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 |
|---|---|---|---|---|---|---|
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 16,135 | $28.55 | $460,654.25 |
DisclosureSEC source: 0001214659-24-006058 · marketforms-65469.xml · nonDerivative · entry 2 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,499 F2 · shares: Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass A Common Stock | 38,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-006058 · marketforms-65469.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,634 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 | 539 | $29.44 | $15,868.16 |
DisclosureSEC source: 0001214659-24-004651 · marketforms-65234.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,265 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 |
| October 28, 2019 Filed Oct 29, 2019 01:39 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 266,700 | $14.00 | $3,733,800.00 |
DisclosureSEC source: 0000950103-19-014314 · dp114762_4-roche.xml · nonDerivative · entry 1 Roche James Morgan · CIK 0001789496 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,700 F1 · shares: These securities were purchased through the issuer's directed share program in connection with its initial public offering. 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.