James Morgan Roche - 19 Feb 2025 Form 4 Insider Report for Baldwin Insurance Group, Inc. (BWIN)

Role
President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations
Signature
/s/ Seth Cohen, as Attorney-in-Fact, for James Roche
Issuer symbol
BWIN
Transactions as of
19 Feb 2025
Net transactions value
-$465,567
Form type
4
Filing time
21 Feb 2025, 18:45:12 UTC
Previous filing
19 Aug 2024
Next filing
04 Mar 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BWIN Class A Common Stock Award $0 +26,927 +25% $0.000000 135,773 19 Feb 2025 Direct F1
transaction BWIN Class A Common Stock Tax liability $465,567 -11,397 -8.4% $40.85 124,376 19 Feb 2025 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement of predetermined performance goals.
F2 Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in footnote 1.

Remarks:

President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations