STOCK TITAN

Director Jay A. Cohen awarded 1,221 Baldwin Insurance (BWIN) shares

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

Rhea-AI Filing Summary

Cohen Jay A reported acquisition or exercise transactions in this Form 4 filing.

Baldwin Insurance Group, Inc. director Jay A. Cohen received a grant of 1,221 shares of Class A Common Stock on April 1, 2026. The shares were awarded at no stated price as a grant or award, increasing his directly held position to 17,416 shares after the transaction.

Positive

  • None.

Negative

  • None.
Insider Cohen Jay A
Role Director
Type Security Shares Price Value
Grant/Award Class A Common Stock 1,221 $0.00 --
Holdings After Transaction: Class A Common Stock — 17,416 shares (Direct)
Footnotes (1)
Shares granted 1,221 shares Class A Common Stock grant on April 1, 2026
Post-transaction holdings 17,416 shares Director Jay A. Cohen direct holdings after grant
Grant price per share $0.0000 per share Reported transaction price for awarded shares
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.
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.
grant/award acquisition financial
"transaction_action: "grant/award acquisition""
transaction code "A" regulatory
"transaction_code_description: "Grant, award, or other acquisition""
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*
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)
XDirector10% 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)
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 Stock04/01/2026A1,221A$017,416D
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 Jay A. Cohen04/03/2026
** 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 insider transaction did Baldwin Insurance Group (BWIN) report for Jay A. Cohen?

Baldwin Insurance Group director Jay A. Cohen received a grant of 1,221 shares of Class A Common Stock. The shares were awarded at no stated purchase price, reflecting a compensation-related grant rather than an open-market trade, and increased his directly held holdings.

How many Baldwin Insurance Group (BWIN) shares does Jay A. Cohen hold after this Form 4?

After the reported grant, director Jay A. Cohen holds 17,416 shares of Baldwin Insurance Group Class A Common Stock directly. This total includes the newly awarded 1,221 shares reported in the Form 4 filing as a grant or award acquisition.

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

The transaction was a grant or award acquisition, not a market purchase. Director Jay A. Cohen received 1,221 shares of Class A Common Stock at a reported price of $0.0000 per share, indicating a compensation-related share award rather than buying shares in the open market.

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

The Form 4 shows no insider sales. It reports a single acquisition transaction coded as a grant or award for 1,221 shares of Class A Common Stock by director Jay A. Cohen, increasing his directly held stake to 17,416 shares following the grant.

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

Transaction code "A" in this Form 4 indicates a grant, award, or other acquisition of shares. For Baldwin Insurance Group, it reflects that director Jay A. Cohen received 1,221 Class A Common Stock shares as a compensation-related award rather than through an open-market transaction.