Sherman Laura 4

Accession 0001781755-24-000081

CIK 0001781755other

Filed

Oct 6, 8:00 PM ET

Accepted

Oct 7, 4:42 PM ET

Size

23.7 KB

Accession

0001781755-24-000081

Form 4

Period: 2024-10-03

Other

Transactions

Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03−57,956→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (57,956 underlying)
Gift
Class B Common Stock
2024-10-03−3,036→ 57,956 total(indirect: By Trust)
Gift
Class B Common Stock
2024-10-04−3,036→ 0 total
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03+3,036→ 3,036 total
Exercise: $0.00→ Class A Common Stock (3,036 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03−3,036→ 57,956 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (3,036 underlying)
Gift
Class B Common Stock
2024-10-04+3,036→ 2,236,218 total(indirect: By Trust)
Gift
Class B Common Stock
2024-10-03+3,036→ 3,036 total
Gift
Class B Common Stock
2024-10-03−57,956→ 0 total(indirect: By Trust)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-04+3,036→ 2,236,218 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (3,036 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-04−3,036→ 0 total
Exercise: $0.00→ Class A Common Stock (3,036 underlying)

Other

Transactions

Gift
Class B Common Stock
2024-10-03−3,036→ 57,956 total(indirect: By Trust)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03−3,036→ 57,956 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (3,036 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03+3,036→ 3,036 total
Exercise: $0.00→ Class A Common Stock (3,036 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-04−3,036→ 0 total
Exercise: $0.00→ Class A Common Stock (3,036 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-04+3,036→ 2,236,218 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (3,036 underlying)
Gift
Class B Common Stock
2024-10-04−3,036→ 0 total
Gift
Class B Common Stock
2024-10-03+3,036→ 3,036 total
Gift
Class B Common Stock
2024-10-03−57,956→ 0 total(indirect: By Trust)
Gift
Class B Common Stock
2024-10-04+3,036→ 2,236,218 total(indirect: By Trust)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03−57,956→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (57,956 underlying)

Footnotes (3)

[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.

Documents

1 file

Baldwin Insurance Group, Inc.

CIK 0001781755

Entity typeother