Welcome to our dedicated page for Baldwin Insurance Group SEC filings (Ticker: BWIN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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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/The received an Amendment No. 3 to a Schedule 13G/A from The Vanguard Group reporting 0 shares beneficially owned and 0% of the class. The filing states Vanguard completed an internal realignment on January 12, 2026, and certain subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
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.