STOCK TITAN

Baldwin Insurance (BWIN) director awarded 1,207 Class A shares in Form 4

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Parasuraman Sunita reported acquisition or exercise transactions in this Form 4 filing.

Baldwin Insurance Group director Sunita Parasuraman received a grant of 1,207 shares of Class A Common Stock, with no cash paid per share. This award increases her direct holdings to 14,445 shares in total, reflecting routine equity-based compensation rather than an open-market purchase.

Positive

  • None.

Negative

  • None.

Insights

Director received a routine stock grant that modestly increases her holdings.

Director Sunita Parasuraman was granted 1,207 shares of Class A Common Stock at $0.00 per share as a compensation-related award. This is coded as a grant or other acquisition rather than a market transaction.

Following the grant, she holds 14,445 shares directly, so the award represents a relatively small addition to her stake. With no derivative positions reported and no sales activity, this filing mainly updates ownership records without signaling a change in sentiment.

Insider Parasuraman Sunita
Role null
Type Security Shares Price Value
Grant/Award Class A Common Stock 1,207 $0.00 --
Holdings After Transaction: Class A Common Stock — 14,445 shares (Direct, null)
Footnotes (1)
Shares granted 1,207 shares Class A Common Stock grant on transaction date
Grant price per share $0.00 per share Equity award, non-cash compensation
Total shares after grant 14,445 shares Director’s direct holdings following transaction
Transaction code A Grant, award, or other acquisition
Class A Common Stock financial
"security_title: "Class A Common Stock""
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
Grant, award, or other acquisition financial
"transaction_code_description: "Grant, award, or other acquisition""
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Parasuraman Sunita

(Last)(First)(Middle)
C/O THE BALDWIN INSURANCE GROUP, INC.
4211 W. BOY SCOUT BLVD., SUITE 800

(Street)
TAMPA FLORIDA 33607

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Baldwin Insurance Group, Inc. [ BWIN ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock07/01/2026A1,207A$014,445D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Seth Cohen, as Attorney-in-Fact, for Sunita Parasuraman07/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Baldwin Insurance Group (BWIN) director Sunita Parasuraman report in this Form 4?

She reported receiving a grant of 1,207 shares of Class A Common Stock. The award was recorded at a price of $0.00 per share, indicating equity compensation rather than an open-market purchase, and increased her direct holdings to 14,445 shares.

Was the BWIN insider transaction a stock purchase or a compensation grant?

The transaction was a compensation-related grant, not a market purchase. It is coded as a “Grant, award, or other acquisition,” with 1,207 Class A Common shares awarded at $0.00 per share, reflecting typical equity compensation for a director of Baldwin Insurance Group.

How many Baldwin Insurance Group (BWIN) shares does Sunita Parasuraman own after this transaction?

After the grant, she directly owns 14,445 shares of Class A Common Stock. This total includes the newly awarded 1,207 shares and represents her updated reported ownership position in Baldwin Insurance Group as of the transaction date disclosed in the filing.

Did the Baldwin Insurance Group (BWIN) director sell any shares in this Form 4 filing?

No share sales were reported in this Form 4. The filing shows only one acquisition transaction: a grant of 1,207 Class A Common shares at $0.00 per share, updating the director’s holdings to 14,445 shares with no dispositions disclosed.

Does this BWIN Form 4 show any option exercises or derivative transactions?

The filing shows no option exercises or derivative transactions. The derivative section is empty, and the only reported activity is a non-derivative grant of 1,207 Class A Common Stock shares, which updates the director’s direct equity stake in Baldwin Insurance Group.