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Filing Details

Accession Number:: 0001781755-24-000067
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2024-08-30 19:18:52
Reporting Period:: 2024-08-30

Accepted Time:: 2024-08-30 19:18:52
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
1787626	Lowry Baldwin	4211 W. Boy Scout Blvd. Suite 800 Tampa FL 33607		Yes	No	Yes	Yes

Reported Non-Derivative Transactions

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Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class B Common Stock	Disposition	2024-08-30	21,500	$0.00	13,027,590	No	4	J	Indirect	By BIGH, LLC
Class B Common Stock	Disposition	2024-08-30	50,000	$0.00	12,977,590	No	5	J	Indirect	By BIGH, LLC
Class B Common Stock	Acquisiton	2024-08-30	50,000	$0.00	50,000	No	5	J	Indirect	By Trust
Class B Common Stock	Disposition	2024-08-30	50,000	$0.00	0	No	4	C	Indirect	By Trust
Class A Common Stock	Acquisiton	2024-08-30	50,000	$0.00	50,000	No	4	C	Indirect	By Trust
Class A Common Stock	Disposition	2024-08-30	50,000	$46.74	0	No	4	S	Indirect	By Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	J	Indirect	By BIGH, LLC
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

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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	2024-08-30	21,500	$0.00	21,500	$0.00
Class A Common Stock	LLC Units in The Baldwin Insurance Group Holdings, LLC	Disposition	2024-08-30	50,000	$0.00	50,000	$0.00
Class A Common Stock	LLC Units in The Baldwin Insurance Group Holdings, LLC	Acquisiton	2024-08-30	50,000	$0.00	50,000	$0.00
Class A Common Stock	LLC Units in The Baldwin Insurance Group Holdings, LLC	Disposition	2024-08-30	50,000	$0.00	50,000	$0.00

Remaning Holdings	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
13,027,590	No	4	J	Indirect
12,977,590	No	5	J	Indirect
50,000	No	5	J	Indirect
0	No	4	C	Indirect

Footnotes

These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH.
The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
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 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 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 $46.14 to $47.12. 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 for one share of Class A common stock at any time. The LLC Units do not expire.