Key facts
- This page summarizes Laura Sherman's Form 4 filing for Baldwin Insurance Group, Inc. (BWIN).
- 10 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 07 Oct 2024, 16:42.
Laura Sherman - 03 Oct 2024 Form 4 Insider Report for Baldwin Insurance Group, Inc. (BWIN)
- Reporting relationship
- Member of 10% owner group
- Issuer ticker
- BWIN
- Reported as of
- 03 Oct 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 07 Oct 2024, 16:42:05 UTC
- Prior SEC filing
- 03 Apr 2024
- Next SEC filing
- 03 Apr 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Seth Cohen, as Attorney-in-Fact, for Laura Sherman
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Laura Sherman filed Form 4 for Baldwin Insurance Group, Inc. (BWIN) on 07 Oct 2024.
Change
- Previous filing in this sequence was filed on 03 Apr 2024.
- 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
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BWIN
transaction
Class B Common Stock
Gift
- Transaction value
- $0
- Shares
- -3,036
- Change %
- -5%
- Price
- $0.000000
- Shares after
- 57,956
- Date
- 03 Oct 2024
- Ownership
- By Trust
- Footnotes
- F1
BWIN
transaction
Class B Common Stock
Gift
- Transaction value
- $0
- Shares
- +3,036
- Change %
- Price
- $0.000000
- Shares after
- 3,036
- Date
- 03 Oct 2024
- Ownership
- Direct
BWIN
transaction
Class B Common Stock
Gift
- Transaction value
- $0
- Shares
- -57,956
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 03 Oct 2024
- Ownership
- By Trust
- Footnotes
- F1
BWIN
transaction
Class B Common Stock
Gift
- Transaction value
- $0
- Shares
- -3,036
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 04 Oct 2024
- Ownership
- Direct
BWIN
transaction
Class B Common Stock
Gift
- Transaction value
- $0
- Shares
- +3,036
- Change %
- +0.14%
- Price
- $0.000000
- Shares after
- 2,236,218
- Date
- 04 Oct 2024
- Ownership
- By Trust
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
BWIN
transaction
Derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC
Gift
- Transaction value
- $0
- Shares
- -3,036
- Change %
- -5%
- Price
- $0.000000
- Shares after
- 57,956
- Date
- 03 Oct 2024
- Ownership
- By Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 3,036
- Exercise price
- $0.000000
- Footnotes
- F1, F3
BWIN
transaction
Derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC
Gift
- Transaction value
- $0
- Shares
- +3,036
- Change %
- Price
- $0.000000
- Shares after
- 3,036
- Date
- 03 Oct 2024
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 3,036
- Exercise price
- $0.000000
- Footnotes
- F3
BWIN
transaction
Derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC
Gift
- Transaction value
- $0
- Shares
- -57,956
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 03 Oct 2024
- Ownership
- By Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 57,956
- Exercise price
- $0.000000
- Footnotes
- F1, F3
BWIN
transaction
Derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC
Gift
- Transaction value
- $0
- Shares
- -3,036
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 04 Oct 2024
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 3,036
- Exercise price
- $0.000000
- Footnotes
- F3
BWIN
transaction
Derivative
LLC Units in The Baldwin Insurance Group Holdings, LLC
Gift
- Transaction value
- $0
- Shares
- +3,036
- Change %
- +0.14%
- Price
- $0.000000
- Shares after
- 2,236,218
- Date
- 04 Oct 2024
- Ownership
- By Trust
- Underlying class
- Class A Common Stock
- Underlying amount
- 3,036
- Exercise price
- $0.000000
- 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
These securities are directly held by the Laura R. Sherman Trust, GRAT 2019-2 Dated September 30, 2019, of which the reporting person serves as the sole trustee.
Footnote F2
These securities are directly held by the Laura R. Sherman Trust, dated April 15, 2019, of which the reporting person serves as the sole trustee and beneficiary.
Footnote 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.