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Charles Schwab Corporation submitted a Form 144 notice concerning the sale of 202,000 Class A common shares, described as a "Redemption/Exchange of Class B Common and LLC Units" tied to the corporate reorganization at IPO, with an effective date of 05/06/2026.
The filing lists two trust-level dispositions in the prior three months: 90,556 Class A shares valued at $1,924,388.88 and 29,431 Class A shares valued at $625,413.33, both dated 03/06/2026.
The Baldwin Insurance Group, Inc. reported strong top-line growth but a small net loss for the quarter ended March 31, 2026. Revenue rose to $532,235k from $413,405k a year earlier, driven mainly by higher commissions and fees across its Insurance Advisory, Underwriting & Capacity, and Mainstreet segments.
The company posted an operating loss of $101,266k and total other expense of $45,662k, largely from higher interest and acquisition-related amortization. A large income tax benefit of $144,521k, primarily from releasing a prior valuation allowance, reduced the net loss to $1,896k, with $2,341k of net income attributable to Baldwin shareholders.
Baldwin completed three sizeable acquisitions (CAC Group, Obie and Capstone) with total consideration of $1,564,486k, adding $1,134,619k of goodwill and $550,983k of intangible assets. To fund expansion, term loans increased to $1,600,000k and the revolving balance to $191,000k, while cash and cash equivalents rose to $146,409k and total assets to $5,942,628k.
The Baldwin Insurance Group, Inc. reported strong top-line growth for the first quarter of 2026, with total revenue rising 29% year-over-year to $532.2 million, driven largely by contributions from recent partnerships including CAC Group.
The company recorded a small GAAP net loss of $1.9 million, compared with a prior-year profit, while adjusted EBITDA increased 21% to $137.2 million, yielding an adjusted EBITDA margin of 25.8% versus 27.5% a year earlier. Organic revenue grew 2% year-over-year, and adjusted net income was $89.3 million, or adjusted diluted EPS of $0.63, down 3%.
Cash and cash equivalents were $146 million as of March 31, 2026, with $393 million of remaining borrowing capacity on the revolving credit facility. Net cash used in operating activities was $6.1 million, and adjusted free cash flow was essentially breakeven at $(0.2) million, reflecting integration costs and significant acquisition activity.
The Baldwin Insurance Group, Inc. calls its 2026 Annual Meeting for June 4, 2026, asking shareholders to elect four Class I directors, approve executive pay on an advisory basis, and ratify PricewaterhouseCoopers LLP as auditor.
The proxy highlights 2025 results: total revenue rose 8% to $1.5 billion, with a GAAP net loss of $54.2 million, a 4% net loss margin, and GAAP diluted loss per share of $0.50. Non‑GAAP metrics show an adjusted EBITDA margin of 23%, adjusted net income of $198 million (up 12%), adjusted diluted EPS of $1.67 (up 11%), and 7% organic revenue growth.
Shareholders previously gave 97% support on say‑on‑pay, and the company stresses strong governance: eight of 11 directors are independent, there is a lead independent director, fully independent key committees, stock ownership guidelines, and a Nasdaq‑compliant clawback policy.
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.