Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BRP · Entity 4244 | Majority owner of IHC Holdings | November 30, 2020 | December 02, 2020 |
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 November 30, 2020 · Filed December 02, 2020
Jointly reported with IHC Holdings, Inc./NV
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2020-11-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| November 30, 2020 Filed Dec 2, 2020 22:58 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherLLC units in Baldwin Risk Partners, LLC · Derivative | 3,857,622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001833999-20-000001 · primary_doc.xml · derivative · entry 2 IHC Holdings, Inc./NV · CIK 0001833999 · 10% owner Kapiloff Brian J. · CIK 0001832491 · Majority owner of IHC Holdings Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857,622 Underlying: Class A Common Stock · 3,857,622 shares Expires 2050-11-30 F6 · kind: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition of such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F7 · price: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition of such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F4 · 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. F5 · 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. F7 · balance_after: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition of such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F8 · ownership.direct: Mr. Kapiloff is a director and owns a majority of IHC Holdings, Inc./NV. He disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 22:58 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass B Common Stock | 3,857,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001833999-20-000001 · primary_doc.xml · nonDerivative · entry 1 IHC Holdings, Inc./NV · CIK 0001833999 · 10% owner Kapiloff Brian J. · CIK 0001832491 · Majority owner of IHC Holdings Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857,622 F1 · kind: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition of such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F2 · balance_after: Received by IHC Holdings, Inc./NV (in addition to cash) in exchange for membership interests of Insgroup, LLC, a privately-held company, in connection with the acquisition by such company by the Issuer. The closing sale price of Class A shares on the date of such acquisition was $29.45 per share. F3 · ownership.direct: Mr. Kapiloff is a director and owns a majority of IHC Holdings, Inc./NV. He disclaims beneficial ownership in these securities except to the extent of his 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.