person · Reporting owner
Wiebeck Kristopher Aaron
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 | Director · Chief Strategy Officer · Member of 10% owner group | August 17, 2023 | August 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 August 17, 2023 · Filed August 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,035 |
Reported balance
After 2023-08-17 transaction · row 1
1 source rowRow 1 · 2023-08-17 · Sale · Disposed 55,000 · Balance 20,035 F1: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.10 to $25.90. 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,000 |
Reported balance
Holding disclosure · report date 2023-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 F2: Shares are held by a Roth IRA for the benefit of the reporting person (Kristopher A. Wiebeck Roth IRA). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,000 |
Reported balance
Holding disclosure · report date 2023-08-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,000 F3: Shares are held by a Traditional IRA for the benefit of the reporting person (Kristopher A. Wiebeck IRA). |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.10 to $25.90. 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.
F2: Shares are held by a Roth IRA for the benefit of the reporting person (Kristopher A. Wiebeck Roth IRA).
F3: Shares are held by a Traditional IRA for the benefit of the reporting person (Kristopher A. Wiebeck IRA).
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 |
|---|---|---|---|---|---|---|
| August 17, 2023 Filed Aug 21, 2023 22:35 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 55,000 | $25.11 | $1,381,204.00 |
DisclosureSEC source: 0001214659-23-011573 · marketforms-62256.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,035 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.10 to $25.90. 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, 2023 Filed Apr 4, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 7,999 | $25.46 | $203,654.54 |
DisclosureSEC source: 0001214659-23-004848 · marketforms-61167.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,035 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 | 32,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004848 · marketforms-61167.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,034 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 | 303 | $22.52 | $6,823.56 |
DisclosureSEC source: 0001214659-23-003902 · marketforms-60817.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,405 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 | 418 | $22.52 | $9,413.36 |
DisclosureSEC source: 0001214659-23-003902 · marketforms-60817.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,708 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 |
| December 01, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,113,367 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · derivative · entry 11 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,113,367 Underlying: Class A Common Stock · 1,113,367 shares Expires not disclosed F4 · shares: These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014. 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. F5 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck Revocable Trust, dated September 4, 2014, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| December 01, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,113,367 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · derivative · entry 10 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,113,367 shares Expires not disclosed F4 · shares: These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014. 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 |
| December 01, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 1,113,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 6 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,113,367 F4 · shares: These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014. F5 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck Revocable Trust, dated September 4, 2014, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| December 01, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 1,113,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 5 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · shares: These securities were transferred from Kristopher A. Wiebeck to Kristopher A. Wiebeck, as Trustee of the Kristopher A. Weibeck Revocable Trust, dated September 4, 2014. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · derivative · entry 9 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 385,965 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 10,000 | $29.33 | $293,300.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 4 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.32 to $29.49. 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. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 385,965 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. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 15,000 | $29.34 | $440,100.00 |
DisclosureSEC source: 0001214659-22-014402 · marketforms-57764.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,126 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.32 to $29.61. 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 |
| September 30, 2022 Filed Oct 17, 2022 21:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,624 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · derivative · entry 8 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 395,965 Underlying: Class A Common Stock · 4,624 shares Expires not disclosed F3 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019. F5 · 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. F5 · 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 directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,624 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · derivative · entry 7 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · 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 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 · 4,624 shares Expires not disclosed F3 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019. F5 · 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. F5 · 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 Kristopher A. Wiebeck 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 21:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 24,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · derivative · entry 6 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,367 Underlying: Class A Common Stock · 24,348 shares Expires not disclosed F1 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. F5 · 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. F5 · 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 21:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 24,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · derivative · entry 5 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,624 Underlying: Class A Common Stock · 24,348 shares Expires not disclosed F1 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. F5 · 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. F5 · 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 Kristopher A. Wiebeck 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 21:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 4,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · nonDerivative · entry 4 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 395,965 F3 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019. F4 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019, of which Melissa E. Wiebeck, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 4,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · 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 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 Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Melissa E. Wiebeck, as trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust dated August 28, 2019. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 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 21:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 24,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113,367 F1 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 24,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012374 · marketforms-57327.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · 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 Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 4,624 F1 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Kristopher A. Wiebeck. F2 · ownership.nature: These securities are directly held by the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 7,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006032 · dp170650_4-wiebeck.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,126 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. Wiebeck's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 2,690 | $27.77 | $74,701.30 |
DisclosureSEC source: 0000950103-22-006032 · dp170650_4-wiebeck.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,061 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 11,049 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006032 · dp170650_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,751 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 194 | $25.11 | $4,871.34 |
DisclosureSEC source: 0000950103-22-004779 · dp169401_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,702 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 11, 2022 Filed Mar 15, 2022 20:41 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 10,000 | $24.87 | $248,700.00 |
DisclosureSEC source: 0000950103-22-004619 · dp169266_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,896 F1 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $24.65 to $25.06. 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 04, 2022 Filed Mar 9, 2022 00:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 500 | $26.11 | $13,055.00 |
DisclosureSEC source: 0000950103-22-004244 · dp168849_4-wiebeck.xml · nonDerivative · entry 4 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 1,000 F2 · ownership.nature: Purchased by a Traditional IRA of the reporting person (Kristopher A. Wiebeck IRA). Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 500 | $27.17 | $13,585.00 |
DisclosureSEC source: 0000950103-22-004244 · dp168849_4-wiebeck.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 500 F2 · ownership.nature: Purchased by a Traditional IRA of the reporting person (Kristopher A. Wiebeck IRA). Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 500 | $26.16 | $13,080.00 |
DisclosureSEC source: 0000950103-22-004244 · dp168849_4-wiebeck.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 1,000 F1 · ownership.nature: Purchased by a Roth IRA of the reporting person (Kristopher A. Wiebeck Roth IRA). Read SEC document |
| March 04, 2022 Filed Mar 9, 2022 00:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 500 | $27.15 | $13,575.00 |
DisclosureSEC source: 0000950103-22-004244 · dp168849_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Director · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 500 F1 · ownership.nature: Purchased by a Roth IRA of the reporting person (Kristopher A. Wiebeck Roth IRA). Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 119,871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 13 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 206,748 Underlying: Class A Common Stock · 119,871 shares Expires not disclosed F5 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1, of which Laura Sherman is a beneficiary. F6 · 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. F6 · 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. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 391,341 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 11 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 420,313 Underlying: Class A Common Stock · 391,341 shares Expires not disclosed F4 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019, of which Kristopher Aaron Wiebeck is a beneficiary. F6 · 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. F6 · 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. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 239,776 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 9 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 553,378 Underlying: Class A Common Stock · 239,776 shares Expires not disclosed 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, of which Elizabeth Krystyn is a beneficiary. F6 · 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. F6 · 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. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 37,488 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 8 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 71,090 Underlying: Class A Common Stock · 37,488 shares Expires not disclosed F1 · shares: These securities were transferred from the reporting person to Daniel A. Galbraith, the trustee and beneficiary of the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020. F6 · 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. F6 · 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, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 119,871 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 6 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 206,748 F5 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1, of which Laura Sherman is a beneficiary. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 391,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 4 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 420,313 F4 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019, of which Kristopher Aaron Wiebeck is a beneficiary. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 239,776 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 2 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 553,378 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, of which Elizabeth Krystyn is a beneficiary. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 37,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 1 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 71,090 F1 · shares: These securities were transferred from the reporting person to Daniel A. Galbraith, the trustee and beneficiary of the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020. Read SEC document |
| May 03, 2021 Filed May 5, 2021 22:32 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 5,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006808 · dp150655_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,896 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. Wiebeck's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:06 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 5,055 | $28.06 | $141,843.30 |
DisclosureSEC source: 0000950103-21-005246 · dp149099_4-wiebeck.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,779 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:06 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 20,271 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005246 · dp149099_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Strategy Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,834 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,751 | $28.25 Strike: $0.00 | $1,009,833.47 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · derivative · entry 7 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By KMW Consulting, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 35,751 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. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 20,000 | $28.25 Strike: $0.00 | $564,926.00 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · derivative · entry 6 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 Disclosed balance after: 431,427 Underlying: Class A Common Stock · 20,000 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. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 44,249 | $28.25 Strike: $0.00 | $1,249,870.53 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · derivative · entry 5 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033,655 Underlying: Class A Common Stock · 44,249 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 21:57 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 35,751 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · nonDerivative · entry 3 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By KMW Consulting, LLC Disclosed balance after: 0 F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · nonDerivative · entry 2 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 Disclosed balance after: 431,427 F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:57 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 44,249 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024596 · dp143301_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033,655 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:06 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: 0000950103-20-024250 · dp142932_4-wiebeck.xml · derivative · entry 4 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077,904 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 23:06 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024250 · dp142932_4-wiebeck.xml · nonDerivative · entry 1 Wiebeck Kristopher Aaron · CIK 0001787635 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077,904 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.