Form 4 for BWIN Baldwin Insurance Group, Inc.
Accepted 2026-03-05 00:00:00 ET · period of report 2026-03-03 · accession 0001789496-26-000003 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-05 | 2026-03-03 | BWIN | Roche James Morgan | See Remarks | F - Tax | $22.29 | -14.7K | 322.9K | -4% | -$327.2K | |
| 2026-03-05 | 2026-03-03 | BWIN | Roche James Morgan | See Remarks | A - Grant | $0.00 | +34.8K | 337.6K | +11% | $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 A Common Stock | 2026-03-03 | F | D | 14,679 | $22.29 | 322,938 | 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. |
| 2 | Common | Class A Common Stock | 2026-03-03 | A | A | 34,807 | $0.00 | 337,617 | 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, 2025. |