Willis Johnathan Daniel - 11 Jun 2026 Form 3 Insider Report for Baldwin Insurance Group, Inc. (BWIN)

Reporting relationship: Interim CAO
Issuer ticker: BWIN
Reported as of: 11 Jun 2026
Net transaction value: $0
SEC form: 3
Accepted by SEC: 17 Jun 2026, 16:26:20 UTC
Source filing: View source filing
Reporting owner signature: /s/ Seth Cohen, as Attorney-in-Fact, for Willis Johnathan Daniel

Key filing fact

Willis Johnathan Daniel filed Form 3 for Baldwin Insurance Group, Inc. (BWIN) on 17 Jun 2026.

Key facts

This page summarizes Willis Johnathan Daniel's Form 3 filing for Baldwin Insurance Group, Inc. (BWIN).
0 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 17 Jun 2026, 16:26.

Change

No earlier filing in this sequence is available for direct comparison.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Official SEC source

Ownership activity is grounded in SEC Form 3 disclosures.

View source filing

Reporting Owners (1)

CIK 0002140233 Primary reporting owner

Daniel Willis Johnathan

Relationship: Interim CAO
Address: C/O THE BALDWIN INSURANCE GROUP, INC., 4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA
Signature: /s/ Seth Cohen, as Attorney-in-Fact, for Willis Johnathan Daniel
Signature date: 16 Jun 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BWIN holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 35,406
Date: 11 Jun 2026
Ownership: Direct
Footnotes: F1

BWIN holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 3,147
Date: 11 Jun 2026
Ownership: By IRA
Footnotes: F2, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Includes (i) 25,406 shares of Class A Common Stock that such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among The Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein, the issuance of which was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1) and (ii) 10,000 restricted shares of Class A Common Stock that vest in four equal installments on each of April 1, 2027, April 1, 2028, April 1, 2029, and April 1, 2030, in each case, subject to such Reporting Person's continued employment through each vesting date.

Footnote F2

These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of CAC pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among the Company, CAC and the other parties named therein, the issuance of which was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1).

Footnote F3

These shares of Class A Common Stock are held by such Reporting Person's individual retirement account, for which the Reporting Person remains the beneficial owner.