BIGH, LLC 4

4 · Baldwin Insurance Group, Inc. · Filed May 14, 2025

Form 4

Period: 2025-05-12

10% OwnerOther

Transactions

Other
Class B Common Stock
2025-05-12−30,000→ 12,747,590 total
Other
Class B Common Stock
2025-05-12−62,500→ 12,622,590 total
Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12−30,000→ 12,747,590 total
Exercise: $0.00→ Class A Common Stock (30,000 underlying)
Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12−62,500→ 12,622,590 total
Exercise: $0.00→ Class A Common Stock (62,500 underlying)
Other
Class B Common Stock
2025-05-12−62,500→ 12,685,090 total
Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12−62,500→ 12,685,090 total
Exercise: $0.00→ Class A Common Stock (62,500 underlying)

Footnotes (5)

[F1]These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person.
[F2]The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein.
[F3]The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person.
[F4]The securities were distributed by the reporting person to The Pop Pop Trust, of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of the reporting person.
[F5]Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.

Documents

1 file