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Filing Details

Accession Number:: 0001781755-24-000095
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2024-12-11 18:06:44
Reporting Period:: 2024-12-09

Accepted Time:: 2024-12-11 18:06:44
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
1787715	Elizabeth Krystyn	C/O The Baldwin Insurance Group, Inc. 4211 W. Boy Scout Blvd., Suite 800 Tampa FL 33607		No	No	No	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	2024-12-09	423,877	$0.00	1,440,656	No	4	C	Indirect	By Trust
Class A Common Stock	Acquisiton	2024-12-09	423,877	$0.00	423,877	No	4	C	Indirect	By Trust
Class A Common Stock	Disposition	2024-12-09	173,159	$45.03	250,718	No	4	S	Indirect	By Trust
Class A Common Stock	Disposition	2024-12-09	4,376	$46.22	246,342	No	4	S	Indirect	By Trust
Class A Common Stock	Disposition	2024-12-09	13,772	$46.75	232,570	No	4	S	Indirect	By Trust
Class A Common Stock	Disposition	2024-12-10	93,706	$43.54	138,864	No	4	S	Indirect	By Trust
Class A Common Stock	Disposition	2024-12-10	50,558	$44.24	88,306	No	4	S	Indirect	By Trust
Class A Common Stock	Disposition	2024-12-11	88,306	$43.05	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
No	4	S	Indirect	By Trust
No	4	S	Indirect	By Trust
No	4	S	Indirect	By Trust
No	4	S	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	2024-12-09	423,877	$0.00	423,877	$0.00

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
1,440,656			No	4	C	Indirect

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class B Common Stock	476,343	Indirect	By Trust

Reported Derivative Holdings

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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			476,343	476,343	Indirect

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
	476,343	476,343	Indirect

Footnotes

These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary.
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $44.54 to $45.49. 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 $45.56 to $46.45. 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 $46.57 to $46.91. 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 $43.02 to $44.01. 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 $44.02 to $44.55. 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 $43.00 to $43.23. 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.
These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee.
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.