Insider at

04

Insider transactions

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0 buys (P) 0 sells (S) Net: $0 + 41 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

41 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
May 13, 2025 BWIN S 39,207 $40.00 $1,568,280 3,849 Direct -91.06% Disposed -20.6% (price as of 2026-10-02)
Aug. 29, 2024 BWIN S 75,000 $46.33 $3,474,750 0 Indirect -100.00% Disposed -31.4% (price as of 2026-10-02)
May 10, 2024 BWIN S 24,841 $30.11 $747,963 6,285 Direct -79.81% Disposed 5.5% (price as of 2026-10-02)
May 10, 2024 BWIN S 80,932 $29.83 $2,414,202 0 Indirect -100.00% Disposed 6.5% (price as of 2026-10-02)
May 9, 2024 BWIN S 1,040 $30.76 $31,990 31,126 Direct -3.23% Disposed 3.3% (price as of 2026-10-02)
May 9, 2024 BWIN S 3,805 $30.48 $115,976 80,932 Indirect -4.49% Disposed 4.2% (price as of 2026-10-02)
May 9, 2024 BWIN S 70,863 $30.01 $2,126,599 84,737 Indirect -45.54% Disposed 5.9% (price as of 2026-10-02)
Aug. 29, 2023 BWIN S 60,316 $25.89 $1,561,581 8,721 Direct -87.37% Disposed 22.7% (price as of 2026-10-02)
March 8, 2022 BWIN P 1,000 $22.62 $22,620 33,928 Direct +3.04% Acquired 40.5% (price as of 2026-10-02)
March 8, 2022 BWIN P 4,000 $22.78 $91,120 32,928 Direct +13.83% Acquired 39.5% (price as of 2026-10-02)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.

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DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
Aug. 29, 2024 BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Class A Common Stock (75,000) $0.00 · 75,000 Disposed
May 9, 2024 BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Class A Common Stock (1,209,644) $0.00 · 155,600 Disposed
Dec. 8, 2022 BWIN LLC Units in Baldwin Risk Partners, LLC Class A Common Stock $0.00 · 1,365,244 Acquired
Dec. 8, 2022 BWIN LLC Units in Baldwin Risk Partners, LLC Class A Common Stock $0.00 · 1,365,244 Disposed
Oct. 28, 2019 BWIN LLC Units in Baldwin Risk Partners, LLC Class A Common Stock (1,376,592) $0.00 · 1,376,592 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Compensation (DEF 14A)

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Matched by name from proxy statements (DEF 14A) — verify against the filing.

Fiscal yearSalaryBonusStock awards Option awardsNon-equity incentivePension changeOtherTotal
2023 $300,000 · · · $1,104,600 · $21,500 $3,148,898
2022 $295,577 · · · $805,107 · $20,100 $2,172,418
2021 $300,000 · · · $556,250 · $15,500 $1,678,692

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.