Form 4 for BWIN Baldwin Insurance Group, Inc.
Accepted 2026-05-08 16:33:15 ET · period of report 2026-05-06 · accession 0001787715-26-000002 · 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 | 2026-05-08 16:33 | 2026-05-06 | BWIN | Krystyn Elizabeth | Member of 10% Owner Group | C - Cnv Deriv | $0.00 | 0 | 50.0K | New | $0 |
| DMI | 2026-05-08 16:33 | 2026-05-06+ | BWIN | Krystyn Elizabeth | Member of 10% Owner Group | S - Sale | $21.19 | -202.0K | 0 | -100% | -$4.28M |
| DMI | 2026-05-08 16:33 | 2026-05-06 | BWIN | Krystyn Elizabeth | Member of 10% Owner Group | C - Cnv Deriv | $0.00 | -202.0K | 396.9K | -34% | $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 | 2026-05-06 | C | D | 152,000 | $0.00 | 1,198,100 | I By Trust | — | — | (F1) These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| 2 | Common | Class A Common Stock | 2026-05-06 | C | A | 152,000 | $0.00 | 152,000 | I By Trust | — | — | (F1) These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| 3 | Common | Class A Common Stock | 2026-05-06 | S | D | 53,722 | $21.19 | 98,278 | I By Trust | — | — | (F2) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.47. 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) These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| 4 | Common | Class A Common Stock | 2026-05-07 | S | D | 98,278 | $21.20 | 0 | I By Trust | — | — | (F3) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.50. 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) These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| 5 | Common | Class B Common Stock | 2026-05-06 | C | D | 50,000 | $0.00 | 396,912 | I By Trust | — | — | (F4) These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
| 6 | Common | Class A Common Stock | 2026-05-06 | C | A | 50,000 | $0.00 | 50,000 | I By Trust | — | — | (F4) These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
| 7 | Common | Class A Common Stock | 2026-05-06 | S | D | 18,260 | $21.20 | 31,740 | I By Trust | — | — | (F5) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.01 to $21.44. 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. (F4) These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
| 8 | Common | Class A Common Stock | 2026-05-07 | S | D | 31,740 | $21.18 | 0 | I By Trust | — | — | (F6) The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.48. 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. (F4) These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |
| 9 | Derivative | LLC Units in The Baldwin Insurance Group Holdings, LLC | 2026-05-06 | C | D | 152,000 | $0.00 | 1,198,100 | I By Trust | $0.00 · — to — | 152,000 Class A Common Stock | (F7) 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. (F7) 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. (F1) These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary. |
| 10 | Derivative | LLC Units in The Baldwin Insurance Group Holdings, LLC | 2026-05-06 | C | D | 50,000 | $0.00 | 396,912 | I By Trust | $0.00 · — to — | 50,000 Class A Common Stock | (F7) 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. (F7) 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. (F4) These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee. |