Lowry Baldwin
CIK 1787626 · View on SEC EDGAR ↗
First SEC filing: Dec. 7, 2021 · Latest: Dec. 7, 2021
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 21, 2024 | BWIN | S | 92,890 | $34.24 | $3,180,554 | 0 Indirect | -100.00% | Disposed | -9.1% (price as of 2026-08-19) |
| May 21, 2024 | BWIN | S | 32,110 | $33.68 | $1,081,465 | 92,890 Indirect | -25.69% | Disposed | -7.6% (price as of 2026-08-19) |
| March 12, 2024 | BWIN | S | 18,120 | $29.31 | $531,097 | 0 Indirect | -100.00% | Disposed | 6.1% (price as of 2026-08-19) |
| March 12, 2024 | BWIN | S | 19,251 | $28.55 | $549,616 | 18,120 Indirect | -51.51% | Disposed | 9.0% (price as of 2026-08-19) |
| March 11, 2024 | BWIN | S | 62,629 | $28.94 | $1,812,483 | 37,371 Indirect | -62.63% | Disposed | 7.5% (price as of 2026-08-19) |
| Dec. 1, 2023 | BWIN | S | 100,000 | — | — | 15,491,478 Indirect | -0.64% | Disposed | (price as of 2026-08-19) |
| Dec. 1, 2023 | BWIN | S | 100,000 | — | — | 15,491,478 Indirect | -0.64% | Disposed | (price as of 2026-08-19) |
| Nov. 29, 2023 | BWIN | S | 50,000 | — | — | 15,591,478 Indirect | -0.32% | Disposed | (price as of 2026-08-19) |
| Nov. 29, 2023 | BWIN | S | 50,000 | — | — | 15,641,478 Indirect | -0.32% | Disposed | (price as of 2026-08-19) |
| Nov. 29, 2023 | BWIN | S | 50,000 | — | — | 15,591,478 Indirect | -0.32% | Disposed | (price as of 2026-08-19) |
| Nov. 29, 2023 | BWIN | S | 50,000 | — | — | 15,641,478 Indirect | -0.32% | Disposed | (price as of 2026-08-19) |
| Sept. 12, 2023 | BWIN | S | 120,000 | $25.98 | $3,117,600 | 0 Indirect | -100.00% | Disposed | 19.7% (price as of 2026-08-19) |
| Sept. 6, 2023 | BWIN | S | 172,000 | — | — | 0 Indirect | -100.00% | Disposed | (price as of 2026-08-19) |
| Aug. 17, 2023 | BWIN | S | 16,753 | $25.72 | $430,887 | 0 Indirect | -100.00% | Disposed | 21.0% (price as of 2026-08-19) |
| Aug. 17, 2023 | BWIN | S | 171,799 | $25.72 | $4,418,670 | 0 Indirect | -100.00% | Disposed | 21.0% (price as of 2026-08-19) |
| Dec. 2, 2022 | BWIN | S | 70,000 | — | — | 15,811,478 Indirect | -0.44% | Disposed | (price as of 2026-08-19) |
| Dec. 2, 2022 | BWIN | S | 70,000 | — | — | 15,811,478 Indirect | -0.44% | Disposed | (price as of 2026-08-19) |
| Sept. 20, 2022 | BWIN | P | 172,000 | $28.87 | $4,965,640 | 172,000 Indirect | — | Acquired | 7.8% (price as of 2026-08-19) |
| Sept. 20, 2022 | BWIN | S | 172,000 | $28.87 | $4,965,640 | 171,799 Indirect | -50.03% | Disposed | 7.8% (price as of 2026-08-19) |
| Dec. 6, 2021 | BWIN | S | 114,201 | $36.35 | $4,151,206 | 343,799 Indirect | -24.93% | Disposed | -14.4% (price as of 2026-08-19) |
| Dec. 6, 2021 | BWIN | S | 35,799 | $36.35 | $1,301,294 | 0 Indirect | -100.00% | Disposed | -14.4% (price as of 2026-08-19) |
| Dec. 3, 2021 | BWIN | S | 70,000 | — | — | 15,881,478 Indirect | -0.44% | Disposed | (price as of 2026-08-19) |
| Dec. 3, 2021 | BWIN | S | 6,201 | $37.37 | $231,731 | 35,799 Indirect | -14.76% | Disposed | -16.8% (price as of 2026-08-19) |
| Dec. 3, 2021 | BWIN | S | 70,000 | — | — | 15,881,478 Indirect | -0.44% | Disposed | (price as of 2026-08-19) |
| June 5, 2020 | BWIN | S 10b5-1 | 35,987 | $14.75 | $530,808 | 0 Indirect | -100.00% | Disposed | 110.9% (price as of 2026-08-19) |
| June 4, 2020 | BWIN | S 10b5-1 | 4,675 | $14.53 | $67,928 | 0 Indirect | -100.00% | Disposed | 114.1% (price as of 2026-08-19) |
| June 3, 2020 | BWIN | S 10b5-1 | 100 | $14.51 | $1,451 | 0 Indirect | -100.00% | Disposed | 114.4% (price as of 2026-08-19) |
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.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 21, 2024 | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Class A Common Stock (125,000) | $0.00 | — | 125,000 | Disposed |
| May 21, 2024 | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Class A Common Stock (125,000) | $0.00 | — | 125,000 | Acquired |
| May 21, 2024 | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Class A Common Stock (125,000) | $0.00 | — | 125,000 | Disposed |
| March 11, 2024 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (100,000) | $0.00 | — | 100,000 | Disposed |
| March 11, 2024 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (100,000) | $0.00 | — | 100,000 | Acquired |
| March 11, 2024 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (100,000) | $0.00 | — | 100,000 | Disposed |
| March 11, 2024 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (2,117,388) | $0.00 | — | 2,117,388 | Disposed |
| Dec. 1, 2023 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (100,000) | $0.00 | — | 100,000 | Disposed |
| Nov. 29, 2023 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (50,000) | $0.00 | — | 50,000 | Disposed |
| Nov. 29, 2023 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (50,000) | $0.00 | — | 50,000 | Disposed |
| Sept. 11, 2023 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (120,000) | $0.00 | — | 120,000 | Disposed |
| Sept. 6, 2023 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (120,000) | $0.00 | — | 120,000 | Acquired |
| Sept. 6, 2023 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (120,000) | $0.00 | — | 120,000 | Disposed |
| Dec. 2, 2022 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (70,000) | $0.00 | — | 70,000 | Disposed |
| Dec. 3, 2021 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (70,000) | $0.00 | — | 70,000 | Disposed |
| Dec. 3, 2021 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (500,000) | $0.00 | — | 500,000 | Disposed |
| Dec. 18, 2020 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (250,000) | $0.00 | — | 250,000 | Disposed |
| Dec. 18, 2020 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (216,667) | $0.00 | — | 216,667 | Disposed |
| Dec. 11, 2020 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (100,000) | $0.00 | — | 100,000 | Disposed |
| June 29, 2020 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (1,875,000) | $0.00 | — | 1,875,000 | Disposed |
| June 5, 2020 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (35,987) | $0.00 | — | 35,987 | Disposed |
| June 4, 2020 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (4,675) | $0.00 | — | 4,675 | Disposed |
| June 3, 2020 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (100) | $0.00 | — | 100 | Disposed |
| Oct. 28, 2019 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (1,800,000) | $0.00 | — | 1,800,000 | Disposed |
| Oct. 28, 2019 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (18,933,907) | $0.00 | — | 18,933,907 | Acquired |
| Oct. 28, 2019 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (1,799,999) | $0.00 | — | 1,799,999 | Acquired |
| Oct. 24, 2019 | BWIN | LLC Units in Baldwin Risk Partners, LLC | Class A Common Stock (1) | $0.00 | — | 1 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).