James Morgan Roche - 28 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
28 Feb 2025
Net transactions value
-$478,746
Form type
4
Filing time
04 Mar 2025, 21:45:19 UTC
Previous filing
21 Feb 2025
Next filing
18 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 +26,759 +22% $0.000000 151,135 28 Feb 2025 Direct F1
transaction BWIN Class A Common Stock Tax liability $478,746 -11,637 -7.7% $41.14 139,498 28 Feb 2025 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024.
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