organization · Reporting owner
John A. Valentine, as Trustee of the John A. Valentine 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 Valentine John A., John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 154,338 |
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 15,511 · Balance 154,338 F1: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F2: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as 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 154,338 · Balance 0 F3: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F2: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 394,338 |
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 154,338 · Balance 394,338 F3: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F4: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,122 |
Reported balance
After 2022-09-30 transaction · row 5
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 5 · 2022-09-30 · Gift · Disposed 5,912 · Balance 1,122 F5: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F6: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2022-09-30 transaction · row 7
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 7 · 2022-09-30 · Gift · Disposed 1,122 · Balance 0 F7: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F6: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 395,460 |
Reported balance
After 2022-09-30 transaction · row 8
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 8 · 2022-09-30 · Gift · Acquired 1,122 · Balance 395,460 F7: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F4: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee. |
| Class B Common StockSEC Table I · non-derivative | Direct | 907,797 |
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 15,511 · Balance 907,797 F1: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. |
| Class B Common StockSEC Table I · non-derivative | Direct | 913,709 |
Reported balance
After 2022-09-30 transaction · row 6
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 6 · 2022-09-30 · Gift · Acquired 5,912 · Balance 913,709 F5: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 154,338 |
Reported balance
After 2022-09-30 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-09-30 · Gift · Disposed 15,511 · Balance 154,338 F1: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F8: 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 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as 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 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2022-09-30 · Gift · Disposed 154,338 · Balance 0 F3: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8: 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 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 394,338 |
Reported balance
After 2022-09-30 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2022-09-30 · Gift · Acquired 154,338 · Balance 394,338 F3: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8: 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 held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, 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 | IndirectBy Trust | 1,122 |
Reported balance
After 2022-09-30 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2022-09-30 · Gift · Disposed 5,912 · Balance 1,122 F5: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F8: 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: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as 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 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2022-09-30 · Gift · Disposed 1,122 · Balance 0 F7: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8: 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: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 395,460 |
Reported balance
After 2022-09-30 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2022-09-30 · Gift · Acquired 1,122 · Balance 395,460 F7: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F8: 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 held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, 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 | 907,797 |
Reported balance
After 2022-09-30 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-09-30 · Gift · Acquired 15,511 · Balance 907,797 F1: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F8: 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. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 913,709 |
Reported balance
After 2022-09-30 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2022-09-30 · Gift · Acquired 5,912 · Balance 913,709 F5: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F8: 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 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine.
F2: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary.
F3: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019.
F4: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, the reporting person's spouse, serves as the sole trustee.
F5: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine.
F6: These securities are directly held by the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary.
F7: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019.
F8: 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 | 1,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 16 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 395,460 Underlying: Class A Common Stock · 1,122 shares Expires not disclosed F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. 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. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, 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 | 1,122 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 15 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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 · 1,122 shares Expires not disclosed F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. 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. F6 · ownership.nature: These securities are directly held by the John A. Valentine 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 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 5,912 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 14 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 913,709 Underlying: Class A Common Stock · 5,912 shares Expires not disclosed F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. 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 |
| 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 | 5,912 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 13 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 1,122 Underlying: Class A Common Stock · 5,912 shares Expires not disclosed F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. 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. F6 · ownership.nature: These securities are directly held by the John A. Valentine 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 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 154,338 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 12 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 394,338 Underlying: Class A Common Stock · 154,338 shares Expires not disclosed F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. 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. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, 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 | 154,338 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 11 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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 · 154,338 shares Expires not disclosed F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. 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 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as 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 | 15,511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 10 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 907,797 Underlying: Class A Common Stock · 15,511 shares Expires not disclosed F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. 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 |
| 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 | 15,511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · derivative · entry 9 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 154,338 Underlying: Class A Common Stock · 15,511 shares Expires not disclosed F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. 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 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as 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 | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 8 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 395,460 F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, 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 | 1,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 7 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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 F7 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F6 · ownership.nature: These securities are directly held by the John A. Valentine 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 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 5,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 6 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 913,709 F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 5,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 5 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 1,122 F5 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine. F6 · ownership.nature: These securities are directly held by the John A. Valentine 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 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 154,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 4 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 394,338 F3 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F4 · ownership.nature: These securities are held by the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019, of which Sarah S. Valentine, 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 | 154,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 3 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Sarah S. Valentine, as trustee of the John A. Valentine 2019 Irrevocable Trust Dated September 27, 2019. F2 · ownership.nature: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as 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 | 15,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 2 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 907,797 F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012375 · marketforms-57335.xml · nonDerivative · entry 1 Valentine John A. · CIK 0001787661 · Chief Partnership Officer · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · 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: 154,338 F1 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine. F2 · ownership.nature: These securities are directly held by the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,164 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 26 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 15,742 Underlying: Class A Common Stock · 4,164 shares Expires not disclosed F13 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 2,366 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 25 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 71,135 Underlying: Class A Common Stock · 2,366 shares Expires not disclosed F12 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019. F14 · 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. F14 · 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 21:46 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: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 24 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 0 Underlying: Class A Common Stock · 119,871 shares Expires not disclosed F11 · 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. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,376 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 23 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 119,871 Underlying: Class A Common Stock · 15,376 shares Expires not disclosed F10 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,278 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 22 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 28,972 Underlying: Class A Common Stock · 15,278 shares Expires not disclosed F9 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020. F14 · 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. F14 · 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 21:46 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: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 21 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 0 Underlying: Class A Common Stock · 391,341 shares Expires not disclosed F8 · 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. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 40,086 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 20 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 391,341 Underlying: Class A Common Stock · 40,086 shares Expires not disclosed F7 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,710 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 19 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 7,034 Underlying: Class A Common Stock · 3,710 shares Expires not disclosed F6 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine, the trustee and beneficiary of the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 9,733 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 18 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 169,849 Underlying: Class A Common Stock · 9,733 shares Expires not disclosed F5 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,316 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 17 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 29,042 Underlying: Class A Common Stock · 15,316 shares Expires not disclosed F4 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 9,449 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 16 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 284,560 Underlying: Class A Common Stock · 9,449 shares Expires not disclosed F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019. F14 · 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. F14 · 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 21:46 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: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 15 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 0 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. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 30,735 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 14 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 239,776 Underlying: Class A Common Stock · 30,735 shares Expires not disclosed F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019. F14 · 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. F14 · 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 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 4,164 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 13 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 15,742 F13 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 2,366 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 12 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 71,135 F12 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 119,871 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 11 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 0 F11 · 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. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,376 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 10 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 119,871 F10 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,278 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 9 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 28,972 F9 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 391,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 8 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 0 F8 · 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. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 40,086 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 7 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 391,341 F7 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 3,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 6 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 7,034 F6 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine, the trustee and beneficiary of the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 9,733 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 5 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 169,849 F5 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,316 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 4 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 29,042 F4 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 9,449 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 3 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 284,560 F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 239,776 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 2 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 0 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. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 30,735 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 1 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · 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 Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · 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: 239,776 F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019. 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.