Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | 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 | 322,437 |
Reported balance
After 2026-03-15 transaction · row 1
1 source rowRow 1 · 2026-03-15 · Tax withholding · Disposed 501 · Balance 322,437 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 3 filed on January 26, 2024. |
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 3 filed on January 26, 2024.
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 00:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 501 | $21.06 | $10,551.06 |
DisclosureSEC source: 0001789496-26-000004 · wk-form4_1773794736.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,437 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 3 filed on January 26, 2024. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 22:48 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 14,679 | $22.29 | $327,194.91 |
DisclosureSEC source: 0001789496-26-000003 · wk-form4_1772750901.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,938 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 22:48 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 34,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-26-000003 · wk-form4_1772750901.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,617 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 26, 2026 Filed Feb 27, 2026 21:51 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-26-000002 · wk-form4_1772229059.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,810 F1 · shares: Represents restricted shares of Class A common stock that vest in four equal installments on each of January 1, 2027, January 1, 2028, January 1, 2029 and January 1, 2030, in each case subject to the terms and conditions of Mr. Roche's restricted stock award agreement and his Second Amended and Restated Employment Agreement, dated as of February 26, 2026. Read SEC document |
| February 23, 2026 Filed Feb 26, 2026 01:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 8,847 | $16.57 | $146,594.79 |
DisclosureSEC source: 0001789496-26-000001 · wk-form4_1772070195.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,810 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 01:43 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 29,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-26-000001 · wk-form4_1772070195.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,657 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 |
| December 15, 2025 Filed Dec 16, 2025 00:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 6,023 | $24.70 | $148,768.10 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 6 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,113 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $24.70 to $24.73. 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 |
| December 15, 2025 Filed Dec 16, 2025 00:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 73,977 | $23.98 | $1,773,968.46 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 5 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,136 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $23.66 to $24.57. 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 |
| December 12, 2025 Filed Dec 16, 2025 00:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 100,000 | $24.20 | $2,420,000.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 4 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,113 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $24.00 to $24.85. 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 |
| December 11, 2025 Filed Dec 16, 2025 00:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 240,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · derivative · entry 7 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 781,786 Underlying: Class A Common Stock · 240,000 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. F5 · 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. F5 · 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. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 60,000 | $23.34 | $1,400,400.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 3 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,113 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $23.02 to $24.01. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| December 11, 2025 Filed Dec 16, 2025 00:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,113 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 |
| December 11, 2025 Filed Dec 16, 2025 00:15 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000005 · wk-form4_1765844097.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 781,786 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 |
| December 05, 2025 Filed Dec 9, 2025 23:05 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 15,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000004 · wk-form4_1765321517.xml · derivative · entry 4 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021,786 Underlying: Class A Common Stock · 15,000 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. F2 · 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. F2 · 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. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 23:05 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 15,000 | $25.08 | $376,200.00 |
DisclosureSEC source: 0001789496-25-000004 · wk-form4_1765321517.xml · nonDerivative · entry 3 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,113 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.00 to $25.46. 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 |
| December 05, 2025 Filed Dec 9, 2025 23:05 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000004 · wk-form4_1765321517.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,113 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 |
| December 05, 2025 Filed Dec 9, 2025 23:05 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001789496-25-000004 · wk-form4_1765321517.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021,786 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 13, 2025 Filed Jun 13, 2025 21:22 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 26,679 | $40.07 | $1,069,027.53 |
DisclosureSEC source: 0001781755-25-000079 · wk-form4_1749849740.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,113 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.00 to $40.19. 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 21:22 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 10,894 | $40.03 | $436,086.82 |
DisclosureSEC source: 0001781755-25-000079 · wk-form4_1749849740.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,792 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 $40.11. 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 04, 2025 Filed Jun 6, 2025 20:36 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 7,142 | $40.08 | $286,251.36 |
DisclosureSEC source: 0001214659-25-008949 · marketforms-69811.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,686 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 $40.30. 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 16, 2025 Filed May 19, 2025 23:54 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 3,572 | $40.04 | $143,022.88 |
DisclosureSEC source: 0001781755-25-000069 · wk-form4_1747698838.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,828 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.00 to $40.38. 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 sold at each separate price within such range. Read SEC document |
| May 15, 2025 Filed May 19, 2025 23:54 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 14,222 | $40.01 | $569,022.22 |
DisclosureSEC source: 0001781755-25-000069 · wk-form4_1747698838.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,400 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 $40.05. 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 13, 2025 Filed May 14, 2025 21:40 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 13,340 | $40.02 | $533,866.80 |
DisclosureSEC source: 0001781755-25-000066 · wk-form4_1747258851.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,622 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $40.00 to $40.10. 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 08, 2025 Filed May 14, 2025 21:40 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 21,035 | $40.05 | $842,451.75 |
DisclosureSEC source: 0001781755-25-000066 · wk-form4_1747258851.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,962 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 $40.19. 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 17, 2025 Filed Mar 18, 2025 21:01 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 501 | $39.97 | $20,024.97 |
DisclosureSEC source: 0001781755-25-000036 · wk-form4_1742331680.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,997 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 3 filed on January 26, 2024. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | Tax withholdingClass A Common Stock | 11,637 | $41.14 | $478,746.18 |
DisclosureSEC source: 0001781755-25-000025 · wk-form4_1741142714.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,498 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 02:45 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GrantClass A Common Stock | 26,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000025 · wk-form4_1741142714.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,135 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 | 11,397 | $40.85 | $465,567.45 |
DisclosureSEC source: 0001214659-25-003315 · marketforms-68317.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,376 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 | 26,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003315 · marketforms-68317.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,773 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 19, 2024 Filed Aug 19, 2024 23:27 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 25,508 | $43.13 | $1,100,160.04 |
DisclosureSEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 6 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,846 F6 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.02 to $43.31. 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 19, 2024 Filed Aug 19, 2024 23:27 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 49,872 | $42.61 | $2,125,045.92 |
DisclosureSEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 5 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,354 F5 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.12 to $42.74. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 23:27 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 92,834 | $42.34 | $3,930,591.56 |
DisclosureSEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 4 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,226 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.25 to $42.70. 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 16, 2024 Filed Aug 19, 2024 23:27 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 57,166 | $41.89 | $2,394,683.74 |
DisclosureSEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 3 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,060 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $42.24. 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 15, 2024 Filed Aug 19, 2024 23:27 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 15,940 | $42.06 | $670,436.40 |
DisclosureSEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 334,226 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.00 to $42.19. 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 15, 2024 Filed Aug 19, 2024 23:27 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 95,651 | $41.56 | $3,975,255.56 |
DisclosureSEC source: 0001781755-24-000059 · wk-form4_1724110021.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 350,166 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.00 to $41.99. 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 |
| August 14, 2024 Filed Aug 14, 2024 23:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 200,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · derivative · entry 6 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,036,786 Underlying: Class A Common Stock · 200,000 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 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 exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| August 14, 2024 Filed Aug 14, 2024 23:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 5 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445,817 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 14, 2024 Filed Aug 14, 2024 23:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 4 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,036,786 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 14, 2024 Filed Aug 14, 2024 23:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 2,547 | $41.45 | $105,573.15 |
DisclosureSEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 3 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,817 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $41.75. 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 13, 2024 Filed Aug 14, 2024 23:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 6,317 | $41.28 | $260,765.76 |
DisclosureSEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,364 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $41.92. 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 12, 2024 Filed Aug 14, 2024 23:14 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 85,222 | $41.50 | $3,536,713.00 |
DisclosureSEC source: 0001781755-24-000055 · wk-form4_1723677279.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,681 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $42.15. 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 09, 2024 Filed Aug 9, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 56,912 | $41.92 | $2,385,751.04 |
DisclosureSEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 5 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 339,903 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.59 to $42.30. 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 08, 2024 Filed Aug 9, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 200,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · derivative · entry 6 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,236,786 Underlying: Class A Common Stock · 200,000 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 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 exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 13,767 | $42.28 | $582,068.76 |
DisclosureSEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 4 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396,815 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.00 to $42.89. 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 08, 2024 Filed Aug 9, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | SaleClass A Common Stock | 22,917 | $41.77 | $957,243.09 |
DisclosureSEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 3 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410,582 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.47 to $41.99. 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 |
| August 08, 2024 Filed Aug 9, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,499 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 08, 2024 Filed Aug 9, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | ConversionClass B Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000052 · wk-form4_1723245538.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,236,786 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 |
| May 13, 2024 Filed May 14, 2024 00:49 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 5,000 | $30.61 | $153,050.00 |
DisclosureSEC source: 0001214659-24-008970 · marketforms-65830.xml · nonDerivative · entry 3 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,499 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.50 to $30.77. 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 00:49 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 2,032 | $30.58 | $62,138.56 |
DisclosureSEC source: 0001214659-24-008970 · marketforms-65830.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 238,499 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.50 to $31.30. 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 00:49 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 17,968 | $30.00 | $539,040.00 |
DisclosureSEC source: 0001214659-24-008970 · marketforms-65830.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,531 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.00 to $30.02. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.