Does the Baldwin Insurance (BWIN) Form 4 show any insider share sales?

The Form 4 shows no insider share sales. It reports one acquisition transaction where director Jay A. Cohen received 1,207 shares as a stock grant, increasing his direct holdings to 18,623 shares of Class A Common Stock without any corresponding dispositions.

Baldwin Insurance director awarded 1,207 shares

Baldwin Insurance Group, Inc. director Jay A. Cohen received a grant of 1,207 shares of Class A Common Stock as a stock award.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

Rhea-AI Filing Summary

Baldwin Insurance Group, Inc. director Jay A. Cohen received a grant of 1,207 shares of Class A Common Stock as a stock award. The shares were acquired at a stated price of $0.00 per share, indicating a compensation-related grant rather than an open-market purchase. Following this award, Cohen directly holds 18,623 shares of Class A Common Stock.

Insider Trade Summary

Grant/Award: 1,207 shares

Grant/Award 1 txn

Insider Cohen Jay A

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 — 18,623 shares (Direct)

Key Figures

Stock grant: 1,207 shares Grant price: $0.00 per share Post-grant holdings: 18,623 shares +1 more

4 metrics

Stock grant 1,207 shares Class A Common Stock awarded to director Jay A. Cohen

Grant price $0.00 per share Stated transaction price for the 1,207-share award

Post-grant holdings 18,623 shares Total Class A Common Stock directly held by Cohen after transaction

Acquire transactions 1 transaction Single grant, award, or other acquisition reported in Form 4

Key Terms

Class A Common Stock, grant/award acquisition, Form 4

3 terms

Class A Common Stock financial

"1207 shares of Class A Common Stock were granted to the director"

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 acquisition financial

"The transaction is classified as a grant/award acquisition rather than a purchase"

Form 4 regulatory

"The insider transaction was reported in a Form 4 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

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

What insider transaction did Baldwin Insurance Group (BWIN) disclose?

Baldwin Insurance Group disclosed that director Jay A. Cohen received 1,207 shares of Class A Common Stock as a stock grant. This is a compensation-related acquisition rather than an open-market trade, reported on a Form 4 insider filing.

How many Baldwin Insurance (BWIN) shares were granted to director Jay A. Cohen?

Jay A. Cohen was granted 1,207 shares of Baldwin Insurance Group Class A Common Stock. These shares were reported with a transaction price of $0.00 per share, indicating they were awarded as compensation instead of being purchased in the market.

What are Jay A. Cohen’s total Baldwin Insurance (BWIN) holdings after the grant?

After the 1,207-share grant, Jay A. Cohen directly holds 18,623 shares of Baldwin Insurance Group Class A Common Stock. This total reflects his direct ownership position as reported in the Form 4 insider filing following the award.

Was the Baldwin Insurance (BWIN) insider transaction a purchase or a grant?

The insider transaction was a grant, not a market purchase. The Form 4 classifies it as a “grant, award, or other acquisition,” with 1,207 shares of Class A Common Stock awarded to director Jay A. Cohen at a stated price of $0.00 per share.

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

Form 4 Insider Transactions: What Each Field Means →

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

Add on Google

Accepted by SEC EDGAR 07/02/2026 - 06:37 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^*

Cohen Jay A

(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)
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	07/01/2026		A		1,207	A	$0	18,623	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 Jay A. Cohen	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)

Source: View Original Filing on SEC EDGAR