Form 4 for BWIN Baldwin Insurance Group, Inc.

Accepted 2024-03-13 00:00:00 ET · period of report 2024-03-11 · accession 0001214659-24-004518 · 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
DI	2024-03-13	2024-03-11	BWIN	Baldwin Trevor	CEO, Dir, Member of 10% owner group	J - Other	$0.00	+2.12M	2.12M	New	$0
DI	2024-03-13	2024-03-11	BWIN	Baldwin Trevor	CEO, Dir, Member of 10% owner group	J - Other	$0.00	+2.12M	2.12M	New	$0

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 B Common Stock	2024-03-11	J	A	2,117,388	$0.00	2,117,388	I By TLB 2020 Trust	—	—	(F1) These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH.
2	Derivative	LLC Units in Baldwin Risk Partners, LLC	2024-03-11	J	A	2,117,388	$0.00	2,117,388	I By TLB 2020 Trust	$0.00 · — to —	2,117,388 Class A Common Stock	(F1) These securities were distributed by Baldwin Insurance Holdings Group, LLC ("BIGH") to the TLB 2020 Trust under agreement, November 11, 2020 ("TLB 2020 Trust"), of which the reporting person is sole trustee, in exchange for a corresponding reduction in TLB 2020 Trust's ownership of BIGH. (F2) 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.