| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Baldwin Lowry | Director, Chairman and member of 10% owner group, 10%+ Owner | 4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA | /s/ Seth Cohen, as Attorney-in Fact, for Lowry Baldwin | 04 Mar 2026 | 0001787626 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BWIN | Class B Common Stock | Other | -35,000 | -0.28% | $0.000000* | 12,537,590 | 02 Mar 2026 | By BIGH, LLC | F1, F2 |
| 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 | -35,000 | -0.28% | $0.000000* | 12,537,590 | 02 Mar 2026 | Class A Common Stock | 35,000 | $0.000000 | By BIGH, LLC | F1, F2, F3 |
| Id | Content |
|---|---|
| F1 | These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. |
| F2 | The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. |
| F3 | Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire. |
Chairman and member of 10% owner group