4//SEC Filing
Baldwin Lowry 4
Accession 0001781755-25-000078
CIK 0001781755other
Filed
Jun 10, 8:00 PM ET
Accepted
Jun 11, 5:50 PM ET
Size
19.4 KB
Accession
0001781755-25-000078
Insider Transaction Report
Form 4
Baldwin Lowry
Director10% OwnerOther
Transactions
- Other
Class B Common Stock
2025-06-09−50,000→ 12,572,590 total(indirect: By LLC) - Other
Class B Common Stock
2025-06-09+50,000→ 50,000 total(indirect: By Trust) - Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-06-09+50,000→ 50,000 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (50,000 underlying) - Conversion
Class B Common Stock
2025-06-09−50,000→ 0 total(indirect: By Trust) - Sale
Class A Common Stock
2025-06-09$38.98/sh−50,000$1,949,000→ 0 total(indirect: By Trust) - Other
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-06-09−50,000→ 12,572,590 total(indirect: By LLC)Exercise: $0.00→ Class A Common Stock (50,000 underlying) - Conversion
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-06-09−50,000→ 0 total(indirect: By Trust)Exercise: $0.00→ Class A Common Stock (50,000 underlying) - Conversion
Class A Common Stock
2025-06-09+50,000→ 50,000 total(indirect: By Trust)
Footnotes (5)
- [F1]These securities were distributed by BIGH, LLC ("BIGH") to the Honey Bee Family Trust, of which the spouse of 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) is sole trustee, in exchange for a corresponding reduction in the Honey Bee Family Trust's ownership of BIGH.
- [F2]The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
- [F3]These securities are directly held by the Honey Bee Family Trust, of which the spouse of the reporting person serves as sole trustee. The reporting person disclaims beneficial ownership of these securities.
- [F4]The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $38.84 to $39.28. 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.
- [F5]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
- Jun 10, 8:00 PM ET
- Accepted
- Jun 11, 5:50 PM ET
- Size
- 19.4 KB