Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BRP · Entity 4244 | Director | April 01, 2021 | April 06, 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 April 01, 2021 · Filed April 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,571 |
Reported balance
After 2021-04-01 transaction · row 1
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 689 · Balance 7,571 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 6, 2021 01:07 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 689 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005247 · dp149105_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,571 Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 23:24 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-000093 · dp143904_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,882 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:40 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-019576 · dp138263_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,256 Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 21:28 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-013238 · dp131836_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,789 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:49 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 1,352 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007014 · dp125648_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,036 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:33 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 766 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-000241 · dp118833_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,684 Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-017016 · dp117451_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,918 Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,186,246 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · derivative · entry 7 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Insurance Agencies of the Villages, Inc. Disclosed balance after: 3,186,246 Underlying: Class A Common Stock · 3,186,246 shares Expires not disclosed F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held in Baldwin Risk Partners, LLC. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · ownership.nature: The reported securities are held by Insurance Agencies of the Villages, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · derivative · entry 6 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,077,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · derivative · entry 5 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,077,559 Underlying: Class A Common Stock · 3,077,559 shares Expires not disclosed F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held in Baldwin Risk Partners, LLC. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 3,186,246 | $0.00 | $318.62 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · nonDerivative · entry 4 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Insurance Agencies of the Villages, Inc. Disclosed balance after: 3,186,246 F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held in Baldwin Risk Partners, LLC. F4 · ownership.nature: The reported securities are held by Insurance Agencies of the Villages, Inc. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · nonDerivative · entry 3 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 2,477,559 F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 3,077,559 | $0.00 | $307.76 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · nonDerivative · entry 2 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,077,559 F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held in Baldwin Risk Partners, LLC. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:40 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 2,000 | $14.00 | $28,000.00 |
DisclosureSEC source: 0000950103-19-014315 · dp114768_4-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: These securities were purchased through the issuer's directed share program in connection with its initial public offering. Read SEC document |
| October 28, 2019 Filed Apr 13, 2020 22:22 UTC Amendment | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 600,000 | $13.06 Strike: $0.00 | $7,833,000.00 |
DisclosureSEC source: 0000950103-20-007427 · dp126041_4a-eddy.xml · derivative · entry 4 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,077,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one 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 · derivative.expiration_date: Each LLC Unit, together with one 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. F1 · balance_after: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Apr 13, 2020 22:22 UTC Amendment | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,677,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007427 · dp126041_4a-eddy.xml · derivative · entry 3 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,677,559 Underlying: Class A Common Stock · 3,677,559 shares Expires not disclosed F1 · shares: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F2 · derivative.exercise_date: Each LLC Unit, together with one 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 · derivative.expiration_date: Each LLC Unit, together with one 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. F1 · derivative.underlying_shares: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F1 · balance_after: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Apr 13, 2020 22:22 UTC Amendment | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007427 · dp126041_4a-eddy.xml · nonDerivative · entry 2 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,077,559 F1 · balance_after: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of her pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Apr 13, 2020 22:22 UTC Amendment | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 3,677,559 | $0.00 | $367.76 |
DisclosureSEC source: 0000950103-20-007427 · dp126041_4a-eddy.xml · nonDerivative · entry 1 Eddy Robert D. · CIK 0001788452 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Villages Invesco, LLC Disclosed balance after: 3,677,559 F1 · shares: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F2 · shares: Each LLC Unit, together with one 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. F1 · balance_after: This adds 600,000 shares and LLC Units that were omitted from the reporting person's original Form 4. These added shares and LLC Units also were acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Risk Partners, LLC. F3 · ownership.nature: The reported securities are held by The Villages Invesco, LLC. The reporting person disclaims beneficial ownership of the reported securities except to the extent of her pecuniary interest therein. 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.