Joseph D. Finney

Insider

First SEC filing: Oct. 28, 2019 · Latest: Oct. 28, 2019

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Insider at

0 buys (P) 0 sells (S) Net: $0 + 8 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

8 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Aug. 5, 2022	BWIN	G	337,852	—	—	337,852 Indirect	—	Acquired	(price as of 2026-08-21)
Aug. 5, 2022	BWIN	G	337,852	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Aug. 5, 2022	BWIN	G	337,852	—	—	337,852 Indirect	—	Acquired	(price as of 2026-08-21)
Aug. 5, 2022	BWIN	G	337,852	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
April 1, 2022	BWIN	F	54	$27.77	$1,500	869 Direct	-5.85%	Disposed	13.7% (price as of 2026-08-21)
Dec. 6, 2021	BWIN	G	35,000	—	—	35,000 Indirect	—	Acquired	(price as of 2026-08-21)
Dec. 6, 2021	BWIN	G	35,000	—	—	923 Direct	-97.43%	Disposed	(price as of 2026-08-21)
April 1, 2021	BWIN	J	923	—	—	35,923 Direct	+2.64%	Acquired	(price as of 2026-08-21)
Oct. 28, 2019	BWIN	P	35,000	$14.00	$490,000	35,000 Direct	—	Acquired	125.6% (price as of 2026-08-21)

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.

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
Aug. 5, 2022	BWIN	LLC Units in Baldwin Risk Partners, LLC	Class A Common Stock (337,852)	$0.00	—	337,852	Acquired
Aug. 5, 2022	BWIN	LLC Units in Baldwin Risk Partners, LLC	Class A Common Stock (337,852)	$0.00	—	337,852	Disposed

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