person · Reporting owner

Laura R. Sherman GRAT 2019-2 Dated September 30, 2019

Disclosed activity across 1 company

Tapewire entity: 86944
SEC CIK: 0001791789

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	October 03, 2024	October 07, 2024

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 October 03, 2024 · Filed October 07, 2024

Jointly reported with Sherman Laura

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class B Common StockSEC Table I · non-derivative	IndirectBy Trust	57,956	Reported balance After 2024-10-03 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2024-10-03 · Gift · Disposed 3,036 · Balance 57,956 F1: 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.
Class B Common StockSEC Table I · non-derivative	IndirectBy Trust	0	Reported balance After 2024-10-03 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 3 · 2024-10-03 · Gift · Disposed 57,956 · Balance 0 F1: 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.
Class B Common StockSEC Table I · non-derivative	IndirectBy Trust	2,236,218	Reported balance After 2024-10-04 transaction · row 5 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 5 · 2024-10-04 · Gift · Acquired 3,036 · Balance 2,236,218 F2: 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.
Class B Common StockSEC Table I · non-derivative	Direct	3,036	Reported balance After 2024-10-03 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 2 · 2024-10-03 · Gift · Acquired 3,036 · Balance 3,036
Class B Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2024-10-04 transaction · row 4 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 4 · 2024-10-04 · Gift · Disposed 3,036 · Balance 0
LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	IndirectBy Trust	57,956	Reported balance After 2024-10-03 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2024-10-03 · Gift · Disposed 3,036 · Balance 57,956 F3: 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: 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.
LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	IndirectBy Trust	0	Reported balance After 2024-10-03 transaction · row 8 Instrument identity requires review; Table II rows are not merged. 1 source row Row 8 · 2024-10-03 · Gift · Disposed 57,956 · Balance 0 F3: 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: 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.
LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	IndirectBy Trust	2,236,218	Reported balance After 2024-10-04 transaction · row 10 Instrument identity requires review; Table II rows are not merged. 1 source row Row 10 · 2024-10-04 · Gift · Acquired 3,036 · Balance 2,236,218 F3: 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: 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.
LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	3,036	Reported balance After 2024-10-03 transaction · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · 2024-10-03 · Gift · Acquired 3,036 · Balance 3,036 F3: 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.
LLC Units in The Baldwin Insurance Group Holdings, LLCSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	0	Reported balance After 2024-10-04 transaction · row 9 Instrument identity requires review; Table II rows are not merged. 1 source row Row 9 · 2024-10-04 · Gift · Disposed 3,036 · Balance 0 F3: 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.

Filing footnotes · ownership attribution and instrument terms

F1: 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.

F2: 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.

F3: 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.

Transaction history

JSON API

Purchases/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 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftLLC Units in Baldwin Risk Partners, LLC · Derivative	9,449	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 16 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 284,560 Underlying: Class A Common Stock · 9,449 shares Expires not disclosed F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019. F14 · 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. F14 · 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 21:46 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	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 15 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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 · 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. F14 · 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. F14 · 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 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftLLC Units in Baldwin Risk Partners, LLC · Derivative	30,735	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · derivative · entry 14 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 239,776 Underlying: Class A Common Stock · 30,735 shares Expires not disclosed F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019. F14 · 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. F14 · 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 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	4,164	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 13 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 15,742 F13 · shares: These securities were transferred from the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2020-1 Dated September 30, 2020. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	2,366	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 12 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 71,135 F12 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-2 Dated September 30, 2019. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	119,871	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 11 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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 F11 · 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. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	15,376	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 10 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 119,871 F10 · shares: These securities were transferred from the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 to Laura Sherman, the trustee and beneficiary of the Laura R. Sherman GRAT 2019-1 Dated September 30, 2019. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	15,278	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 9 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 28,972 F9 · shares: These securities were transferred from the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust Dated September 30, 2020. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	391,341	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 8 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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 F8 · 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. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	40,086	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 7 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 391,341 F7 · shares: These securities were transferred from the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to Kristopher Aaron Wiebeck, the trustee and beneficiary of the Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	3,710	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 6 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 7,034 F6 · shares: These securities were transferred from the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to John Valentine, the trustee and beneficiary of the John A. Valentine 2020 Grantor Retained Annuity Trust Dated September 30, 2020. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	9,733	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 5 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 169,849 F5 · shares: These securities were transferred from the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 to John Valentine, the trustee and beneficiary of the John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	15,316	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 4 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 29,042 F4 · shares: These securities were transferred from the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust Dated September 30, 2020. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	9,449	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 3 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 284,560 F3 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	239,776	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 2 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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 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. Read SEC document
September 30, 2021 Filed Dec 8, 2021 21:46 UTC	Baldwin Insurance Group, Inc. BRP · Entity 4244	GiftClass B Common Stock	30,735	$0.00	$0.00	Disclosure SEC source: 0000950103-21-019538 · dp163470_4-krystyn.xml · nonDerivative · entry 1 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · CIK 0001791810 · Member of 10% owner group Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · CIK 0001791811 · Member of 10% owner group Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827294 · Member of 10% owner group John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791794 · Member of 10% owner group John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827271 · Member of 10% owner group Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · CIK 0001791793 · Member of 10% owner group Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020 · CIK 0001827266 · Member of 10% owner group Laura R. Sherman GRAT 2019-1 Dated September 30, 2019 · CIK 0001791790 · 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: 239,776 F1 · shares: These securities were transferred from the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 to Elizabeth Krystyn, the trustee and beneficiary of the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019. 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.