Form 4 for BWIN Baldwin Insurance Group, Inc.
Accepted 2026-01-06 00:00:00 ET · period of report 2026-01-02 · accession 0002103719-26-000004 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2026-01-06 | 2026-01-02 | BWIN | Sparks Paul Eugene | Dir | A - Grant | — | +1.10M | 982.6K | New | — |
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 | 2026-01-02 | A | A | 18,042 | — | 18,042 | I By IRA | — | — | (F1) These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). (F4) These shares are directly held by such Reporting Person's individual retirement account, for which the Reporting Person remains the beneficial owner. |
| 2 | Common | Class A Common Stock | 2026-01-02 | A | A | 96,787 | — | 96,787 | I By Trust | — | — | (F1) These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). (F3) These shares are directly held by The Paul Sparks Inheritor's Trust, for which such Reporting Person acts as trustee. |
| 3 | Common | Class A Common Stock | 2026-01-02 | A | A | 982,606 | — | 982,606 | I By Trust | — | — | (F1) These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein. The issuance of the shares was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1). (F2) These shares are directly held by Paul Sparks Trust, for which such Reporting Person acts as trustee. |