| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BRP | Class B Common Stock | Conversion of derivative security | $0 | -156K | -11.4% | $0.00 | 1.21M | May 9, 2024 | By Trust | F1 |
| transaction | BRP | Class A Common Stock | Conversion of derivative security | $0 | +156K | $0.00 | 156K | May 9, 2024 | By Trust | F1 | |
| transaction | BRP | Class A Common Stock | Sale | -$2.13M | -70.9K | -45.54% | $30.01 | 84.7K | May 9, 2024 | By Trust | F1, F2 |
| transaction | BRP | Class A Common Stock | Sale | -$116K | -3.81K | -4.49% | $30.48 | 80.9K | May 9, 2024 | By Trust | F1, F3 |
| transaction | BRP | Class A Common Stock | Sale | -$2.41M | -80.9K | -100% | $29.83 | 0 | May 10, 2024 | By Trust | F1, F4 |
| transaction | BRP | Class A Common Stock | Sale | -$32K | -1.04K | -3.23% | $30.76 | 31.1K | May 9, 2024 | Direct | F5 |
| transaction | BRP | Class A Common Stock | Sale | -$748K | -24.8K | -79.81% | $30.11 | 6.29K | May 10, 2024 | Direct | F6 |
| holding | BRP | Class B Common Stock | 11.3K | May 9, 2024 | By Trust | F7 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BRP | LLC Units in The Baldwin Insurance Group Holdings, LLC | Conversion of derivative security | $0 | -156K | -11.4% | $0.00 | 1.21M | May 9, 2024 | Class A Common Stock | 1.21M | $0.00 | By Trust | F1, F8 |
| holding | BRP | LLC Units in The Baldwin Insurance Group Holdings, LLC | 11.3K | May 9, 2024 | Class A Common Stock | 11.3K | $0.00 | By Trust | F7, F8 |
| Id | Content |
|---|---|
| F1 | These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary. |
| F2 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.00 to $30.20. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F3 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.23 to $31.20. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F4 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.77 to $30.16. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F5 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.50 to $31.20. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F6 | The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.90 to $30.17. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. |
| F7 | These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee. |
| F8 | Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. |
President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group