InsiderTrades

Form 4 for BWIN Baldwin Insurance Group, Inc.

Accepted 2024-10-07 00:00:00 ET · period of report 2024-10-03 · accession 0001781755-24-000081 · 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
DMI 2024-10-07 2024-10-03+ BWIN Sherman Laura Member of 10% owner group G - Gift $0.00 -58.0K 2.24M -3% $0
DM 2024-10-07 2024-10-03+ BWIN Sherman Laura Member of 10% owner group G - Gift $0.00 0 0 New $0
DMI 2024-10-07 2024-10-03+ BWIN Sherman Laura Member of 10% owner group G - Gift $0.00 -58.0K 2.24M -3% $0
DM 2024-10-07 2024-10-03+ BWIN Sherman Laura Member of 10% owner group G - Gift $0.00 0 0 New $0

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Class B Common Stock 2024-10-03 G D 3,036 $0.00 57,956 I By Trust — — (F1) These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.
2 Common Class B Common Stock 2024-10-03 G A 3,036 $0.00 3,036 D By Trust — — (F1) These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.
3 Common Class B Common Stock 2024-10-03 G D 57,956 $0.00 0 I By Trust — — (F2) These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary.
4 Common Class B Common Stock 2024-10-04 G D 3,036 $0.00 0 D — —
5 Common Class B Common Stock 2024-10-04 G A 3,036 $0.00 2,236,218 I — —
6 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2024-10-03 G D 3,036 $0.00 57,956 I By Trust $0.00 · — to — 3,036 Class A Common Stock (F1) These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. (F3) 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.
7 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2024-10-03 G A 3,036 $0.00 3,036 D By Trust $0.00 · — to — 3,036 Class A Common Stock (F1) These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee. (F3) 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.
8 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2024-10-03 G D 57,956 $0.00 0 I By Trust $0.00 · — to — 57,956 Class A Common Stock (F2) These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary. (F3) 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.
9 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2024-10-04 G D 3,036 $0.00 0 D $0.00 · — to — 3,036 Class A Common Stock (F3) 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.
10 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2024-10-04 G A 3,036 $0.00 2,236,218 I $0.00 · — to — 3,036 Class A Common Stock (F3) 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.