| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Krystyn Elizabeth | 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 Elizabeth Krystyn | 06 Mar 2026 | 0001787715 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | BWIN | Class B Common Stock | Conversion of derivative security | -90,556 | -6.3% | $0.000000* | 1,350,100 | 06 Mar 2026 | By Trust | F1 | |
| transaction | BWIN | Class A Common Stock | Conversion of derivative security | +90,556 | $0.000000* | 90,556 | 06 Mar 2026 | By Trust | F1 | ||
| transaction | BWIN | Class A Common Stock | Sale | $1,924,315 | -90,556 | -100% | $21.25 | 0 | 06 Mar 2026 | By Trust | F1 |
| transaction | BWIN | Class B Common Stock | Conversion of derivative security | -29,431 | -6.2% | $0.000000* | 446,912 | 06 Mar 2026 | By Trust | F2 | |
| transaction | BWIN | Class A Common Stock | Conversion of derivative security | +29,431 | $0.000000* | 29,431 | 06 Mar 2026 | By Trust | F2 | ||
| transaction | BWIN | Class A Common Stock | Sale | $625,409 | -29,431 | -100% | $21.25 | 0 | 06 Mar 2026 | By Trust | 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 | Conversion of derivative security | -90,556 | -6.3% | $0.000000* | 1,350,100 | 06 Mar 2026 | Class A Common Stock | 90,556 | $0.000000 | By Trust | F1, F3 | |
| transaction | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Conversion of derivative security | -29,431 | -6.2% | $0.000000* | 446,912 | 06 Mar 2026 | Class A Common Stock | 29,431 | $0.000000 | By Trust | F2, F3 |
| Id | Content |
|---|---|
| F1 | 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. |
| 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 | 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. |