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 |
|---|---|---|---|---|---|---|
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 119,871 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 13 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 206,748 Underlying: Class A Common Stock · 119,871 shares Expires not disclosed F5 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1, of which Laura Sherman is a beneficiary. F6 · 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. F6 · 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. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 391,341 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 11 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 420,313 Underlying: Class A Common Stock · 391,341 shares Expires not disclosed F4 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019, of which Kristopher Aaron Wiebeck is a beneficiary. F6 · 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. F6 · 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. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 239,776 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 9 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 553,378 Underlying: Class A Common Stock · 239,776 shares Expires not disclosed F2 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Elizabeth Krystyn is a beneficiary. F6 · 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. F6 · 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. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftLLC Units in Baldwin Risk Partners, LLC · Derivative | 37,488 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · derivative · entry 8 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 71,090 Underlying: Class A Common Stock · 37,488 shares Expires not disclosed F1 · shares: These securities were transferred from the reporting person to Daniel A. Galbraith, the trustee and beneficiary of the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020. F6 · 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. F6 · 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, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 119,871 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 6 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 206,748 F5 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to BNY Mellon, National Association, as Trustee of the Laura R. Sherman Irrevocable Trust of 2019-1, of which Laura Sherman is a beneficiary. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 391,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 4 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 420,313 F4 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Melissa E. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2019 Irrevocable Trust, dated August 28, 2019, of which Kristopher Aaron Wiebeck is a beneficiary. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 239,776 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 2 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 553,378 F2 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Enrique M. Fueyo, as Trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Elizabeth Krystyn is a beneficiary. F3 · balance_after: The reporting person disclaims beneficial ownership in these securities except to the extent of his or her pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Dec 8, 2021 21:48 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | GiftClass B Common Stock | 37,488 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-019539 · dp163471_4-galbraith.xml · nonDerivative · entry 1 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827259 · Member of 10% owner group Krystyn Elizabeth · CIK 0001787715 · Member of 10% owner group Wiebeck Kristopher Aaron · CIK 0001787635 · Member of 10% owner group Sherman Laura · CIK 0001787578 · 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: 71,090 F1 · shares: These securities were transferred from the reporting person to Daniel A. Galbraith, the trustee and beneficiary of the Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020. Read SEC document |
| December 18, 2020 Filed Dec 22, 2020 22:02 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 300,000 | $28.25 Strike: $0.00 | $8,473,890.00 |
DisclosureSEC source: 0000950103-20-024600 · dp143305_4-sherman.xml · derivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,312,221 Underlying: Class A Common Stock · 300,000 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 22:02 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024600 · dp143305_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: 2,312,221 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 23:02 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 100,000 | $28.25 Strike: $0.00 | $2,824,630.00 |
DisclosureSEC source: 0000950103-20-024247 · dp142933_4-sherman.xml · derivative · entry 3 Sherman Laura · CIK 0001787578 · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,612,221 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 23:02 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-024247 · dp142933_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: 2,612,221 Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 01:26 UTC | Baldwin Insurance Group, Inc. BRP · Entity 4244 | SaleLLC Units in Baldwin Risk Partners, LLC · Derivative | 150,000 | $12.65 Strike: $0.00 | $1,897,500.00 |
DisclosureSEC source: 0000950103-20-012970 · dp131555_4-sherman.xml · derivative · entry 3 Sherman Laura · CIK 0001787578 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,712,542 Underlying: Class A Common Stock · 150,000 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 | SaleClass B Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-012970 · dp131555_4-sherman.xml · nonDerivative · entry 1 Sherman Laura · CIK 0001787578 · 10% owner · Member of 10% owner group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,712,542 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.