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 $88,127,613 -$9,999,066 -10% 15 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 $3,212,407 +$287,200 +9.8% 15 Mar 2026
Trevor Baldwin Chief Executive Officer, Director, Member of 10% Owner Group $2,185,678 -$6,892,106 -76% 15 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 $913,414 15 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 $718,823 -$1,568,280 -69% 15 Mar 2026
KADOW JOSEPH JOHN Director $516,607 01 Jan 2026
Seth Bala Cohen General Counsel $479,766 -$272,302 -36% 15 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.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Corbyn N. Lichon BWIN Class A Common Stock Tax liability -0.7% -389 55,258 15 Mar 2026 Direct
Seth Bala Cohen BWIN Class A Common Stock Tax liability -2.68% -800 29,024 15 Mar 2026 Direct
James Morgan Roche BWIN Class A Common Stock Tax liability -0.16% -501 322,437 15 Mar 2026 Direct
Daniel Galbraith BWIN Class A Common Stock Tax liability -2.16% -958 43,486 15 Mar 2026 Direct
Bradford Hale BWIN Class A Common Stock Tax liability -0.52% -958 184,338 15 Mar 2026 Direct
Trevor Baldwin BWIN Class A Common Stock Tax liability -1.85% -1,967 104,549 15 Mar 2026 Direct
Elizabeth Krystyn BWIN Class A Common Stock Sale -100% $2,549,724 $21.25 -119,987 0 06 Mar 2026 By Trust
Elizabeth Krystyn BWIN Class A Common Stock Conversion of derivative security 119,987 90,556 06 Mar 2026 By Trust
Elizabeth Krystyn BWIN Class B Common Stock Conversion of derivative security -21.2% -119,987 446,912 06 Mar 2026 By Trust
Elizabeth Krystyn BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Conversion of derivative security -21.2% -119,987 446,912 06 Mar 2026 By Trust
Corbyn N. Lichon BWIN Class A Common Stock Tax liability -5.75% -3,395 55,647 03 Mar 2026 Direct
Corbyn N. Lichon BWIN Class A Common Stock Award 19.2% 9,506 59,042 03 Mar 2026 Direct
Seth Bala Cohen BWIN Class A Common Stock Tax liability -19.5% -7,217 29,824 03 Mar 2026 Direct
Seth Bala Cohen BWIN Class A Common Stock Award 109.1% 19,324 37,041 03 Mar 2026 Direct
James Morgan Roche BWIN Class A Common Stock Tax liability -4.35% -14,679 322,938 03 Mar 2026 Direct
James Morgan Roche BWIN Class A Common Stock Award 11.5% 34,807 337,617 03 Mar 2026 Direct
Daniel Galbraith BWIN Class A Common Stock Tax liability -18.7% -10,232 44,444 03 Mar 2026 Direct
Daniel Galbraith BWIN Class A Common Stock Award 112.2% 28,913 54,676 03 Mar 2026 Direct
Bradford Hale BWIN Class A Common Stock Tax liability -5.25% -10,260 185,296 03 Mar 2026 Direct
Bradford Hale BWIN Class A Common Stock Award 17.4% 28,986 195,556 03 Mar 2026 Direct
Trevor Baldwin BWIN Class A Common Stock Tax liability -22.1% -30,288 106,516 03 Mar 2026 Direct
Trevor Baldwin BWIN Class A Common Stock Award 128.6% 76,972 136,804 03 Mar 2026 Direct
Paul Eugene Sparks BWIN Class A Common Stock Purchase 1.55% $335,920 $22.10 15,200 996,706 03 Mar 2026 By Sparks 5280VC, LLC
Paul Eugene Sparks BWIN Class A Common Stock Purchase 3.04% $665,840 $22.96 29,000 981,506 02 Mar 2026 By Sparks 5280VC, LLC
Paul Eugene Sparks BWIN Class A Common Stock Gift -3.06% -30,100 952,506 02 Mar 2026 By Sparks 5280VC, LLC
Lowry Baldwin BWIN Class B Common Stock Other -0.28% -35,000 12,537,590 02 Mar 2026 By BIGH, LLC
Lowry Baldwin BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Other -0.28% -35,000 12,537,590 02 Mar 2026 By BIGH, LLC
Bigh, Llc BWIN Class B Common Stock Other -0.28% -35,000 12,537,590 02 Mar 2026 Direct
Bigh, Llc BWIN LLC Units in The Baldwin Insurance Group Holdings, LLC Other -0.28% -35,000 12,537,590 02 Mar 2026 Direct
James Morgan Roche BWIN Class A Common Stock Award 382.1% 240,000 302,810 26 Feb 2026 Direct
Bradford Hale BWIN Class A Common Stock Tax liability -4.38% -7,633 166,570 23 Feb 2026 Direct
Bradford Hale BWIN Class A Common Stock Award 20.4% 29,544 174,203 23 Feb 2026 Direct
Corbyn N. Lichon BWIN Class A Common Stock Tax liability -3.66% -1,880 49,536 23 Feb 2026 Direct
Corbyn N. Lichon BWIN Class A Common Stock Award 10.2% 4,744 51,416 23 Feb 2026 Direct
Seth Bala Cohen BWIN Class A Common Stock Tax liability -14.1% -2,915 17,717 23 Feb 2026 Direct
Seth Bala Cohen BWIN Class A Common Stock Award 97.2% 10,167 20,632 23 Feb 2026 Direct
James Morgan Roche BWIN Class A Common Stock Tax liability -12.4% -8,847 62,810 23 Feb 2026 Direct
James Morgan Roche BWIN Class A Common Stock Award 70.2% 29,544 71,657 23 Feb 2026 Direct
Daniel Galbraith BWIN Class A Common Stock Tax liability -22.8% -7,630 25,763 23 Feb 2026 Direct
Daniel Galbraith BWIN Class A Common Stock Award 767.6% 29,544 33,393 23 Feb 2026 Direct
Trevor Baldwin BWIN Class A Common Stock Tax liability -22.3% -17,157 59,832 23 Feb 2026 Direct
Trevor Baldwin BWIN Class A Common Stock Award 579.3% 65,655 76,989 23 Feb 2026 Direct
Paul Eugene Sparks BWIN Class A Common Stock Award 18,042 18,042 02 Jan 2026 By IRA
Paul Eugene Sparks BWIN Class A Common Stock Award 1,079,393 982,606 02 Jan 2026 By Trust
Corbyn N. Lichon BWIN Class A Common Stock Tax liability -0.18% -85 46,672 01 Jan 2026 Direct
Chris Thomas Sullivan BWIN Class A Common Stock Award 1.28% 1,054 83,254 01 Jan 2026 Direct
Sunita Parasuraman BWIN Class A Common Stock Award 9.61% 1,054 12,017 01 Jan 2026 Direct
Sathish Muthukrishnan BWIN Class A Common Stock Award 15.6% 1,054 7,826 01 Jan 2026 Direct
Jay A. Cohen BWIN Class A Common Stock Award 6.96% 1,054 16,195 01 Jan 2026 Direct
Barbara Ruth Matas BWIN Class A Common Stock Award 6.54% 1,054 17,172 01 Jan 2026 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.