Welcome to our dedicated page for The Baldwin 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.
The Baldwin Insurance Group, Inc. filings document an insurance distribution company with Class A common stock listed on the Nasdaq Global Select Market under BWIN. Its 8-K reports furnish quarterly and annual operating results, revenue measures, adjusted earnings metrics, liquidity, share-repurchase authorization, and material credit agreement amendments involving term loan and revolving credit facilities.
Proxy materials describe board elections, executive compensation, equity awards, shareholder voting matters, and governance practices. The filing record also identifies The Baldwin Insurance Group Holdings, LLC as the operating company subsidiary and borrower under credit arrangements, linking regulatory disclosures to the company’s brokerage, advisory, managing general agency, captive management, and technology-enabled insurance operations.
Baldwin Insurance Group, Inc. CEO Trevor Baldwin reported routine tax-related share dispositions. On March 15, 2026, a total of 1,967 shares of Class A common stock were withheld by the issuer to satisfy income tax obligations tied to vesting of restricted stock.
These transactions, coded "F", are not open-market sales but payments of tax liability by delivering shares. After these withholdings, Baldwin directly holds 104,549 Class A shares and indirectly holds 27,676 Class A shares through the TLB 2020 Trust.
Baldwin Insurance Group, Inc. insider-related trusts reported conversions and sales involving Class A common stock. On March 6, 2026, trusts associated with Elizabeth Krystyn converted LLC Units and Class B common stock into a total of 119,987 shares of Class A common stock at a stated conversion price of $0.00 per share.
The same trusts then executed open-market or private sales of 119,987 Class A shares at $21.25 per share, leaving no shares from those Class A positions outstanding. The securities are held indirectly, including through the Elizabeth H. Krystyn 2017 Revocable Trust, where she is sole trustee and beneficiary, and the Elizabeth H. Krystyn 2019 Irrevocable Trust, where her spouse serves as sole trustee.
Charles Schwab Corporation submitted a Rule 144 notice reporting an intended sale of Class A common shares tied to a redemption/exchange of Class B common and LLC units originally acquired in connection with a corporate reorganization at the IPO.
The filing references related transaction dates of 10/28/2019 and a filing line dated 03/06/2026.
Baldwin Insurance Group, Inc. chief accounting officer Corbyn N. Lichon reported stock-based compensation and related tax withholding transactions in Class A common stock. Lichon received 9,506 shares as an annual bonus for the fiscal year ended December 31, 2025, at a stated price of $0.00 per share.
The company then withheld 3,395 shares at $22.29 per share to cover income tax obligations tied to this award. After these transactions, Lichon directly owned 55,647 Class A shares.
Baldwin Insurance Group, Inc. General Counsel Seth Bala Cohen reported equity compensation activity in Class A common stock. On March 3, 2026, he received 19,324 shares as an annual bonus for the fiscal year ended December 31, 2025.
To cover income tax withholding on this stock bonus, the issuer withheld 7,217 shares. After these transactions, Cohen directly owned 29,824 shares of Class A common stock.
Baldwin Insurance Group, Inc. officer James Morgan Roche reported receiving 34,807 shares of Class A common stock on March 3, 2026 as an annual bonus for the fiscal year ended December 31, 2025. The shares were granted at a stated price of $0.00 per share.
On the same date, 14,679 shares of Class A common stock were withheld by the company at $22.29 per share to cover income tax withholding obligations related to this bonus grant. After these transactions, Roche directly owned 322,938 shares of Class A common stock.
Baldwin Insurance Group, Inc. executive Daniel Galbraith reported share-based compensation and a related tax withholding transaction in Class A common stock. He received 28,913 shares on March 3, 2026 as an annual bonus for the fiscal year ended December 31, 2025, at a stated price of $0.00 per share. To cover income tax withholding obligations tied to this bonus, 10,232 shares were withheld by the company at $22.29 per share. After these transactions, Galbraith directly owned 44,444 shares of Class A common stock.
Baldwin Insurance Group Chief Financial Officer Hale Bradford reported equity compensation and related tax withholding in Class A common stock. On March 3, 2026, he acquired 28,986 shares as an annual bonus for the fiscal year ended December 31, 2025.
To cover income tax withholding on this stock bonus, the issuer withheld 10,260 shares at $22.29 per share, reducing Bradford’s directly held Class A shares to 185,296. An additional 10,000 shares are held indirectly through a revocable trust for his spouse.
Baldwin Insurance Group, Inc. Chief Executive Officer Trevor Baldwin received an award of 76,972 shares of Class A common stock as an annual bonus for the fiscal year ended December 31, 2025. The award was granted at a stated price of $0.00 per share.
To cover income tax withholding obligations tied to this stock bonus, the issuer withheld 30,288 shares at $22.29 per share in a tax-withholding disposition. After these transactions, Baldwin directly owns 106,516 shares, and an additional 27,676 shares are held indirectly through the TLB 2020 Trust.
Baldwin Insurance Group director Paul Sparks, through Sparks 5280VC, LLC, reported several indirect transactions in Class A common stock. On March 2 and 3, the LLC made open‑market purchases totaling 44,200 shares at reported prices of $22.96 and $22.10 per share, and a bona fide gift transfer of 30,100 shares.
After these transactions, Sparks 5280VC, LLC held 996,706 shares of Class A stock indirectly attributed to Sparks. Separate indirect holdings include 96,787 shares held by the Paul Sparks Inheritor's Trust and 18,042 shares held in his individual retirement account.