Baldwin Insurance Group, Inc. (BWIN)
Data as of , from SEC Form 4 filings.
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About Baldwin Insurance Group, Inc. (BWIN)
The Baldwin Insurance Group Inc is an insurance distribution company operating in the United States. The company provides commercial risk management, employee benefits, private risk management, and personal insurance solutions. It operates through three segments: Insurance Advisory Solutions, which focuses on commercial risk management and employee benefits; Underwriting, Capacity & Technology Solutions, which includes managing general agency operations, reinsurance brokerage, captive management, and technology-enabled insurance products; and Mainstreet Insurance Solutions, which offers personal, commercial, and life and health insurance products through community-based distribution channels.
- TAMPA, FL
- 5,020
- 2019
- XNAS
BWIN Form 4 activity by transaction type, last 90 days
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Grant or award | 9 | 7,416 | |
| Tax withholding / forfeiture | 1 | 244 |
Dollar totals cover purchases and sales only (codes P and S). Grants, option exercises, gifts and tax withholding are counted in shares, because none of them is a trade at a market price.
BWIN insider transactions (Form 4)
6186 Form 4 filings on record, the earliest from Oct 3, 2024, newest first. Filing history page 2 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
 Jay A. Cohen - Director | Grant or award | Class A Common Stock | 1,221 | $0.00 | - | |
| Corbyn N. Lichon - Officer | Tax withholding / forfeiture | Class A Common Stock | 102 footnote F1 | $21.06 | $2K | |
| Corbyn N. Lichon - Officer | Tax withholding / forfeiture | Class A Common Stock | 121 footnote F2 | $21.06 | $3K | |
| Corbyn N. Lichon - Officer | Tax withholding / forfeiture | Class A Common Stock | 96 footnote F3 | $21.06 | $2K | |
| Corbyn N. Lichon - Officer | Tax withholding / forfeiture | Class A Common Stock | 70 footnote F4 | $21.06 | $1K | |
| ||||||
| Seth Bala Cohen - Officer | Tax withholding / forfeiture | Class A Common Stock | 254 footnote F1 | $21.06 | $5K | |
| Seth Bala Cohen - Officer | Tax withholding / forfeiture | Class A Common Stock | 283 footnote F2 | $21.06 | $6K | |
| Seth Bala Cohen - Officer | Tax withholding / forfeiture | Class A Common Stock | 263 footnote F3 | $21.06 | $6K | |
| ||||||
| James Morgan Roche - Officer | Tax withholding / forfeiture | Class A Common Stock | 501 footnote F1 | $21.06 | $11K | |
| ||||||
| Daniel Galbraith - Officer | Tax withholding / forfeiture | Class A Common Stock | 556 footnote F1 | $21.06 | $12K | |
| Daniel Galbraith - Officer | Tax withholding / forfeiture | Class A Common Stock | 402 footnote F2 | $21.06 | $8K | |
| ||||||
| Bradford Hale - Officer | Tax withholding / forfeiture | Class A Common Stock | 556 footnote F1 | $21.06 | $12K | |
| Bradford Hale - Officer | Tax withholding / forfeiture | Class A Common Stock | 402 footnote F2 | $21.06 | $8K | |
| ||||||
 Trevor Baldwin - Officer | Tax withholding / forfeiture | Class A Common Stock | 1,297 footnote F1 | $21.06 | $27K | |
| Trevor Baldwin - Officer | Tax withholding / forfeiture | Class A Common Stock | 670 footnote F2 | $21.06 | $14K | |
| ||||||
| Elizabeth Krystyn | Other | Class A Common Stock | 29,431 | $0.00 | - | |
| Elizabeth Krystyn | Open-market sale | Class A Common Stock | 29,431 | $21.25 | $625K | |
| Elizabeth Krystyn | Other | LLC Units in The Baldwin Insurance Group Holdings, LLC | 90,556 | $0.00 | - | |
| Elizabeth Krystyn | Other | LLC Units in The Baldwin Insurance Group Holdings, LLC | 29,431 | $0.00 | - | |
| Elizabeth Krystyn | Other | Class B Common Stock | 90,556 | $0.00 | - | |
| Elizabeth Krystyn | Other | Class A Common Stock | 90,556 | $0.00 | - | |
| Elizabeth Krystyn | Open-market sale | Class A Common Stock | 90,556 | $21.25 | $1.92M | |
| Elizabeth Krystyn | Other | Class B Common Stock | 29,431 | $0.00 | - | |
| Corbyn N. Lichon - Officer | Grant or award | Class A Common Stock | 9,506 footnote F1 | $0.00 | - | |
| Corbyn N. Lichon - Officer | Tax withholding / forfeiture | Class A Common Stock | 3,395 footnote F2 | $22.29 | $76K | |
| ||||||
| Seth Bala Cohen - Officer | Grant or award | Class A Common Stock | 19,324 footnote F1 | $0.00 | - | |
| Seth Bala Cohen - Officer | Tax withholding / forfeiture | Class A Common Stock | 7,217 footnote F2 | $22.29 | $161K | |
| ||||||
| James Morgan Roche - Officer | Grant or award | Class A Common Stock | 34,807 footnote F1 | $0.00 | - | |
| James Morgan Roche - Officer | Tax withholding / forfeiture | Class A Common Stock | 14,679 footnote F2 | $22.29 | $327K | |
| ||||||
| Daniel Galbraith - Officer | Grant or award | Class A Common Stock | 28,913 footnote F1 | $0.00 | - | |
| Daniel Galbraith - Officer | Tax withholding / forfeiture | Class A Common Stock | 10,232 footnote F2 | $22.29 | $228K | |
| ||||||
| Bradford Hale - Officer | Grant or award | Class A Common Stock | 28,986 footnote F1 | $0.00 | - | |
| Bradford Hale - Officer | Tax withholding / forfeiture | Class A Common Stock | 10,260 footnote F2 | $22.29 | $229K | |
| ||||||
| Trevor Baldwin - Officer | Grant or award | Class A Common Stock | 76,972 footnote F1 | $0.00 | - | |
| Trevor Baldwin - Officer | Tax withholding / forfeiture | Class A Common Stock | 30,288 footnote F2 | $22.29 | $675K | |
| ||||||
 Paul Eugene Sparks - Director | Gift | Class A Common Stock | 30,100 | $0.00 | - | |
| Paul Eugene Sparks - Director | Open-market purchase | Class A Common Stock | 29,000 | $22.96 footnote F2 | $666K | |
| Paul Eugene Sparks - Director | Open-market purchase | Class A Common Stock | 15,200 | $22.10 footnote F3 | $336K | |
| ||||||
| Lowry Baldwin - Director | Other | Class B Common Stock | 35,000 | $0.00 footnote F1 | - | |
| Lowry Baldwin - Director | Other | LLC Units in The Baldwin Insurance Group Holdings, LLC | 35,000 | $0.00 footnote F1 | - | |
| ||||||
| BIGH, LLC - 10% Owner | Other | LLC Units in The Baldwin Insurance Group Holdings, LLC | 35,000 | $0.00 footnote F1 | - | |
| BIGH, LLC - 10% Owner | Other | Class B Common Stock | 35,000 | $0.00 footnote F1 | - | |
| ||||||
| James Morgan Roche - Officer | Grant or award | Class A Common Stock | 240,000 footnote F1 | $0.00 | - | |
| ||||||
| Bradford Hale - Officer | Grant or award | Class A Common Stock | 29,544 | $0.00 | - | |
| Bradford Hale - Officer | Tax withholding / forfeiture | Class A Common Stock | 7,633 | $16.57 | $126K | |
| Corbyn N. Lichon - Officer | Grant or award | Class A Common Stock | 4,744 | $0.00 | - | |
| Corbyn N. Lichon - Officer | Tax withholding / forfeiture | Class A Common Stock | 1,880 | $16.57 | $31K | |
| Seth Bala Cohen - Officer | Grant or award | Class A Common Stock | 10,167 | $0.00 | - | |
| Seth Bala Cohen - Officer | Tax withholding / forfeiture | Class A Common Stock | 2,915 | $16.57 | $48K | |
| James Morgan Roche - Officer | Grant or award | Class A Common Stock | 29,544 | $0.00 | - | |
| James Morgan Roche - Officer | Tax withholding / forfeiture | Class A Common Stock | 8,847 | $16.57 | $147K | |
| Daniel Galbraith - Officer | Grant or award | Class A Common Stock | 29,544 | $0.00 | - | |
| Daniel Galbraith - Officer | Tax withholding / forfeiture | Class A Common Stock | 7,630 | $16.57 | $126K | |
| Trevor Baldwin - Officer | Grant or award | Class A Common Stock | 65,655 | $0.00 | - | |
| Trevor Baldwin - Officer | Tax withholding / forfeiture | Class A Common Stock | 17,157 | $16.57 | $284K | |
| Corbyn N. Lichon - Officer | Tax withholding / forfeiture | Class A Common Stock | 85 footnote F1 | $24.03 | $2K | |
| ||||||
| Sathish Muthukrishnan - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
| Sunita Parasuraman - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
| Myron K. Williams - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
| Jay A. Cohen - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
| Chris Thomas Sullivan - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
Item 9.01
Item 5.02
Item 1.01, 7.01, 9.01
Item 2.02, 9.01
Recent BWIN Form 144 notices of proposed sale
2An insider files Form 144 before selling restricted or control stock. It announces a planned sale. If the sale goes ahead, it shows up later on a Form 4.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| - | - | - | - | View on EDGAR | |
| - | - | - | - |
Stock trades in BWIN disclosed by members of the U.S. House in the last 12 months, newest first. Values are the ranges as filed.
| Member | Type | Traded | Disclosed | Value range | Owner | Days to disclose | Filing |
|---|---|---|---|---|---|---|---|
 Gilbert Ray Cisneros, Jr.Democrat, CA-31 | Sale |
BWIN insider trading FAQ
What is the latest insider trade for BWIN?
Baldwin Insurance Group, Inc. (BWIN) had 9 insider filings in the last 90 days, with the most recent on 2026-10-02. The full record for BWIN runs to 86 Form 4 filings, the earliest from 2024-10-03. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.
How many insiders are buying BWIN stock?
No insider purchases of BWIN were filed in the last 90 days. 3 purchases are on record for this company.
How many insiders are selling BWIN stock?
No insider sales of BWIN were filed in the last 90 days. 14 sales are on record for this company.
Where can I see BWIN SEC filings (Form 4, 10-K, 10-Q, 8-K)?
This page collects BWIN Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
More Financials companies with insider activity
Recent insider filings
10The EDGAR links open each original Form 4, so you can check any number on this page against the filing it came from.
- - Myron K. Williams view on EDGAR
- - Joseph John Kadow view on EDGAR
- - Sunita Parasuraman view on EDGAR
- - Paul Eugene Sparks view on EDGAR
- - Jay A. Cohen view on EDGAR
- - Sathish Muthukrishnan view on EDGAR
- - Ellyn Shook view on EDGAR
- - Chris Thomas Sullivan view on EDGAR
- - Barbara Ruth Matas view on EDGAR
Related companies with recent insider activity
Learn more
- What the Form 4 transaction codes mean
- Grants, option exercises, gifts and tax withholding are not trades on the market. The codes say which is which.
- Form 144 vs Form 4
- A Form 144 announces a planned sale; the Form 4 reports it after it happens.
- Insider activity in Financials
- Where BWIN's peers are being bought and sold.
- Every recent Form 4
- The market-wide feed, updated as filings arrive from SEC EDGAR.
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