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
Stock Symbol
BWIN on Nasdaq
Industry
Insurance Agents, Brokers & Service
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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 8/2/2023

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

Class Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Class B Common Stock 207K $7.84M $37.94 Sep 30, 2021 By Trust
LLC Units in Baldwin Risk Partners, LLC 207K $4.13M $19.98 Sep 30, 2021 By Trust Class A Common Stock
Class B Common Stock 71.1K $2.7M $37.94 Sep 30, 2021 Direct
LLC Units in Baldwin Risk Partners, LLC 71.1K $1.42M $19.98 Sep 30, 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