Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BRP · Entity 4244 | Director | April 01, 2023 | April 04, 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 April 01, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,030 |
Reported balance
After 2023-04-01 transaction · row 1
1 source rowRow 1 · 2023-04-01 · Grant · Acquired 737 · Balance 11,030 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Phillip E Casey 2010 Revocable Trust | 65,000 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 65,000 |
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, 2023 Filed Apr 4, 2023 16:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004859 · marketforms-61154.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,030 Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 16:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000159 · marketforms-58077.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,293 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 16:45 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012001 · marketforms-57286.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,547 Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 21:31 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-008556 · marketforms-56586.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,835 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:17 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006028 · dp170659_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,058 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 18:00 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000152 · dp164643_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,359 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 19:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-015421 · dp159368_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,839 Read SEC document |
| September 21, 2021 Filed Sep 22, 2021 18:41 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass A Common Stock | 65,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-014415 · dp158349_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Phillip E Casey 2010 Revocable Trust Disclosed balance after: 65,000 Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 21:21 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-009945 · dp153842_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,275 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:18 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005254 · dp149109_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,571 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:22 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-000091 · dp143907_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,882 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-019580 · dp138268_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,256 Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:26 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-013236 · dp131840_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,789 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 16:59 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007022 · dp125651_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,036 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 16:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 766 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-000245 · dp118835_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,684 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 18:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-017015 · dp117450_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,918 Read SEC document |
| October 28, 2019 Filed Oct 28, 2019 21:38 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 130,000 | $14.00 | $1,820,000.00 |
DisclosureSEC source: 0000950103-19-014313 · dp114767_4-casey.xml · nonDerivative · entry 1 CASEY PHILLIP E · CIK 0001104173 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 F1 · shares: These securities were purchased through the issuer's directed share program in connection with its initial public offering. 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.