Laura Sherman's Insider Trades & SAST Disclosures
Laura Sherman's most recent trade in The Baldwin Insurance Group Inc. - Ordinary Shares - Class A was a trade of 57,956 LLC Units in The Baldwin Insurance Group Holdings, LLC done . Disclosure was reported to the exchange on Oct. 3, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| The Baldwin Insurance Grou... | 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 | |
| BRP Group Inc - Ordinary S... | 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 |
| BRP Group Inc - Ordinary S... | Sherman Laura | Member of 10% owner group | Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.46 per share. | 01 Apr 2023 | 186 | 1,698 (0%) | 0% | 25.5 | 4,736 | Class A Common Stock |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Dec 2022 | 2,417,704 | 0 | - | 0 | Class B Common Stock | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Dec 2022 | 2,417,704 | 2,417,704 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Dec 2022 | 2,417,704 | 0 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 15 Dec 2022 | 2,417,704 | 2,417,704 | - | 0 | Class B Common Stock | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Sep 2022 | 6,636 | 9,106 | - | 0 | Class B Common Stock | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Sep 2022 | 6,636 | 2,417,704 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Sep 2022 | 6,636 | 9,106 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Sep 2022 | 6,636 | 2,417,704 | - | 0 | Class B Common Stock | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Sep 2022 | 3,771 | 2,411,068 | - | 0 | Class B Common Stock | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Sep 2022 | 3,771 | 67,364 | - | 0 | Class B Common Stock | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Sep 2022 | 3,771 | 2,411,068 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Gift of securities by or to the insider at price $ 0.00 per share. | 30 Sep 2022 | 3,771 | 67,364 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Other type of transaction at price $ 0.00 per share. | 13 Jun 2022 | 1,884 | 1,884 (0%) | 0% | 0 | Class A Common Stock | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Other type of transaction at price $ 37.94 per share. | 07 Dec 2021 | 73,170 | 2,407,297 | - | 37.9 | 2,776,070 | Class B Common Stock |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Other type of transaction at price $ 0.00 per share. | 07 Dec 2021 | 73,170 | 133,578 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Other type of transaction at price $ 0.00 per share. | 07 Dec 2021 | 73,170 | 2,407,297 | - | - | LLC Units in Baldwin Risk Partners, LLC | |
| BRP Group Inc - Ordinary S... | Laura Sherman | Member of 10% owner group | Other type of transaction at price $ 37.94 per share. | 07 Dec 2021 | 73,170 | 133,578 | - | 37.9 | 2,776,070 | Class B Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges