InsiderTrades

Form 4 for BWIN Baldwin Insurance Group, Inc.

Accepted 2024-03-13 00:00:00 ET · period of report 2024-03-11 · accession 0001214659-24-004520 · 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 2024-03-13 2024-03-11 BWIN Baldwin Insurance Group Holdings, LLC 10%, Member of 10% Owner Group J - Other $0.00 -2.22M 13.37M -14% $0
DM 2024-03-13 2024-03-11 BWIN Baldwin Insurance Group Holdings, LLC 10%, Member of 10% Owner Group J - Other $0.00 -2.22M 13.37M -14% $0

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Class B Common Stock 2024-03-11 J D 100,000 $0.00 13,274,090 D — — (F3) In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust'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 2024-03-11 J D 2,117,388 $0.00 13,374,090 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 Derivative LLC Units in Baldwin Risk Partners, LLC 2024-03-11 J D 100,000 $0.00 13,274,090 D $0.00 · — to — 100,000 Class A Common Stock (F3) In a transaction exempt from Section 16 pursuant to Rule 16a-13, the securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the managing member of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust'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. (F4) Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.
4 Derivative LLC Units in Baldwin Risk Partners, LLC 2024-03-11 J D 2,117,388 $0.00 13,374,090 D $0.00 · — to — 2,117,388 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. (F4) Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.