Joseph D. Finney - Member of 10% Owner Group at Baldwin Insurance Group, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Member of 10% Owner Group
Issuer Symbol
BWIN on Nasdaq
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There are no Buy or Sell transactions made by Joseph D. Finney since 11 Mar 2025

Holdings reported by Joseph D. Finney for Baldwin Insurance Group, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Class B Common Stock 337,852 $12,818,105 $37.94 05 Aug 2022 By Trust
LLC Units in Baldwin Risk Partners, LLC 337,852 $6,749,945 $19.98 05 Aug 2022 By Trust Class A Common Stock
Class A Common Stock 35,000 $699,265 $19.98 06 Dec 2021 By Trust
Class A Common Stock 869 $17,362 $19.98 01 Apr 2022 Direct
Class B Common Stock 0 $37.94 05 Aug 2022 Direct
LLC Units in Baldwin Risk Partners, LLC 0 $19.98 05 Aug 2022 Direct Class A Common Stock

Transactions reported by Joseph D. Finney for Baldwin Insurance Group, Inc.

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.