InsiderTrades

Form 4 for BWIN Baldwin Insurance Group, Inc.

Accepted 2025-06-11 00:00:00 ET · period of report 2025-06-09 · accession 0001781755-25-000078 · 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 2025-06-11 2025-06-09 BWIN Baldwin Lowry Dir, 10%, See Remarks J - Other $0.00 0 12.57M New $0
DMI 2025-06-11 2025-06-09 BWIN Baldwin Lowry Dir, 10%, See Remarks C - Cnv Deriv $0.00 0 50.0K New $0
DI 2025-06-11 2025-06-09 BWIN Baldwin Lowry Dir, 10%, See Remarks S - Sale $38.98 -50.0K 0 -100% -$1.95M
DI 2025-06-11 2025-06-09 BWIN Baldwin Lowry Dir, 10%, See Remarks C - Cnv Deriv $0.00 -50.0K 0 -100% $0
DMI 2025-06-11 2025-06-09 BWIN Baldwin Lowry Dir, 10%, See Remarks J - Other $0.00 0 12.57M New $0

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Class B Common Stock 2025-06-09 J A 50,000 $0.00 50,000 I By Trust — — (F1) These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH. (F3) These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities.
2 Common Class B Common Stock 2025-06-09 C D 50,000 $0.00 0 I By Trust — — (F3) These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities.
3 Common Class A Common Stock 2025-06-09 C A 50,000 $0.00 50,000 I By Trust — — (F3) These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities.
4 Common Class A Common Stock 2025-06-09 S D 50,000 $38.98 0 I By Trust — — (F4) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.84 to $39.28. 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) These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities.
5 Common Class B Common Stock 2025-06-09 J D 50,000 $0.00 12,572,590 I By BIGH, LLC — — (F1) These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family 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 2025-06-09 C D 50,000 $0.00 0 I By Trust $0.00 · — to — 50,000 Class A Common Stock (F3) These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities. (F5) 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 2025-06-09 J A 50,000 $0.00 50,000 I By Trust $0.00 · — to — 50,000 Class A Common Stock (F1) These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH. (F3) These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities. (F5) 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 2025-06-09 J D 50,000 $0.00 12,572,590 I By BIGH, LLC $0.00 · — to — 50,000 Class A Common Stock (F1) These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH. (F2) The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. (F5) 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.