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 | 15,269 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 824 · Balance 15,269 |
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 23:49 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 824 | $0.00 | $0.00 |
DisclosureSEC source: 0001901459-26-000005 · wk-form4_1790984979.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,269 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 22:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001901459-26-000004 · wk-form4_1783032179.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,445 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001901459-26-000003 · wk-form4_1775254457.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,238 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: 0001901459-26-000002 · wk-form4_1767647639.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,017 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:49 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001901459-25-000005 · wk-form4_1759524538.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,963 Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 23:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000087 · wk-form4_1751498085.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,102 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:02 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000045 · wk-form4_1743714127.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,457 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:24 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000001 · wk-form4_1735939470.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,833 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: 0001781755-24-000074 · wk-form4_1727991149.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,219 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: 0001214659-24-011886 · marketforms-66476.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,832 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: 0001214659-24-006065 · marketforms-65483.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,285 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: 0001214659-24-000144 · marketforms-64002.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,646 Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 808 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-013066 · marketforms-62750.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,756 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: 0001214659-23-009250 · marketforms-62046.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,948 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: 0001214659-23-004857 · marketforms-61156.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,191 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: 0001214659-23-000162 · marketforms-58079.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,454 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-011997 · marketforms-57280.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,708 Read SEC document |
| July 01, 2022 Filed Jul 2, 2022 01:35 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 777 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-008563 · marketforms-56593.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,996 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:13 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 699 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006027 · dp170660_4-williams.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,219 Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 23:13 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-000165 · dp164649_4-williams.xml · nonDerivative · entry 1 Williams Myron K · CIK 0001901459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 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.