4//SEC Filing
Baldwin Lowry 4
Accession 0001781755-25-000068
CIK 0001781755other
Filed
May 13, 8:00 PM ET
Accepted
May 14, 5:43 PM ET
Size
42.8 KB
Accession
0001781755-25-000068
Insider Transaction Report
Form 4
Baldwin Lowry
Director10% OwnerOther
Transactions
- Other
Class B Common Stock
2025-05-12−62,500→ 12,685,090 total(indirect: By LLC) - Other
Class B Common Stock
2025-05-12+62,500→ 62,500 total(indirect: By Trust) - Other
Class B Common Stock
2025-05-12+62,500→ 62,500 total(indirect: By Trust) - Conversion
Class B Common Stock
2025-05-12−31,250→ 31,250 total(indirect: By Trust) - Conversion
Class B Common Stock
2025-05-12−31,250→ 31,250 total(indirect: By Trust) - Conversion
Class A Common Stock
2025-05-12+31,250→ 31,250 total(indirect: By Trust) - Conversion
Class A Common Stock
2025-05-12+31,250→ 31,250 total(indirect: By Trust) - Sale
Class A Common Stock
2025-05-12$38.79/sh−20,304$787,592→ 10,946 total(indirect: By Trust) - Sale
Class A Common Stock
2025-05-12$39.38/sh−10,946$431,053→ 0 total(indirect: By Trust) - Sale
Class A Common Stock
2025-05-12$38.79/sh−20,304$787,592→ 10,946 total(indirect: By Trust) - Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12−30,000→ 12,747,590 total(indirect: By LLC)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→ 62,500 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (62,500 underlying) - Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12+62,500→ 62,500 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (62,500 underlying) - Conversion
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12−31,250→ 31,250 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (31,250 underlying) - Other
Class B Common Stock
2025-05-12−30,000→ 12,747,590 total(indirect: By LLC) - Other
Class B Common Stock
2025-05-12−62,500→ 12,622,590 total(indirect: By LLC) - Sale
Class A Common Stock
2025-05-12$39.38/sh−10,946$431,053→ 0 total(indirect: By Trust) - Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12−62,500→ 12,685,090 total(indirect: By LLC)Exercise: $0.00→ Class A Common Stock (62,500 underlying) - Conversion
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12−31,250→ 31,250 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (31,250 underlying) - Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-05-12−62,500→ 12,622,590 total(indirect: By LLC)Exercise: $0.00→ Class A Common Stock (62,500 underlying)
Footnotes (9)
- [F1]These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH.
- [F2]The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
- [F3]In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH.
- [F4]In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the manager of BIGH and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to The Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH.
- [F5]The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
- [F6]The securities are directly held by The Pop Pop Trust, of which the reporting person serves as the sole trustee.
- [F7]The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.31 to $39.30. 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]The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $39.31 to $39.47. 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.
- [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.
Documents
Issuer
Baldwin Insurance Group, Inc.
CIK 0001781755
Entity typeother
Related Parties
1- filerCIK 0001787626
Filing Metadata
- Form type
- 4
- Filed
- May 13, 8:00 PM ET
- Accepted
- May 14, 5:43 PM ET
- Size
- 42.8 KB