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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. interim CAO Daniel Willis Johnathan filed an initial statement of beneficial ownership of Class A Common Stock. He reports 35,406 shares held directly and 3,147 shares held indirectly through an individual retirement account. Footnotes explain that 25,406 of the direct shares are tied to consideration he was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC, and 10,000 are restricted shares that vest in four equal installments on April 1 of 2027, 2028, 2029, and 2030, subject to continued employment.
The Baldwin Insurance Group, Inc. appointed Johnathan Daniel as interim Chief Accounting Officer, effective when current CAO Corbyn Lichon begins maternity leave expected in mid-to-late June 2026. Daniel currently serves as Executive Director of Finance, is a CPA with extensive public company and SEC reporting experience, and has an employment agreement providing a $300,000 annual base salary and a target annual bonus of up to 100% of base salary, with at least $300,000 for 2026 payable in fully vested Class A shares.
Shareholders held the 2026 annual meeting with a quorum present and elected four Class I directors to terms ending in 2029. They approved on an advisory basis the compensation of named executive officers and ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, indicating broad support for current governance and oversight arrangements.
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.
BWIN submitted a Rule 144 notice listing proposed sales of Class A common stock. The filing lists 15,000 shares with a 05/14/2026 reference and earlier equity grants dated 03/06/2026 (12,107 shares), 03/15/2026 (1,546 shares) and 03/19/2026 (1,347 shares).
The entries reference bonuses, RSAs and issuer-originated awards as the source of the shares. The filing is a notification of intended resale under Rule 144 rather than an executed market transaction.
The Baldwin Insurance Group, Inc. reporting an amendment to a Schedule 13G that discloses Capital International Investors as the beneficial owner of 1,643,557 shares of Common Stock, representing 1.7% of the class based on 96,721,068 shares believed outstanding.
The filing lists CII's sole voting and dispositive power over 1,643,557 shares. The statement is signed by Aaron Espin, Senior Vice President, dated 05/13/2026.
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.
The Baldwin Insurance Group, Inc. reports amended beneficial ownership for a group led by L. Lowry Baldwin. The amendment shows L. Lowry Baldwin beneficially owns 19,938,909 shares of Class A common stock, equal to 17.0% based on 97,489,954 shares outstanding as of April 28, 2026. The filing explains that 12,537,590 shares included in several holders’ counts are shares issuable upon exchange of paired LLC Unit/Class B Share interests and that a Voting Agreement gives L. Lowry Baldwin voting control over certain other holders’ shares.
Baldwin Insurance Group, Inc. amendment reports that William Blair Investment Management, LLC beneficially owns 6,794,492 shares of Common Stock, representing 7.0% of the class as shown in the filing. The filing lists sole voting power for 6,190,476 shares and sole dispositive power for 6,794,492 shares.
The Schedule 13G/A is presented as Amendment No. 2 with CUSIP 05589G102; the signature is dated 05/07/2026.