Baldwin Insurance Group, Inc.

BWIN

Form 4 • Statement of Changes in Beneficial Ownership

SEC Accession Number: 0002103719-26-000005
Filing date: Mar 4, 2026
Earliest execution date: Mar 2, 2026
Reporting Owners: Sparks Paul Eugene (Director)

Summary

Type

Buy

Net shares

+14,100

% of shares

1.28%

Amount (USD)

$1,001,760

Insider confidence score

87.5 out of 100

Positive

  • Large buy (≥1% of shares)
  • Very large buy amount ($1M+)

Stock transactions

Transaction 1

Security

Class A Common Stock

Action

Grant

Date

2026-03-02

Code

G

Net shares

-30,100.0

Acquired/Disposed

Disposed

Shares Owned Before

982,606.0

Shares Owned After

952,506.0

Transaction 2

Security

Class A Common Stock

Action

Buy

Date

2026-03-02

Code

P

Net shares

+29,000.0

Price per Share

$22.96

Amount (USD)

$665,840.00

Acquired/Disposed

Acquired

Shares Owned Before

952,506.0

Shares Owned After

981,506.0

Transaction 3

Security

Class A Common Stock

Action

Buy

Date

2026-03-03

Code

P

Net shares

+15,200.0

Price per Share

$22.10

Amount (USD)

$335,920.00

Acquired/Disposed

Acquired

Shares Owned Before

981,506.0

Shares Owned After

996,706.0

Filing's footnotes

1. Due to clerical error, shares held by Sparks 5280VC, LLC were previously listed as being held by the Paul Sparks Trust.

2. The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $22.95 to $22.96. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

3. The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $22.00 to $22.22. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.

4. These shares are directly held by the Paul Sparks Inheritor's Trust, for which such Reporting Person acts as trustee.

5. These shares are directly held by such Reporting Person's individual retirement account, for which the Reporting Person remains the beneficial owner.

This page is for informational purposes only. While we strive for accuracy, the summary may contain inaccuracies or omissions. Please refer to the official SEC filing for authoritative information. Open the SEC filing.