Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Member of 10% Owner Group | May 06, 2026 | May 08, 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 May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,198,100 |
Reported balance
After 2026-05-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-06 · Conversion · Disposed 152,000 · Balance 1,198,100 F1: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| Class B Common StockSEC Table I · non-derivative | IndirectBy Trust | 396,912 |
Reported balance
After 2026-05-06 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-05-06 · Conversion · Disposed 50,000 · Balance 396,912 F4: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 152,000 |
Reported balance
After 2026-05-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-06 · Conversion · Acquired 152,000 · Balance 152,000 F1: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 98,278 |
Reported balance
After 2026-05-06 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-05-06 · Sale · Disposed 53,722 · Balance 98,278 F2: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.47. 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. F1: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2026-05-07 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-05-07 · Sale · Disposed 98,278 · Balance 0 F3: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.50. 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. F1: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 50,000 |
Reported balance
After 2026-05-06 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-05-06 · Conversion · Acquired 50,000 · Balance 50,000 F4: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 31,740 |
Reported balance
After 2026-05-06 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2026-05-06 · Sale · Disposed 18,260 · Balance 31,740 F5: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.01 to $21.44. 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. F4: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2026-05-07 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2026-05-07 · Sale · Disposed 31,740 · Balance 0 F6: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.48. 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. F4: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
| LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 1,198,100 |
Reported balance
After 2026-05-06 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-05-06 · Conversion · Disposed 152,000 · Balance 1,198,100 F7: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F1: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy Trust | 396,912 |
Reported balance
After 2026-05-06 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-05-06 · Conversion · Disposed 50,000 · Balance 396,912 F7: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F4: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary.
F2: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.47. 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.
F3: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.50. 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.
F4: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee.
F5: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.01 to $21.44. 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.
F6: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.48. 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.
F7: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 31,740 | $21.18 | $672,253.20 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · nonDerivative · entry 8 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.48. 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. F4 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| May 07, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 98,278 | $21.20 | $2,083,493.60 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · nonDerivative · entry 4 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.50. 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · derivative · entry 10 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 396,912 Underlying: Class A Common Stock · 50,000 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. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F4 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 152,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · derivative · entry 9 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,198,100 Underlying: Class A Common Stock · 152,000 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. F7 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F7 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 18,260 | $21.20 | $387,112.00 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · nonDerivative · entry 7 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 31,740 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.01 to $21.44. 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. F4 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · nonDerivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 50,000 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 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · nonDerivative · entry 5 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 396,912 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 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 53,722 | $21.19 | $1,138,369.18 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · nonDerivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 98,278 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.47. 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 152,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · nonDerivative · entry 2 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 152,000 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 152,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000002 · wk-form4_1778272388.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,198,100 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 29,431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · derivative · entry 8 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 446,912 Underlying: Class A Common Stock · 29,431 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. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 90,556 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · derivative · entry 7 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,350,100 Underlying: Class A Common Stock · 90,556 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. F3 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 29,431 | $21.25 | $625,408.75 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 29,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 5 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 29,431 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. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 29,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 4 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 446,912 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. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 90,556 | $21.25 | $1,924,315.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 90,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 2 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 90,556 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| March 06, 2026 Filed Mar 7, 2026 01:25 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 90,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001787715-26-000001 · wk-form4_1772846746.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,350,100 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 11, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 88,306 | $43.05 | $3,801,573.30 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 8 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F7 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.00 to $43.23. 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 50,558 | $44.24 | $2,236,685.92 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 7 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 88,306 F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $44.02 to $44.55. 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 93,706 | $43.54 | $4,079,959.24 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 138,864 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.02 to $44.01. 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 423,877 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · derivative · entry 10 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,440,656 Underlying: Class A Common Stock · 423,877 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. F9 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F9 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 13,772 | $46.75 | $643,841.00 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 5 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 232,570 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $46.57 to $46.91. 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 4,376 | $46.22 | $202,258.72 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 4 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 246,342 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $45.56 to $46.45. 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 173,159 | $45.03 | $7,797,349.77 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 250,718 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $44.54 to $45.49. 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 423,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 2 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 423,877 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:06 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 423,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000095 · wk-form4_1733958398.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,440,656 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 12,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 12 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,864,533 Underlying: Class A Common Stock · 12,124 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F3 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 12,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 11 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,124 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 12,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,864,533 F3 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 12,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 5 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 231,932 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 10 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 476,343 Underlying: Class A Common Stock · 231,932 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 231,932 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 9 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 231,932 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 12,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 8 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,124 Underlying: Class A Common Stock · 12,124 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 12,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · derivative · entry 7 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 231,932 Underlying: Class A Common Stock · 12,124 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for 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 exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 231,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 4 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 476,343 F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 231,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 12,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 2 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,124 Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 12,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000082 · wk-form4_1728333783.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% Owner Group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 231,932 F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 25,446 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · derivative · entry 9 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,852,409 Underlying: Class A Common Stock · 25,446 shares Expires not disclosed 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. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 25,446 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · derivative · entry 8 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 25,446 shares Expires not disclosed 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 |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 25,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · nonDerivative · entry 4 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,852,409 F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 25,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · nonDerivative · entry 3 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 25,446 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · derivative · entry 7 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,446 Underlying: Class A Common Stock · 25,446 shares Expires not disclosed 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 |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 25,446 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · derivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 244,056 Underlying: Class A Common Stock · 25,446 shares Expires not disclosed 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. F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 25,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · nonDerivative · entry 2 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,446 Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 25,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015400 · marketforms-63558.xml · nonDerivative · entry 1 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 244,056 F1 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,826,963 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015174 · marketforms-57912.xml · derivative · entry 6 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,826,963 Underlying: Class A Common Stock · 1,826,963 shares Expires not disclosed F1 · shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. 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. F1 · derivative.underlying_shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,826,963 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015174 · marketforms-57912.xml · derivative · entry 5 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,826,963 shares Expires not disclosed F1 · shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. 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. F1 · derivative.underlying_shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 1,826,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015174 · marketforms-57912.xml · nonDerivative · entry 2 Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,826,963 F1 · shares: These securities were transferred from Elizabeth H. Krystyn to Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017. F2 · ownership.nature: These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. 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.