James Morgan Roche - 26 Feb 2026 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
26 Feb 2026
Net transactions value
$0
Form type
4
Filing time
27 Feb 2026, 16:51:02 UTC
Previous filing
25 Feb 2026
Next filing
05 Mar 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Roche James Morgan President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations C/O THE BALDWIN INSURANCE GROUP, INC., 4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA /s/ Seth Cohen, as Attorney-in Fact, for James Roche 27 Feb 2026 0001789496

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BWIN Class A Common Stock Award $0 +240,000 +382% $0.000000 302,810 26 Feb 2026 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents restricted shares of Class A common stock that vest in four equal installments on each of January 1, 2027, January 1, 2028, January 1, 2029 and January 1, 2030, in each case subject to the terms and conditions of Mr. Roche's restricted stock award agreement and his Second Amended and Restated Employment Agreement, dated as of February 26, 2026.

Remarks:

President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations