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 | 2,862 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Grant · Acquired 824 · Balance 3,106 Row 2 · 2026-10-01 · Tax withholding · Disposed 244 · Balance 2,862 F1: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the grant of restricted Class A common stock reported on this Form 4. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Sparks 5280VC, LLC | 996,706 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 996,706 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 96,787 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 96,787 F2: These shares are directly held by the Paul Sparks Inheritor's Trust, for which such Reporting Person acts as trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy IRA | 18,042 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 18,042 F3: These shares are directly held by such Reporting Person's individual retirement account, for which the Reporting Person remains the beneficial owner. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the grant of restricted Class A common stock reported on this Form 4.
F2: These shares are directly held by the Paul Sparks Inheritor's Trust, for which such Reporting Person acts as trustee.
F3: These shares are directly held by such Reporting Person's individual retirement account, for which the Reporting Person remains the beneficial owner.
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 | Tax withholdingClass A Common Stock | 244 | $31.77 | $7,751.88 |
DisclosureSEC source: 0002103719-26-000008 · wk-form4_1790984751.xml · nonDerivative · entry 2 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,862 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the grant of restricted Class A common stock reported on this Form 4. Read SEC document |
| 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: 0002103719-26-000008 · wk-form4_1790984751.xml · nonDerivative · entry 1 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,106 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 22:39 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 416 | $26.91 | $11,194.56 |
DisclosureSEC source: 0002103719-26-000007 · wk-form4_1783031957.xml · nonDerivative · entry 2 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,282 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the grant of restricted Class A common stock reported on this Form 4. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 22:39 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,207 | $0.00 | $0.00 |
DisclosureSEC source: 0002103719-26-000007 · wk-form4_1783031957.xml · nonDerivative · entry 1 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,698 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 784 | $21.53 | $16,879.52 |
DisclosureSEC source: 0002103719-26-000006 · wk-form4_1775254538.xml · nonDerivative · entry 2 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,491 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the grant of restricted Class A common stock reported on this Form 4. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0002103719-26-000006 · wk-form4_1775254538.xml · nonDerivative · entry 1 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,275 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 23:38 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | PurchaseClass A Common Stock | 15,200 | $22.10 | $335,920.00 |
DisclosureSEC source: 0002103719-26-000005 · wk-form4_1772667478.xml · nonDerivative · entry 3 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Sparks 5280VC, LLC Disclosed balance after: 996,706 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $22.00 to $22.22. 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 such range. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:38 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | PurchaseClass A Common Stock | 29,000 | $22.96 | $665,840.00 |
DisclosureSEC source: 0002103719-26-000005 · wk-form4_1772667478.xml · nonDerivative · entry 2 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Sparks 5280VC, LLC Disclosed balance after: 981,506 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $22.95 to $22.96. 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 such range. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:38 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass A Common Stock | 30,100 | $0.00 | $0.00 |
DisclosureSEC source: 0002103719-26-000005 · wk-form4_1772667478.xml · nonDerivative · entry 1 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Sparks 5280VC, LLC Disclosed balance after: 952,506 F1 · ownership.nature: Due to clerical error, shares held by Sparks 5280VC, LLC were previously listed as being held by the Paul Sparks Trust. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 18,042 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002103719-26-000004 · wk-form4_1767734382.xml · nonDerivative · entry 3 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 18,042 F1 · shares: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F1 · price: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F4 · ownership.nature: These shares are directly held by such Reporting Person's individual retirement account, for which the Reporting Person remains the beneficial owner. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 96,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002103719-26-000004 · wk-form4_1767734382.xml · nonDerivative · entry 2 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 96,787 F1 · shares: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F1 · price: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F3 · ownership.nature: These shares are directly held by The Paul Sparks Inheritor's Trust, for which such Reporting Person acts as trustee. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 982,606 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002103719-26-000004 · wk-form4_1767734382.xml · nonDerivative · entry 1 Sparks Paul Eugene · CIK 0002103719 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 982,606 F1 · shares: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F1 · price: These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). F2 · ownership.nature: These shares are directly held by Paul Sparks Trust, for which such Reporting Person acts as trustee. 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.