Form 4 for BWIN Baldwin Insurance Group, Inc.
Accepted 2024-04-03 00:00:00 ET · period of report 2024-04-01 · accession 0001214659-24-006058 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-04-03 | 2024-04-01 | BWIN | Roche James Morgan | See Remarks | A - Grant | $0.00 | +38.4K | 274.6K | +16% | $0 | |
| 2024-04-03 | 2024-04-01 | BWIN | Roche James Morgan | See Remarks | F - Tax | $28.55 | -16.1K | 258.5K | -6% | -$460.7K |
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 | A | A | 38,369 | $0.00 | 274,634 | 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. |
| 2 | Common | Class A Common Stock | 2024-04-01 | F | D | 16,135 | $28.55 | 258,499 | 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. |