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CIK 0001781755 · Large accelerated filer

Baldwin Insurance Group, Inc.

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Ticker
BWIN
Exchange
Nasdaq
Industry
Insurance Agents, Brokers & Service
FY end
Dec 31
Incorporated
DE
Entity type
operating
EIN
611937225
Phone
(866) 279-0698
Business address
4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA, FL, 33607
Former names
BRP Group, Inc.
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$0
in 0 filings

Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2024-08-13 Roche James Morgan See Remarks Sale −6,317 $41.28 $261K 248,364
2024-08-12 BIGH, LLC 10% owner Other disposition −100,000 13,049,090
2024-08-12 BIGH, LLC 10% owner Other disposition · LLC Units in The Baldwin Insurance Group Holdings, LLC −100,000 13,049,090
2024-08-12 Baldwin Lowry Director Other disposition −100,000 13,049,090
2024-08-12 Baldwin Lowry Director Other acquisition +100,000 100,000
2024-08-12 Baldwin Lowry Director Conversion −100,000 0
2024-08-12 Baldwin Lowry Director Conversion +100,000 100,000
2024-08-12 Baldwin Lowry Director Other disposition · LLC Units in The Baldwin Insurance Group Holdings, LLC −100,000 13,049,090
2024-08-12 Baldwin Lowry Director Other acquisition · LLC Units in The Baldwin Insurance Group Holdings, LLC +100,000 100,000
2024-08-12 Baldwin Lowry Director Conversion · LLC Units in The Baldwin Insurance Group Holdings, LLC −100,000 0
2024-08-12 Roche James Morgan See Remarks Sale −85,222 $41.50 $3.5M 254,681
2024-08-09 Roche James Morgan See Remarks Sale −56,912 $41.92 $2.4M 339,903
2024-08-08 Roche James Morgan See Remarks Conversion −200,000 1,236,786
2024-08-08 Roche James Morgan See Remarks Conversion +200,000 433,499
2024-08-08 Roche James Morgan See Remarks Sale −22,917 $41.77 $957K 410,582
2024-08-08 Roche James Morgan See Remarks Sale −13,767 $42.28 $582K 396,815
2024-08-08 Roche James Morgan See Remarks Conversion · LLC Units in The Baldwin Insurance Group Holdings, LLC −200,000 1,236,786
2024-08-08 Cohen Seth Bala General Counsel Sale −3,783 $42.63 $161K 8,813
2024-08-01 Cohen Seth Bala General Counsel Shares withheld for taxes −1,217 $43.21 $53K 12,596
2024-07-01 SULLIVAN CHRIS THOMAS Director Grant or award +547 94,671

Page 19 of 36 · 705 trades