Form 4 for BWIN Baldwin Insurance Group, Inc.

Accepted 2022-09-22 00:00:00 ET · period of report 2022-09-20 · accession 0001214659-22-011406 · SEC index · Original document

Summary rows

Aggregated the way they appear in lists: one row per insider, transaction code and security table.

X	Filed	Traded	Ticker	Insider	Title	Type	Price	Qty	Owned	ΔOwn	Value
I	2022-09-22	2022-09-20	BWIN	Baldwin Lowry	COB, Dir, 10%, Member of 10% owner group	S - Sale	$28.87	-172.0K	171.8K	-50%	-$4.97M
I	2022-09-22	2022-09-20	BWIN	Baldwin Lowry	COB, Dir, 10%, Member of 10% owner group	P - Purchase	$28.87	+172.0K	172.0K	New	+$4.97M

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Class A Common Stock	2022-09-20	S	D	172,000	$28.87	171,799	I By The Pop Pop Trust	—	—	(F1) The shares were sold by The Pop Pop Trust to J&L Triple B Ranch, LLLP ("J&L"). The general partner of J&L is Shibumi Services, LLC ("Shibumi"), of which the Reporting Person is the sole manager. The transaction was effected as part of an asset reallocation among entities controlled by the Reporting Person. Accordingly, although the transaction results in a change in the entity through which the Reporting Person reports indirect ownership of the shares sold, the transaction being reported does not result in any change to the aggregate number of shares of Class A Common Stock reported as owned by the Reporting Person, which continues to be 343,799. (F2) The shares are held by The Pop Pop Trust. The Reporting Person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein.
2	Common	Class A Common Stock	2022-09-20	P	A	172,000	$28.87	172,000	I By J&L Triple B Ranch, LLLP	—	—	(F3) The shares are held by J&L. The Reporting Person disclaims beneficial ownership in these shares except to the extent of his pecuniary interest therein.