organization · Reporting owner
Millennial Specialty Holdco LLC
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Baldwin Insurance Group, Inc.
Report date September 10, 2021 · Filed September 14, 2021
Section 16 reporting ended · disclosed 2021-09-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-10 transaction · row 1
1 source rowRow 1 · 2021-09-10 · Other · Disposed 4,285,714 · Balance 0 F1: As part of a liquidation of the reporting person, these securities were distributed by the reporting person to its members on a pro rata basis for no consideration. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2021-09-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-10 · Other · Disposed 4,285,714 · Balance 0 F1: As part of a liquidation of the reporting person, these securities were distributed by the reporting person to its members on a pro rata basis for no consideration. F2: 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, subject to satisfaction of certain contractual vesting and lockup restrictions. The LLC Units do not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: As part of a liquidation of the reporting person, these securities were distributed by the reporting person to its members on a pro rata basis for no consideration.
F2: 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, subject to satisfaction of certain contractual vesting and lockup restrictions. 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 10, 2021 Filed Sep 14, 2021 21:34 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,285,714 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-013958 · dp157869_4-mill.xml · derivative · entry 2 Millennial Specialty Holdco LLC · CIK 0001792043 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,285,714 shares Expires not disclosed F1 · kind: As part of a liquidation of the reporting person, these securities were distributed by the reporting person to its members on a pro rata basis for no consideration. F2 · 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, subject to satisfaction of certain contractual vesting and lockup restrictions. The LLC Units do not expire. F2 · 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, subject to satisfaction of certain contractual vesting and lockup restrictions. The LLC Units do not expire. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 21:34 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass B Common Stock | 4,285,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-013958 · dp157869_4-mill.xml · nonDerivative · entry 1 Millennial Specialty Holdco LLC · CIK 0001792043 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: As part of a liquidation of the reporting person, these securities were distributed by the reporting person to its members on a pro rata basis for no consideration. 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.