InsiderTrades

Form 4 for BWIN Baldwin Insurance Group, Inc.

Accepted 2024-08-14 00:00:00 ET · period of report 2024-08-12 · accession 0001781755-24-000056 · 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 2024-08-14 2024-08-13 BWIN Baldwin Lowry Dir, 10%, See Remarks S - Sale $41.36 -20.0K 80.0K -20% -$827.2K
DMI 2024-08-14 2024-08-12 BWIN Baldwin Lowry Dir, 10%, See Remarks C - Cnv Deriv $0.00 0 0 New $0
DMI 2024-08-14 2024-08-12 BWIN Baldwin Lowry Dir, 10%, See Remarks J - Other $0.00 0 13.05M New $0
DMI 2024-08-14 2024-08-12 BWIN Baldwin Lowry Dir, 10%, See Remarks J - Other $0.00 0 100.0K New $0
DI 2024-08-14 2024-08-12 BWIN Baldwin Lowry Dir, 10%, See Remarks C - Cnv Deriv $0.00 -100.0K 0 -100% $0

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Class A Common Stock 2024-08-13 S D 20,000 $41.36 80,000 I By Trust — — (F4) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.01 to $41.73. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. (F3) The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
2 Common Class A Common Stock 2024-08-12 C A 100,000 $0.00 100,000 I By Trust — — (F3) The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
3 Common Class B Common Stock 2024-08-12 C D 100,000 $0.00 0 I By Trust — — (F3) The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
4 Common Class B Common Stock 2024-08-12 J A 100,000 $0.00 100,000 I By Trust — — (F1) In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the manager of BIGH, LLC ("BIGH") and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. (F3) The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
5 Common Class B Common Stock 2024-08-12 J D 100,000 $0.00 13,049,090 I By BIGH, LLC — — (F1) In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the manager of BIGH, LLC ("BIGH") and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. (F2) The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
6 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2024-08-12 J D 100,000 $0.00 13,049,090 I By BIGH, LLC $0.00 · — to — 100,000 Class A Common Stock (F1) In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the manager of BIGH, LLC ("BIGH") and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. (F5) 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.
7 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2024-08-12 J A 100,000 $0.00 100,000 I By Trust $0.00 · — to — 100,000 Class A Common Stock (F1) In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the manager of BIGH, LLC ("BIGH") and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH. (F3) The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. (F5) 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.
8 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2024-08-12 C D 100,000 $0.00 0 I By Trust $0.00 · — to — 100,000 Class A Common Stock (F3) The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. (F5) 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.