organization · Reporting owner

Jennifer L. Parr Family Trust u/a/d 10/6/2005

Disclosed activity across 1 company

Tapewire entity: 150733
SEC CIK: 0001792717

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Baldwin Insurance Group, Inc.BRP · Entity 4244	10% owner	October 28, 2019	March 12, 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 October 28, 2019 · Filed March 12, 2020 · Amendment

Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class B Common StockSEC Table I · non-derivative	IndirectBy The Villages Invesco, LLC	3,677,559	Reported balance Holding disclosure · report date 2019-10-28 · row 1 Amendment: may correct only part of an earlier disclosure. 1 source row Row 1 · Balance 3,677,559 F1: This adds 600,000 shares that were omitted from the reporting person's original Form 3, and also was omitted from one Form 4 filed by the reporting person after its original Form 3 was filed. These added shares also we acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Partners LLC. F2: The reported securities are held by The Villages Invesco, LLC, of which the reporting person owns one-third of the ownership interests. F3: There is no contract, arrangement, or understanding between the reporting person and the other equity owners of The Villages Invesco, LLC or Insurance Agencies of The Villages, Inc. relating to the voting or disposition of the reported securities, and the reporting person disclaims ownership of the reported securities except to the extent of its own pecuniary interest therein.
LLC Units in Baldwin Risk Partners, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	IndirectBy The Villages Invesco, LLC	Not disclosed	Reported balance Holding disclosure · report date 2019-10-28 · row 2 Amendment: may correct only part of an earlier disclosure. 1 source row Row 2 · Balance Not disclosed F4: 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: This adds 600,000 shares that were omitted from the reporting person's original Form 3, and also was omitted from one Form 4 filed by the reporting person after its original Form 3 was filed. These added shares also we acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Partners LLC. F2: The reported securities are held by The Villages Invesco, LLC, of which the reporting person owns one-third of the ownership interests. F3: There is no contract, arrangement, or understanding between the reporting person and the other equity owners of The Villages Invesco, LLC or Insurance Agencies of The Villages, Inc. relating to the voting or disposition of the reported securities, and the reporting person disclaims ownership of the reported securities except to the extent of its own pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: This adds 600,000 shares that were omitted from the reporting person's original Form 3, and also was omitted from one Form 4 filed by the reporting person after its original Form 3 was filed. These added shares also we acquired through conversion, immediately prior to the issuer's initial public offering, of historical interests held in Baldwin Partners LLC.

F2: The reported securities are held by The Villages Invesco, LLC, of which the reporting person owns one-third of the ownership interests.

F3: There is no contract, arrangement, or understanding between the reporting person and the other equity owners of The Villages Invesco, LLC or Insurance Agencies of The Villages, Inc. relating to the voting or disposition of the reported securities, and the reporting person disclaims ownership of the reported securities except to the extent of its own pecuniary interest therein.

F4: 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.

Transaction history

JSON API

Purchases/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
October 28, 2019 Filed Oct 30, 2019 23:34 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	SaleLLC Units in Baldwin Risk Partners, LLC · Derivative	600,000	$13.06 Strike: $0.00	$7,833,000.00	Disclosure SEC source: 0001792719-19-000003 · primary_doc.xml · derivative · entry 3 Jennifer L. Parr Family Trust u/a/d 10/6/2005 · CIK 0001792717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F4 · kind: These securities were sold to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock 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. F2 · 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 Oct 30, 2019 23:34 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	OtherClass B Common Stock	600,000	$0.00	$0.00	Disclosure SEC source: 0001792719-19-000003 · primary_doc.xml · nonDerivative · entry 1 Jennifer L. Parr Family Trust u/a/d 10/6/2005 · CIK 0001792717 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · The Villages Invesco, LLC Disclosed balance after: 2,477,559 F1 · kind: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F1 · shares: These securities were surrendered to the issuer in connection with the sale by The Villages Invesco, LLC of LLC Units in Baldwin Risk Partners, LLC to the issuer immediately following the closing of the initial public offering of the issuer's Class A Common Stock. F2 · 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.