Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | 10% owner · Member of 10% Owner Group | March 02, 2026 | March 04, 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 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 12,537,590 |
Reported balance
After 2026-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-02 · Other · Disposed 35,000 · Balance 12,537,590 F1: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. |
| LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 12,537,590 |
Reported balance
After 2026-03-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-02 · Other · Disposed 35,000 · Balance 12,537,590 F1: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3: 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: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person.
F2: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein.
F3: 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.
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 02, 2026 Filed Mar 4, 2026 23:31 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 35,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001787620-26-000001 · wk-form4_1772667062.xml · derivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,537,590 Underlying: Class A Common Stock · 35,000 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · 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. F3 · 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 23:31 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001787620-26-000001 · wk-form4_1772667062.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,537,590 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:49 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000077 · wk-form4_1749678585.xml · derivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,572,590 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · kind: These securities were distributed by the reporting person to the Honey Bee Family Trust, of which the spouse of L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of the reporting person. F1 · price: These securities were distributed by the reporting person to the Honey Bee Family Trust, of which the spouse of L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of the reporting person. F3 · 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. F3 · 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:49 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000077 · wk-form4_1749678585.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,572,590 F1 · kind: These securities were distributed by the reporting person to the Honey Bee Family Trust, of which the spouse of L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of the reporting person. F1 · price: These securities were distributed by the reporting person to the Honey Bee Family Trust, of which the spouse of L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 62,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · derivative · entry 6 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,622,590 Underlying: Class A Common Stock · 62,500 shares Expires not disclosed F4 · kind: The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person. F4 · price: The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 62,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · derivative · entry 5 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,685,090 Underlying: Class A Common Stock · 62,500 shares Expires not disclosed F3 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · derivative · entry 4 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,747,590 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · nonDerivative · entry 3 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,622,590 F4 · kind: The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person. F4 · price: The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · nonDerivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,685,090 F3 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 12, 2025 Filed May 14, 2025 21:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000067 · wk-form4_1747258918.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,747,590 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 125,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.xml · derivative · entry 6 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,777,590 Underlying: Class A Common Stock · 125,000 shares Expires not disclosed F3 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.xml · derivative · entry 5 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,902,590 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.xml · derivative · entry 4 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,927,590 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.xml · nonDerivative · entry 3 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,777,590 F3 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.xml · nonDerivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,902,590 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:30 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-25-000028 · wk-form4_1741217398.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,927,590 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000068 · wk-form4_1725059970.xml · derivative · entry 4 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,977,590 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F3 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 21,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000068 · wk-form4_1725059970.xml · derivative · entry 3 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,027,590 Underlying: Class A Common Stock · 21,500 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000068 · wk-form4_1725059970.xml · nonDerivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,977,590 F3 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| August 30, 2024 Filed Aug 30, 2024 23:19 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 21,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000068 · wk-form4_1725059970.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,027,590 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 23:16 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000057 · wk-form4_1723677381.xml · derivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,049,090 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F1 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · 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. F3 · 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 23:16 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000057 · wk-form4_1723677381.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,049,090 F1 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F1 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 21, 2024 Filed May 24, 2024 01:34 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 125,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-009879 · marketforms-66008.xml · derivative · entry 2 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,149,090 Underlying: Class A Common Stock · 125,000 shares Expires not disclosed F1 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F1 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · 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. F3 · 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| May 21, 2024 Filed May 24, 2024 01:34 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass B Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-009879 · marketforms-66008.xml · nonDerivative · entry 1 BIGH, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,149,090 F1 · kind: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F1 · price: The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004520 · marketforms-65207.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,274,090 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 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: 0001214659-24-004520 · marketforms-65207.xml · derivative · entry 3 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,374,090 Underlying: Class A Common Stock · 2,117,388 shares Expires not disclosed F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004520 · marketforms-65207.xml · nonDerivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,274,090 F3 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| March 11, 2024 Filed Mar 14, 2024 00:09 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass B Common Stock | 2,117,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-004520 · marketforms-65207.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,374,090 F1 · kind: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 2, 2023 00:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · derivative · entry 6 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,491,478 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 2, 2023 00:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · nonDerivative · entry 3 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,491,478 F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · derivative · entry 5 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,591,478 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 50,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,641,478 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · nonDerivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,591,478 F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| November 29, 2023 Filed Dec 2, 2023 00:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015919 · marketforms-63694.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,641,478 F1 · price: These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 23:00 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 120,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012233 · marketforms-62574.xml · derivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,691,478 Underlying: Class A Common Stock · 120,000 shares Expires not disclosed F1 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were transferred to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which the managing member of the reporting person (who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F1 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were transferred to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which the managing member of the reporting person (who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F3 · 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. F3 · 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. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 23:00 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass B Common Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012233 · marketforms-62574.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,691,478 F1 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were transferred to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which the managing member of the reporting person (who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F1 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were transferred to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which the managing member of the reporting person (who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 70,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014527 · marketforms-57778.xml · derivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,811,478 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed F1 · price: These securities were transferred to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 21:30 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014527 · marketforms-57778.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,811,478 F1 · price: These securities were transferred to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:21 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 70,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019448 · dp163396_4-bigh.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,881,478 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:21 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 500,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019448 · dp163396_4-bigh.xml · derivative · entry 3 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,951,478 Underlying: Class A Common Stock · 500,000 shares Expires not disclosed F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:21 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019448 · dp163396_4-bigh.xml · nonDerivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,881,478 F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:21 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019448 · dp163396_4-bigh.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% Owner Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,951,478 F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:59 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 250,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024598 · dp143307_4-bigh.xml · derivative · entry 4 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,451,478 Underlying: Class A Common Stock · 250,000 shares Expires not disclosed F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:59 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 216,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024598 · dp143307_4-bigh.xml · derivative · entry 3 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,701,478 Underlying: Class A Common Stock · 216,667 shares Expires not disclosed F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:59 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024598 · dp143307_4-bigh.xml · nonDerivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,451,478 F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 21:59 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 216,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024598 · dp143307_4-bigh.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,701,478 F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwin in exchange for a corresponding reduction in such trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024245 · dp142927_4-bigh.xml · derivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,918,145 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwinin exchange for a corresponding reduction in such trust's ownership of the reporting person. F3 · 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. F3 · 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 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024245 · dp142927_4-bigh.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,918,145 F1 · price: These securities were transferred to a trust affiliated with Lowry Baldwinin exchange for a corresponding reduction in such trust's ownership of the reporting person. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. Read SEC document |
| June 26, 2020 Filed Jul 1, 2020 01:25 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,875,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012969 · dp131558_4-bigh.xml · derivative · entry 2 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,018,145 Underlying: Class A Common Stock · 1,875,000 shares Expires not disclosed F1 · price: These securities were transferred to Loper Enterprises, LLC ("Loper") in exchange for a corresponding reduction in Loper's ownership of the reporting person. F2 · 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. F2 · 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 |
| June 26, 2020 Filed Jul 1, 2020 01:25 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 1,875,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012969 · dp131558_4-bigh.xml · nonDerivative · entry 1 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,018,145 F1 · price: These securities were transferred to Loper Enterprises, LLC ("Loper") in exchange for a corresponding reduction in Loper's ownership of the reporting person. 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.