organization · Reporting owner
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020
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 | Member of 10% owner group | September 30, 2022 | October 17, 2022 |
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 September 30, 2022 · Filed October 17, 2022
Jointly reported with Galbraith Daniel
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 11,348 |
Reported balance
After 2022-09-30 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-09-30 · Gift · Disposed 59,742 · Balance 11,348 F1: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. F2: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2022-09-30 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2022-09-30 · Gift · Disposed 11,348 · Balance 0 F3: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F2: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 11,348 |
Reported balance
After 2022-09-30 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2022-09-30 · Gift · Acquired 11,348 · Balance 11,348 F3: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F4: These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee. |
| Class B Common StockSEC Table I · non-derivative | Direct | 1,365,244 |
Reported balance
After 2022-09-30 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2022-09-30 · Gift · Acquired 59,742 · Balance 1,365,244 F1: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 11,348 |
Reported balance
After 2022-09-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-09-30 · Gift · Disposed 59,742 · Balance 11,348 F1: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. F5: 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: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 0 |
Reported balance
After 2022-09-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-09-30 · Gift · Disposed 11,348 · Balance 0 F3: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F5: 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: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 11,348 |
Reported balance
After 2022-09-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2022-09-30 · Gift · Acquired 11,348 · Balance 11,348 F3: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F5: 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: These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,365,244 |
Reported balance
After 2022-09-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-09-30 · Gift · Acquired 59,742 · Balance 1,365,244 F1: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. F5: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith.
F2: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary.
F3: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020.
F4: These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee.
F5: 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.
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 |
|---|---|---|---|---|---|---|
| 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 | 11,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 8 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 11,348 Underlying: Class A Common Stock · 11,348 shares Expires not disclosed F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. 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 Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, 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 | 11,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 7 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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 · 11,348 shares Expires not disclosed F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. 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 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is 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 | 59,742 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 6 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 1,365,244 Underlying: Class A Common Stock · 59,742 shares Expires not disclosed F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. 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 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 59,742 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 5 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 11,348 Underlying: Class A Common Stock · 59,742 shares Expires not disclosed F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. 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 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is 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 | 11,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 4 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 11,348 F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F4 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, 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 | 11,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 3 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is 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 | 59,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 1,365,244 F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 59,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · 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: 11,348 F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.