| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Baldwin Insurance Group, Inc. | Member of 10% Owner Group | LLC Units in The Baldwin Insurance Group Holdings, LLC | 1.44M | $70.7M | $49.10 | Dec 9, 2024 | By Trust |
| Baldwin Insurance Group, Inc. | Member of 10% Owner Group | Class B Common Stock | 1.44M | $54.7M | $37.94 | Dec 9, 2024 | By Trust |
| Baldwin Insurance Group, Inc. | Member of 10% Owner Group | Class A Common Stock | 0 | $0 | $43.05 | Dec 11, 2024 | By Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | Dec 9, 2024 | 9 | -$18.8M | 4 | Dec 11, 2024 | Member of 10% Owner Group |
| BWIN | Baldwin Insurance Group, Inc. | Oct 3, 2024 | 12 | $0 | 4 | Oct 7, 2024 | Member of 10% Owner Group |
| BRP | BRP Group, Inc. | Nov 16, 2023 | 8 | $0 | 4 | Nov 20, 2023 | Member of 10% owner group |
| BRP | BRP Group, Inc. | Dec 8, 2022 | 4 | $0 | 4 | Dec 21, 2022 | Member of 10% owner group |
| BRP | BRP Group, Inc. | Sep 30, 2022 | 12 | $0 | 4 | Oct 17, 2022 | Member of 10% owner group |