Elizabeth Krystyn - 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 Elizabeth Krystyn
Issuer symbol: BWIN
Transactions as of: 03 Oct 2024
Net transactions value: $0
Form type: 4
Filing time: 07 Oct 2024, 16:43:10 UTC
Previous filing: 20 Nov 2023
Next filing: 11 Dec 2024
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	-12,124	-5%	$0.000000	231,932	03 Oct 2024	By Trust	F1
transaction	BWIN	Class B Common Stock	Gift	$0	+12,124		$0.000000	12,124	03 Oct 2024	Direct
transaction	BWIN	Class B Common Stock	Gift	$0	-231,932	-100%	$0.000000	0	03 Oct 2024	By Trust	F1
transaction	BWIN	Class B Common Stock	Gift	$0	+231,932	+95%	$0.000000	476,343	03 Oct 2024	By Trust	F2
transaction	BWIN	Class B Common Stock	Gift	$0	-12,124	-100%	$0.000000	0	04 Oct 2024	Direct
transaction	BWIN	Class B Common Stock	Gift	$0	+12,124	+0.65%	$0.000000	1,864,533	04 Oct 2024	By Trust	F3

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	-12,124	-5%	$0.000000	231,932	03 Oct 2024	Class A Common Stock	12,124	$0.000000	By Trust	F1, F4
transaction	BWIN	LLC Units in The Baldwin Insurance Group Holdings, LLC	Gift	$0	+12,124		$0.000000	12,124	03 Oct 2024	Class A Common Stock	12,124	$0.000000	Direct	F4
transaction	BWIN	LLC Units in The Baldwin Insurance Group Holdings, LLC	Gift	$0	-231,932	-100%	$0.000000	0	03 Oct 2024	Class A Common Stock	231,932	$0.000000	By Trust	F1, F4
transaction	BWIN	LLC Units in The Baldwin Insurance Group Holdings, LLC	Gift	$0	+231,932	+95%	$0.000000	476,343	03 Oct 2024	Class A Common Stock	231,932	$0.000000	By Trust	F2, F4
transaction	BWIN	LLC Units in The Baldwin Insurance Group Holdings, LLC	Gift	$0	-12,124	-100%	$0.000000	0	04 Oct 2024	Class A Common Stock	12,124	$0.000000	Direct	F4
transaction	BWIN	LLC Units in The Baldwin Insurance Group Holdings, LLC	Gift	$0	+12,124	+0.65%	$0.000000	1,864,533	04 Oct 2024	Class A Common Stock	12,124	$0.000000	By Trust	F3, F4

* 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 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee.
F2	These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee.
F3	These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary.
F4	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.