InsiderTrades

Form 4 for BWIN Baldwin Insurance Group, Inc.

Accepted 2023-12-01 00:00:00 ET · period of report 2023-11-29 · accession 0001214659-23-015919 · 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
DM 2023-12-01 2023-11-29+ BWIN Baldwin Insurance Group Holdings, LLC 10%, Member of 10% Owner Group S - Sale $0.00 -200.0K 15.49M -1% $0
DM 2023-12-01 2023-11-29+ BWIN Baldwin Insurance Group Holdings, LLC 10%, Member of 10% Owner Group S - Sale $0.00 -200.0K 15.59M -1% $0

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Class B Common Stock 2023-11-29 S D 50,000 $0.00 15,641,478 D — — (F1) These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. (F2) The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein.
2 Common Class B Common Stock 2023-11-29 S D 50,000 $0.00 15,591,478 D — — (F1) These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. (F2) The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein.
3 Common Class B Common Stock 2023-12-01 S D 100,000 $0.00 15,491,478 D — — (F1) These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. (F2) The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein.
4 Derivative LLC Units in Baldwin Risk Partners, LLC 2023-11-29 S D 50,000 $0.00 15,641,478 D $0.00 · — to — 50,000 Class A Common Stock (F1) These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. (F2) The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. (F3) Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.
5 Derivative LLC Units in Baldwin Risk Partners, LLC 2023-12-01 S D 100,000 $0.00 15,491,478 D $0.00 · — to — 100,000 Class A Common Stock (F1) These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. (F2) The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. (F3) Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.
6 Derivative LLC Units in Baldwin Risk Partners, LLC 2023-11-29 S D 50,000 $0.00 15,591,478 D $0.00 · — to — 50,000 Class A Common Stock (F1) These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. (F2) The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. (F3) Each LLC Unit, together with a share of Class B common stock, may be converted by the holder into one share of Class A common stock at any time. The LLC Units do not expire.