622.6K XNAS Volume
XNAS 20 Mar, 2025 5:30 PM (EDT)
| Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|
| 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 $ 39.97 per share. | 17 Mar 2025 | 1,297 | 12,005 (0%) | 0% | 40.0 | 51,841 | 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 $ 39.97 per share. | 17 Mar 2025 | 671 | 11,334 (0%) | 0% | 40.0 | 26,820 | 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 $ 39.97 per share. | 17 Mar 2025 | 402 | 43,056 (0%) | 0% | 40.0 | 16,068 | 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 $ 39.97 per share. | 17 Mar 2025 | 556 | 43,458 (0%) | 0% | 40.0 | 22,223 | 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 $ 39.97 per share. | 17 Mar 2025 | 121 | 47,782 (0%) | 0% | 40.0 | 4,836 | 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 $ 39.97 per share. | 17 Mar 2025 | 102 | 47,903 (0%) | 0% | 40.0 | 4,077 | 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 $ 39.97 per share. | 17 Mar 2025 | 70 | 47,615 (0%) | 0% | 40.0 | 2,798 | 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 $ 39.97 per share. | 17 Mar 2025 | 97 | 47,685 (0%) | 0% | 40.0 | 3,877 | 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 $ 39.97 per share. | 17 Mar 2025 | 299 | 18,111 (0%) | 0% | 40.0 | 11,951 | 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 $ 39.97 per share. | 17 Mar 2025 | 268 | 18,410 (0%) | 0% | 40.0 | 10,712 | 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 $ 39.97 per share. | 17 Mar 2025 | 277 | 17,834 (0%) | 0% | 40.0 | 11,072 | 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 $ 39.97 per share. | 17 Mar 2025 | 501 | 138,997 (0%) | 0% | 40.0 | 20,025 | Class A Common Stock |
| Chris T. Sullivan | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 12 Mar 2025 | 4,250 | 80,070 (0%) | 0% | 0 | Class A Common Stock | |
| Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 39.33 per share. | 12 Mar 2025 | 15,902 | 13,302 (0%) | 0% | 39.3 | 625,426 | Class A Common Stock |
| Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 40.03 per share. | 12 Mar 2025 | 12,240 | 29,204 (0%) | 0% | 40.0 | 489,967 | Class A Common Stock |
| Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 39.22 per share. | 12 Mar 2025 | 39,219 | 41,444 (0%) | 0% | 39.2 | 1,538,169 | Class A Common Stock |
| Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 41.13 per share. | 12 Mar 2025 | 2,993 | 80,663 (0%) | 0% | 41.1 | 123,102 | Class A Common Stock |
| Trevor L. Baldwin | Director, Chief Executive Officer, Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 40.58 per share. | 12 Mar 2025 | 65,747 | 83,656 (0%) | 0% | 40.6 | 2,668,013 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 03 Mar 2025 | 50,000 | 12,927,590 | - | 0 | Class B Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 03 Mar 2025 | 125,000 | 0 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 03 Mar 2025 | 125,000 | 125,000 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 03 Mar 2025 | 125,000 | 12,777,590 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 03 Mar 2025 | 25,000 | 12,902,590 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 03 Mar 2025 | 50,000 | 12,927,590 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 40.64 per share. | 03 Mar 2025 | 10,322 | 0 (0%) | 0% | 40.6 | 419,486 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 39.82 per share. | 03 Mar 2025 | 36,436 | 10,322 (0%) | 0% | 39.8 | 1,450,882 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 38.56 per share. | 03 Mar 2025 | 43,341 | 46,758 (0%) | 0% | 38.6 | 1,671,229 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 41.05 per share. | 03 Mar 2025 | 18,503 | 90,099 (0%) | 0% | 41.0 | 759,548 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 39.29 per share. | 03 Mar 2025 | 16,398 | 108,602 (0%) | 0% | 39.3 | 644,277 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 03 Mar 2025 | 125,000 | 125,000 (0%) | 0% | 0 | Class A Common Stock | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 03 Mar 2025 | 125,000 | 0 | - | 0 | Class B Common Stock | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 03 Mar 2025 | 125,000 | 125,000 | - | 0 | Class B Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 03 Mar 2025 | 125,000 | 12,777,590 | - | 0 | Class B Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 03 Mar 2025 | 25,000 | 12,902,590 | - | 0 | Class B 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 $ 41.14 per share. | 28 Feb 2025 | 21,363 | 149,403 (0%) | 0% | 41.1 | 878,874 | 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. | 28 Feb 2025 | 54,290 | 170,766 (0%) | 0% | 0 | Class A Common Stock | |
| Daniel Galbraith | See Remarks, See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2025 | 27,510 | 54,839 (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 $ 41.14 per share. | 28 Feb 2025 | 10,825 | 44,014 (0%) | 0% | 41.1 | 445,341 | Class A Common Stock |
| Corbyn N. Lichon | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2025 | 1,072 | 48,005 (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 $ 41.14 per share. | 28 Feb 2025 | 2,752 | 46,933 (0%) | 0% | 41.1 | 113,217 | Class A Common Stock |
| Corbyn N. Lichon | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2025 | 8,014 | 49,685 (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 $ 41.14 per share. | 28 Feb 2025 | 4,437 | 18,678 (0%) | 0% | 41.1 | 182,538 | Class A Common Stock |
| Seth Bala Cohen | General Counsel | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2025 | 14,302 | 23,115 (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 $ 41.14 per share. | 28 Feb 2025 | 11,637 | 139,498 (0%) | 0% | 41.1 | 478,746 | Class A Common Stock |
| James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2025 | 26,759 | 151,135 (0%) | 0% | 0 | Class A Common Stock | |
| Seth Bala Cohen | General Counsel | Sale of securities on an exchange or to another person at price $ 41.54 per share. | 27 Feb 2025 | 12,293 | 8,813 (0%) | 0% | 41.5 | 510,651 | 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 $ 40.85 per share. | 19 Feb 2025 | 26,741 | 116,476 (0%) | 0% | 40.9 | 1,092,370 | 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. | 19 Feb 2025 | 76,937 | 143,217 (0%) | 0% | 0 | Class A Common Stock | |
| Daniel Galbraith | See Remarks, See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2025 | 32,972 | 39,257 (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 $ 40.85 per share. | 19 Feb 2025 | 11,928 | 27,329 (0%) | 0% | 40.9 | 487,259 | 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 $ 40.85 per share. | 19 Feb 2025 | 2,444 | 41,671 (0%) | 0% | 40.8 | 99,837 | Class A Common Stock |
| Corbyn N. Lichon | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2025 | 6,593 | 44,115 (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 $ 40.85 per share. | 19 Feb 2025 | 4,192 | 21,106 (0%) | 0% | 40.8 | 171,243 | Class A Common Stock |
| Seth Bala Cohen | General Counsel | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2025 | 16,485 | 25,298 (0%) | 0% | 0 | Class A Common Stock | |
| James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2025 | 26,927 | 135,773 (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 $ 40.85 per share. | 19 Feb 2025 | 11,397 | 124,376 (0%) | 0% | 40.8 | 465,567 | Class A Common Stock |
| Chris T. Sullivan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2025 | 614 | 84,320 (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 Jan 2025 | 614 | 13,988 (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 Jan 2025 | 614 | 8,833 (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 Jan 2025 | 614 | 13,988 (0%) | 0% | 0 | Class A Common Stock | |
| Jay Cohen | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2025 | 614 | 13,011 (0%) | 0% | 0 | Class A Common Stock | |
| Sunita Parasuraman | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2025 | 614 | 8,833 (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 Jan 2025 | 614 | 8,833 (0%) | 0% | 0 | Class A Common Stock | |
| Sathish Muthukrishnan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jan 2025 | 614 | 4,642 (0%) | 0% | 0 | Class A Common Stock | |
| Elizabeth Krystyn | Member of 10% Owner Group | 09 Dec 2024 | 423,877 | 1,440,656 | - | 0 | Class B Common Stock | ||
| Elizabeth Krystyn | Member of 10% Owner Group | 09 Dec 2024 | 423,877 | 1,440,656 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| Elizabeth Krystyn | Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 43.05 per share. | 09 Dec 2024 | 88,306 | 0 (0%) | 0% | 43.0 | 3,801,573 | Class A Common Stock |
| Elizabeth Krystyn | Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 44.24 per share. | 09 Dec 2024 | 50,558 | 88,306 (0%) | 0% | 44.2 | 2,236,686 | Class A Common Stock |
| Elizabeth Krystyn | Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 43.54 per share. | 09 Dec 2024 | 93,706 | 138,864 (0%) | 0% | 43.5 | 4,079,959 | Class A Common Stock |
| Elizabeth Krystyn | Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 46.75 per share. | 09 Dec 2024 | 13,772 | 232,570 (1%) | 0% | 46.8 | 643,841 | Class A Common Stock |
| Elizabeth Krystyn | Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 46.22 per share. | 09 Dec 2024 | 4,376 | 246,342 (1%) | 0% | 46.2 | 202,259 | Class A Common Stock |
| Elizabeth Krystyn | Member of 10% Owner Group | Sale of securities on an exchange or to another person at price $ 45.03 per share. | 09 Dec 2024 | 173,159 | 250,718 (1%) | 0% | 45.0 | 7,797,350 | Class A Common Stock |
| Elizabeth Krystyn | Member of 10% Owner Group | 09 Dec 2024 | 423,877 | 423,877 (2%) | 2% | 0 | Class A Common Stock | ||
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 3,036 | 57,956 | - | 0 | Class B Common Stock | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 3,036 | 2,236,218 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 3,036 | 0 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 57,956 | 0 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 3,036 | 3,036 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 3,036 | 57,956 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 3,036 | 2,236,218 | - | 0 | Class B Common Stock | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 3,036 | 0 | - | 0 | Class B Common Stock | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 57,956 | 0 | - | 0 | Class B Common Stock | |
| Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 3,036 | 3,036 | - | 0 | Class B Common Stock | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 12,124 | 231,932 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 12,124 | 1,864,533 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 12,124 | 0 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 231,932 | 476,343 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 231,932 | 0 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 12,124 | 12,124 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 12,124 | 1,864,533 | - | 0 | Class B Common Stock | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 12,124 | 0 | - | 0 | Class B Common Stock | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 231,932 | 476,343 | - | 0 | Class B Common Stock | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 231,932 | 0 | - | 0 | Class B Common Stock | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 12,124 | 12,124 | - | 0 | Class B Common Stock | |
| Elizabeth Krystyn | Member of 10% Owner Group | Gift of securities by or to the insider at price $ 0.00 per share. | 03 Oct 2024 | 12,124 | 231,932 | - | 0 | Class B Common Stock | |
| Chris T. Sullivan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2024 | 387 | 83,706 (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 Oct 2024 | 387 | 13,374 (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 Oct 2024 | 387 | 8,219 (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 Oct 2024 | 387 | 13,374 (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 $ 49.10 per share. | 01 Oct 2024 | 2,747 | 37,522 (0%) | 0% | 49.1 | 134,878 | Class A Common Stock |
| Jay Cohen | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2024 | 387 | 12,397 (0%) | 0% | 0 | Class A Common Stock | |
| Sunita Parasuraman | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2024 | 387 | 8,219 (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 Oct 2024 | 387 | 8,219 (0%) | 0% | 0 | Class A Common Stock | |
| Sathish Muthukrishnan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Oct 2024 | 387 | 4,028 (0%) | 0% | 0 | Class A Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 30 Aug 2024 | 21,500 | 13,027,590 | - | 0 | Class B Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 30 Aug 2024 | 50,000 | 50,000 (0%) | 0% | 0 | Class A Common Stock | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 30 Aug 2024 | 50,000 | 0 | - | 0 | Class B Common Stock | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 30 Aug 2024 | 50,000 | 50,000 | - | 0 | Class B Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 30 Aug 2024 | 21,500 | 13,027,590 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 30 Aug 2024 | 50,000 | 12,977,590 | - | 0 | Class B Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 30 Aug 2024 | 50,000 | 12,977,590 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 30 Aug 2024 | 50,000 | 50,000 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 30 Aug 2024 | 50,000 | 0 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 46.74 per share. | 30 Aug 2024 | 50,000 | 0 (0%) | 0% | 46.7 | 2,337,000 | Class A Common Stock |
| Daniel Galbraith | See Remarks, See Remarks | 29 Aug 2024 | 75,000 | 75,000 (0%) | 0% | 0 | Class A Common Stock | ||
| Daniel Galbraith | See Remarks, See Remarks | 29 Aug 2024 | 75,000 | 1,134,644 | - | - | 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 $ 46.33 per share. | 29 Aug 2024 | 75,000 | 0 (0%) | 0% | 46.3 | 3,474,750 | Class A Common Stock |
| Daniel Galbraith | See Remarks, See Remarks | 29 Aug 2024 | 75,000 | 1,134,644 | - | 0 | Class B Common Stock | ||
| Chris T. Sullivan | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 27 Aug 2024 | 10,000 | 83,319 (0%) | 0% | 0 | Class A Common Stock | |
| Chris T. Sullivan | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 27 Aug 2024 | 1,352 | 93,319 (0%) | 0% | 0 | Class A Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 43.32 per share. | 20 Aug 2024 | 600 | 28,256 (0%) | 0% | 43.3 | 25,992 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 42.55 per share. | 20 Aug 2024 | 51,144 | 28,856 (0%) | 0% | 42.5 | 2,176,177 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 43.05 per share. | 20 Aug 2024 | 28,256 | 0 (0%) | 0% | 43.1 | 1,216,421 | Class A Common Stock |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 42.61 per share. | 15 Aug 2024 | 49,872 | 134,354 (0%) | 0% | 42.6 | 2,125,046 | Class A Common Stock |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 42.34 per share. | 15 Aug 2024 | 92,834 | 184,226 (0%) | 0% | 42.3 | 3,930,592 | Class A Common Stock |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.89 per share. | 15 Aug 2024 | 57,166 | 277,060 (1%) | 0% | 41.9 | 2,394,684 | Class A Common Stock |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 42.06 per share. | 15 Aug 2024 | 15,940 | 334,226 (1%) | 0% | 42.1 | 670,436 | Class A Common Stock |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.56 per share. | 15 Aug 2024 | 95,651 | 350,166 (1%) | 0% | 41.6 | 3,975,256 | Class A Common Stock |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 43.13 per share. | 15 Aug 2024 | 25,508 | 108,846 (0%) | 0% | 43.1 | 1,100,160 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 12 Aug 2024 | 100,000 | 13,049,090 | - | 0 | Class B Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 12 Aug 2024 | 100,000 | 0 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 12 Aug 2024 | 100,000 | 100,000 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 12 Aug 2024 | 100,000 | 13,049,090 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 41.36 per share. | 12 Aug 2024 | 20,000 | 80,000 (0%) | 0% | 41.4 | 827,200 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 12 Aug 2024 | 100,000 | 100,000 (0%) | 0% | 0 | Class A Common Stock | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 12 Aug 2024 | 100,000 | 0 | - | 0 | Class B Common Stock | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 12 Aug 2024 | 100,000 | 100,000 | - | 0 | Class B Common Stock | |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.28 per share. | 12 Aug 2024 | 6,317 | 248,364 (1%) | 0% | 41.3 | 260,766 | Class A Common Stock |
| James Roche | See Remarks | 12 Aug 2024 | 200,000 | 1,036,786 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| James Roche | See Remarks | 12 Aug 2024 | 200,000 | 445,817 (2%) | 1% | 0 | Class A Common Stock | ||
| James Roche | See Remarks | 12 Aug 2024 | 200,000 | 1,036,786 | - | 0 | Class B Common Stock | ||
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.45 per share. | 12 Aug 2024 | 2,547 | 245,817 (1%) | 0% | 41.4 | 105,573 | Class A Common Stock |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.50 per share. | 12 Aug 2024 | 85,222 | 254,681 (1%) | 0% | 41.5 | 3,536,713 | Class A Common Stock |
| Seth Bala Cohen | General Counsel | Sale of securities on an exchange or to another person at price $ 42.63 per share. | 08 Aug 2024 | 3,783 | 8,813 (0%) | 0% | 42.6 | 161,269 | Class A Common Stock |
| James Roche | See Remarks | 08 Aug 2024 | 200,000 | 1,236,786 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.92 per share. | 08 Aug 2024 | 56,912 | 339,903 (1%) | 0% | 41.9 | 2,385,751 | Class A Common Stock |
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 42.28 per share. | 08 Aug 2024 | 13,767 | 396,815 (2%) | 0% | 42.3 | 582,069 | Class A Common Stock |
| James Roche | See Remarks | 08 Aug 2024 | 200,000 | 433,499 (2%) | 1% | 0 | Class A Common Stock | ||
| James Roche | See Remarks | 08 Aug 2024 | 200,000 | 1,236,786 | - | 0 | Class B Common Stock | ||
| James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.77 per share. | 08 Aug 2024 | 22,917 | 410,582 (2%) | 0% | 41.8 | 957,243 | 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 $ 43.21 per share. | 01 Aug 2024 | 1,217 | 12,596 (0%) | 0% | 43.2 | 52,587 | Class A Common Stock |
| Chris T. Sullivan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2024 | 547 | 94,671 (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 Jul 2024 | 547 | 12,987 (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 Jul 2024 | 547 | 7,832 (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 Jul 2024 | 547 | 12,987 (0%) | 0% | 0 | Class A Common Stock | |
| Jay Cohen | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2024 | 547 | 12,010 (0%) | 0% | 0 | Class A Common Stock | |
| Sunita Parasuraman | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2024 | 547 | 7,832 (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 Jul 2024 | 547 | 7,832 (0%) | 0% | 0 | Class A Common Stock | |
| Sathish Muthukrishnan | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jul 2024 | 547 | 3,641 (0%) | 0% | 0 | Class A Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 21 May 2024 | 125,000 | 0 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 21 May 2024 | 125,000 | 125,000 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 21 May 2024 | 125,000 | 13,149,090 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 34.24 per share. | 21 May 2024 | 92,890 | 0 (0%) | 0% | 34.2 | 3,180,554 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Sale of securities on an exchange or to another person at price $ 33.68 per share. | 21 May 2024 | 32,110 | 92,890 (0%) | 0% | 33.7 | 1,081,465 | Class A Common Stock |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 21 May 2024 | 125,000 | 125,000 (0%) | 0% | 0 | Class A Common Stock | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | 21 May 2024 | 125,000 | 0 | - | 0 | Class B Common Stock | ||
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 21 May 2024 | 125,000 | 125,000 | - | 0 | Class B Common Stock | |
| Lowry Baldwin | Director, Ten Percent Owner, See Remarks | Other type of transaction at price $ 0.00 per share. | 21 May 2024 | 125,000 | 13,149,090 | - | 0 | Class B Common Stock |