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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 3, 2020 20:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 6,557 | $9.25 | $60,652.25 |
DisclosureSEC source: 0000950103-20-007012 · dp125643_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: Direct Disclosed balance after: 20,563 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 27,120 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007012 · dp125643_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: 27,120 Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,751 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_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 KMW Consulting, LLC Disclosed balance after: 35,751 Underlying: Class A Common Stock · 35,751 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 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 495,677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_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: Indirect · By Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust dated September 30, 2019 Disclosed balance after: 495,677 Underlying: Class A Common Stock · 495,677 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 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,177,904 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_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: 1,177,904 Underlying: Class A Common Stock · 1,177,904 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 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 35,751 | $0.00 | $3.58 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_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: 35,751 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 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 495,677 | $0.00 | $49.57 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_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: 495,677 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 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 1,177,904 | $0.00 | $117.79 |
DisclosureSEC source: 0000950103-19-014309 · dp114765_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: 1,177,904 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.