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.
Baldwin Insurance Group, Inc. officer Daniel Galbraith reported routine share withholdings related to tax obligations, not open-market trading. On March 15, 2026, a total of 958 shares of Class A common stock were withheld by the company to cover income taxes upon vesting of previously granted restricted stock.
The footnotes explain these withholdings relate to restricted Class A common stock originally reported on Forms 4 filed in 2021 and 2022. After these tax-withholding dispositions, Galbraith directly holds 43,486 shares of Class A common stock, indicating a continuing equity position in the company.
Baldwin Insurance Group, Inc. Chief Financial Officer Hale Bradford reported share dispositions that were entirely for tax withholding. On March 15, 2026, a total of 958 Class A common shares were withheld by the issuer at $21.06 per share to satisfy income tax obligations tied to vesting of restricted stock. After these transactions, Bradford directly holds 184,338 Class A shares and also has indirect ownership of 10,000 shares held by the Amy W. Hale Revocable Trust, for which his spouse serves as sole trustee.
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.