organization · Reporting owner
Loper Enterprises, LLC
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 | 10% owner | June 26, 2020 | July 01, 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 June 26, 2020 · Filed July 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-06-26 transaction · row 1
1 source rowRow 1 · 2020-06-26 · Sale · Disposed 1,875,000 · Balance 0 F1: These securities were transferred to Lowry Baldwin in exchange for a corresponding reduction in Lowry Baldwin's ownership of the reporting person. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2020-06-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-06-26 · Sale · Disposed 1,875,000 · Balance 0 F1: These securities were transferred to Lowry Baldwin in exchange for a corresponding reduction in Lowry Baldwin's ownership of the reporting person. F3: 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. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Baldwin Insurance Group Holdings, LLC | 17,018,145 |
Reported balance
Holding disclosure · report date 2020-06-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,018,145 F2: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. |
| LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Baldwin Insurance Group Holdings, LLC | 17,018,145 |
Reported balance
Holding disclosure · report date 2020-06-26 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 17,018,145 F3: 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: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were transferred to Lowry Baldwin in exchange for a corresponding reduction in Lowry Baldwin's ownership of the reporting person.
F2: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein.
F3: 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 |
|---|---|---|---|---|---|---|
| June 26, 2020 Filed Jul 1, 2020 01:24 UTC | Baldwin Insurance Group, Inc. BRP] · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,875,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012968 · dp131553_4-loper.xml · derivative · entry 3 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,875,000 shares Expires not disclosed F1 · price: These securities were transferred to Lowry Baldwin in exchange for a corresponding reduction in Lowry Baldwin's ownership of the reporting person. 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 |
| June 26, 2020 Filed Jul 1, 2020 01:24 UTC | Baldwin Insurance Group, Inc. BRP] · Entity 4244 | SaleClass B Common Stock | 1,875,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012968 · dp131553_4-loper.xml · nonDerivative · entry 1 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: These securities were transferred to Lowry Baldwin in exchange for a corresponding reduction in Lowry Baldwin's ownership of the reporting person. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,987 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · derivative · entry 13 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 35,987 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · 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. F4 · 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 |
| June 05, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 35,987 | $14.75 | $530,819.05 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 9 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This sale was conducted pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. F2 · price: The price reported is a weighted average price. The shares sold on (i) June 4, 2020 were sold in multiple transactions at prices ranging from $14.50 to $14.63 inclusive and (ii) June 5, 2020 were sold in multiple transactions at prices ranging from $14.50 to $15.3650 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the applicable range set forth in this footnote to this Form 4. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 8 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,987 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 7 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · derivative · entry 12 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,675 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · 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. F4 · 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 |
| June 04, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 4,675 | $14.53 | $67,913.26 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 6 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This sale was conducted pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. F2 · price: The price reported is a weighted average price. The shares sold on (i) June 4, 2020 were sold in multiple transactions at prices ranging from $14.50 to $14.63 inclusive and (ii) June 5, 2020 were sold in multiple transactions at prices ranging from $14.50 to $15.3650 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the applicable range set forth in this footnote to this Form 4. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 5 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,675 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 4 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · derivative · entry 11 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 100 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · 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. F4 · 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 |
| June 03, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 100 | $14.51 | $1,451.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 3 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: This sale was conducted pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 2 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:43 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011226 · dp129808_4-loper.xml · nonDerivative · entry 1 Loper Enterprises, LLC · CIK 0001787701 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.