Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
---|---|---|---|---|---|---|---|---|---|
Daniel Galbraith | See Remarks, See Remarks | 09 May 2024 | 155,600 | 1,209,644 | - | 0 | Class B Common Stock | ||
Daniel Galbraith | See Remarks, See Remarks | Sale of securities on an exchange or to another person at price $ 29.83 per share. | 09 May 2024 | 80,932 | 0 (0%) | 0% | 29.8 | 2,414,202 | Class A Common Stock |
Daniel Galbraith | See Remarks, See Remarks | Sale of securities on an exchange or to another person at price $ 30.48 per share. | 09 May 2024 | 3,805 | 80,932 (0%) | 0% | 30.5 | 115,976 | Class A Common Stock |
Daniel Galbraith | See Remarks, See Remarks | Sale of securities on an exchange or to another person at price $ 30.01 per share. | 09 May 2024 | 70,863 | 84,737 (0%) | 0% | 30.0 | 2,126,599 | Class A Common Stock |
Daniel Galbraith | See Remarks, See Remarks | 09 May 2024 | 155,600 | 155,600 (0%) | 0% | 0 | Class A Common Stock | ||
Daniel Galbraith | See Remarks, See Remarks | 09 May 2024 | 155,600 | 1,209,644 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
Daniel Galbraith | See Remarks, See Remarks | Sale of securities on an exchange or to another person at price $ 30.11 per share. | 09 May 2024 | 24,841 | 6,285 (0%) | 0% | 30.1 | 747,963 | Class A Common Stock |
Daniel Galbraith | See Remarks, See Remarks | Sale of securities on an exchange or to another person at price $ 30.76 per share. | 09 May 2024 | 1,040 | 31,126 (0%) | 0% | 30.8 | 31,990 | Class A Common Stock |
Seth Bala Cohen | General Counsel | Sale of securities on an exchange or to another person at price $ 30.03 per share. | 09 May 2024 | 10,834 | 13,813 (0%) | 0% | 30.0 | 325,345 | Class A Common Stock |
James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 30.61 per share. | 09 May 2024 | 5,000 | 233,499 (1%) | 0% | 30.6 | 153,050 | Class A Common Stock |
James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 30.58 per share. | 09 May 2024 | 2,032 | 238,499 (1%) | 0% | 30.6 | 62,139 | Class A Common Stock |
James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 30.00 per share. | 09 May 2024 | 17,968 | 240,531 (1%) | 0% | 30 | 539,040 | Class A Common Stock |
Chris T. Sullivan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 639 | 94,124 (0%) | 0% | 0 | Class A Common Stock | |
Joseph J. Kadow | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 639 | 12,440 (0%) | 0% | 0 | Class A Common Stock | |
Ellyn J. Shook | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 639 | 7,285 (0%) | 0% | 0 | Class A Common Stock | |
Barbara R. Matas | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 639 | 12,440 (0%) | 0% | 0 | Class A Common Stock | |
Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% owner group | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 73,917 | 90,886 (0%) | 0% | 0 | Class A Common Stock | |
Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% owner group | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.55 per share. | 01 Apr 2024 | 24,606 | 66,280 (0%) | 0% | 28.5 | 702,501 | Class A Common Stock |
Daniel Galbraith | See Remarks, See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 37,633 | 45,389 (0%) | 0% | 0 | Class A Common Stock | |
Daniel Galbraith | See Remarks, See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.55 per share. | 01 Apr 2024 | 13,223 | 32,166 (0%) | 0% | 28.6 | 377,517 | Class A Common Stock |
Corbyn N. Lichon | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 10,013 | 43,217 (0%) | 0% | 0 | Class A Common Stock | |
Corbyn N. Lichon | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.55 per share. | 01 Apr 2024 | 858 | 40,269 (0%) | 0% | 28.6 | 24,496 | Class A Common Stock |
Corbyn N. Lichon | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 1,490 | 41,127 (0%) | 0% | 0 | Class A Common Stock | |
Corbyn N. Lichon | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.55 per share. | 01 Apr 2024 | 3,580 | 39,637 (0%) | 0% | 28.6 | 102,209 | Class A Common Stock |
Jay Cohen | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 639 | 11,463 (0%) | 0% | 0 | Class A Common Stock | |
Laura Sherman | Member of 10% owner group | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.55 per share. | 01 Apr 2024 | 186 | 1,512 (0%) | 0% | 28.5 | 5,310 | Class A Common Stock |
Sunita Parasuraman | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 639 | 7,285 (0%) | 0% | 0 | Class A Common Stock | |
Myron K. Williams | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 639 | 7,285 (0%) | 0% | 0 | Class A Common Stock | |
Seth Bala Cohen | General Counsel | Other type of transaction at price $ 28.55 per share. | 01 Apr 2024 | 60 | 24,647 (0%) | 0% | 28.6 | 1,713 | Class A Common Stock |
Seth Bala Cohen | General Counsel | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 3,406 | 24,707 (0%) | 0% | 0 | Class A Common Stock | |
Seth Bala Cohen | General Counsel | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.55 per share. | 01 Apr 2024 | 3,555 | 21,301 (0%) | 0% | 28.5 | 101,495 | Class A Common Stock |
Seth Bala Cohen | General Counsel | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 14,199 | 24,856 (0%) | 0% | 0 | Class A Common Stock | |
Sathish Muthukrishnan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 639 | 3,094 (0%) | 0% | 0 | Class A Common Stock | |
James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.55 per share. | 01 Apr 2024 | 16,135 | 258,499 (1%) | 0% | 28.5 | 460,654 | Class A Common Stock |
James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 38,369 | 274,634 (1%) | 0% | 0 | Class A Common Stock | |
Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% owner group | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 831 | 17,474 (0%) | 0% | 29.4 | 24,465 | Class A Common Stock |
Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% owner group | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 505 | 16,969 (0%) | 0% | 29.4 | 14,867 | Class A Common Stock |
Daniel Galbraith | See Remarks, See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 405 | 7,756 (0%) | 0% | 29.4 | 11,923 | Class A Common Stock |
Daniel Galbraith | See Remarks, See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 560 | 8,161 (0%) | 0% | 29.4 | 16,486 | Class A Common Stock |
Corbyn N. Lichon | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 81 | 33,204 (0%) | 0% | 29.4 | 2,385 | Class A Common Stock |
Corbyn N. Lichon | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 112 | 33,285 (0%) | 0% | 29.4 | 3,297 | Class A Common Stock |
Corbyn N. Lichon | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 140 | 33,397 (0%) | 0% | 29.4 | 4,122 | Class A Common Stock |
Seth Bala Cohen | General Counsel | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 209 | 11,690 (0%) | 0% | 29.4 | 6,153 | Class A Common Stock |
Seth Bala Cohen | General Counsel | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 225 | 11,899 (0%) | 0% | 29.4 | 6,624 | Class A Common Stock |
Seth Bala Cohen | General Counsel | Sale of securities on an exchange or to another person at price $ 29.04 per share. | 15 Mar 2024 | 1,033 | 10,657 (0%) | 0% | 29.0 | 29,998 | Class A Common Stock |
James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 539 | 236,265 (1%) | 0% | 29.4 | 15,868 | Class A Common Stock |
Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 11 Mar 2024 | 100,000 | 0 | - | - | LLC Units in Baldwin Risk Partners, LLC | ||
Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 11 Mar 2024 | 2,117,388 | 13,374,090 | - | 0 | Class B Common Stock | |
Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 11 Mar 2024 | 100,000 | 100,000 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 11 Mar 2024 | 100,000 | 13,274,090 | - | - | LLC Units in Baldwin Risk Partners, LLC |