Insider Holders & Insider Ownership - Baldwin Insurance Group Inc. (BWIN)

List of insiders holdings for Baldwin Insurance Group Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Insider Holder NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
BIGH LLC
Member of 10% Owner Group
10% Owner
2024-08-30 19:19:3639,054,270
0
39,054,270Form 4
Loper Enterprises LLC
10% Owner
2020-06-30 21:24:580
34,036,290
34,036,290Form 4
Baldwin Lowry
See Remarks
10% Owner
2024-11-04 18:30:1121,138,119
0
21,138,119Form 13G
Mark G. Morse Family Trust u/a/d 9/8/2005
10% Owner
2020-03-12 13:35:210
7,355,118
7,355,118Form 3/A
Parr Jennifer L.
10% Owner
2020-03-12 13:06:340
7,355,118
7,355,118Form 3/A
Jennifer L. Parr Family Trust u/a/d 10/6/2005
10% Owner
2020-03-12 12:51:100
7,355,118
7,355,118Form 3/A
Tracy Morse Family Trust u/a/d 10/1/2019
10% Owner
2020-03-12 12:38:190
7,355,118
7,355,118Form 3/A
Dadeo Tracy Morse
10% Owner
2020-03-12 12:23:420
7,355,118
7,355,118Form 3/A
Morse Mark G.
10% Owner
2020-03-12 13:22:280
7,355,118
7,355,118Form 3/A
Insurance Agencies of The Villages Inc.
10% Owner
2019-10-30 16:02:126,372,492
0
6,372,492Form 3
Krystyn Elizabeth
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019
Elizabeth H. Krystyn as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust dated September 30 2020
Member of 10% owner group
2022-10-17 21:53:585,456,482
762,959
6,219,441Form 4
Sherman Laura
Laura R. Sherman GRAT 2019-2 Dated September 30 2019
Laura R. Sherman as Trustee of the Laura R. Sherman GRAT 2020-1 dated September 30 2020
Member of 10% owner group
2023-11-20 19:29:5421,850
4,527,356
4,549,206Form 4
Sherman Laura
Laura R. Sherman GRAT 2019-2 Dated September 30 2019
Member of 10% owner group
2024-10-07 16:42:053,036
4,530,392
4,533,428Form 4
Krystyn Elizabeth
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019
Member of 10% Owner Group
2024-10-07 16:43:1012,124
4,437,341
4,449,465Form 4
Millennial Specialty Holdco LLC
Member of 10% owner group
2021-09-14 17:34:034,285,714
0
4,285,714Form 4
Valentine John A.
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30 2019
John A. Valentine as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust dated September 30 2020
Chief Partnership Officer
2022-10-17 21:53:042,735,215
1,340,718
4,075,933Form 4
IHC Holdings Inc.
Kapiloff Brian J.
10% Owner
2020-12-10 16:00:353,857,622
0
3,857,622Form 13G
VILLAGES INVESCO LLC
10% Owner
2020-03-23 21:50:503,677,559
0
3,677,559Form 3/A
Wiebeck Kristopher Aaron
Kristopher A. Wiebeck as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30 2020
Chief Strategy Officer
2022-10-17 21:52:432,226,734
796,554
3,023,288Form 4
Galbraith Daniel
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30 2020
Chief Operating Officer
2022-10-17 21:53:412,730,488
34,044
2,764,532Form 4
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30 2019
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019
Elizabeth H. Krystyn as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust dated September 30 2020
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30 2019
John A. Valentine as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust dated September 30 2020
Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30 2019
Kristopher A. Wiebeck as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30 2020
Laura R. Sherman GRAT 2019-1 Dated September 30 2019
Laura R. Sherman GRAT 2019-2 Dated September 30 2019
Laura R. Sherman as Trustee of the Laura R. Sherman GRAT 2020-1 dated September 30 2020
Member of 10% owner group
2021-12-08 21:46:571,373,064
0
1,373,064Form 4
Galbraith Daniel
See Remarks
2024-08-30 19:17:526,285
1,157,340
1,163,625Form 4
Finney Joseph D.
Member of 10% Owner Group
2022-08-09 16:45:04923
675,704
676,627Form 4
Highland Risk Services LLC
Daly Brian Gordon
Member of 10% owner group
2020-02-14 17:55:25286,624
286,624
573,248Form 3
Roche James Morgan
See Remarks
2024-08-19 19:27:06108,846
0
108,846Form 4
Hale Bradford
Chief Financial Officer
2024-08-19 19:28:3198,131
10,000
108,131Form 4
Baldwin Trevor
Chief Executive Officer
2024-04-03 18:55:2166,280
27,676
93,956Form 4
Valentine John A.
Chief Partnership Officer
2023-11-13 16:15:3493,222
0
93,222Form 4
SULLIVAN CHRIS THOMAS
Director
2024-10-03 17:32:5983,706
0
83,706Form 4
CASEY PHILLIP E
Director
2023-04-04 16:05:4611,030
65,000
76,030Form 4
Lichon Corbyn N.
Chief Accounting Officer
2024-10-03 17:24:5237,522
0
37,522Form 4
Wiebeck Kristopher Aaron
Chief Strategy Officer
2023-08-21 18:35:0720,035
2,000
22,035Form 4
KADOW JOSEPH JOHN
Director
2024-10-03 17:37:2113,374
5,000
18,374Form 4
Matas Barbara Ruth
Director
2024-10-03 17:30:1113,374
0
13,374Form 4
Cohen Jay A
Director
2024-10-03 17:32:1012,397
0
12,397Form 4
Stephens Christopher John
General Counsel
2021-05-05 18:38:4412,360
0
12,360Form 4
Cohen Seth Bala
General Counsel
2024-08-09 19:17:038,813
0
8,813Form 4
Parasuraman Sunita
Director
2024-10-03 17:36:298,219
0
8,219Form 4
Shook Ellyn
Director
2024-10-03 17:33:248,219
0
8,219Form 4
Williams Myron K
Director
2024-10-03 17:32:358,219
0
8,219Form 4
Eddy Robert D.
Director
2021-04-05 21:07:337,571
0
7,571Form 4
Muthukrishnan Sathish
Director
2024-10-03 17:36:534,028
0
4,028Form 4