Every Form 4 that The Baldwin Insurance Group, Inc. (BWIN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BWIN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BWIN filings page.
Baldwin Insurance Group, Inc. director Myron K. Williams acquired 824 shares of Class A Common Stock as a grant or award on October 1, 2026. The shares were held directly, and his reported directly held position after the transaction was 15,269 shares.
Baldwin Insurance Group, Inc. director Joseph John Kadow received a grant of 824 shares of Class A Common Stock on October 1, 2026, reported at $0.0000 per share. His direct holdings after the grant were 20,424 shares; the report also lists 5,000 shares held indirectly by Joseph J. Kadow Revocable Trust of 2008.
Baldwin Insurance Group, Inc. director Sunita Parasuraman acquired 824 shares of Class A Common Stock through a grant on October 1, 2026. The shares were held directly, and her reported direct holdings after the transaction were 15,269 shares. This was a compensation-related award acquisition rather than a market transaction.
Baldwin Insurance Group, Inc. director Paul Eugene Sparks received an award of 824 Class A common shares on October 1, 2026. The issuer withheld 244 shares to satisfy income tax withholding obligations connected with the restricted-stock grant. Reported indirect holdings on that date included 996,706 shares by Sparks 5280VC, LLC, 96,787 shares by the Paul Sparks Inheritor's Trust, for which Sparks acts as trustee, and 18,042 shares in his individual retirement account.
Baldwin Insurance Group, Inc. director Jay A. Cohen received a grant of 824 shares of Class A Common Stock on October 1, 2026. The reported price was $0.00 per share, and his directly held position after the award was 19,447 shares. The transaction is reported as a grant or award acquisition, not a purchase.
Baldwin Insurance Group, Inc. director Sathish Muthukrishnan acquired 824 shares of Class A Common Stock through a grant/award on October 1, 2026. The reported transaction price was $0.0000 per share. His reported direct holdings after the award were 11,078 shares. This was a grant/award acquisition, not a market purchase.
Baldwin Insurance Group, Inc. director Ellyn Shook acquired 824 shares of Class A Common Stock through a grant or award on October 1, 2026. The reported transaction price was $0.0000 per share, and her reported direct holdings after the transaction were 15,269 shares.
Baldwin Insurance Group, Inc. director Chris Thomas Sullivan acquired 824 shares of Class A Common Stock in a grant or award on October 1, 2026. The reported transaction price was $0.00 per share, and Sullivan's reported direct holdings following the transaction were 86,506 shares.
Baldwin Insurance Group, Inc. director Barbara Ruth Matas reported an award of 824 shares of Class A common stock on October 1, 2026. The reported transaction price was $0.00 per share. Her direct holdings following the award were 20,424 shares.
Baldwin Insurance Group director Myron K. Williams received a stock grant of Class A Common Stock. On July 1, 2026, he was awarded 1,207 shares at a price of $0.00 per share, indicating a compensation-related award rather than an open-market purchase.
Following this grant, Williams directly holds 14,445 shares of Baldwin Insurance Group, Inc. Class A Common Stock. The filing reports no derivative securities and shows this as an acquisition transaction categorized as a “grant, award, or other acquisition.”
Baldwin Insurance Group, Inc. director Chris Thomas Sullivan reported receiving an equity award of 1,207 shares of Class A Common Stock. The shares were acquired as a grant at a stated price of $0.00 per share, indicating compensation rather than an open-market purchase. Following this award, Sullivan directly holds 85,682 shares of Class A Common Stock.
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.
Baldwin Insurance Group director Paul Eugene Sparks reported a grant of 1,207 shares of restricted Class A common stock on July 1, 2026. To satisfy income tax withholding obligations, 416 shares were withheld by the issuer at $26.91 per share. After these transactions, he directly holds 2,282 shares and reports indirect holdings of 996,706, 96,787 and 18,042 shares through an LLC, a trust and an IRA, respectively.
Parasuraman Sunita reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group director Sunita Parasuraman received a grant of 1,207 shares of Class A Common Stock, with no cash paid per share. This award increases her direct holdings to 14,445 shares in total, reflecting routine equity-based compensation rather than an open-market purchase.
Baldwin Insurance Group, Inc. director Muthukrishnan Sathish reported receiving an award of 1,207 shares of Class A Common Stock. The shares were acquired at a stated price of $0.00 per share, reflecting a compensation-related grant rather than an open-market purchase. Following this grant, his direct holdings total 10,254 shares of Class A Common Stock.
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.
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.
KADOW JOSEPH JOHN reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. director Joseph John Kadow reported a stock award of Class A Common Stock. He received 1,207 shares at a stated price of $0.0000 per share, reflecting a compensation-related grant rather than an open‑market purchase or sale.
Following this award, Kadow’s direct holdings stand at 19,600 shares of Class A Common Stock. He also reported 5,000 shares held indirectly through the Joseph J. Kadow Revocable Trust of 2008, providing additional context for his overall ownership position in the company.
Baldwin Insurance Group, Inc. reported that its General Counsel, Seth Bala Cohen, executed an open-market sale of Class A Common Stock. He sold 15,000 shares at a weighted average price of $20.01 per share on May 14, 2026, with individual trade prices ranging from $20.00 to $20.025. Following this transaction, he directly holds 14,024 shares of Class A Common Stock.
Baldwin Insurance Group, Inc. insider Elizabeth Krystyn, through family trusts, reported a sequence of conversions and sales of Class A common stock. On May 6, 2026, trusts converted a total of 202,000 LLC units and corresponding Class B common stock into 202,000 shares of Class A common stock.
On May 6–7, 2026, the trusts then executed open-market sales totaling 202,000 Class A shares at weighted average prices around $21.18–$21.20 per share, leaving the reporting person with no indirectly held Class A shares from these trusts after the reported transactions.
Lichon Corbyn N. reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. reported that Chief Accounting Officer Corbyn N. Lichon received a grant of 2,033 shares of Class A common stock as a stock award. The shares were granted at $0.00 per share, reflecting compensation rather than an open-market purchase.
Following this award, Ms. Lichon directly holds 57,291 shares of Class A common stock. The granted shares are restricted and will vest in five equal installments on January 1 of 2027, 2028, 2029, 2030 and 2031, subject to her continued employment through each vesting date.
Baldwin Insurance Group, Inc. Chief Financial Officer Hale Bradford reported a routine tax-related share disposition. On the vesting of previously reported restricted Class A common stock, 9,837 shares were withheld by the issuer at $21.53 per share to satisfy income tax withholding obligations.
After this withholding, Bradford directly holds 174,501 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.
Baldwin Insurance Group, Inc. director Paul Eugene Sparks reported compensation-related stock activity in the company’s Class A common stock. He received a grant of 2,275 shares of Class A common stock at a price of $0.00 per share, reflecting an award rather than a market purchase. Of these, 784 shares were withheld by the issuer at $21.53 per share to satisfy income tax withholding obligations, leaving 1,491 shares held directly after the transactions.
In addition to his direct holdings, Sparks reports indirect ownership of Class A common stock through several vehicles. These include 996,706 shares held by Sparks 5280VC, LLC, 96,787 shares held by the Paul Sparks Inheritor's Trust for which he acts as trustee, and 18,042 shares held by his individual retirement account, for which he remains the beneficial owner.
Williams Myron K reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. director Williams Myron K received a stock grant of 1,221 shares of Class A Common Stock, recorded at a price of $0.00 per share. Following this award, he directly holds a total of 13,238 Class A Common shares.
SULLIVAN CHRIS THOMAS reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group director Chris Thomas Sullivan received a stock award of 1,221 shares of Class A Common Stock on April 1, 2026. The grant was priced at $0.00 per share as compensation, not an open-market purchase. After the award, he directly owns 84,475 shares.
Shook Ellyn reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. director Ellyn Shook received a grant of 1,221 shares of Class A Common Stock on April 1, 2026, at no cost. Following this award, she directly owns 13,238 shares of the company’s Class A Common Stock.
Baldwin Insurance Group, Inc. director Sunita Parasuraman reported a stock grant under the company’s equity compensation program. On 2026-04-01, she received 1,221 shares of Class A Common Stock at a stated price of $0.0000 per share, reflecting a non-cash award.
Following this grant, her direct holdings increased to 13,238 shares of Class A Common Stock. The transaction is classified as a grant, award, or other acquisition rather than an open-market purchase or sale, indicating routine director compensation in equity form.
Matas Barbara Ruth reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. director Barbara Ruth Matas received a grant of 1,221 shares of Class A Common Stock on April 1, 2026. The shares were awarded at a reported price of $0.00 per share, indicating a compensation-related grant rather than an open-market purchase. Following this award, she holds a total of 18,393 shares directly.
Muthukrishnan Sathish reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. director Muthukrishnan Sathish received a grant of 1,221 shares of Class A Common Stock on April 1, 2026. The shares were awarded at a stated price of $0.00 per share, indicating equity compensation rather than an open-market purchase. Following this award, Sathish directly holds 9,047 shares of the company’s Class A Common Stock.
KADOW JOSEPH JOHN reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group director Joseph John Kadow received a grant of 1,221 shares of Class A Common Stock. The shares were awarded on April 1, 2026 at a stated price of $0.00 per share, reflecting a stock-based award rather than an open-market purchase.
After this grant, Kadow holds 18,393 Class A shares directly. The filing also notes 5,000 additional Class A shares held indirectly through the Joseph J. Kadow Revocable Trust of 2008, giving a fuller view of his combined direct and trust holdings.
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.
Baldwin Insurance Group, Inc. Chief Accounting Officer Corbyn N. Lichon reported routine tax-related share dispositions. On March 15, 2026, a total of 389 Class A common shares were withheld by the company at $21.06 per share to satisfy income tax obligations tied to vesting restricted stock. After these withholdings, Lichon directly holds 55,258 Class A shares.
Baldwin Insurance Group, Inc. General Counsel Seth Bala Cohen reported routine tax-related share dispositions in Class A common stock. On March 15, 2026, a total of 800 shares were withheld by the company at $21.06 per share to cover income tax obligations tied to previously reported restricted stock vesting. These were issuer tax-withholding transactions rather than open-market sales. After these withholdings, Cohen directly holds 29,024 shares of Class A common stock.
Baldwin Insurance Group, Inc. officer James Morgan Roche reported a tax-related share disposition. The issuer withheld 501 shares of Class A common stock at $21.06 per share to cover income tax obligations tied to vesting restricted stock. After this withholding, Roche directly holds 322,437 shares of Class A common stock. This was a tax-withholding transaction, not an open-market sale.
Baldwin Insurance Group, Inc. officer Daniel Galbraith reported routine share withholdings related to tax obligations, not open-market trading. On March 15, 2026, a total of 958 shares of Class A common stock were withheld by the company to cover income taxes upon vesting of previously granted restricted stock.
The footnotes explain these withholdings relate to restricted Class A common stock originally reported on Forms 4 filed in 2021 and 2022. After these tax-withholding dispositions, Galbraith directly holds 43,486 shares of Class A common stock, indicating a continuing equity position in the company.
Baldwin Insurance Group, Inc. Chief Financial Officer Hale Bradford reported share dispositions that were entirely for tax withholding. On March 15, 2026, a total of 958 Class A common shares were withheld by the issuer at $21.06 per share to satisfy income tax obligations tied to vesting of restricted stock. After these transactions, Bradford directly holds 184,338 Class A shares and also has indirect ownership of 10,000 shares held by the Amy W. Hale Revocable Trust, for which his spouse serves as sole trustee.
Baldwin Insurance Group, Inc. CEO Trevor Baldwin reported routine tax-related share dispositions. On March 15, 2026, a total of 1,967 shares of Class A common stock were withheld by the issuer to satisfy income tax obligations tied to vesting of restricted stock.
These transactions, coded "F", are not open-market sales but payments of tax liability by delivering shares. After these withholdings, Baldwin directly holds 104,549 Class A shares and indirectly holds 27,676 Class A shares through the TLB 2020 Trust.
Baldwin Insurance Group, Inc. insider-related trusts reported conversions and sales involving Class A common stock. On March 6, 2026, trusts associated with Elizabeth Krystyn converted LLC Units and Class B common stock into a total of 119,987 shares of Class A common stock at a stated conversion price of $0.00 per share.
The same trusts then executed open-market or private sales of 119,987 Class A shares at $21.25 per share, leaving no shares from those Class A positions outstanding. The securities are held indirectly, including through the Elizabeth H. Krystyn 2017 Revocable Trust, where she is sole trustee and beneficiary, and the Elizabeth H. Krystyn 2019 Irrevocable Trust, where her spouse serves as sole trustee.
Baldwin Insurance Group, Inc. chief accounting officer Corbyn N. Lichon reported stock-based compensation and related tax withholding transactions in Class A common stock. Lichon received 9,506 shares as an annual bonus for the fiscal year ended December 31, 2025, at a stated price of $0.00 per share.
The company then withheld 3,395 shares at $22.29 per share to cover income tax obligations tied to this award. After these transactions, Lichon directly owned 55,647 Class A shares.
Baldwin Insurance Group, Inc. General Counsel Seth Bala Cohen reported equity compensation activity in Class A common stock. On March 3, 2026, he received 19,324 shares as an annual bonus for the fiscal year ended December 31, 2025.
To cover income tax withholding on this stock bonus, the issuer withheld 7,217 shares. After these transactions, Cohen directly owned 29,824 shares of Class A common stock.
Baldwin Insurance Group, Inc. officer James Morgan Roche reported receiving 34,807 shares of Class A common stock on March 3, 2026 as an annual bonus for the fiscal year ended December 31, 2025. The shares were granted at a stated price of $0.00 per share.
On the same date, 14,679 shares of Class A common stock were withheld by the company at $22.29 per share to cover income tax withholding obligations related to this bonus grant. After these transactions, Roche directly owned 322,938 shares of Class A common stock.
Baldwin Insurance Group, Inc. executive Daniel Galbraith reported share-based compensation and a related tax withholding transaction in Class A common stock. He received 28,913 shares on March 3, 2026 as an annual bonus for the fiscal year ended December 31, 2025, at a stated price of $0.00 per share. To cover income tax withholding obligations tied to this bonus, 10,232 shares were withheld by the company at $22.29 per share. After these transactions, Galbraith directly owned 44,444 shares of Class A common stock.
Baldwin Insurance Group Chief Financial Officer Hale Bradford reported equity compensation and related tax withholding in Class A common stock. On March 3, 2026, he acquired 28,986 shares as an annual bonus for the fiscal year ended December 31, 2025.
To cover income tax withholding on this stock bonus, the issuer withheld 10,260 shares at $22.29 per share, reducing Bradford’s directly held Class A shares to 185,296. An additional 10,000 shares are held indirectly through a revocable trust for his spouse.
Baldwin Insurance Group, Inc. Chief Executive Officer Trevor Baldwin received an award of 76,972 shares of Class A common stock as an annual bonus for the fiscal year ended December 31, 2025. The award was granted at a stated price of $0.00 per share.
To cover income tax withholding obligations tied to this stock bonus, the issuer withheld 30,288 shares at $22.29 per share in a tax-withholding disposition. After these transactions, Baldwin directly owns 106,516 shares, and an additional 27,676 shares are held indirectly through the TLB 2020 Trust.
Baldwin Insurance Group director Paul Sparks, through Sparks 5280VC, LLC, reported several indirect transactions in Class A common stock. On March 2 and 3, the LLC made open‑market purchases totaling 44,200 shares at reported prices of $22.96 and $22.10 per share, and a bona fide gift transfer of 30,100 shares.
After these transactions, Sparks 5280VC, LLC held 996,706 shares of Class A stock indirectly attributed to Sparks. Separate indirect holdings include 96,787 shares held by the Paul Sparks Inheritor's Trust and 18,042 shares held in his individual retirement account.
Baldwin Insurance Group, Inc. director and 10% owner Baldwin Lowry reported an internal reallocation of interests tied to BIGH, LLC. BIGH, LLC distributed 35,000 LLC Units in The Baldwin Insurance Group Holdings, LLC and a corresponding 35,000 shares of Class B common stock to one of its members, reducing that member's ownership in BIGH, LLC. Following the transactions, 12,537,590 units and corresponding Class B shares remained indirectly held through BIGH, LLC. Lowry disclaims beneficial ownership of these securities except to the extent of his pecuniary interest. Each LLC Unit, together with a share of Class B common stock, is exchangeable into one share of Class A common stock at any time, and the LLC Units do not expire.
BIGH, LLC, a member of a 10% owner group of Baldwin Insurance Group, Inc., reported an internal reallocation of ownership interests. On March 2, 2026, 35,000 LLC Units in The Baldwin Insurance Group Holdings, LLC and 35,000 shares of Class B common stock were distributed to a member of BIGH, LLC, with no cash consideration reported.
The distribution reduced that member’s ownership in BIGH, LLC while transferring the underlying securities to the member. BIGH, LLC disclaims beneficial ownership of these securities except to the extent of its pecuniary interest. Each LLC Unit, together with a share of Class B common stock, can be exchanged into one share of Class A common stock at any time, and the LLC Units do not expire.
Roche James Morgan reported acquisition or exercise transactions in this Form 4 filing.
Baldwin Insurance Group, Inc. reported that officer James Morgan Roche received a grant of 240,000 shares of Class A common stock at a price of $0.0000 per share. After this award, he directly holds 302,810 shares of Class A common stock.
The 240,000-share award consists of restricted stock that vests in four equal installments on January 1, 2027, January 1, 2028, January 1, 2029 and January 1, 2030, subject to the terms of his restricted stock award agreement and his Second Amended and Restated Employment Agreement dated February 26, 2026.
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.
Baldwin Insurance Group, Inc. Chief Accounting Officer Corbyn N. Lichon reported a mix of equity award and related tax withholding transactions in Class A common stock. On February 23, 2026, Lichon acquired 4,744 shares at a price of $0.00 per share through settlement of performance-based restricted stock units granted in 2023, which vested based on predetermined performance goals.
On the same date, 1,880 shares were disposed of at $16.57 per share, representing shares withheld by the issuer to cover income tax obligations arising from the award. Following these transactions, Lichon directly owned 49,536 shares of Class A common stock.