Filing Details
- Accession Number:
- 0001214659-24-008971
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-05-13 20:51:37
- Reporting Period:
- 2024-05-09
- Accepted Time:
- 2024-05-13 20:51:37
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1781755 | Baldwin Insurance Group Inc. | BRP | Insurance Agents, Brokers & Service (6411) | 611937225 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1787629 | Daniel Galbraith | C/O Brp Group, Inc. 4211 W. Boy Scout Blvd., Suite 800 Tampa FL 33607 | See Remarks | No | No | No | No |
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 | 2024-05-09 | 155,600 | $0.00 | 1,209,644 | No | 4 | C | Indirect | By Trust |
| Class A Common Stock | Acquisiton | 2024-05-09 | 155,600 | $0.00 | 155,600 | No | 4 | C | Indirect | By Trust |
| Class A Common Stock | Disposition | 2024-05-09 | 70,863 | $30.01 | 84,737 | No | 4 | S | Indirect | By Trust |
| Class A Common Stock | Disposition | 2024-05-09 | 3,805 | $30.48 | 80,932 | No | 4 | S | Indirect | By Trust |
| Class A Common Stock | Disposition | 2024-05-10 | 80,932 | $29.83 | 0 | No | 4 | S | Indirect | By Trust |
| Class A Common Stock | Disposition | 2024-05-09 | 1,040 | $30.76 | 31,126 | No | 4 | S | Direct | |
| Class A Common Stock | Disposition | 2024-05-10 | 24,841 | $30.11 | 6,285 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | C | Indirect | By Trust |
| No | 4 | C | Indirect | By Trust |
| No | 4 | S | Indirect | By Trust |
| No | 4 | S | Indirect | By Trust |
| No | 4 | S | Indirect | By Trust |
| No | 4 | S | Direct | |
| No | 4 | S | Direct |
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 | 2024-05-09 | 155,600 | $0.00 | 1,209,644 | $0.00 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 1,209,644 | No | 4 | C | Indirect |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Class B Common Stock | 11,348 | Indirect | By Trust |
Reported Derivative Holdings
| Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|---|---|---|---|
| Class A Common Stock | LLC Units in The Baldwin Insurance Group Holdings, LLC | $0.00 | 11,348 | 11,348 | Indirect |
| Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|
| 11,348 | 11,348 | Indirect |
Footnotes
- These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary.
- The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.00 to $30.20. 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 $30.23 to $31.20. 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 $29.77 to $30.16. 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 $30.50 to $31.20. 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 $29.90 to $30.17. 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.
- These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee.
- Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.
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