Form 4 for BWIN Baldwin Insurance Group, Inc.
Accepted 2024-08-30 00:00:00 ET · period of report 2024-08-29 · accession 0001781755-24-000066 · 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 | 2024-08-30 | 2024-08-29 | BWIN | Galbraith Daniel | See Remarks | S - Sale | $46.33 | -75.0K | 0 | -100% | -$3.47M |
| DMI | 2024-08-30 | 2024-08-29 | BWIN | Galbraith Daniel | See Remarks | C - Cnv Deriv | $0.00 | 0 | 1.13M | New | $0 |
| DI | 2024-08-30 | 2024-08-29 | BWIN | Galbraith Daniel | See Remarks | C - Cnv Deriv | $0.00 | -75.0K | 1.13M | -6% | $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 | 2024-08-29 | S | D | 75,000 | $46.33 | 0 | I By Trust | — | — | (F2) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $45.98 to $46.76. 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. (F1) These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. |
| 2 | Common | Class A Common Stock | 2024-08-29 | C | A | 75,000 | $0.00 | 75,000 | I By Trust | — | — | (F1) These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. |
| 3 | Common | Class B Common Stock | 2024-08-29 | C | D | 75,000 | $0.00 | 1,134,644 | I By Trust | — | — | (F1) These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. |
| 4 | Derivative | LLC Units in The Baldwin Insurance Group Holdings, LLC | 2024-08-29 | C | D | 75,000 | $0.00 | 1,134,644 | I By Trust | $0.00 · — to — | 75,000 Class A Common Stock | (F1) These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. (F4) 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. |