Baldwin Insurance restores chief accounting officer

Baldwin Insurance Group, Inc. (BWIN) reports a routine senior finance staffing transition.

Rhea-AI Filing Summary

Baldwin Insurance Group, Inc. (BWIN) reports a routine senior finance staffing transition. Effective September 21, 2026, Corbyn Lichon resumed her role as Chief Accounting Officer following maternity leave. On the same date, Johnathan Daniel ceased serving as interim Chief Accounting Officer and returned to his prior role as Executive Director of Finance.

The company states that no compensatory arrangements were entered into or modified in connection with Ms. Lichon’s return or Mr. Daniel’s change back to his previous position. The disclosure focuses solely on this leadership adjustment within the finance function.

8-K Event Classification

Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers

1 item

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance

Key personnel changes including departures, elections, or appointments of directors and executive officers.

Key Figures

Effective date of role changes: September 21, 2026 Interim appointment date: June 4, 2026 Par value of Class A Common Stock: $0.01 per share

3 metrics

Effective date of role changes September 21, 2026 Date when Corbyn Lichon resumed as Chief Accounting Officer and Johnathan Daniel returned to Executive Director of Finance

Interim appointment date June 4, 2026 Date the Board appointed Johnathan Daniel as interim Chief Accounting Officer

Par value of Class A Common Stock $0.01 per share Par value of the company’s Class A Common Stock listed on the Nasdaq Global Select Market

Key Terms

interim Chief Accounting Officer, Executive Director of Finance, Nasdaq Global Select Market

3 terms

interim Chief Accounting Officer financial

"appointed Johnathan Daniel to serve as interim Chief Accounting Officer"

Executive Director of Finance financial

"resumed his role as Executive Director of Finance of the Company"

Nasdaq Global Select Market financial

"Class A Common Stock, par value $0.01 per share | BWIN | Nasdaq Global Select Market"

A Nasdaq Global Select Market listing is the highest tier of stocks on the Nasdaq exchange, reserved for companies that meet the strictest financial, reporting and governance standards. For investors, it acts like a premium quality label—signaling larger, more transparent and better-governed companies that tend to offer greater liquidity and lower perceived risk compared with lower-tier listings, making it easier to buy, sell and evaluate shares.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What officer change did BWIN announce on September 21, 2026?

BWIN announced that, effective September 21, 2026, Corbyn Lichon resumed her role as Chief Accounting Officer after maternity leave, and Johnathan Daniel stopped serving as interim Chief Accounting Officer and returned to his role as Executive Director of Finance.

Who is the Chief Accounting Officer of BWIN after this 8-K event?

After the reported event, Corbyn Lichon serves as Chief Accounting Officer of Baldwin Insurance Group, Inc. She resumed this role effective September 21, 2026, following a maternity leave during which an interim Chief Accounting Officer had been appointed.

What is Johnathan Daniel’s position at BWIN following the change?

Following the change effective September 21, 2026, Johnathan Daniel no longer serves as interim Chief Accounting Officer and instead resumed his prior role as Executive Director of Finance at Baldwin Insurance Group, Inc.

Were any compensation arrangements changed for BWIN officers in this filing?

No. The company states that no compensatory arrangements were entered into or modified in connection with Corbyn Lichon’s return to her Chief Accounting Officer duties or the end of Johnathan Daniel’s interim appointment.

When was the interim Chief Accounting Officer originally appointed at BWIN?

Baldwin Insurance Group, Inc. previously disclosed that on June 4, 2026, its Board of Directors appointed Johnathan Daniel to serve as interim Chief Accounting Officer during Corbyn Lichon’s maternity leave.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/21/2026 - 06:53 AM Accepted by SEC EDGAR 09/21/2026 - 06:52 AM Learn about SEC filing dates

false000178175500017817552026-09-212026-09-21

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

______________________________

FORM 8-K

______________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 21, 2026

______________________________

The Baldwin Insurance Group, Inc.

(Exact name of registrant as specified in its charter)

______________________________

Delaware

001-39095

61-1937225

(State or other jurisdiction of

(Commission

(I.R.S. Employer

incorporation or organization)

File No.)

Identification No.)

4211 W. Boy Scout Blvd., Suite 800, Tampa, Florida 33607

(Address of principal executive offices) (Zip code)

(Registrant’s telephone number, including area code): (866) 279-0698

Not Applicable

(Former name, former address and former fiscal year, if changed since last report)

Check the appropriate box below if the form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2 (b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Class A Common Stock, par value $0.01 per share

BWIN

Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

As previously disclosed, on June 4, 2026, the Board of Directors of The Baldwin Insurance Group, Inc. (the “Company”) appointed Johnathan Daniel to serve as interim Chief Accounting Officer of the Company during Corbyn Lichon’s maternity leave. Effective September 21, 2026, (i) Corbyn Lichon resumed her role as Chief Accounting Officer of the Company and (ii) Mr. Daniel ceased serving as interim Chief Accounting Officer of the Company and resumed his role as Executive Director of Finance of the Company.

No compensatory arrangements were entered into or modified in connection with Ms. Lichon’s return to her duties or the cessation of Mr. Daniel’s interim appointment.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						The Baldwin Insurance Group, Inc.
Date: September 21, 2026			By:			/s/ Bradford L. Hale
						Name:			Bradford L. Hale
						Title:			Chief Financial Officer

Filing Exhibits & Attachments

3 documents

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 1.7 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 22.3 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 12.8 KB