Entity Type
Company
Role
Member of 10% owner group
Issuer Symbol
BWIN on Nasdaq
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There are no Buy or Sell transactions made by Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 since 11 Mar 2025

Holdings reported by Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 for Baldwin Insurance Group, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Class B Common Stock 15,742 $597,251 $37.94 30 Sep 2021 Direct
LLC Units in Baldwin Risk Partners, LLC 15,742 $314,509 $19.98 30 Sep 2021 Direct Class A Common Stock

Transactions reported by Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 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.