Bradford Hale - Feb 19, 2025 Form 4 Insider Report for Baldwin Insurance Group, Inc. (BWIN)

Role
Chief Financial Officer, Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in-Fact, for Bradford Hale
Stock symbol
BWIN
Transactions as of
Feb 19, 2025
Transactions value $
-$487,300
Form type
4
Date filed
2/21/2025, 06:45 PM
Previous filing
Aug 19, 2024
Next filing
Mar 4, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BWIN Class A Common Stock Award $0 +33K +33.6% $0.00 131K Feb 19, 2025 Direct F1
transaction BWIN Class A Common Stock Tax liability -$487K -11.9K -9.1% $40.85 119K Feb 19, 2025 Direct F2
holding BWIN Class A Common Stock 10K Feb 19, 2025 By Spouse F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals.
F2 Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.
F3 These securities are directly held by the Amy W. Hale Revocable Trust dated July 28, 2009, of which Amy W. Hale, the reporting person's spouse, serves as sole trustee.