person · Reporting owner
Stephens Christopher John
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 | General Counsel · Member of 10% owner group | May 03, 2021 | May 05, 2021 |
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 May 03, 2021 · Filed May 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 12,360 |
Reported balance
After 2021-05-03 transaction · row 1
1 source rowRow 1 · 2021-05-03 · Grant · Acquired 3,198 · Balance 12,360 F1: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Stephen's continued employment through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Stephen's continued employment through the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| May 03, 2021 Filed May 5, 2021 22:38 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 3,198 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006810 · dp150601_4-stephens.xml · nonDerivative · entry 1 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,360 F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Stephen's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:09 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 2,949 | $28.06 | $82,748.94 |
DisclosureSEC source: 0000950103-21-005249 · dp149103_4-stephens.xml · nonDerivative · entry 2 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,162 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:09 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 12,111 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005249 · dp149103_4-stephens.xml · nonDerivative · entry 1 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,111 Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 02:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 69,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-018000 · dp118426_4-stephens.xml · derivative · entry 2 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,430 Underlying: Class A Common Stock · 69,503 shares Expires not disclosed F1 · shares: These shares or LLC Units, as applicable, vest in five equal annual installments beginning on September 30, 2020. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · balance_after: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 02:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 69,503 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-018000 · dp118426_4-stephens.xml · nonDerivative · entry 1 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,430 F1 · shares: These shares or LLC Units, as applicable, vest in five equal annual installments beginning on September 30, 2020. F2 · balance_after: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:38 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,927 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014312 · dp114761_4-stephens.xml · derivative · entry 2 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,927 Underlying: Class A Common Stock · 1,927 shares Expires not disclosed F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:38 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 1,927 | $0.00 | $0.19 |
DisclosureSEC source: 0000950103-19-014312 · dp114761_4-stephens.xml · nonDerivative · entry 1 Stephens Christopher John · CIK 0001788917 · General Counsel · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,927 F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.