Laura Sherman - 03 Oct 2024 Form 4 Insider Report for Baldwin Insurance Group, Inc. (BWIN)

Role
Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in-Fact, for Laura Sherman
Issuer symbol
BWIN
Transactions as of
03 Oct 2024
Net transactions value
$0
Form type
4
Filing time
07 Oct 2024, 16:42:05 UTC
Previous filing
03 Apr 2024
Next filing
03 Apr 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BWIN Class B Common Stock Gift $0 -3,036 -5% $0.000000 57,956 03 Oct 2024 By Trust F1
transaction BWIN Class B Common Stock Gift $0 +3,036 $0.000000 3,036 03 Oct 2024 Direct
transaction BWIN Class B Common Stock Gift $0 -57,956 -100% $0.000000 0 03 Oct 2024 By Trust F1
transaction BWIN Class B Common Stock Gift $0 -3,036 -100% $0.000000 0 04 Oct 2024 Direct
transaction BWIN Class B Common Stock Gift $0 +3,036 +0.14% $0.000000 2,236,218 04 Oct 2024 By Trust F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 -3,036 -5% $0.000000 57,956 03 Oct 2024 Class A Common Stock 3,036 $0.000000 By Trust F1, F3
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 +3,036 $0.000000 3,036 03 Oct 2024 Class A Common Stock 3,036 $0.000000 Direct F3
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 -57,956 -100% $0.000000 0 03 Oct 2024 Class A Common Stock 57,956 $0.000000 By Trust F1, F3
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 -3,036 -100% $0.000000 0 04 Oct 2024 Class A Common Stock 3,036 $0.000000 Direct F3
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 +3,036 +0.14% $0.000000 2,236,218 04 Oct 2024 Class A Common Stock 3,036 $0.000000 By Trust F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.
F2 These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary.
F3 Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire.