Filing Details
- Accession Number:
- 0001781755-25-000080
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-06-13 17:24:11
- Reporting Period:
- 2025-06-11
- Filing Date:
- 2025-06-13
- Accepted Time:
- 2025-06-13 17:24:11
- 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 |
---|---|---|---|---|---|---|---|
1787711 | Trevor Baldwin | C/O The Baldwin Insurance Group, Inc. 4211 W. Boy Scout Blvd., Suite 800 Tampa FL 33607 | Chief Executive Officer | Yes | Yes | No | Yes |
Transaction Summary
Sold: | 175,000 shares | Avg. Price: $39.38 | Total Value: $6,892,106.00 |
Number of Shares After Transactions: | 27,676 shares |
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 | 2025-06-11 | 175,000 | $0.00 | 1,942,388 | No | 4 | C | Indirect | By TLB 2020 Trust |
Class A Common Stock | Acquisiton | 2025-06-11 | 175,000 | $0.00 | 202,676 | No | 4 | C | Indirect | By TLB 2020 Trust |
Class A Common Stock | Disposition | 2025-06-11 | 58,000 | $38.48 | 144,676 | No | 4 | S | Indirect | By TLB 2020 Trust |
Class A Common Stock | Disposition | 2025-06-12 | 92,820 | $39.79 | 51,856 | No | 4 | S | Indirect | By TLB 2020 Trust |
Class A Common Stock | Disposition | 2025-06-12 | 24,180 | $39.99 | 27,676 | No | 4 | S | Indirect | By TLB 2020 Trust |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | C | Indirect | By TLB 2020 Trust |
No | 4 | C | Indirect | By TLB 2020 Trust |
No | 4 | S | Indirect | By TLB 2020 Trust |
No | 4 | S | Indirect | By TLB 2020 Trust |
No | 4 | S | Indirect | By TLB 2020 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 | 2025-06-11 | 175,000 | $0.00 | 175,000 | $0.00 |
Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
---|---|---|---|---|---|---|
1,942,388 | No | 4 | C | Indirect |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Class A Common Stock | 11,334 | Direct |
Footnotes
- The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.12 to $38.81. 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.
- The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.96 to $39.95. 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.
- The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.97 to $40.11. 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.
- 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.