Home > Insider Trading > Filing (0001781755-24-000055)

Filing Details

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
1789496	Morgan James Roche	C/O The Baldwin Insurance Group, Inc. 4211 W. Boy Scout Blvd., Suite 800 Tampa FL 33607	See Remarks	No	Yes	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership
Class A Common Stock	Disposition	2024-08-12	85,222	$41.50	254,681	No	4	S	Direct
Class A Common Stock	Disposition	2024-08-13	6,317	$41.28	248,364	No	4	S	Direct
Class A Common Stock	Disposition	2024-08-14	2,547	$41.45	245,817	No	4	S	Direct
Class B Common Stock	Disposition	2024-08-14	200,000	$0.00	1,036,786	No	4	C	Direct
Class A Common Stock	Acquisiton	2024-08-14	200,000	$0.00	445,817	No	4	C	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership
No	4	S	Direct
No	4	S	Direct
No	4	S	Direct
No	4	C	Direct
No	4	C	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	2024-08-14	200,000	$0.00	200,000	$0.00

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
1,036,786			No	4	C	Direct

Footnotes

The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $42.15. 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 $41.25 to $41.92. 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 $41.25 to $41.75. 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 into one share of Class A common stock at any time. The LLC Units do not expire.