[Form 4] Baldwin Insurance Group, Inc. Insider Trading Activity
Baldwin Insurance Group, Inc. Chief Financial Officer Hale Bradford reported equity compensation transactions in Class A common stock.
Sentiment and the balance of points
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Rhea-AI Filing Summary
Baldwin Insurance Group, Inc. Chief Financial Officer Hale Bradford reported equity compensation transactions in Class A common stock. On February 23, 2026, he acquired 29,544 shares at $0.00 per share through the settlement of performance-based restricted stock units granted in 2023, following achievement of predetermined performance goals. On the same date, 7,633 shares at $16.57 per share were disposed of to cover income tax withholding obligations related to this share issuance. After these transactions, Bradford directly owned 166,570 shares of Class A common stock. An additional 10,000 shares are held indirectly through the Amy W. Hale Revocable Trust, for which his spouse serves as sole trustee.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Common Stock | 29,544 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Class A Common Stock | 7,633 | $16.57 | $126K |
| holding | Class A Common Stock | -- | -- | -- |
Footnotes (3)
- F1. Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2023. The PSUs settled based on the achievement of predetermined performance goals.
- F2. Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.
- F3. These securities are directly held by the Amy W. Hale Revocable Trust dated July 28, 2009, of which Amy W. Hale, the reporting person's spouse, serves as sole trustee.
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