Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Director · Chief Executive Officer · Member of 10% Owner Group | March 15, 2026 | March 18, 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 March 15, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 104,549 |
Ending reported balance
After 2026-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-15 · Tax withholding · Disposed 1,297 · Balance 105,219 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, 2022. Row 2 · 2026-03-15 · Tax withholding · Disposed 670 · Balance 104,549 F2: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy TLB 2020 Trust | 27,676 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 27,676 |
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, 2022.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| March 15, 2026 Filed Mar 18, 2026 00:40 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 670 | $21.06 | $14,110.20 |
DisclosureSEC source: 0001787711-26-000003 · wk-form4_1773794441.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,549 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 00:40 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 1,297 | $21.06 | $27,314.82 |
DisclosureSEC source: 0001787711-26-000003 · wk-form4_1773794441.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,219 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 22:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 30,288 | $22.29 | $675,119.52 |
DisclosureSEC source: 0001787711-26-000002 · wk-form4_1772750755.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,516 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 22:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 76,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001787711-26-000002 · wk-form4_1772750755.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,804 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 01:34 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 17,157 | $16.57 | $284,291.49 |
DisclosureSEC source: 0001787711-26-000001 · wk-form4_1772069656.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,832 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 01:34 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 65,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001787711-26-000001 · wk-form4_1772069656.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,989 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 |
| June 12, 2025 Filed Jun 13, 2025 21:24 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 24,180 | $39.99 | $966,958.20 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 5 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 27,676 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.97 to $40.11. 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 |
| June 12, 2025 Filed Jun 13, 2025 21:24 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 92,820 | $39.79 | $3,693,307.80 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 4 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 51,856 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.96 to $39.95. 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 |
| June 11, 2025 Filed Jun 13, 2025 21:24 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 175,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · derivative · entry 7 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 1,942,388 Underlying: Class A Common Stock · 175,000 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. 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 |
| June 11, 2025 Filed Jun 13, 2025 21:24 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 58,000 | $38.48 | $2,231,840.00 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 3 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 144,676 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.12 to $38.81. 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 |
| June 11, 2025 Filed Jun 13, 2025 21:24 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 202,676 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. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 21:24 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 175,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000080 · wk-form4_1749849845.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 1,942,388 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. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:58 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 671 | $39.97 | $26,819.87 |
DisclosureSEC source: 0001781755-25-000032 · wk-form4_1742331508.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,334 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 20:58 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 1,297 | $39.97 | $51,841.09 |
DisclosureSEC source: 0001781755-25-000032 · wk-form4_1742331508.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,005 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 14, 2025 Filed Mar 14, 2025 21:55 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 15,902 | $39.33 | $625,425.66 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 5 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,302 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.12 to $39.57. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 21:55 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 12,240 | $40.03 | $489,967.20 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 4 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,204 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.00 to $40.18. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 21:55 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 39,219 | $39.22 | $1,538,169.18 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 3 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,444 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.00 to $39.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:55 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 2,993 | $41.13 | $123,102.09 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,663 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.01 to $41.18. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:55 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 65,747 | $40.58 | $2,668,013.26 |
DisclosureSEC source: 0001781755-25-000031 · wk-form4_1741989333.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,656 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.00 to $40.98. 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 |
| February 28, 2025 Filed Mar 5, 2025 02:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 21,363 | $41.14 | $878,873.82 |
DisclosureSEC source: 0001781755-25-000022 · wk-form4_1741142572.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,403 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 02:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 54,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000022 · wk-form4_1741142572.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,766 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 | 26,741 | $40.85 | $1,092,369.85 |
DisclosureSEC source: 0001214659-25-003314 · marketforms-68312.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,476 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 | 76,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003314 · marketforms-68312.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,217 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 |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 24,606 | $28.55 | $702,501.30 |
DisclosureSEC source: 0001214659-24-006054 · marketforms-65465.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,280 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 | 73,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006054 · marketforms-65465.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,886 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 | 505 | $29.44 | $14,867.20 |
DisclosureSEC source: 0001214659-24-004653 · marketforms-65226.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,969 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 00:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 831 | $29.44 | $24,464.64 |
DisclosureSEC source: 0001214659-24-004653 · marketforms-65226.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,474 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. F2 · balance_after: As a result of a clerical error, 14,559 shares of Class A common stock that the reporting person held indirectly by the TLB 2020 Trust were previously reported as being held directly by the reporting person. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:08 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 2,117,388 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004518 · marketforms-65208.xml · derivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 2,117,388 Underlying: Class A Common Stock · 2,117,388 shares Expires not disclosed F1 · kind: These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. F1 · price: These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. F2 · 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. F2 · 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 |
| March 11, 2024 Filed Mar 14, 2024 00:08 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass B Common Stock | 2,117,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004518 · marketforms-65208.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 2,117,388 F1 · kind: These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. F1 · price: These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. Read SEC document |
| August 24, 2023 Filed Aug 26, 2023 00:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 120,172 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-011719 · marketforms-62346.xml · derivative · entry 5 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 120,172 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. F2 · 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. F2 · 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 |
| August 24, 2023 Filed Aug 26, 2023 00:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 238,147 | $25.35 | $6,037,550.37 |
DisclosureSEC source: 0001214659-23-011719 · marketforms-62346.xml · nonDerivative · entry 3 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,864 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.25 to $26.03. 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 |
| August 24, 2023 Filed Aug 26, 2023 00:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 120,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-011719 · marketforms-62346.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,011 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. Read SEC document |
| August 24, 2023 Filed Aug 26, 2023 00:52 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 120,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-011719 · marketforms-62346.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. 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 | 25,047 | $25.46 | $637,696.62 |
DisclosureSEC source: 0001214659-23-004852 · marketforms-61161.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,839 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 | 76,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004852 · marketforms-61161.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,886 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 | 505 | $22.52 | $11,372.60 |
DisclosureSEC source: 0001214659-23-003906 · marketforms-60824.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,948 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 | 844 | $22.52 | $19,006.88 |
DisclosureSEC source: 0001214659-23-003906 · marketforms-60824.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,453 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 |
| May 16, 2022 Filed May 17, 2022 23:39 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 12,000 | $22.86 | $274,320.00 |
DisclosureSEC source: 0000950103-22-008695 · dp173345_4-baldwin.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,297 F2 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $22.54 to $23.38. 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 |
| May 13, 2022 Filed May 17, 2022 23:39 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 2,559 | $22.26 | $56,963.34 |
DisclosureSEC source: 0000950103-22-008695 · dp173345_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,297 F1 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $22.22 to $22.33. 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 |
| April 01, 2022 Filed Apr 5, 2022 20:21 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 16,486 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006031 · dp170657_4-baldwin.xml · nonDerivative · entry 3 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,738 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. Baldwin's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:21 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 12,611 | $27.77 | $350,207.47 |
DisclosureSEC source: 0000950103-22-006031 · dp170657_4-baldwin.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,252 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:21 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 32,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006031 · dp170657_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,863 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 447 | $25.11 | $11,224.17 |
DisclosureSEC source: 0000950103-22-004778 · dp169400_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,813 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 |
| March 09, 2022 Filed Mar 11, 2022 21:39 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 8,614 | $25.59 | $220,432.26 |
DisclosureSEC source: 0000950103-22-004444 · dp169065_4-baldwin.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 13,117 F2 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $25.46 to $25.85. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:39 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 4,503 | $25.08 | $112,935.24 |
DisclosureSEC source: 0000950103-22-004444 · dp169065_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By TLB 2020 Trust Disclosed balance after: 4,503 F1 · price: The price reported is a weighted average price. The reported securities were purchased in multiple transactions at prices ranging from $24.44 to $25.36. 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 |
| May 03, 2021 Filed May 5, 2021 22:20 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 8,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-006805 · dp150602_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,260 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. Baldwin's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:09 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 6,573 | $28.06 | $184,438.38 |
DisclosureSEC source: 0000950103-21-005248 · dp149101_4-baldwin.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,731 Read SEC document |
| April 01, 2021 Filed Apr 6, 2021 01:09 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 26,733 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-005248 · dp149101_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer, · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,304 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:54 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 6,911 | $9.25 | $63,926.75 |
DisclosureSEC source: 0000950103-20-007019 · dp125644_4-baldwin.xml · nonDerivative · entry 2 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,571 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:54 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 28,482 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-007019 · dp125644_4-baldwin.xml · nonDerivative · entry 1 Baldwin Trevor · CIK 0001787711 · Director · Chief Executive Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,482 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.