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 |
|---|---|---|---|---|---|---|
| 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 | 1,268,843 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014317 · dp114764_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: 1,268,843 Underlying: Class A Common Stock · 1,268,843 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 |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 190,326 | $0.00 | $19.03 |
DisclosureSEC source: 0000950103-19-014317 · dp114764_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: Indirect · By John A. Valentine 2019 Grantor Retained Annuity Trust dated September 30, 2019 Disclosed balance after: 190,326 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. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:41 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 1,268,843 | $0.00 | $126.88 |
DisclosureSEC source: 0000950103-19-014317 · dp114764_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: 1,268,843 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. 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.