Baldwin Insurance Group, Inc.

Ownership Transactions Reported by 25 Insiders

Symbol
BWIN on Nasdaq
Industry
Insurance Agents, Brokers & Service
Location
4211 W. Boy Scout Blvd., Suite 800, Tampa, FL

Insiders trading volume in the past year

Baldwin Insurance Group, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Bigh, Llc Member of 10% Owner Group, 10%+ Owner $1.55B Aug 30, 2024
Lowry Baldwin Director, Chairman and member of 10% owner group, 10%+ Owner $1.36B -$13.7M -1% Aug 30, 2024
Laura Sherman Member of 10% owner group $239M Oct 3, 2024
Elizabeth Krystyn Member of 10% Owner Group $199M Oct 3, 2024
Trevor Baldwin Chief Executive Officer, Director, Member of 10% owner group $125M Apr 1, 2024
Daniel Galbraith President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group, President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group $92.2M -$8.91M -8.81% Aug 29, 2024
James Roche President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations $87.5M -$22.8M -20.7% Aug 15, 2024
John A. Valentine Chief Partnership Officer, Member of 10% owner group $54.8M Nov 9, 2023
Joseph D. Finney Member of 10% Owner Group $20.3M Apr 1, 2021
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Member of 10% owner group $16.1M Sep 30, 2021
Bradford Hale Chief Financial Officer, Member of 10% owner group $4.5M -$415K -8.44% Aug 15, 2024
Chris Thomas Sullivan Director $4.11M Oct 1, 2024
N. Lichon Chief Accounting Officer $1.84M Oct 1, 2024
Phillip E. Casey Director $1.52M Apr 1, 2023
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Member of 10% owner group $912K Sep 30, 2021
Kadow Joseph John Director $902K Oct 1, 2024
Barbara Ruth Matas Director $657K Oct 1, 2024
Jay A. Cohen Director $609K Oct 1, 2024
Kristopher Wiebeck Chief Strategy Officer, Director, Member of 10% owner group $420K Aug 17, 2023
Sunita Parasuraman Director $404K Oct 1, 2024
Myron K. Williams Director $404K Oct 1, 2024
Ellyn Shook Director $404K Oct 1, 2024
Seth Cohen General Counsel $376K -$517K -57.9% Aug 8, 2024
Sathish Muthukrishnan Director $198K Oct 1, 2024
Millennial Specialty Holdco LLC Member of 10% owner group Sep 10, 2021

Recent Insider Transactions by Companies or Individuals for Baldwin Insurance Group, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.