Bradford Hale - 19 Feb 2025 Form 4 Insider Report for Baldwin Insurance Group, Inc. (BWIN)

Role
Chief Financial Officer, Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in-Fact, for Bradford Hale
Issuer symbol
BWIN
Transactions as of
19 Feb 2025
Net transactions value
-$487,300
Form type
4
Filing time
21 Feb 2025, 18:45:18 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 +32,972 +34% $0.000000 131,103 19 Feb 2025 Direct F1
transaction BWIN Class A Common Stock Tax liability $487,300 -11,929 -9.1% $40.85 119,174 19 Feb 2025 Direct F2
holding BWIN Class A Common Stock 10,000 19 Feb 2025 By Spouse F3
* 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.
F3 These securities are directly held by the Amy W. Hale Revocable Trust dated July 28, 2009, of which Amy W. Hale, the reporting person's spouse, serves as sole trustee.