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. 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.