| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BWIN | Class B Common Stock | Conversion of derivative security | $0 | -423,877 | -23% | $0.000000 | 1,440,656 | 09 Dec 2024 | By Trust | F1 |
| transaction | BWIN | Class A Common Stock | Conversion of derivative security | $0 | +423,877 | $0.000000 | 423,877 | 09 Dec 2024 | By Trust | F1 | |
| transaction | BWIN | Class A Common Stock | Sale | $7,797,350 | -173,159 | -41% | $45.03 | 250,718 | 09 Dec 2024 | By Trust | F1, F2 |
| transaction | BWIN | Class A Common Stock | Sale | $202,259 | -4,376 | -1.7% | $46.22 | 246,342 | 09 Dec 2024 | By Trust | F1, F3 |
| transaction | BWIN | Class A Common Stock | Sale | $643,841 | -13,772 | -5.6% | $46.75 | 232,570 | 09 Dec 2024 | By Trust | F1, F4 |
| transaction | BWIN | Class A Common Stock | Sale | $4,079,959 | -93,706 | -40% | $43.54 | 138,864 | 10 Dec 2024 | By Trust | F1, F5 |
| transaction | BWIN | Class A Common Stock | Sale | $2,236,686 | -50,558 | -36% | $44.24 | 88,306 | 10 Dec 2024 | By Trust | F1, F6 |
| transaction | BWIN | Class A Common Stock | Sale | $3,801,573 | -88,306 | -100% | $43.05 | 0 | 11 Dec 2024 | By Trust | F1, F7 |
| holding | BWIN | Class B Common Stock | 476,343 | 09 Dec 2024 | By Trust | F8 |
| 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 | Conversion of derivative security | $0 | -423,877 | -23% | $0.000000 | 1,440,656 | 09 Dec 2024 | Class A Common Stock | 423,877 | $0.000000 | By Trust | F1, F9 |
| holding | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | 476,343 | 09 Dec 2024 | Class A Common Stock | 476,343 | $0.000000 | By Trust | F8, F9 |
| Id | Content |
|---|---|
| F1 | 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. |
| F2 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $44.54 to $45.49. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F3 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $45.56 to $46.45. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F4 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $46.57 to $46.91. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F5 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.02 to $44.01. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F6 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $44.02 to $44.55. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F7 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.00 to $43.23. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F8 | 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. |
| F9 | 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. |