| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Hale Bradford | Chief Financial Officer, Member of 10% owner group | C/O THE BALDWIN INSURANCE GROUP, INC., 4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA | /s/ Seth Cohen, as Attorney-in-Fact for Bradford Hale | 25 Feb 2026 | 0001787574 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BWIN | Class A Common Stock | Award | $0 | +29,544 | +20% | $0.000000 | 174,203 | 23 Feb 2026 | Direct | F1 |
| transaction | BWIN | Class A Common Stock | Tax liability | $126,479 | -7,633 | -4.4% | $16.57 | 166,570 | 23 Feb 2026 | Direct | F2 |
| holding | BWIN | Class A Common Stock | 10,000 | 23 Feb 2026 | By Spouse | F3 |
| 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 2023. 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. |