Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Director · 10% owner · See Remarks | 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 | IndirectBy BIGH, LLC | 12,537,590 |
Reported balance
After 2026-03-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is 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 BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. F2: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. |
| LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | IndirectBy BIGH, LLC | 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 BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. 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 his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH.
F2: The reporting person disclaims beneficial ownership in these securities except to the extent of his 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 |
|---|---|---|---|---|---|---|
| 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: 0001214659-23-015920 · marketforms-63693.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,591,478 F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC in exchange for a corresponding reduction in such member's ownership of Baldwin Insurance Group Holdings, LLC. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his 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: 0001214659-23-015920 · marketforms-63693.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,641,478 F1 · price: These securities were distributed to a member of Baldwin Insurance Group Holdings, LLC in exchange for a corresponding reduction in such member's ownership of Baldwin Insurance Group Holdings, LLC. F2 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 120,000 | $25.98 | $3,117,276.00 |
DisclosureSEC source: 0001214659-23-012318 · marketforms-62589.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.60 to $26.69. 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. F2 · ownership.nature: The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012318 · marketforms-62589.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 120,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.nature: The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 12, 2023 Filed Sep 13, 2023 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012318 · marketforms-62589.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 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 · ownership.nature: The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 20:23 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 120,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012318 · marketforms-62589.xml · derivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 120,000 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. F2 · ownership.nature: The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee and beneficiary. 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: 0001214659-23-012232 · marketforms-62575.xml · derivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 120,000 Underlying: Class A Common Stock · 120,000 shares Expires not disclosed F2 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F2 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. 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. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee and beneficiary. 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: 0001214659-23-012232 · marketforms-62575.xml · derivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,691,478 Underlying: Class A Common Stock · 120,000 shares Expires not disclosed F2 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F2 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. 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. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his 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: 0001214659-23-012232 · marketforms-62575.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 120,000 F2 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F2 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F4 · ownership.nature: The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee and beneficiary. 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: 0001214659-23-012232 · marketforms-62575.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,691,478 F2 · kind: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F2 · price: In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person transferred shares that he held indirectly through Baldwin Insurance Group Holdings, LLC ("BIGH") to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee and beneficiary, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 23:00 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 172,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-23-012232 · marketforms-62575.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · price: The shares are held by J&L Triple B Ranch, LLLP ("J&L"). Prior to this transaction, the general partner of J&L was Shibumi Services, LLC ("Shibumi") of which the reporting person is the sole manager. On September 6, 2023, Shibumi sold its 1% general partnership interest in J&L for an aggregate purchase price of $74,140. The reporting person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein. F1 · ownership.nature: The shares are held by J&L Triple B Ranch, LLLP ("J&L"). Prior to this transaction, the general partner of J&L was Shibumi Services, LLC ("Shibumi") of which the reporting person is the sole manager. On September 6, 2023, Shibumi sold its 1% general partnership interest in J&L for an aggregate purchase price of $74,140. The reporting person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 22:34 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 16,753 | $25.72 | $430,959.20 |
DisclosureSEC source: 0001214659-23-011572 · marketforms-62255.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.30 to $26.00. 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 17, 2023 Filed Aug 21, 2023 22:34 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 171,799 | $25.72 | $4,418,893.62 |
DisclosureSEC source: 0001214659-23-011572 · marketforms-62255.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By The Pop Pop Trust Disclosed balance after: 0 F1 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $25.30 to $26.00. 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. F2 · ownership.nature: The shares are held by The Pop Pop Trust. The Reporting Person disclaims beneficial ownership in these shares except to the extent of his 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: 0001214659-22-014528 · marketforms-57776.xml · derivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,811,478 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed 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. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his 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: 0001214659-22-014528 · marketforms-57776.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,811,478 F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 21:20 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | PurchaseClass A Common Stock | 172,000 | $28.87 | $4,965,640.00 |
DisclosureSEC source: 0001214659-22-011406 · marketforms-57177.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By J&L Triple B Ranch, LLLP Disclosed balance after: 172,000 F3 · ownership.nature: The shares are held by J&L. The Reporting Person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein. Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 21:20 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 172,000 | $28.87 | $4,965,640.00 |
DisclosureSEC source: 0001214659-22-011406 · marketforms-57177.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Pop Pop Trust Disclosed balance after: 171,799 F1 · shares: The shares were sold by The Pop Pop Trust to J&L Triple B Ranch, LLLP ("J&L"). The general partner of J&L is Shibumi Services, LLC ("Shibumi"), of which the Reporting Person is the sole manager. The transaction was effected as part of an asset reallocation among entities controlled by the Reporting Person. Accordingly, although the transaction results in a change in the entity through which the Reporting Person reports indirect ownership of the shares sold, the transaction being reported does not result in any change to the aggregate number of shares of Class A Common Stock reported as owned by the Reporting Person, which continues to be 343,799. F2 · ownership.nature: The shares are held by The Pop Pop Trust. The Reporting Person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 114,201 | $36.35 | $4,151,206.35 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 9 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Pop Pop Trust Disclosed balance after: 343,799 F4 · price: The reported securities were sold at a price of $36.35. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 35,799 | $36.35 | $1,301,293.65 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 8 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Honey Bee Family Trust Disclosed balance after: 0 F4 · price: The reported securities were sold at a price of $36.35. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 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: 0000950103-21-019447 · dp163395_4-baldwin.xml · derivative · entry 11 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,881,478 Underlying: Class A Common Stock · 70,000 shares Expires not disclosed F5 · derivative.exercise_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F2 · ownership.nature: Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts"). Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 500,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · derivative · entry 10 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,951,478 Underlying: Class A Common Stock · 500,000 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 one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F5 · derivative.expiration_date: Each LLC Unit, together with one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F2 · ownership.nature: Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts"). Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 6,201 | $37.37 | $231,731.37 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 7 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Honey Bee Family Trust Disclosed balance after: 35,799 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $37.05 to $37.70. 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 |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Honey Bee Family Trust Disclosed balance after: 42,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Honey Bee Family Trust Disclosed balance after: 42,000 Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 458,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Pop Pop Trust Disclosed balance after: 458,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantClass B Common Stock | 458,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By The Pop Pop Trust Disclosed balance after: 458,000 Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,881,478 F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F2 · ownership.nature: Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts"). Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 02:16 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019447 · dp163395_4-baldwin.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 15,951,478 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. F2 · ownership.nature: Shares held by The Honey Bee Family Trust and The Pop Pop Trust ("Trusts"). Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:04 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 250,000 | $28.25 Strike: $0.00 | $7,061,575.00 |
DisclosureSEC source: 0000950103-20-024602 · dp143302_4-baldwin.xml · derivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 250,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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 |
| December 18, 2020 Filed Dec 22, 2020 22:04 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 216,667 | $28.25 Strike: $0.00 | $6,120,041.08 |
DisclosureSEC source: 0000950103-20-024602 · dp143302_4-baldwin.xml · derivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 216,667 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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 |
| December 18, 2020 Filed Dec 22, 2020 22:04 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024602 · dp143302_4-baldwin.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:04 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 216,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024602 · dp143302_4-baldwin.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 22:58 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $28.25 Strike: $0.00 | $2,824,630.00 |
DisclosureSEC source: 0000950103-20-024246 · dp142930_4-lowry.xml · derivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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 |
| December 11, 2020 Filed Dec 15, 2020 22:58 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024246 · dp142930_4-lowry.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 01:26 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,875,000 | $12.65 Strike: $0.00 | $23,718,750.00 |
DisclosureSEC source: 0000950103-20-012972 · dp131557_4-baldwin.xml · derivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,875,000 shares Expires not disclosed F2 · derivative.exercise_date: Each LLC Unit, together with one 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 one 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 29, 2020 Filed Jul 1, 2020 01:26 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerClass B Common Stock | 1,875,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012972 · dp131557_4-baldwin.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 35,987 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · derivative · entry 12 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,893,145 Underlying: Class A Common Stock · 35,987 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 35,987 | $14.75 | $530,819.05 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 9 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC Disclosed balance after: 0 F2 · price: This sale was conducted by Loper Enterprises, LLC pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. F3 · price: The price reported is a weighted average price. The shares sold on (i) June 4, 2020 were sold in multiple transactions at prices ranging from $14.50 to $14.63 inclusive and (ii) June 5, 2020 were sold in multiple transactions at prices ranging from $14.50 to $15.3650 inclusive. 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 the applicable range set forth in this footnote to this Form 4. Read SEC document |
| June 05, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 8 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC Disclosed balance after: 35,987 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 05, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 35,987 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 7 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,893,145 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 4,675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · derivative · entry 11 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,929,132 Underlying: Class A Common Stock · 4,675 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 4,675 | $14.53 | $67,913.26 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 6 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC Disclosed balance after: 0 F2 · price: This sale was conducted by Loper Enterprises, LLC pursuant to a Rule 10b5-1 trading plan. No further sales are contemplated under such plan. F3 · price: The price reported is a weighted average price. The shares sold on (i) June 4, 2020 were sold in multiple transactions at prices ranging from $14.50 to $14.63 inclusive and (ii) June 5, 2020 were sold in multiple transactions at prices ranging from $14.50 to $15.3650 inclusive. 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 the applicable range set forth in this footnote to this Form 4. Read SEC document |
| June 04, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 5 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC Disclosed balance after: 4,675 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 04, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 4,675 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 4 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,929,132 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · derivative · entry 10 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,933,807 Underlying: Class A Common Stock · 100 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 converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 100 | $14.51 | $1,451.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 3 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC Disclosed balance after: 0 F2 · price: This sale was conducted by Loper Enterprises, LLC 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 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 2 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC Disclosed balance after: 100 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 03, 2020 Filed Jun 5, 2020 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-011227 · dp129809_4-baldwin.xml · nonDerivative · entry 1 Baldwin Lowry · CIK 0001787626 · Director · Chairman; · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Loper Enterprises, LLC and Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,933,807 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Disposition to issuerLLC Units in Baldwin Risk Partners, LLC · Derivative | 1,800,000 | $13.06 Strike: $0.00 | $23,499,000.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · derivative · entry 8 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,800,000 shares Expires not disclosed F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. 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. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 01:37 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GrantLLC Units in Baldwin Risk Partners, LLC · Derivative | 18,933,907 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-014311 · dp114766_4-baldwin.xml · derivative · entry 7 Baldwin Lowry · CIK 0001787626 · Director · Chairman · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Baldwin Insurance Group Holdings, LLC Disclosed balance after: 18,933,907 Underlying: Class A Common Stock · 18,933,907 shares Expires not disclosed F1 · shares: This excludes securities owned by the Villages Invesco, LLC (the "Villages") relating to a voting agreement between the Villages and members of the "group" (which includes the reporting person) referenced in the Form 3 for Baldwin Insurance Group Holdings, LLC, filed October 28, 2019, for which the reporting person disclaims beneficial ownership. F2 · shares: These securities were acquired through the conversion immediately prior to the issuer's initial public offering of historical interests held by the reporting person in Baldwin Risk Partners, LLC. 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. 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.