Baldwin Insurance director awarded 1,207 shares

KADOW JOSEPH JOHN reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

KADOW JOSEPH JOHN reported acquisition or exercise transactions in this Form 4 filing.

Baldwin Insurance Group, Inc. director Joseph John Kadow reported a stock award of Class A Common Stock. He received 1,207 shares at a stated price of $0.0000 per share, reflecting a compensation-related grant rather than an open‑market purchase or sale.

Following this award, Kadow’s direct holdings stand at 19,600 shares of Class A Common Stock. He also reported 5,000 shares held indirectly through the Joseph J. Kadow Revocable Trust of 2008, providing additional context for his overall ownership position in the company.

Insider Trade Summary

Grant/Award: 1,207 shares

Grant/Award 2 txns

Insider KADOW JOSEPH JOHN

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	1,207	$0.00	$0.00
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Class A Common Stock — 19,600 shares (Direct); Class A Common Stock — 5,000 shares (Indirect, By Joseph J. Kadow Revocable Trust of 2008)

Key Figures

Stock award: 1,207 shares Award price per share: $0.0000 per share Direct holdings after award: 19,600 shares +2 more

5 metrics

Stock award 1,207 shares Class A Common Stock grant to director

Award price per share $0.0000 per share Recorded value of granted shares

Direct holdings after award 19,600 shares Class A Common Stock held directly after transaction

Indirect trust holdings 5,000 shares Held via Joseph J. Kadow Revocable Trust of 2008

Transaction type Grant, award, or other acquisition (Code A) Non-derivative acquisition of Class A Common Stock

Key Terms

Class A Common Stock, Grant, award, or other acquisition, indirect ownership, Revocable Trust

4 terms

Class A Common Stock financial

"He received 1,207 shares of Class A Common Stock at a stated price"

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

"The transaction is coded as an “A” Grant, award, or other acquisition"

indirect ownership financial

"He also reported 5,000 shares held indirectly through the Joseph J. Kadow Revocable Trust"

Revocable Trust financial

"5,000 shares held indirectly through the Joseph J. Kadow Revocable Trust of 2008"

A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.

FAQ

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

What insider transaction did Joseph John Kadow report at Baldwin Insurance Group (BWIN)?

Joseph John Kadow reported receiving a stock award of 1,207 Class A Common shares. The award was recorded at $0.0000 per share, indicating a compensation grant rather than a market trade, and it increased his direct ownership position in Baldwin Insurance Group.

How many Baldwin Insurance Group (BWIN) shares does Joseph John Kadow now hold directly?

After the reported stock award, Joseph John Kadow directly holds 19,600 shares of Baldwin Insurance Group Class A Common Stock. This figure represents his direct ownership position as of the reported transaction date, reflecting the addition of the 1,207-share compensation grant.

Does Joseph John Kadow have indirect ownership in Baldwin Insurance Group (BWIN)?

Yes. The filing shows 5,000 shares of Baldwin Insurance Group Class A Common Stock held indirectly through the Joseph J. Kadow Revocable Trust of 2008. This indirect position is reported separately from his direct holdings of 19,600 shares.

Was the 1,207-share Baldwin Insurance Group (BWIN) transaction an open-market buy or sell?

No. The 1,207-share transaction is coded as an “A” grant or award with a price of $0.0000 per share. That indicates a compensation-related acquisition rather than an open-market purchase or sale, so it does not reflect a trading decision in the market.

What type of security did Joseph John Kadow receive from Baldwin Insurance Group (BWIN)?

Kadow received Class A Common Stock of Baldwin Insurance Group as part of the reported grant. The award covered 1,207 shares, recorded at a per-share value of $0.0000, and increased his total directly held Class A Common Stock to 19,600 shares.

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

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Accepted by SEC EDGAR 07/02/2026 - 06:36 PM Learn about SEC filing dates

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^*

KADOW JOSEPH JOHN

(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)
07/01/2026

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)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	07/01/2026		A		1,207	A	$0	19,600	D
Class A Common Stock								5,000	I	By Joseph J. Kadow Revocable Trust of 2008

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

	/s/ Seth Cohen, as Attorney-in-Fact, for Joseph John Kadow	07/02/2026
	** 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)