Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | See Remarks · See Remarks | 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 | 43,486 |
Ending reported balance
After 2026-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-15 · Tax withholding · Disposed 556 · Balance 43,888 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 402 · Balance 43,486 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. |
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 00:44 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 402 | $21.06 | $8,466.12 |
DisclosureSEC source: 0001787629-26-000003 · wk-form4_1773794649.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,486 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 00:44 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 556 | $21.06 | $11,709.36 |
DisclosureSEC source: 0001787629-26-000003 · wk-form4_1773794649.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,888 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 22:47 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 10,232 | $22.29 | $228,071.28 |
DisclosureSEC source: 0001787629-26-000002 · wk-form4_1772750843.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,444 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 22:47 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 28,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001787629-26-000002 · wk-form4_1772750843.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,676 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 01:41 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 7,630 | $16.57 | $126,429.10 |
DisclosureSEC source: 0001787629-26-000001 · wk-form4_1772070075.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,763 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 01:41 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 29,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001787629-26-000001 · wk-form4_1772070075.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,393 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 |
| May 13, 2025 Filed May 14, 2025 21:36 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 39,207 | $40.00 | $1,568,280.00 |
DisclosureSEC source: 0001781755-25-000065 · wk-form4_1747258593.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,849 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: 0001781755-25-000034 · wk-form4_1742331582.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,056 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: 0001781755-25-000034 · wk-form4_1742331582.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,458 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 02:44 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 10,825 | $41.14 | $445,340.50 |
DisclosureSEC source: 0001781755-25-000024 · wk-form4_1741142667.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,014 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 02:44 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 27,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000024 · wk-form4_1741142667.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,839 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 | 11,928 | $40.85 | $487,258.80 |
DisclosureSEC source: 0001214659-25-003317 · marketforms-68313.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,329 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: 0001214659-25-003317 · marketforms-68313.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,257 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 29, 2024 Filed Aug 30, 2024 23:17 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 75,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000066 · wk-form4_1725059866.xml · derivative · entry 6 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,134,644 Underlying: Class A Common Stock · 75,000 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. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 23:17 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 75,000 | $46.33 | $3,474,750.00 |
DisclosureSEC source: 0001781755-24-000066 · wk-form4_1725059866.xml · nonDerivative · entry 3 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $45.98 to $46.76. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 23:17 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000066 · wk-form4_1725059866.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 75,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 23:17 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000066 · wk-form4_1725059866.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,134,644 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 10, 2024 Filed May 14, 2024 00:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 24,841 | $30.11 | $747,962.51 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 7 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,285 F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.90 to $30.17. 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 10, 2024 Filed May 14, 2024 00:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 80,932 | $29.83 | $2,414,201.56 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 5 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.77 to $30.16. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 155,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · derivative · entry 9 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,209,644 Underlying: Class A Common Stock · 1,209,644 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. F8 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F8 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 1,040 | $30.76 | $31,990.40 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 6 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,126 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.50 to $31.20. 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 09, 2024 Filed May 14, 2024 00:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 3,805 | $30.48 | $115,976.40 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 4 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 80,932 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.23 to $31.20. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 70,863 | $30.01 | $2,126,598.63 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 3 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 84,737 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.00 to $30.20. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 155,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 155,600 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| May 09, 2024 Filed May 14, 2024 00:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 155,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-008971 · marketforms-65867.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 1,209,644 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. 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 | 13,223 | $28.55 | $377,516.65 |
DisclosureSEC source: 0001214659-24-006052 · marketforms-65462.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,166 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 | 37,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006052 · marketforms-65462.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,389 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 00:56 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 405 | $29.44 | $11,923.20 |
DisclosureSEC source: 0001214659-24-004655 · marketforms-65230.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,756 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 00:56 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 560 | $29.44 | $16,486.40 |
DisclosureSEC source: 0001214659-24-004655 · marketforms-65230.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,161 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 |
| August 29, 2023 Filed Sep 6, 2023 20:24 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 60,316 | $25.89 | $1,561,816.47 |
DisclosureSEC source: 0001214659-23-012133 · marketforms-62564.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,721 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 | 11,268 | $25.46 | $286,883.28 |
DisclosureSEC source: 0001214659-23-004854 · marketforms-61162.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,037 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 | 32,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-004854 · marketforms-61162.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,305 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: 0001214659-23-003903 · marketforms-60816.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,676 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: 0001214659-23-003903 · marketforms-60816.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,082 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 |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,365,244 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015173 · marketforms-57911.xml · derivative · entry 5 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,365,244 Underlying: Class A Common Stock · 1,365,244 shares Expires not disclosed F1 · shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · derivative.underlying_shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,365,244 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015173 · marketforms-57911.xml · derivative · entry 4 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,365,244 shares Expires not disclosed F1 · shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · derivative.underlying_shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 1,365,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015173 · marketforms-57911.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,365,244 F1 · shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| December 08, 2022 Filed Dec 21, 2022 21:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 1,365,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015173 · marketforms-57911.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These securities were transferred from Daniel A. Galbraith to Daniel A. Galbraith, as Trustee of the Daniel A. Galbraith Revocable Trust, dated July 27, 2020. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 11,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 8 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,348 Underlying: Class A Common Stock · 11,348 shares Expires not disclosed F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 11,348 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 7 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 11,348 shares Expires not disclosed F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 59,742 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 6 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365,244 Underlying: Class A Common Stock · 59,742 shares Expires not disclosed F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 59,742 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · derivative · entry 5 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,348 Underlying: Class A Common Stock · 59,742 shares Expires not disclosed F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. F5 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 11,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 4 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,348 F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F4 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 11,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 3 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Elizabeth A. Galbraith, as trustee of the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 59,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,365,244 F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. Read SEC document |
| September 30, 2022 Filed Oct 17, 2022 21:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 59,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012377 · marketforms-57331.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 11,348 F1 · shares: These securities were transferred from the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020 to Daniel A. Galbraith. F2 · ownership.nature: These securities are directly held by the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30, 2020, of which the reporting person is the sole trustee and beneficiary. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 7,065 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006037 · dp170654_4-galbraith.xml · nonDerivative · entry 3 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,642 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. Galbraith's continued employment through the applicable vesting date. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 2,551 | $27.77 | $70,841.27 |
DisclosureSEC source: 0000950103-22-006037 · dp170654_4-galbraith.xml · nonDerivative · entry 2 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,577 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 10,480 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-22-006037 · dp170654_4-galbraith.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,128 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:45 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 280 | $25.11 | $7,030.80 |
DisclosureSEC source: 0000950103-22-004776 · dp169398_4-galbraith.xml · nonDerivative · entry 1 Galbraith Daniel · CIK 0001787629 · Chief Operating Officer · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,648 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.