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Director at Baldwin Insurance (BWIN) awarded 1,207 Class A shares

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

Rhea-AI Filing Summary

Baldwin Insurance Group director Myron K. Williams received a stock grant of Class A Common Stock. On July 1, 2026, he was awarded 1,207 shares at a price of $0.00 per share, indicating a compensation-related award rather than an open-market purchase.

Following this grant, Williams directly holds 14,445 shares of Baldwin Insurance Group, Inc. Class A Common Stock. The filing reports no derivative securities and shows this as an acquisition transaction categorized as a “grant, award, or other acquisition.”

Positive

  • None.

Negative

  • None.
Insider Williams Myron K
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 July 1, 2026
Grant price per share $0.00 per share Reported transaction price for awarded shares
Shares owned after grant 14,445 shares Total direct holdings after the Form 4 transaction
Acquisition transactions in filing 1 transaction transactionSummary acquireCount
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""
direct financial
""ownership_type": "direct""
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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*
Williams Myron K

(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 Myron K. Williams07/02/2026
** 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 Myron K. Williams report in this Form 4?

Director Myron K. Williams reported receiving a stock grant. He was awarded 1,207 shares of Baldwin Insurance Group, Inc. Class A Common Stock, increasing his direct holdings to 14,445 shares after the transaction, according to the Form 4 insider filing.

How many Baldwin Insurance Group (BWIN) shares were granted to Myron K. Williams?

Myron K. Williams was granted 1,207 shares of Class A Common Stock. This award is reported with a transaction code A, described as a grant, award, or other acquisition, and it brought his total directly held shares to 14,445 after the transaction.

At what price per share did Myron K. Williams acquire his new BWIN shares?

The 1,207 newly acquired shares were reported at a price of $0.00 per share. This indicates a compensation-related stock award, not an open-market purchase, and aligns with the transaction code A for grant, award, or other acquisition on the Form 4.

What is Myron K. Williams’ total Baldwin Insurance (BWIN) ownership after this Form 4 transaction?

After the reported grant, Myron K. Williams directly owns 14,445 shares of Class A Common Stock. The Form 4 lists this figure as the total shares following the transaction, with ownership type coded as direct and no derivative positions reported.

What does transaction code A mean in the Baldwin Insurance (BWIN) Form 4?

Transaction code A on the Form 4 represents a grant, award, or other acquisition of securities. In this case, it reflects a stock award of 1,207 Class A Common Stock shares to director Myron K. Williams rather than an open-market purchase or sale.