Filing Details

Accession Number:
0001781755-24-000066
Form Type:
4
Zero Holdings:
No
Publication Time:
2024-08-30 19:17:52
Reporting Period:
2024-08-29
Accepted Time:
2024-08-30 19:17:52
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
1787629 Daniel Galbraith C/O The Baldwin Insurance Group, Inc.
4211 W. Boy Scout Blvd., Suite 800
Tampa FL 33607
See Remarks No Yes No 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 2024-08-29 75,000 $0.00 1,134,644 No 4 C Indirect By Trust
Class A Common Stock Acquisiton 2024-08-29 75,000 $0.00 75,000 No 4 C Indirect By Trust
Class A Common Stock Disposition 2024-08-29 75,000 $46.33 0 No 4 S Indirect By Trust
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
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 2024-08-29 75,000 $0.00 75,000 $0.00
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
1,134,644 No 4 C Indirect
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Class A Common Stock 6,285 Direct
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
  1. 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.
  2. The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $45.98 to $46.76. 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.
  3. 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.
  4. 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.