Hale Bradford 4
4 · Baldwin Insurance Group, Inc. · Filed Apr 3, 2026
Research Summary
AI-generated summary of this filing
Baldwin Insurance CFO Hale Bradford Withholds 9,837 Shares for Taxes
What Happened Hale Bradford, Chief Financial Officer of Baldwin Insurance Group, had 9,837 shares of Class A common stock withheld on April 1, 2026 to satisfy income tax withholding related to the vesting of previously granted restricted stock. The shares were valued at $21.53 each for a total of approximately $211,791. This was a tax-withholding share surrender (transaction code F) reported on a Form 4 — not an open-market sale or a purchase.
Key Details
- Transaction date: 2026-04-01 (Form 4 filed 2026-04-03)
- Action: Shares withheld to satisfy tax withholding obligations (code F)
- Quantity / price / value: 9,837 shares @ $21.53 = $211,791 (approx.)
- Shares owned after transaction: Not specified in the provided filing
- Footnotes: F1 — shares withheld to satisfy income tax withholding for restricted Class A stock vesting reported on a Form 4 filed Apr 5, 2021; F2 — some securities are held by the Amy W. Hale Revocable Trust (spouse is trustee).
- Timeliness: Filing appears timely (no late reporting indicated).
Context Tax-withholding surrenders on vested restricted stock are routine administrative transactions and do not represent an open-market sale or a change in voting control. Such transactions generally should not be interpreted as a stronger signal about the insider’s view of the company compared with outright purchases or sales reported under market codes.
Insider Transaction Report
- Tax Payment
Class A Common Stock
[F1]2026-04-01$21.53/sh−9,837$211,791→ 174,501 total
- 10,000(indirect: By Spouse)
Class A Common Stock
[F2]
Footnotes (2)
- [F1]Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 4 filed on April 5, 2021.
- [F2]These securities are directly held by the Amy W. Hale Revocable Trust dated July 28, 2009, of which Amy W. Hale, the reporting person's spouse, serves as sole trustee.