Filing Details

Accession Number:
0001781755-24-000056
Form Type:
4
Zero Holdings:
No
Publication Time:
2024-08-14 19:15:51
Reporting Period:
2024-08-12
Accepted Time:
2024-08-14 19:15:51
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
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 2024-08-12 100,000 $0.00 13,049,090 No 5 J Indirect By BIGH, LLC
Class B Common Stock Acquisiton 2024-08-12 100,000 $0.00 100,000 No 5 J Indirect By Trust
Class B Common Stock Disposition 2024-08-12 100,000 $0.00 0 No 4 C Indirect By Trust
Class A Common Stock Acquisiton 2024-08-12 100,000 $0.00 100,000 No 4 C Indirect By Trust
Class A Common Stock Disposition 2024-08-13 20,000 $41.36 80,000 No 4 S Indirect By Trust
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 5 J Indirect By BIGH, LLC
No 5 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 2024-08-12 100,000 $0.00 100,000 $0.00
Class A Common Stock LLC Units in The Baldwin Insurance Group Holdings, LLC Acquisiton 2024-08-12 100,000 $0.00 100,000 $0.00
Class A Common Stock LLC Units in The Baldwin Insurance Group Holdings, LLC Disposition 2024-08-12 100,000 $0.00 100,000 $0.00
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
13,049,090 No 5 J Indirect
100,000 No 5 J Indirect
0 No 4 C Indirect
Footnotes
  1. In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the manager of BIGH, LLC ("BIGH") and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable 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. The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
  4. The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.01 to $41.73. 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 into one share of Class A common stock at any time. The LLC Units do not expire.