xml · nonDerivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,061 Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:17 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 500 | $27.34 | $13,670.00 |
DisclosureSEC source: 0000950103-22-004245 · dp168862_4valentine.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,811 Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:17 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 500 | $27.34 | $13,670.00 |
DisclosureSEC source: 0000950103-22-004245 · dp168862_4valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,311 Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units to Baldwin Risk Partners, LLC · Derivative | 240,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019589 · dp163539_4-valentine.xml · derivative · entry 7 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 416,883 Underlying: Class A Common Stock · 240,000 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted 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 one share of Class B Common Stock, may be converted 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. F3 · ownership.nature: Shares held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, and Sarah S. Valentine, as Trustee of the John A. Valentine 2019 Irrevocable Trust, dated September 27, 2019 ("Trusts"). Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 240,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019589 · dp163539_4-valentine.xml · derivative · entry 5 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 892,286 Underlying: Class A Common Stock · 240,000 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted 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 one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019589 · dp163539_4-valentine.xml · nonDerivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 416,883 F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F3 · ownership.nature: Shares held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, and Sarah S. Valentine, as Trustee of the John A. Valentine 2019 Irrevocable Trust, dated September 27, 2019 ("Trusts"). Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019589 · dp163539_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 892,286 Read SEC document |
| May 03, 2021 Filed May 5, 2021 22:15 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 5,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006804 · dp150660_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,811 F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Valentine's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:03 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 5,279 | $28.06 | $148,128.74 |
DisclosureSEC source: 0000950103-21-005245 · dp149100_4-valentine.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,694 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:03 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 17,834 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005245 · dp149100_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,973 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:00 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 50,000 | $28.25 Strike: $0.00 | $1,412,315.00 |
DisclosureSEC source: 0000950103-20-024599 · dp143306_4-valentine.xml · derivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118,843 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:00 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024599 · dp143306_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,118,843 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $28.25 Strike: $0.00 | $2,824,630.00 |
DisclosureSEC source: 0000950103-20-024249 · dp142931_4-valentine.xml · derivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168,843 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024249 · dp142931_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168,843 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:56 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 7,981 | $9.25 | $73,824.25 |
DisclosureSEC source: 0000950103-20-007020 · dp125646_4-valentine.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,139 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:56 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 27,120 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007020 · dp125646_4-valentine.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,120 Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 190,326 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014317 · dp114764_4-valentine.xml · derivative · entry 4 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By John A. Valentine 2019 Grantor Retained Annuity Trust dated September 30, 2019 Disclosed balance after: 190,326 Underlying: Class A Common Stock · 190,326 shares Expires not disclosed F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. 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.