Krystyn Elizabeth 4

Accession 0001781755-24-000082

CIK 0001781755other

Filed

Oct 6, 8:00 PM ET

Accepted

Oct 7, 4:43 PM ET

Size

27.8 KB

Accession

0001781755-24-000082

Form 4

Period: 2024-10-03

10% OwnerOther

Transactions

Gift
Class B Common Stock
2024-10-03−12,124→ 231,932 total(indirect: By Trust)
Gift
Class B Common Stock
2024-10-03+12,124→ 12,124 total
Gift
Class B Common Stock
2024-10-03−231,932→ 0 total(indirect: By Trust)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03+12,124→ 12,124 total
Exercise: $0.00→ Class A Common Stock (12,124 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03+231,932→ 476,343 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (231,932 underlying)
Gift
Class B Common Stock
2024-10-03+231,932→ 476,343 total(indirect: By Trust)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03−231,932→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (231,932 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-04+12,124→ 1,864,533 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (12,124 underlying)
Gift
Class B Common Stock
2024-10-04−12,124→ 0 total
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03−12,124→ 231,932 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (12,124 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-04−12,124→ 0 total
Exercise: $0.00→ Class A Common Stock (12,124 underlying)
Gift
Class B Common Stock
2024-10-04+12,124→ 1,864,533 total(indirect: By Trust)

Other

Transactions

Gift
Class B Common Stock
2024-10-04+12,124→ 1,864,533 total(indirect: By Trust)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03+231,932→ 476,343 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (231,932 underlying)
Gift
Class B Common Stock
2024-10-03+231,932→ 476,343 total(indirect: By Trust)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03+12,124→ 12,124 total
Exercise: $0.00→ Class A Common Stock (12,124 underlying)
Gift
Class B Common Stock
2024-10-03−12,124→ 231,932 total(indirect: By Trust)
Gift
Class B Common Stock
2024-10-03+12,124→ 12,124 total
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03−231,932→ 0 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (231,932 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-04+12,124→ 1,864,533 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (12,124 underlying)
Gift
Class B Common Stock
2024-10-04−12,124→ 0 total
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-03−12,124→ 231,932 total(indirect: By Trust)
Exercise: $0.00→ Class A Common Stock (12,124 underlying)
Gift
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-10-04−12,124→ 0 total
Exercise: $0.00→ Class A Common Stock (12,124 underlying)
Gift
Class B Common Stock
2024-10-03−231,932→ 0 total(indirect: By Trust)

Footnotes (4)

[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.

Documents

1 file

Baldwin Insurance Group, Inc.

CIK 0001781755

Entity typeother