Baldwin Insurance Group, Inc.·4

Apr 3, 6:16 PM ET

Hale Bradford 4

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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.