Insider Transactions Reported by 26 Insiders of Baldwin Insurance Group, Inc.

Symbol
BWIN on Nasdaq
Location
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
Lowry Baldwin Director, Chairman and member of 10% owner group, 10%+ Owner $1,010,451,818 -$6,781,291 -0.67% 02 Mar 2026
BIGH, LLC Member of 10% Owner Group, 10%+ Owner $1,004,063,023 02 Mar 2026
Laura Sherman Member of 10% owner group $194,698,666 01 Apr 2025
Elizabeth Krystyn Member of 10% Owner Group $125,394,699 -$2,549,724 -2% 06 Mar 2026
James Morgan Roche President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations $88,210,170 -$9,999,066 -10% 03 Mar 2026
John A. Valentine Chief Partnership Officer, Member of 10% owner group $54,783,593 09 Nov 2023
Paul Eugene Sparks Director $23,951,735 +$1,001,760 +4.4% 02 Mar 2026
Joseph D. Finney Member of 10% Owner Group $20,284,677 01 Apr 2021
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 Member of 10% owner group $16,092,099 30 Sep 2021
Bradford Hale Chief Financial Officer, Member of 10% owner group $3,273,160 +$287,200 +9.6% 03 Mar 2026
Trevor Baldwin Chief Executive Officer, Director, Member of 10% Owner Group $2,249,057 -$12,336,783 -85% 03 Mar 2026
CHRIS THOMAS SULLIVAN Director $1,939,818 01 Jan 2026
PHILLIP E. CASEY Director $1,519,003 01 Apr 2023
Corbyn N. Lichon Chief Accounting Officer $932,643 03 Mar 2026
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Member of 10% owner group $911,760 30 Sep 2021
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 $744,881 -$1,568,280 -68% 03 Mar 2026
KADOW JOSEPH JOHN Director $516,607 01 Jan 2026
Seth Bala Cohen General Counsel $499,850 -$272,302 -35% 03 Mar 2026
Kristopher Aaron Wiebeck Chief Strategy Officer, Director, Member of 10% owner group $420,258 17 Aug 2023
Barbara Ruth Matas Director $400,107 01 Jan 2026
Jay A. Cohen Director $377,343 01 Jan 2026
Ellyn Shook Director $279,996 01 Jan 2026
Sunita Parasuraman Director $279,996 01 Jan 2026
Myron K. Williams Director $279,996 01 Jan 2026
Sathish Muthukrishnan Director $182,345 01 Jan 2026
Millennial Specialty Holdco LLC Member of 10% owner group 10 Sep 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.