Baldwin Insurance Group, Inc.

BWIN

Form 4 • Statement of Changes in Beneficial Ownership

SEC Accession Number: 0001789496-26-000003
Filing date: Mar 5, 2026
Earliest execution date: Mar 3, 2026
Reporting Owners: Roche James Morgan (Officer)

Summary

Type

Sell

Net shares

+20,128

% of shares

6.65%

Amount (USD)

$327,194

Insider confidence score

92.5 out of 100

Positive

  • Huge buy (≥5% of shares)
  • Large buy amount ($250K+)

Stock transactions

Transaction 1

Security

Class A Common Stock

Action

Grant

Date

2026-03-03

Code

A

Net shares

+34,807.0

Acquired/Disposed

Acquired

Shares Owned Before

302,810.0

Shares Owned After

337,617.0

Transaction 2

Security

Class A Common Stock

Action

Tax_withhold

Date

2026-03-03

Code

F

Net shares

-14,679.0

Price per Share

$22.29

Amount (USD)

$327,194.91

Acquired/Disposed

Disposed

Shares Owned Before

337,617.0

Shares Owned After

322,938.0

Filing's footnotes

1. These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2025.

2. Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

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.