Laura Sherman - Oct 3, 2024 Form 4 Insider Report for Baldwin Insurance Group, Inc. (BWIN)

Role
Member of 10% owner group
Signature
/s/ Seth Cohen, as Attorney-in-Fact, for Laura Sherman
Stock symbol
BWIN
Transactions as of
Oct 3, 2024
Transactions value $
$0
Form type
4
Date filed
10/7/2024, 04:42 PM
Previous filing
Apr 3, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BWIN Class B Common Stock Gift $0 -3.04K -4.98% $0.00 58K Oct 3, 2024 By Trust F1
transaction BWIN Class B Common Stock Gift $0 +3.04K $0.00 3.04K Oct 3, 2024 Direct
transaction BWIN Class B Common Stock Gift $0 -58K -100% $0.00 0 Oct 3, 2024 By Trust F1
transaction BWIN Class B Common Stock Gift $0 -3.04K -100% $0.00 0 Oct 4, 2024 Direct
transaction BWIN Class B Common Stock Gift $0 +3.04K +0.14% $0.00 2.24M Oct 4, 2024 By Trust F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

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 Gift $0 -3.04K -4.98% $0.00 58K Oct 3, 2024 Class A Common Stock 3.04K $0.00 By Trust F1, F3
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 +3.04K $0.00 3.04K Oct 3, 2024 Class A Common Stock 3.04K $0.00 Direct F3
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 -58K -100% $0.00 0 Oct 3, 2024 Class A Common Stock 58K $0.00 By Trust F1, F3
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 -3.04K -100% $0.00 0 Oct 4, 2024 Class A Common Stock 3.04K $0.00 Direct F3
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 +3.04K +0.14% $0.00 2.24M Oct 4, 2024 Class A Common Stock 3.04K $0.00 By Trust F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.
F2 These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary.
F3 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.