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 |
|---|---|---|---|---|---|---|
| June 05, 2020 Filed Jun 5, 2020 23:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,987 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.xml · derivative · entry 6 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,893,145 Underlying: Class A Common Stock · 35,987 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, and such securities were disposed of by Loper pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. 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 05, 2020 Filed Jun 5, 2020 23:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.xml · nonDerivative · 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: 18,893,145 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, and such securities were disposed of by Loper pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 23:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.xml · derivative · entry 5 Baldwin Insurance Group Holdings, LLC · CIK 0001787620 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,929,132 Underlying: Class A Common Stock · 4,675 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, and such securities were disposed of by Loper pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. 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 04, 2020 Filed Jun 5, 2020 23:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.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: 18,929,132 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, and such securities were disposed of by Loper pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.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: 18,933,807 Underlying: Class A Common Stock · 100 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, and such securities were disposed of by Loper pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. 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 03, 2020 Filed Jun 5, 2020 23:42 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011225 · dp129807_4-brp.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: 18,933,807 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, and such securities were disposed of by Loper pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. 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.