John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019
SEC CIK 1791794 · EDGAR
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | Member of 10% owner group | 1,122 | — | — | 2 | 2022-09-30 | 2022-09-30 |
Most active insiders at BWIN, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Krystyn Elizabeth | Member of 10% Owner Group | — | $6.83M |
| 2 | Roche James Morgan | See Remarks | — | $6.12M |
| 3 | Sparks Paul Eugene | Dir | $1.00M | — |
| 4 | Cohen Seth Bala | GC | — | $300.1K |
| 5 | Muthukrishnan Sathish | Dir | — | — |
| 6 | Parasuraman Sunita | Dir | — | — |
| 7 | Williams Myron K | Dir | — | — |
| 8 | Cohen Jay A | Dir | — | — |
| 9 | Lichon Corbyn N. | CAO | — | — |
| 10 | Baldwin Trevor | CEO, Dir, Member of 10% Owner Group | — | — |
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 made no open-market trades at BWIN in the last 12 months.
Transactions 2
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DMI | 2022-10-17 | 2022-09-30 | BWIN | Baldwin Insurance Group, Inc. | John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 | Member of 10% owner group | G - Gift | $0.00 | -21.4K | 1,122 | -95% | $0 |
| DM | 2022-10-17 | 2022-09-30 | BWIN | Baldwin Insurance Group, Inc. | John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 | Member of 10% owner group | G - Gift | $0.00 | +21.4K | 907.8K | +2% | $0 |
Purchase Sale Sale after option exercise All abbreviations