Baldwin Insurance (NASDAQ: BWIN) director receives 1,207-share stock grant

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 Class A Common Stock as equity compensation. The award totaled 1,207 shares at a reported transaction price of $0.0000 per share, reflecting a stock grant rather than an open-market purchase. Following this grant, Shook now directly holds 14,445 shares of Baldwin Insurance Group Class A Common Stock.

Insights

Equity compensation analyst

Director received routine stock grant, increasing direct holdings.

Director Ellyn Shook acquired 1,207 shares of Baldwin Insurance Group, Inc. Class A Common Stock through a grant classified as a "Grant, award, or other acquisition." The transaction price of $0.0000 per share signals a compensation-related award, not a market purchase.

This grant lifts Shook's direct holdings to 14,445 shares after the transaction, according to the filing. There are no derivative positions listed, so the context provided is limited to these common shares. The event appears routine and administrative, without clear directional implications for the company’s outlook.

Insider Trade Summary

Net Buyer: 1,207 shares

Net Buy 1 txn

Insider Shook Ellyn

Role Director

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

Holdings After Transaction: Class A Common Stock — 14,445 shares (Direct)

Key Figures

Shares granted: 1,207 shares Transaction price: $0.0000 per share Shares held after transaction: 14,445 shares

3 metrics

Shares granted 1,207 shares Class A Common Stock grant to director Ellyn Shook

Transaction price $0.0000 per share Recorded price for equity grant, not market trade

Shares held after transaction 14,445 shares Total direct holdings of Ellyn Shook post-grant

Key Terms

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

3 terms

Class A Common Stock financial

"The award totaled 1,207 shares of Class A Common Stock as equity compensation."

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 a "Grant, award, or other acquisition" of shares."

Form 4 regulatory

"This ownership change was reported in a Form 4 insider transaction filing."

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

What did Baldwin Insurance Group (BWIN) director Ellyn Shook report in this Form 4?

Director Ellyn Shook reported receiving a grant of 1,207 shares of Baldwin Insurance Group Class A Common Stock. The grant was recorded at a transaction price of $0.0000 per share, indicating an equity compensation award rather than an open-market stock purchase.

How many Baldwin Insurance Group (BWIN) shares does Ellyn Shook hold after this transaction?

After the reported grant, Ellyn Shook directly holds 14,445 shares of Baldwin Insurance Group Class A Common Stock. This total includes the newly granted 1,207 shares and reflects her direct ownership position immediately following the transaction disclosed in the Form 4 filing.

Was the Baldwin Insurance Group (BWIN) transaction a stock purchase or a compensation grant?

The transaction was a compensation-related grant, not an open-market stock purchase. It is coded as a "Grant, award, or other acquisition" with a transaction price of $0.0000 per share, consistent with shares awarded as part of director or employee equity compensation programs.

Does the Form 4 for Baldwin Insurance Group (BWIN) show any stock sales by Ellyn Shook?

The Form 4 does not report any stock sales by Ellyn Shook. It shows only an acquisition of 1,207 shares of Class A Common Stock through a grant, increasing her direct holdings to 14,445 shares, with no dispose or sell transactions indicated in the summary data.

Are there any derivative securities reported for Ellyn Shook in this Baldwin Insurance Group (BWIN) filing?

No derivative securities are reported for Ellyn Shook in this filing. The derivativeSummary section is empty, and the only disclosed transaction involves non-derivative Class A Common Stock granted as equity compensation, simplifying the ownership picture to common shares only.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/02/2026 - 06:40 PM Accepted by SEC EDGAR 07/02/2026 - 06:39 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^*

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)
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	14,445	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)
				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 Ellyn Shook	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)