| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Baldwin Trevor | Chief Executive Officer, Director, 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 Trevor Baldwin | 05 Mar 2026 | 0001787711 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BWIN | Class A Common Stock | Award | +76,972 | +129% | $0.000000* | 136,804 | 03 Mar 2026 | Direct | F1 | |
| transaction | BWIN | Class A Common Stock | Tax liability | -30,288 | -22% | $22.29* | 106,516 | 03 Mar 2026 | Direct | F2 | |
| holding | BWIN | Class A Common Stock | 27,676 | 03 Mar 2026 | By TLB 2020 Trust |
| 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, 2025. |
| 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. |