InsiderTrades

Form 4 for BWIN Baldwin Insurance Group, Inc.

Accepted 2025-05-30 00:00:00 ET · period of report 2025-05-28 · accession 0001781755-25-000071 · 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 2025-05-30 2025-05-28 BWIN Baldwin Lowry Dir, 10%, See Remarks C - Cnv Deriv $0.00 0 31.2K New $0
DMI 2025-05-30 2025-05-28 BWIN Baldwin Lowry Dir, 10%, See Remarks S - Sale $38.32 -62.5K 0 -100% -$2.40M
DMI 2025-05-30 2025-05-28 BWIN Baldwin Lowry Dir, 10%, See Remarks C - Cnv Deriv $0.00 -62.5K 0 -100% $0

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Class B Common Stock 2025-05-28 C D 31,250 $0.00 0 I By Trust — — (F3) The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee.
2 Common Class A Common Stock 2025-05-28 S D 31,250 $38.32 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 $38.00 to $38.71. 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 Pop Pop Trust, of which the reporting person serves as the sole trustee.
3 Common Class B Common Stock 2025-05-28 C D 31,250 $0.00 0 I By Trust — — (F1) The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee.
4 Common Class A Common Stock 2025-05-28 S D 31,250 $38.32 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 $38.00 to $38.71. 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) The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee.
5 Common Class A Common Stock 2025-05-28 C A 31,250 $0.00 31,250 I By Trust — — (F1) The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee.
6 Common Class A Common Stock 2025-05-28 C A 31,250 $0.00 31,250 I By Trust — — (F3) The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee.
7 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2025-05-28 C D 31,250 $0.00 0 I By Trust $0.00 · — to — 31,250 Class A Common Stock (F1) The securities are directly held by the L. Lowry Baldwin Revocable Family Trust, of which the reporting person serves as the sole trustee. (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.
8 Derivative LLC Units in The Baldwin Insurance Group Holdings, LLC 2025-05-28 C D 31,250 $0.00 0 I By Trust $0.00 · — to — 31,250 Class A Common Stock (F3) The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee. (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.