Form 4 for BWIN Baldwin Insurance Group, Inc.
Accepted 2025-03-04 00:00:00 ET · period of report 2025-02-28 · accession 0001781755-25-000025 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-03-04 | 2025-02-28 | BWIN | Roche James Morgan | See Remarks | A - Grant | $0.00 | +26.8K | 151.1K | +22% | $0 | |
| 2025-03-04 | 2025-02-28 | BWIN | Roche James Morgan | See Remarks | F - Tax | $41.14 | -11.6K | 139.5K | -8% | -$478.7K |
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 | 2025-02-28 | A | A | 26,759 | $0.00 | 151,135 | 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, 2024. |
| 2 | Common | Class A Common Stock | 2025-02-28 | F | D | 11,637 | $41.14 | 139,498 | 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. |