Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BWIN | Class B Common Stock | Other | $0 | -21.5K | -0.16% | $0.00 | 13M | Aug 30, 2024 | Direct | F1, F2 |
transaction | BWIN | Class B Common Stock | Other | $0 | -50K | -0.38% | $0.00 | 13M | Aug 30, 2024 | Direct | F2, F3 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Other | $0 | -21.5K | -0.16% | $0.00 | 13M | Aug 30, 2024 | Class A Common Stock | 21.5K | $0.00 | Direct | F1, F2, F4 |
transaction | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Other | $0 | -50K | -0.38% | $0.00 | 13M | Aug 30, 2024 | Class A Common Stock | 50K | $0.00 | Direct | F2, F3, F4 |
Id | Content |
---|---|
F1 | These securities were distributed to a member of the reporting person in exchange for a corresponding reduction in such member's ownership of the reporting person. |
F2 | The reporting person disclaims beneficial ownership in these securities except to the extent of its pecuniary interest therein. |
F3 | The securities were distributed by the reporting person to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which L. Lowry Baldwin (who is the sole manager of the manager of the reporting person and who is deemed to have beneficial ownership of the securities held by the reporting person to the extent of his pecuniary therein) is sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of the reporting person. |
F4 | Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time. The LLC Units do not expire. |