[144] The Baldwin Insurance Group, Inc. SEC Filing

Rhea-AI Filing Summary

The Baldwin Insurance Group (ticker BWIN) filed a Form 144 reporting a proposed sale of 2,775 Class A common shares through Wells Fargo Clearing Services with an aggregate market value of $93,069.27. The form lists the approximate sale date as 08/13/2025 and identifies Nasdaq as the exchange. The filing shows total shares outstanding of 71,314,976 and records that the securities to be sold were acquired on 02/28/2025 via an RSA.

The notice also discloses a prior sale during the past three months: Seth Bala Cohen sold 4,496 shares06/03/2025 for $176,013.10. The form includes the standard signature representation that the seller is not aware of any undisclosed material adverse information and references trading-plan disclosures under Rule 10b5-1.

Positive

• Regulatory compliance: The Form 144 provides detailed disclosure of the proposed sale, broker, dates, share counts, and acquisition details.
• Prior transaction disclosed: The filing reports a recent prior sale (4,496 shares for $176,013.10), enhancing transparency.

Negative

• None.

Insights

Financial Analyst

TL;DR Routine insider notice of a small proposed sale and a recent prior sale; no financial results are disclosed.

The filing is a regulatory disclosure of a proposed transfer of 2,775 Class A shares valued at $93,069.27 and a recorded prior sale of 4,496 shares for $176,013.10. This document does not present operational or earnings data, and it solely notifies the market of insider selling activity and the acquisition method (RSA on 02/28/2025). From a financial-analysis perspective, the form provides transaction details but no new performance metrics or guidance.

Corporate Governance Expert

TL;DR The Form 144 demonstrates formal compliance with disclosure rules for proposed insider sales.

The filing names the broker, sale date, share counts, acquisition date and method, and includes the seller's representation regarding undisclosed material information and potential Rule 10b5-1 trading plans. These elements indicate the filer followed required procedural disclosures. The document does not disclose the identity of the filer for the proposed 2,775-share sale in the issuer section, although a prior seller, Seth Bala Cohen, is named for a separate transaction on 06/03/2025.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Class A Common	Wells Fargo Clearing Services 1 N. Jefferson Ave. St. Louis MO 63103	2775	93069.27	71314976	08/13/2025	Nasdaq

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Class A Common	02/28/2025	RSA	Issuer			2775	02/28/2025	n/a

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Seth Bala Cohen 4211 W. BOY SCOUT BLVD. SUITE 800 TAMPA FL 33607	Common shares of BWIN	06/03/2025	4496	176013.10

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does BWIN's Form 144 disclose about the proposed sale?

The form discloses a proposed sale of 2,775 Class A common shares valued at $93,069.27, with an approximate sale date of 08/13/2025 on Nasdaq.

When were the securities to be sold by BWIN acquired and by what method?

The securities were acquired on 02/28/2025 through an RSA (restricted stock award), per the filing.

Does the Form 144 name the seller of the proposed 2,775 shares?

The issuer section does not explicitly name the person for whose account the 2,775 shares are to be sold; the filing does, however, list a prior seller, Seth Bala Cohen, for a separate transaction.

What prior sales are reported on the Form 144 for BWIN?

The filing reports a prior sale on 06/03/2025 by Seth Bala Cohen of 4,496 shares$176,013.10.

Which broker is handling the proposed BWIN sale?

The proposed sale is to be executed through Wells Fargo Clearing Services, 1 N. Jefferson Ave., St. Louis, MO, as listed on the form.