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 General Counsel Seth Bala Cohen reported equity compensation activity in Class A common stock. He acquired 10,167 shares at no cost upon settlement of performance-based restricted stock units granted in 2023, which vested based on predetermined performance goals.
To cover income tax withholding obligations related to this award, 2,915 shares were withheld by the company at a price of $16.57 per share. After these transactions, Cohen directly holds 17,717 shares of Baldwin Insurance Group Class A common stock.
Baldwin Insurance Group, Inc. officer James Morgan Roche reported equity compensation activity involving Class A common stock. He acquired 29,544 shares at $0.00 per share as settlement of performance-based restricted stock units granted in 2023, after predetermined performance goals were achieved. To cover income tax withholding on this issuance, 8,847 shares were withheld by the company at $16.57 per share, a tax-withholding disposition rather than an open-market sale. Following these transactions, he directly holds 62,810 shares of Class A common stock.
Baldwin Insurance Group, Inc. officer Daniel Galbraith reported equity compensation activity in Class A common stock. On February 23, 2026, he acquired 29,544 shares at $0.00 per share through settlement of performance-based restricted stock units granted in 2023, after predetermined performance goals were achieved.
On the same date, 7,630 shares were disposed of at $16.57 per share as shares withheld by the issuer to cover income tax withholding obligations related to this award settlement, rather than an open-market sale. Following these transactions, Galbraith directly owned 25,763 Class A shares.
Baldwin Insurance Group, Inc. Chief Executive Officer Trevor Baldwin reported equity compensation activity involving Class A common stock. On February 23, 2026, he acquired 65,655 shares at $0.00 per share as a grant/award, issued in settlement of performance-based restricted stock units granted in 2023 that settled based on predetermined performance goals.
On the same date, 17,157 shares were disposed of at $16.57 per share through a tax-withholding disposition, with shares withheld by the issuer to satisfy income tax obligations related to the PSU share issuance. Following these transactions, Baldwin directly held 59,832 Class A shares and indirectly held 27,676 Class A shares through the TLB 2020 Trust.
Baldwin Insurance Group, Inc. Chief Accounting Officer Corbyn N. Lichon reported a routine tax‑related share withholding. On January 1, 2026, 85 shares of Class A common stock were withheld by the issuer at $24.03 per share to cover income tax obligations tied to previously granted restricted stock. After this transaction, Lichon directly beneficially owned 46,672 shares of Class A common stock.
Baldwin Insurance Group, Inc. director Paul Eugene Sparks reported receiving Class A Common Stock through a prior transaction agreement. On January 2, 2026, a total of 982,606 shares of Class A Common Stock were acquired indirectly by the Paul Sparks Trust, 96,787 shares were acquired indirectly by The Paul Sparks Inheritor's Trust, and 18,042 shares were acquired indirectly through his individual retirement account.
According to the footnotes, these shares represent amounts Sparks was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC under a Transaction Agreement dated December 2, 2025 among Baldwin Insurance Group, CAC and other parties. The issuance was approved by the company’s Board of Directors pursuant to Rule 16b-3(d)(1), and the trusts are entities for which Sparks acts as trustee while he remains the beneficial owner of the IRA-held shares.
Baldwin Insurance Group officer James Roche reported multiple equity transactions in December 2025. He reported transactions involving 240,000 shares of Class B common stock, 240,000 LLC units in The Baldwin Insurance Group Holdings, LLC and 240,000 shares of Class A common stock, each shown with a stated price of $0 per share.
Roche then sold Class A common stock in several transactions: 60,000 shares at a weighted average price of $23.34, 100,000 shares at $24.2, 73,977 shares at $23.98 and 6,023 shares at $24.7, with each price reflecting multiple trades within disclosed ranges. After these transactions, he beneficially owned 42,113 shares of Class A common stock and 781,786 LLC units and Class B shares, which the footnotes state may be exchanged one-for-one into Class A stock at any time.