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.
The Baldwin Insurance Group (BWIN) furnished an 8‑K announcing it issued a press release with financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
The company states the information in this report, including Exhibit 99.1, is being furnished and not deemed “filed” under the Exchange Act. The filing lists BWIN’s Class A common stock on the Nasdaq Global Select Market and includes an Inline XBRL cover page as Exhibit 104.
Baldwin Insurance Group (BWIN) reported an insider transaction on a Form 4. On October 1, 2025, director Barbara Ruth Matas acquired 861 shares of Class A common stock at $0. After this award, she directly holds 16,118 shares.
Jay A. Cohen, a director of Baldwin Insurance Group, Inc. (BWIN), reported a non‑derivative transaction dated 10/01/2025 in which 861 shares of Class A common stock were acquired under code V. The filing shows 15,141 shares beneficially owned by Mr. Cohen after the transaction. The Form 4 was signed by Seth Cohen as attorney‑in‑fact on 10/03/2025.
Baldwin Insurance Group (BWIN) director Joseph John Kadow reported acquiring 861 shares of Class A common stock on 10/01/2025 at a reported price of $0. Following the transaction, he beneficially owned 16,118 shares directly and 5,000 shares indirectly through the Joseph J. Kadow Revocable Trust of 2008.
The report was filed on Form 4 by one reporting person and reflects changes in the director’s ownership of Baldwin Insurance Group, Inc. Class A common stock.
Sathish Muthukrishnan, a director of Baldwin Insurance Group, Inc. (BWIN), reported an open-market acquisition of 861 shares of Class A common stock on 10/01/2025. Following that transaction, he beneficially owned 6,772 shares. The Form 4 was signed by an attorney-in-fact on 10/03/2025. The filing does not disclose a purchase price beyond a price of $0 listed in the non-derivative table (often used when price is not reported on the form). No derivative securities or other transactions are reported.
Sunita Parasuraman, a director of Baldwin Insurance Group, Inc. (BWIN), reported a non-derivative acquisition of 861 shares of Class A Common Stock on 10/01/2025. The reported transaction code is V and the reported price is $0, leaving the reporting person with 10,963 shares beneficially owned following the transaction. The filing was signed by an attorney-in-fact on 10/03/2025.
Ellyn Shook, a director of Baldwin Insurance Group, Inc. (BWIN), reported acquiring 861 Class A common shares on 10/01/2025. The transaction is reported as an acquisition with a reported price of $0, and following the transaction Ms. Shook beneficially owned 10,963 shares. The filing records no derivative transactions and was signed by Seth Cohen as attorney-in-fact on 10/03/2025. This Form 4 discloses a straightforward insider purchase/grant by a director and contains no other compensatory or derivative details.
Chris Thomas Sullivan, a director of Baldwin Insurance Group, Inc. (BWIN), reported an acquisition of 861 shares of Class A common stock on 10/01/2025 at a reported price of $0. After the transaction the reporting person beneficially owned 82,200 shares. The Form 4 was signed on behalf of Mr. Sullivan by an attorney-in-fact on 10/03/2025. The filing shows no derivative transactions and contains no additional remarks.
Baldwin Insurance Group (BWIN) director Myron K. Williams reported acquiring 861 shares of Class A common stock at $0 on October 1, 2025 (Transaction Code: A).
After this transaction, he beneficially owns 10,963 shares, held directly.
Baldwin Insurance Group, Inc. filed an 8-K disclosing the execution of Amendment No. 3 to its Amended and Restated Credit Agreement dated September 18, 2025. The amendment is among Baldwin Holdings, the guarantors, the several lenders party to the agreement, and JPMorgan Chase Bank, N.A. as administrative agent. The filing is signed by Bradford L. Hale, Chief Financial Officer. The document references an interactive data file embedded in the inline XBRL document.
Baldwin Insurance Group, Inc. filed an 8-K disclosing the execution of Amendment No. 3 to its Amended and Restated Credit Agreement dated September 18, 2025. The amendment is among Baldwin Holdings, the guarantors, the several lenders party to the agreement, and JPMorgan Chase Bank, N.A. as administrative agent. The filing is signed by Bradford L. Hale, Chief Financial Officer. The document references an interactive data file embedded in the inline XBRL document.