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
- 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.
- The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
- The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
- 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.
- 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.