Baldwin Insurance Group, Inc. (BWIN)
$30.68+$0.52 (+1.72%) Today
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.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Grant or award | 9 | 10,863 | |
| Tax withholding / forfeiture | 1 | 416 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
77 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 |
|---|---|---|---|---|---|---|
| Seth Bala Cohen - Officer | Grant or award | Class A Common Stock | 19,324 | $0.00 | - | |
| Seth Bala Cohen - Officer | Tax withholding / forfeiture | Class A Common Stock | 7,217 | $22.29 | $161K | |
| James Morgan Roche - Officer | Grant or award | Class A Common Stock | 34,807 | $0.00 | - | |
| James Morgan Roche - Officer | Tax withholding / forfeiture | Class A Common Stock | 14,679 | $22.29 | $327K | |
| Daniel Galbraith - Officer | Grant or award | Class A Common Stock | 28,913 | $0.00 | - | |
| Daniel Galbraith - Officer | Tax withholding / forfeiture | Class A Common Stock | 10,232 | $22.29 | $228K | |
| Bradford Hale - Officer | Grant or award | Class A Common Stock | 28,986 | $0.00 | - | |
| Bradford Hale - Officer | Tax withholding / forfeiture | Class A Common Stock | 10,260 | $22.29 | $229K | |
 Trevor Baldwin - Officer | Grant or award | Class A Common Stock | 76,972 | $0.00 | - | |
| Trevor Baldwin - Officer | Tax withholding / forfeiture | Class A Common Stock | 30,288 | $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 | $666K | |
| Paul Eugene Sparks - Director | Open-market purchase | Class A Common Stock | 15,200 | $22.10 | $336K | |
| Lowry Baldwin - Director | Other | Class B Common Stock | 35,000 | $0.00 | - | |
| Lowry Baldwin - Director | Other | LLC Units in The Baldwin Insurance Group Holdings, LLC | 35,000 | $0.00 | - | |
| BIGH, LLC - 10% Owner | Other | LLC Units in The Baldwin Insurance Group Holdings, LLC | 35,000 | $0.00 | - | |
| BIGH, LLC - 10% Owner | Other | Class B Common Stock | 35,000 | $0.00 | - | |
| James Morgan Roche - Officer | Grant or award | Class A Common Stock | 240,000 | $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 | $24.03 | $2K | |
| Myron K. Williams - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
 Joseph John Kadow - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
| Sunita Parasuraman - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
 Ellyn Shook - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
| Sathish Muthukrishnan - 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 | - | |
 Jay A. Cohen - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
| Barbara Ruth Matas - Director | Grant or award | Class A Common Stock | 861 | $0.00 | - | |
| Seth Bala Cohen - Officer | Open-market sale | Class A Common Stock | 2,775 | $34.00 | $94K | |
| Bradford Hale - Officer | Open-market purchase | Class A Common Stock | 10,000 | $28.72 | $287K | |
| Sathish Muthukrishnan - Director | Grant or award | Class A Common Stock | 645 | $0.00 | - | |
| Ellyn Shook - Director | Grant or award | Class A Common Stock | 645 | $0.00 | - | |
| Sunita Parasuraman - Director | Grant or award | Class A Common Stock | 645 | $0.00 | - | |
| Barbara Ruth Matas - Director | Grant or award | Class A Common Stock | 645 | $0.00 | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
Baldwin Insurance Group, Inc. (BWIN) had 9 insider filings in the last 90 days, with the most recent on 2026-07-02. The full record for BWIN runs to 77 Form 4 filings, the earliest from 2024-10-03. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of BWIN were filed in the last 90 days. 3 purchases are on record for this company.
No insider sales of BWIN were filed in the last 90 days. 14 sales are on record for this company.
This page tracks BWIN Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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