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.
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.