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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
2023-09-12 Baldwin Lowry Director Conversion +120,000 120,000
2023-09-12 Baldwin Lowry Director Sale −120,000 $25.98 $3.1M 0
2023-09-11 Baldwin Lowry Director Conversion · LLC Units in Baldwin Risk Partners, LLC −120,000 0
2023-09-11 Sherman Laura Member of 10% owner group Sale −22,305 $26.24 $585K 54,695
2023-09-08 Sherman Laura Member of 10% owner group Sale −65,900 $26.39 $1.7M 77,000
2023-09-07 Sherman Laura Member of 10% owner group Conversion −200,000 2,217,704
2023-09-07 Sherman Laura Member of 10% owner group Conversion +200,000 200,000
2023-09-07 Sherman Laura Member of 10% owner group Sale −57,100 $26.86 $1.5M 142,900
2023-09-07 Sherman Laura Member of 10% owner group Conversion · LLC Units in Baldwin Risk Partners, LLC −200,000 2,217,704
2023-09-06 Baldwin Insurance Group Holdings, LLC 10% owner Other disposition −120,000 15,691,478
2023-09-06 Baldwin Insurance Group Holdings, LLC 10% owner Other disposition · LLC Units in Baldwin Risk Partners, LLC −120,000 15,691,478
2023-09-06 Baldwin Lowry Director Sale −172,000 0
2023-09-06 Baldwin Lowry Director Other disposition −120,000 15,691,478
2023-09-06 Baldwin Lowry Director Other acquisition +120,000 120,000
2023-09-06 Baldwin Lowry Director Other disposition · LLC Units in Baldwin Risk Partners, LLC −120,000 15,691,478
2023-09-06 Baldwin Lowry Director Other acquisition · LLC Units in Baldwin Risk Partners, LLC +120,000 120,000
2023-08-29 Galbraith Daniel Chief Operating Officer Sale −60,316 $25.89 $1.6M 8,721
2023-08-24 Baldwin Trevor Chief Executive Officer Conversion −120,172 0
2023-08-24 Baldwin Trevor Chief Executive Officer Conversion +120,172 271,011
2023-08-24 Baldwin Trevor Chief Executive Officer Sale −238,147 $25.35 $6.0M 32,864

Page 27 of 36 · 705 trades