Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Chief Accounting Officer | 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 | 57,291 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 2,033 · Balance 57,291 F1: Represents restricted shares of Class A common stock that vest in five equal installments on each of January 1, 2027, January 1, 2028, January 1, 2029, January 1, 2030 and January 1, 2031, in each case subject to Ms. Lichon's continued employment through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares of Class A common stock that vest in five equal installments on each of January 1, 2027, January 1, 2028, January 1, 2029, January 1, 2030 and January 1, 2031, in each case subject to Ms. Lichon's continued employment through each vesting date.
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 22:17 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 2,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001849136-26-000005 · wk-form4_1775254654.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,291 F1 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of January 1, 2027, January 1, 2028, January 1, 2029, January 1, 2030 and January 1, 2031, in each case subject to Ms. Lichon's continued employment through each vesting date. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:50 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 70 | $21.06 | $1,474.20 |
DisclosureSEC source: 0001849136-26-000004 · wk-form4_1773795012.xml · nonDerivative · entry 4 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,258 F4 · 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 00:50 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 96 | $21.06 | $2,021.76 |
DisclosureSEC source: 0001849136-26-000004 · wk-form4_1773795012.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,328 F3 · 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 15, 2026 Filed Mar 18, 2026 00:50 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 121 | $21.06 | $2,548.26 |
DisclosureSEC source: 0001849136-26-000004 · wk-form4_1773795012.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,424 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 April 4, 2023. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 00:50 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 102 | $21.06 | $2,148.12 |
DisclosureSEC source: 0001849136-26-000004 · wk-form4_1773795012.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,545 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 3, 2024. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:49 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 3,395 | $22.29 | $75,674.55 |
DisclosureSEC source: 0001849136-26-000003 · wk-form4_1772750983.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,647 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 22:49 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 9,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001849136-26-000003 · wk-form4_1772750983.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,042 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 01:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 1,880 | $16.57 | $31,151.60 |
DisclosureSEC source: 0001849136-26-000002 · wk-form4_1772070335.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,536 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 01:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 4,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001849136-26-000002 · wk-form4_1772070335.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,416 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 |
| January 01, 2026 Filed Jan 16, 2026 22:04 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 85 | $24.03 | $2,042.55 |
DisclosureSEC source: 0001849136-26-000001 · wk-form4_1768601080.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,672 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 March 4, 2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:08 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 858 | $43.93 | $37,691.94 |
DisclosureSEC source: 0001781755-25-000046 · wk-form4_1743714488.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,757 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, 2021. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:02 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 70 | $39.97 | $2,797.90 |
DisclosureSEC source: 0001781755-25-000037 · wk-form4_1742331742.xml · nonDerivative · entry 4 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,615 F4 · 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 21:02 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 97 | $39.97 | $3,877.09 |
DisclosureSEC source: 0001781755-25-000037 · wk-form4_1742331742.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,685 F3 · 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 17, 2025 Filed Mar 18, 2025 21:02 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 121 | $39.97 | $4,836.37 |
DisclosureSEC source: 0001781755-25-000037 · wk-form4_1742331742.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,782 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 April 4, 2023. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:02 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 102 | $39.97 | $4,076.94 |
DisclosureSEC source: 0001781755-25-000037 · wk-form4_1742331742.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,903 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 3, 2024. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:46 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 1,072 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000026 · wk-form4_1741142771.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,005 F3 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of January 1, 2026, January 1, 2027, January 1, 2028, January 1, 2029 and January 1, 2030 in each case subject to Ms. Lichon's continued employment through each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:46 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 2,752 | $41.14 | $113,217.28 |
DisclosureSEC source: 0001781755-25-000026 · wk-form4_1741142771.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,933 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 02:46 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 8,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000026 · wk-form4_1741142771.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,685 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 | 2,444 | $40.85 | $99,837.40 |
DisclosureSEC source: 0001214659-25-003318 · marketforms-68318.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,671 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 | 6,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003318 · marketforms-68318.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,115 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 |
| October 01, 2024 Filed Oct 3, 2024 21:24 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 2,747 | $49.10 | $134,877.70 |
DisclosureSEC source: 0001781755-24-000070 · wk-form4_1727990686.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,522 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 3 filed on April 5, 2021. 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 | 858 | $28.55 | $24,495.90 |
DisclosureSEC source: 0001214659-24-006053 · marketforms-65463.xml · nonDerivative · entry 4 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,269 F4 · 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, 2021. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 1,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006053 · marketforms-65463.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,127 F3 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2025, March 15, 2026, March 15, 2027, March 15, 2028 and March 15, 2029 in each case subject to Ms. Lichon's continued employment through each vesting date. 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 | 3,580 | $28.55 | $102,209.00 |
DisclosureSEC source: 0001214659-24-006053 · marketforms-65463.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,637 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 | 10,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006053 · marketforms-65463.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,217 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 00:58 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 81 | $29.44 | $2,384.64 |
DisclosureSEC source: 0001214659-24-004657 · marketforms-65235.xml · nonDerivative · entry 3 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,204 F3 · 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 00:58 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 112 | $29.44 | $3,297.28 |
DisclosureSEC source: 0001214659-24-004657 · marketforms-65235.xml · nonDerivative · entry 2 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,285 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 April 5, 2022. Read SEC document |
| March 15, 2024 Filed Mar 16, 2024 00:58 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 140 | $29.44 | $4,121.60 |
DisclosureSEC source: 0001214659-24-004657 · marketforms-65235.xml · nonDerivative · entry 1 Lichon Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,397 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 4, 2023. Read SEC document |
| October 24, 2023 Filed Oct 26, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 695 | $21.24 | $14,761.80 |
DisclosureSEC source: 0001214659-23-013926 · marketforms-63419.xml · nonDerivative · entry 1 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,537 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of 2,857 shares of restricted Class A common stock reported on a Form 3 filed on April 5, 2021. 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 | 608 | $25.46 | $15,479.68 |
DisclosureSEC source: 0001214659-23-004849 · marketforms-61166.xml · nonDerivative · entry 4 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,232 F4 · 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, 2021. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 1,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004849 · marketforms-61166.xml · nonDerivative · entry 3 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,840 F3 · shares: Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2024, March 15, 2025, March 15, 2026, March 15, 2027, and March 15, 2028, in each case subject to Ms. Lichon's continued employment through each vesting date. 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 | 2,549 | $25.46 | $64,897.54 |
DisclosureSEC source: 0001214659-23-004849 · marketforms-61166.xml · nonDerivative · entry 2 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,067 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 | 9,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004849 · marketforms-61166.xml · nonDerivative · entry 1 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,616 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 | 60 | $22.52 | $1,351.20 |
DisclosureSEC source: 0001214659-23-003907 · marketforms-60825.xml · nonDerivative · entry 2 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,872 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 | 83 | $22.52 | $1,869.16 |
DisclosureSEC source: 0001214659-23-003907 · marketforms-60825.xml · nonDerivative · entry 1 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,932 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 20:24 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 940 | $27.77 | $26,103.80 |
DisclosureSEC source: 0000950103-22-006035 · dp170655_4-galloway.xml · nonDerivative · entry 4 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,015 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 April 5, 2021. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:24 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 1,413 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006035 · dp170655_4-galloway.xml · nonDerivative · entry 3 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,955 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 Ms. Galloway's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:24 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 1,310 | $27.77 | $36,378.70 |
DisclosureSEC source: 0000950103-22-006035 · dp170655_4-galloway.xml · nonDerivative · entry 2 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,542 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:24 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 3,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006035 · dp170655_4-galloway.xml · nonDerivative · entry 1 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,852 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 51 | $25.11 | $1,280.61 |
DisclosureSEC source: 0000950103-22-004775 · dp169397_4-galloway.xml · nonDerivative · entry 1 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,329 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 22:24 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 1,023 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006806 · dp150657_4-galloway.xml · nonDerivative · entry 1 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,380 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 Ms. Galloway's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:25 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005257 · dp149107_4-galloway.xml · nonDerivative · entry 1 Galloway Corbyn N. · CIK 0001849136 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,357 F1 · shares: Represents restricted shares of Class A common stock that vest in four equal installments on each of April 1, 2022, April 1, 2023, April 1, 2024 and April 1, 2025, in each case subject to Ms. Galloway's continued employment through the applicable vesting date (the "Promotion Grant"). F2 · balance_after: In addition to the Promotion Grant, includes (i) 2,857 restricted shares of Class A common stock that cliff-vest on October 24, 2023, subject to Ms. Galloway's continued employment through such date, (ii) 8,000 restricted shares of Class A common stock that cliff-vest on October 1, 2024, subject to Ms. Galloway's continued employment through such date, and (iii) 1,500 shares of fully vested Class A common stock. 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.