Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 - Member of 10% owner group at Baldwin Insurance Group, Inc.

Insider Transactions and Holdings

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 Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 since 12 Mar 2025

Holdings reported by Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 for Baldwin Insurance Group, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Class B Common Stock 206,748 $7,844,019 $37.94 30 Sep 2021 By Trust
LLC Units in Baldwin Risk Partners, LLC 206,748 $4,130,618 $19.98 30 Sep 2021 By Trust Class A Common Stock
Class B Common Stock 71,090 $2,697,155 $37.94 30 Sep 2021 Direct
LLC Units in Baldwin Risk Partners, LLC 71,090 $1,420,307 $19.98 30 Sep 2021 Direct Class A Common Stock

Transactions reported by Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 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.