Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Director | October 01, 2026 | October 02, 2026 |
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 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,447 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 824 · Balance 19,447 |
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 23:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 824 | $0.00 | $0.00 |
DisclosureSEC source: 0001866862-26-000005 · wk-form4_1790984699.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,447 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 22:37 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001866862-26-000004 · wk-form4_1783031839.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,623 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:10 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001866862-26-000003 · wk-form4_1775254225.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,416 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001866862-26-000002 · wk-form4_1767647670.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,195 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:57 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001866862-25-000004 · wk-form4_1759525039.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,141 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000088 · wk-form4_1751498132.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,280 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:57 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000038 · wk-form4_1743713815.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,635 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:26 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000002 · wk-form4_1735939569.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,011 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 21:32 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000073 · wk-form4_1727991124.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,397 Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 22:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 547 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-011880 · marketforms-66468.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,010 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006059 · marketforms-65470.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,463 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-000142 · marketforms-64000.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,824 Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:06 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 808 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-013063 · marketforms-62749.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,934 Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 757 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-009252 · marketforms-62048.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,126 Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004855 · marketforms-61160.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,369 Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:31 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 746 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-000163 · marketforms-58082.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,632 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:46 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012004 · marketforms-57289.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,886 Read SEC document |
| July 01, 2022 Filed Jul 2, 2022 01:31 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-008557 · marketforms-56587.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,174 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:04 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006022 · dp170663_4-cohen.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,397 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:03 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000155 · dp164644_4-cohen.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,698 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 23:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-015423 · dp159371_4-cohen.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,178 Read SEC document |
| September 17, 2021 Filed Sep 20, 2021 20:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 2,800 | $30.50 | $85,400.00 |
DisclosureSEC source: 0000950103-21-014216 · dp158148_4-cohen.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,614 Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 01:18 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 814 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-009944 · dp153841_4-cohen.xml · nonDerivative · entry 1 Cohen Jay A · CIK 0001866862 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 814 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.