Baldwin Insurance director gets 1,207-share stock grant

Matas Barbara Ruth reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Matas Barbara Ruth reported acquisition or exercise transactions in this Form 4 filing.

Baldwin Insurance Group director Barbara Ruth Matas received a grant of 1,207 shares of Class A common stock, recorded at no cash price per share. This award increased her direct holdings to 19,600 shares after the transaction. The filing reflects a compensation-related stock award rather than an open-market trade.

Insider Trade Summary

Grant/Award: 1,207 shares

Grant/Award 1 txn

Insider Matas Barbara Ruth

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 — 19,600 shares (Direct)

Key Figures

Stock grant: 1,207 shares Holdings after transaction: 19,600 shares Grant price per share: $0.00 per share

3 metrics

Stock grant 1,207 shares Class A Common Stock granted to director Barbara Ruth Matas

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

Grant price per share $0.00 per share Recorded transaction price for awarded shares

Key Terms

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

4 terms

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""

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.

non-derivative financial

"transaction_type: "non-derivative""

FAQ

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

What insider transaction did Baldwin Insurance Group (BWIN) report for Barbara Ruth Matas?

Baldwin Insurance Group reported that director Barbara Ruth Matas received a grant of 1,207 shares of Class A common stock. The shares were awarded at a stated price of $0.00 per share as part of a compensation-related acquisition.

How many Baldwin Insurance Group (BWIN) shares does Barbara Ruth Matas hold after this Form 4?

After the reported grant, Barbara Ruth Matas directly holds 19,600 shares of Baldwin Insurance Group Class A common stock. This total reflects her position immediately following the 1,207-share award disclosed in the Form 4 filing.

Was the Baldwin Insurance Group (BWIN) Form 4 transaction an open-market purchase or sale?

The Form 4 shows no open-market purchase or sale. Instead, Barbara Ruth Matas acquired 1,207 shares through a grant or award transaction coded “A,” which represents a compensation-related acquisition rather than market buying or selling.

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 Barbara Ruth Matas, it reflects a non-derivative stock award of 1,207 Class A common shares at a recorded price of $0.00 per share.

Does the Baldwin Insurance Group (BWIN) Form 4 show any derivative securities for Barbara Ruth Matas?

The Form 4 data provided shows no derivative securities for Barbara Ruth Matas. The derivative summary is empty, indicating no options, warrants, or other derivative positions are reported in connection with this particular transaction.

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

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

Matas Barbara Ruth

(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

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 Barbara Ruth Matas	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)