Baldwin Insurance director gets 1,221-share award

Shook Ellyn reported acquisition or exercise transactions in this Form 4 filing.

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Form Type

Rhea-AI Filing Summary

Shook Ellyn reported acquisition or exercise transactions in this Form 4 filing.

Baldwin Insurance Group, Inc. director Ellyn Shook received a grant of 1,221 shares of Class A Common Stock on April 1, 2026, at no cost. Following this award, she directly owns 13,238 shares of the company’s Class A Common Stock.

Insider Trade Summary

Grant/Award: 1,221 shares

Grant/Award 1 txn

Insider Shook Ellyn

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	1,221	$0.00	$0.00

Holdings After Transaction: Class A Common Stock — 13,238 shares (Direct)

Key Figures

Shares granted: 1,221 shares Grant price: $0.0000 per share Total shares after grant: 13,238 shares +1 more

4 metrics

Shares granted 1,221 shares Class A Common Stock grant on April 1, 2026

Grant price $0.0000 per share Reported transaction price for awarded shares

Total shares after grant 13,238 shares Director’s direct holdings following the award

Transactions acquiring shares 1 transaction Form 4 transactionSummary acquireCount

Key Terms

Class A Common Stock, Grant, award, or other acquisition, Form 4

3 terms

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.

FAQ

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

What did Baldwin Insurance Group (BWIN) disclose in this Form 4 filing?

Baldwin Insurance Group disclosed that director Ellyn Shook received a grant of 1,221 shares of Class A Common Stock on April 1, 2026, at no cost, increasing her direct holdings to 13,238 shares after the transaction.

How many Baldwin Insurance Group (BWIN) shares did Ellyn Shook acquire?

Director Ellyn Shook acquired 1,221 shares of Baldwin Insurance Group Class A Common Stock. The shares were reported with a transaction price of $0.0000 per share, indicating a grant or award rather than an open-market purchase for cash consideration.

What is Ellyn Shook’s total Baldwin Insurance Group (BWIN) ownership after the grant?

After the reported grant, Ellyn Shook directly owns 13,238 shares of Baldwin Insurance Group Class A Common Stock. This total reflects her holdings immediately following the 1,221-share award reported in the Form 4 as a grant or other acquisition.

Was the Baldwin Insurance Group (BWIN) Form 4 transaction a market purchase or a grant?

The Form 4 shows a grant or award acquisition, not a market purchase. The transaction code is “A” and the per-share price is $0.0000, indicating shares were awarded to director Ellyn Shook rather than bought on the open market.

Does this Baldwin Insurance Group (BWIN) Form 4 involve any derivative securities?

The reported transaction involves non-derivative Class A Common Stock only. The derivativeSummary section is empty, indicating no options, warrants, or other derivative securities were exercised, converted, or newly reported in this particular Form 4 filing.

Is the Ellyn Shook transaction in Baldwin Insurance Group (BWIN) shares a buy or sell signal?

The transaction is classified as an acquisition through a grant or award, not an open-market buy or sell. It reflects stock-based compensation for a director, rather than a discretionary trading decision in the public market.

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

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Accepted by SEC EDGAR 04/03/2026 - 06:13 PM

SEC Form 4

FORM 4

UNITED 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^*

Shook Ellyn

(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)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	04/01/2026		A		1,221	A	$0	13,238	D

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

	/s/ Seth Cohen, as Attorney-in-Fact, for Ellyn Shook	04/03/2026
	** Signature of Reporting Person	Date
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)

Source: View Original Filing on SEC EDGAR