Form 4 for BWIN Baldwin Insurance Group, Inc.
Accepted 2025-06-13 00:00:00 ET · period of report 2025-06-11 · accession 0001781755-25-000080 · 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 | 2025-06-13 | 2025-06-11 | BWIN | Baldwin Trevor | CEO, Dir, Member of 10% Owner Group | C - Cnv Deriv | $0.00 | 0 | 202.7K | New | $0 |
| DMI | 2025-06-13 | 2025-06-11+ | BWIN | Baldwin Trevor | CEO, Dir, Member of 10% Owner Group | S - Sale | $39.38 | -175.0K | 144.7K | -55% | -$6.89M |
| DI | 2025-06-13 | 2025-06-11 | BWIN | Baldwin Trevor | CEO, Dir, Member of 10% Owner Group | C - Cnv Deriv | $0.00 | -175.0K | 1.94M | -8% | $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 B Common Stock | 2025-06-11 | C | D | 175,000 | $0.00 | 1,942,388 | I By TLB 2020 Trust | — | — | |
| 2 | Common | Class A Common Stock | 2025-06-11 | C | A | 175,000 | $0.00 | 202,676 | I By TLB 2020 Trust | — | — | |
| 3 | Common | Class A Common Stock | 2025-06-12 | S | D | 24,180 | $39.99 | 27,676 | I By TLB 2020 Trust | — | — | (F3) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.97 to $40.11. 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. |
| 4 | Common | Class A Common Stock | 2025-06-12 | S | D | 92,820 | $39.79 | 51,856 | I By TLB 2020 Trust | — | — | (F2) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.96 to $39.95. 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. |
| 5 | Common | Class A Common Stock | 2025-06-11 | S | D | 58,000 | $38.48 | 144,676 | I By TLB 2020 Trust | — | — | (F1) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.12 to $38.81. 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. |
| 6 | Derivative | LLC Units in The Baldwin Insurance Group Holdings, LLC | 2025-06-11 | C | D | 175,000 | $0.00 | 1,942,388 | I By TLB 2020 Trust | $0.00 · — to — | 175,000 Class A Common Stock | (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. |