Sherman Laura 4
4 · Baldwin Insurance Group, Inc. · Filed Oct 7, 2024
Insider Transaction Report
Form 4
Sherman Laura
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 totalExercise: $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 totalExercise: $0.00→ Class A Common Stock (3,036 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.