Form 4 for BWIN Baldwin Insurance Group, Inc.
Accepted 2024-04-03 00:00:00 ET · period of report 2024-04-01 · accession 0001214659-24-006053 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2024-04-03 | 2024-04-01 | BWIN | Lichon Corbyn N. | CAO | F - Tax | $28.55 | -4,438 | 39.6K | -10% | -$126.7K |
| M | 2024-04-03 | 2024-04-01 | BWIN | Lichon Corbyn N. | CAO | A - Grant | $0.00 | +11.5K | 43.2K | +36% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2024-04-01 | F | D | 858 | $28.55 | 40,269 | D | — | — | (F4) Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted stock reported on a Form 4 filed on April 5, 2021. |
| 2 | Common | Class A Common Stock | 2024-04-01 | F | D | 3,580 | $28.55 | 39,637 | D | — | — | (F2) Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1. |
| 3 | Common | Class A Common Stock | 2024-04-01 | A | A | 1,490 | $0.00 | 41,127 | D | — | — | (F3) Represents restricted shares of Class A common stock that vest in five equal installments on each of March 15, 2025, March 15, 2026, March 15, 2027, March 15, 2028 and March 15, 2029 in each case subject to Ms. Lichon's continued employment through each vesting date. |
| 4 | Common | Class A Common Stock | 2024-04-01 | A | A | 10,013 | $0.00 | 43,217 | D | — | — | (F1) These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2023. |