Filing Details

Accession Number:
0001781755-25-000078
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-06-11 17:50:37
Reporting Period:
2025-06-09
Filing Date:
2025-06-11
Accepted Time:
2025-06-11 17:50:37
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1781755 Baldwin Insurance Group Inc. BWIN Insurance Agents, Brokers & Service (6411) 611937225
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1787626 Lowry Baldwin 4211 W. Boy Scout Blvd.
Suite 800
Tampa FL 33607
Yes No Yes Yes
Transaction Summary
Sold: 50,000 shares Avg. Price: $38.98 Total Value: $1,949,000.00
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Class B Common Stock Disposition 2025-06-09 50,000 $0.00 12,572,590 No 4 J Indirect By BIGH, LLC
Class B Common Stock Acquisiton 2025-06-09 50,000 $0.00 50,000 No 4 J Indirect By Trust
Class B Common Stock Disposition 2025-06-09 50,000 $0.00 0 No 4 C Indirect By Trust
Class A Common Stock Acquisiton 2025-06-09 50,000 $0.00 50,000 No 4 C Indirect By Trust
Class A Common Stock Disposition 2025-06-09 50,000 $38.98 0 No 4 S Indirect By Trust
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 J Indirect By BIGH, LLC
No 4 J Indirect By Trust
No 4 C Indirect By Trust
No 4 C Indirect By Trust
No 4 S Indirect By Trust
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Class A Common Stock LLC Units in The Baldwin Insurance Group Holdings, LLC Disposition 2025-06-09 50,000 $0.00 50,000 $0.00
Class A Common Stock LLC Units in The Baldwin Insurance Group Holdings, LLC Acquisiton 2025-06-09 50,000 $0.00 50,000 $0.00
Class A Common Stock LLC Units in The Baldwin Insurance Group Holdings, LLC Disposition 2025-06-09 50,000 $0.00 50,000 $0.00
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
12,572,590 No 4 J Indirect
50,000 No 4 J Indirect
0 No 4 C Indirect
Footnotes
  1. These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH.
  2. The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
  3. These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities.
  4. The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.84 to $39.28. 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.
  5. 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.