Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Chief Financial Officer · Member of 10% owner group | April 01, 2026 | April 03, 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 174,501 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 9,837 · Balance 174,501 F1: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2021. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 10,000 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 F2: These securities are directly held by the Amy W. Hale Revocable Trust dated July 28, 2009, of which Amy W. Hale, the reporting person's spouse, serves as sole trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2021.
F2: These securities are directly held by the Amy W. Hale Revocable Trust dated July 28, 2009, of which Amy W. Hale, the reporting person's spouse, serves as sole trustee.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 22:16 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 9,837 | $21.53 | $211,790.61 |
DisclosureSEC source: 0001787574-26-000004 · wk-form4_1775254572.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,501 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2021. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 402 | $21.06 | $8,466.12 |
DisclosureSEC source: 0001787574-26-000003 · wk-form4_1773794560.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,338 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 556 | $21.06 | $11,709.36 |
DisclosureSEC source: 0001787574-26-000003 · wk-form4_1773794560.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,740 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:46 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 10,260 | $22.29 | $228,695.40 |
DisclosureSEC source: 0001787574-26-000002 · wk-form4_1772750805.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,296 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:46 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 28,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001787574-26-000002 · wk-form4_1772750805.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,556 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2025. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:50 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 7,633 | $16.57 | $126,478.81 |
DisclosureSEC source: 0001787574-26-000001 · wk-form4_1772070612.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,570 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:50 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 29,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001787574-26-000001 · wk-form4_1772070612.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,203 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2023. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| August 07, 2025 Filed Aug 7, 2025 21:18 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | PurchaseClass A Common Stock | 10,000 | $28.72 | $287,200.00 |
DisclosureSEC source: 0001214659-25-011709 · marketforms-70260.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,659 F1 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $28.71 to $28.74. 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 purchased at each separate price within such range. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:59 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 402 | $39.97 | $16,067.94 |
DisclosureSEC source: 0001781755-25-000033 · wk-form4_1742331541.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,659 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:59 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 556 | $39.97 | $22,223.32 |
DisclosureSEC source: 0001781755-25-000033 · wk-form4_1742331541.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,061 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 10,667 | $41.14 | $438,840.38 |
DisclosureSEC source: 0001781755-25-000023 · wk-form4_1741142622.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,617 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 27,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000023 · wk-form4_1741142622.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,284 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 11,929 | $40.85 | $487,299.65 |
DisclosureSEC source: 0001214659-25-003319 · marketforms-68314.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,174 F2 · kind: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 32,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003319 · marketforms-68314.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,103 F1 · kind: Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 23:28 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 10,000 | $41.49 | $414,900.00 |
DisclosureSEC source: 0001781755-24-000061 · wk-form4_1724110105.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,131 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.41 to $41.68. 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 |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 13,470 | $28.55 | $384,568.50 |
DisclosureSEC source: 0001214659-24-006056 · marketforms-65467.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,131 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 38,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006056 · marketforms-65467.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,601 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2023. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 405 | $29.44 | $11,923.20 |
DisclosureSEC source: 0001214659-24-004652 · marketforms-65229.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,355 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 560 | $29.44 | $16,486.40 |
DisclosureSEC source: 0001214659-24-004652 · marketforms-65229.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,760 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| November 09, 2023 Filed Nov 13, 2023 21:15 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 10,000 | $19.97 | $199,655.00 |
DisclosureSEC source: 0001214659-23-014872 · marketforms-63511.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 10,000 F1 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $19.86 to $20.00. 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 purchased at each separate price within such range. F2 · ownership.nature: These securities are directly held by the Amy W. Hale Revocable Trust dated July, 28, 2009, of which Amy W. Hale, the reporting person's spouse, serves as sole trustee. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 10,750 | $25.46 | $273,695.00 |
DisclosureSEC source: 0001214659-23-004851 · marketforms-61164.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,320 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 31,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004851 · marketforms-61164.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,070 F1 · shares: These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2022. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:15 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 406 | $22.52 | $9,143.12 |
DisclosureSEC source: 0001214659-23-003905 · marketforms-60822.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,964 F2 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:15 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 560 | $22.52 | $12,611.20 |
DisclosureSEC source: 0001214659-23-003905 · marketforms-60822.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,370 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2022. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 7,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006033 · dp170656_4-hale.xml · nonDerivative · entry 3 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,930 F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2023, March 15, 2024, March 15, 2025, March 15, 2026, and March 15, 2027, in each case subject to Mr. Hale's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 3,955 | $27.77 | $109,830.35 |
DisclosureSEC source: 0000950103-22-006033 · dp170656_4-hale.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,865 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 10,344 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006033 · dp170656_4-hale.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,820 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 277 | $25.11 | $6,955.47 |
DisclosureSEC source: 0000950103-22-004774 · dp169396_4-hale.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,476 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on May 5, 2021. Read SEC document |
| May 03, 2021 Filed May 5, 2021 22:28 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 5,117 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006807 · dp150656_4-hale.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,753 F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2022, March 15, 2023, March 15, 2024, March 15, 2025 and March 15, 2026, in each case subject to Mr. Hale's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:14 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005250 · dp149102_4-hale.xml · nonDerivative · entry 3 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,636 F1 · shares: Represents restricted shares of Class A common stock that cliff-vest on April 1, 2026, subject to Mr. Hale's continued employment through such date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:14 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 4,860 | $28.06 | $136,371.60 |
DisclosureSEC source: 0000950103-21-005250 · dp149102_4-hale.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,636 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:14 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 19,496 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005250 · dp149102_4-hale.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Financial Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,496 Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 120,171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014308 · dp114759_4-hale.xml · derivative · entry 3 Hale Bradford · CIK 0001787574 · Chief Accounting Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,171 Underlying: Class A Common Stock · 120,171 shares Expires not disclosed F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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 |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 7,000 | $14.00 | $98,000.00 |
DisclosureSEC source: 0000950103-19-014308 · dp114759_4-hale.xml · nonDerivative · entry 2 Hale Bradford · CIK 0001787574 · Chief Accounting Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F3 · shares: These securities were purchased through the issuer's directed share program in connection with its initial public offering. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:36 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 120,171 | $0.00 | $12.02 |
DisclosureSEC source: 0000950103-19-014308 · dp114759_4-hale.xml · nonDerivative · entry 1 Hale Bradford · CIK 0001787574 · Chief Accounting Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,171 F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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.