Elizabeth Krystyn - 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 Elizabeth Krystyn
Stock symbol
BWIN
Transactions as of
Oct 3, 2024
Transactions value $
$0
Form type
4
Date filed
10/7/2024, 04:43 PM
Previous filing
Nov 20, 2023
Next filing
Dec 11, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BWIN Class B Common Stock Gift $0 -12.1K -4.97% $0.00 232K Oct 3, 2024 By Trust F1
transaction BWIN Class B Common Stock Gift $0 +12.1K $0.00 12.1K Oct 3, 2024 Direct
transaction BWIN Class B Common Stock Gift $0 -232K -100% $0.00 0 Oct 3, 2024 By Trust F1
transaction BWIN Class B Common Stock Gift $0 +232K +94.89% $0.00 476K Oct 3, 2024 By Trust F2
transaction BWIN Class B Common Stock Gift $0 -12.1K -100% $0.00 0 Oct 4, 2024 Direct
transaction BWIN Class B Common Stock Gift $0 +12.1K +0.65% $0.00 1.86M Oct 4, 2024 By Trust F3

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 -12.1K -4.97% $0.00 232K Oct 3, 2024 Class A Common Stock 12.1K $0.00 By Trust F1, F4
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 +12.1K $0.00 12.1K Oct 3, 2024 Class A Common Stock 12.1K $0.00 Direct F4
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 -232K -100% $0.00 0 Oct 3, 2024 Class A Common Stock 232K $0.00 By Trust F1, F4
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 +232K +94.89% $0.00 476K Oct 3, 2024 Class A Common Stock 232K $0.00 By Trust F2, F4
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 -12.1K -100% $0.00 0 Oct 4, 2024 Class A Common Stock 12.1K $0.00 Direct F4
transaction BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Gift $0 +12.1K +0.65% $0.00 1.86M Oct 4, 2024 Class A Common Stock 12.1K $0.00 By Trust F3, F4
* 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 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019, of which the reporting person is the sole trustee.
F2 These securities are directly held by the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019, of which Enrique M. Fueyo, the reporting person's spouse, serves as the sole trustee.
F3 These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary.
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.