Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Baldwin Insurance Group, Inc.BWIN · Entity 4244 | Member of 10% owner group | April 01, 2025 | April 03, 2025 |
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 April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,326 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Other · Disposed 186 · Balance 1,326 F1: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on June 14, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on June 14, 2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 3, 2025 21:10 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | OtherClass A Common Stock | 186 | $43.93 | $8,170.98 |
DisclosureSEC source: 0001781755-25-000048 · wk-form4_1743714594.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,326 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on June 14, 2022. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 3,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 10 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,236,218 Underlying: Class A Common Stock · 3,036 shares Expires not disclosed 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 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 3,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 9 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,036 shares Expires not disclosed 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. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,236,218 F2 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| October 04, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 4 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 57,956 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 8 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 57,956 shares Expires not disclosed 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 3,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 7 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,036 Underlying: Class A Common Stock · 3,036 shares Expires not disclosed 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. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftLLC Units in The Baldwin Insurance Group Holdings, LLC · Derivative | 3,036 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · derivative · entry 6 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 57,956 Underlying: Class A Common Stock · 3,036 shares Expires not disclosed 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 57,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 2 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,036 Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:42 UTC | Baldwin Insurance Group, Inc. BWIN · Entity 4244 | GiftClass B Common Stock | 3,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001781755-24-000081 · wk-form4_1728333718.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 57,956 F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:55 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 186 | $28.55 | $5,310.30 |
DisclosureSEC source: 0001214659-24-006051 · marketforms-65461.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,512 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on June 14, 2022. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 12 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,233,182 Underlying: Class A Common Stock · 15,478 shares Expires not disclosed 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. F3 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 15,478 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 11 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 15,478 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 6 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,233,182 F3 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 15,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 9,106 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 10 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,478 Underlying: Class A Common Stock · 9,106 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 9,106 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 9 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 9,106 shares Expires not disclosed 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: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 6,372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 8 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,372 Underlying: Class A Common Stock · 6,372 shares Expires not disclosed F4 · derivative.exercise_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. F4 · derivative.expiration_date: Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 6,372 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · derivative · entry 7 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 60,992 Underlying: Class A Common Stock · 6,372 shares Expires not disclosed 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 9,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 4 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,478 Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 9,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee. Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 6,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 2 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,372 Read SEC document |
| November 16, 2023 Filed Nov 21, 2023 00:29 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 6,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-015401 · marketforms-63559.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 60,992 F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. Read SEC document |
| September 14, 2023 Filed Sep 15, 2023 21:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 24,695 | $26.37 | $651,093.55 |
DisclosureSEC source: 0001214659-23-012395 · marketforms-62631.xml · nonDerivative · entry 2 Sherman Laura · CIK 0001787578 · Member of 10% owner group 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 $26.23 to $26.54. 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 21:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 30,000 | $26.14 | $784,332.00 |
DisclosureSEC source: 0001214659-23-012395 · marketforms-62631.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 24,695 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.00 to $26.46. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 11, 2023 Filed Sep 11, 2023 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 22,305 | $26.24 | $585,301.04 |
DisclosureSEC source: 0001214659-23-012270 · marketforms-62580.xml · nonDerivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 54,695 F4 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.00 to $26.79. 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 65,900 | $26.39 | $1,739,015.33 |
DisclosureSEC source: 0001214659-23-012270 · marketforms-62580.xml · nonDerivative · entry 4 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 77,000 F3 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.195 to $26.62. 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionLLC Units in Baldwin Risk Partners, LLC · Derivative | 200,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012270 · marketforms-62580.xml · derivative · entry 9 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,217,704 Underlying: Class A Common Stock · 200,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · 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. F7 · 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass A Common Stock | 57,100 | $26.86 | $1,533,860.17 |
DisclosureSEC source: 0001214659-23-012270 · marketforms-62580.xml · nonDerivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 142,900 F2 · price: The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $26.61 to $27.44. 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012270 · marketforms-62580.xml · nonDerivative · entry 2 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 200,000 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. F1 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 07, 2023 Filed Sep 11, 2023 23:44 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | ConversionClass B Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-012270 · marketforms-62580.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 2,217,704 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 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| April 01, 2023 Filed Feb 2, 2024 21:05 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | Tax withholdingClass A Common Stock | 186 | $25.46 | $4,735.56 |
DisclosureSEC source: 0001214659-24-001767 · marketforms-64534.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,698 F1 · shares: Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on June 14, 2022. Read SEC document |
| December 15, 2022 Filed Dec 21, 2022 21:28 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 2,417,704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015172 · marketforms-57914.xml · derivative · entry 6 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,417,704 Underlying: Class A Common Stock · 2,417,704 shares Expires not disclosed F1 · shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. F5 · 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. F5 · 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 · derivative.underlying_shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. F2 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| December 15, 2022 Filed Dec 21, 2022 21:28 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 2,417,704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015172 · marketforms-57914.xml · derivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,417,704 shares Expires not disclosed F1 · shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. F5 · 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. F5 · 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 · derivative.underlying_shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. Read SEC document |
| December 15, 2022 Filed Dec 21, 2022 21:28 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 2,417,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015172 · marketforms-57914.xml · nonDerivative · entry 2 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,417,704 F1 · shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. F2 · ownership.nature: These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| December 15, 2022 Filed Dec 21, 2022 21:28 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 2,417,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-015172 · marketforms-57914.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These securities were transferred from Laura R. Sherman to Laura R. Sherman, as Trustee of the Laura R. Sherman Trust, dated April 15, 2019. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 6,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.xml · derivative · entry 8 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,417,704 Underlying: Class A Common Stock · 6,636 shares Expires not disclosed F3 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman. F5 · 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. F5 · 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 |
| September 30, 2022 Filed Oct 18, 2022 01:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 6,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.xml · derivative · entry 7 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,106 Underlying: Class A Common Stock · 6,636 shares Expires not disclosed F3 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman. F5 · 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. F5 · 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. F4 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.xml · derivative · entry 6 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411,068 Underlying: Class A Common Stock · 3,771 shares Expires not disclosed F1 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman. F5 · 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. F5 · 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 |
| September 30, 2022 Filed Oct 18, 2022 01:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 3,771 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.xml · derivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 67,364 Underlying: Class A Common Stock · 3,771 shares Expires not disclosed F1 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman. F5 · 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. F5 · 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 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 6,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.xml · nonDerivative · entry 4 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,417,704 F3 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 6,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.xml · nonDerivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 9,106 F3 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman. F4 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.xml · nonDerivative · entry 2 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411,068 F1 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman. Read SEC document |
| September 30, 2022 Filed Oct 18, 2022 01:53 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 3,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-012376 · marketforms-57326.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 · CIK 0001791789 · Member of 10% owner group Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020 · CIK 0001827296 · Member of 10% owner group Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 67,364 F1 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman. F2 · ownership.nature: These securities are directly held by the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee and beneficiary. Read SEC document |
| June 13, 2022 Filed Jun 14, 2022 22:51 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass A Common Stock | 1,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-008044 · marketforms-56456.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884 F1 · shares: Represents restricted shares of Class A common stock that vest in three equal installments on each of April 1, 2023, April 1, 2024, and April 1, 2025, in each case subject to Ms. Sherman's continued employment through each vesting date. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 73,170 | $37.94 Strike: $0.00 | $2,776,069.80 |
DisclosureSEC source: 0000950103-21-019588 · dp163540_4-sherman.xml · derivative · entry 7 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 133,578 Underlying: Class A Common Stock · 73,170 shares Expires not disclosed F1 · kind: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F1 · price: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. 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. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of her pecuniary interest therein. F4 · ownership.nature: Shares held by the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019, Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, and BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherLLC Units in Baldwin Risk Partners, LLC · Derivative | 73,170 | $37.94 Strike: $0.00 | $2,776,069.80 |
DisclosureSEC source: 0000950103-21-019588 · dp163540_4-sherman.xml · derivative · entry 5 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,407,297 Underlying: Class A Common Stock · 73,170 shares Expires not disclosed F1 · kind: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F1 · price: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. 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. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass B Common Stock | 73,170 | $37.94 | $2,776,069.80 |
DisclosureSEC source: 0000950103-21-019588 · dp163540_4-sherman.xml · nonDerivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Indirect · By Trusts Disclosed balance after: 133,578 F1 · kind: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F1 · price: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of her pecuniary interest therein. F4 · ownership.nature: Shares held by the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019, Laura R. Sherman GRAT 2020-1 Dated September 30, 2020, and BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1. Read SEC document |
| December 07, 2021 Filed Dec 10, 2021 02:47 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | OtherClass B Common Stock | 73,170 | $37.94 | $2,776,069.80 |
DisclosureSEC source: 0000950103-21-019588 · dp163540_4-sherman.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,407,297 F1 · kind: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. F1 · price: On December 7, 2021, the reporting person withdrew 73,170 shares of BRP Class B Common Stock from an irrevocable trust established for the benefit of her beneficiaries. In exchange for the shares, the reporting person deposited shares of publicly traded stock that is not Issuer stock. The withdrawal of shares from the trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the reporting person beneficially owns directly. 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.