0001214659-24-008971.txt : 20240513
0001214659-24-008971.hdr.sgml : 20240513
20240513205137
ACCESSION NUMBER: 0001214659-24-008971
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240509
FILED AS OF DATE: 20240513
DATE AS OF CHANGE: 20240513
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Galbraith Daniel
CENTRAL INDEX KEY: 0001787629
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39095
FILM NUMBER: 24941142
MAIL ADDRESS:
STREET 1: 4010 W. BOY SCOUT BLVD. SUITE 200
CITY: TAMPA
STATE: FL
ZIP: 33607
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Baldwin Insurance Group, Inc.
CENTRAL INDEX KEY: 0001781755
STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 611937225
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 4211 W. BOY SCOUT BLVD.
STREET 2: SUITE 800
CITY: TAMPA
STATE: FL
ZIP: 33607
BUSINESS PHONE: (866) 279-0698
MAIL ADDRESS:
STREET 1: 4211 W. BOY SCOUT BLVD.
STREET 2: SUITE 800
CITY: TAMPA
STATE: FL
ZIP: 33607
FORMER COMPANY:
FORMER CONFORMED NAME: BRP Group, Inc.
DATE OF NAME CHANGE: 20190705
4
1
marketforms-65867.xml
PRIMARY DOCUMENT
X0508
4
2024-05-09
0001781755
Baldwin Insurance Group, Inc.
BRP
0001787629
Galbraith Daniel
C/O BRP GROUP, INC.
4211 W. BOY SCOUT BLVD., SUITE 800
TAMPA
FL
33607
false
true
false
true
See Remarks
See Remarks
0
Class B Common Stock
2024-05-09
4
C
false
155600
0
D
1209644
I
By Trust
Class A Common Stock
2024-05-09
4
C
false
155600
0
A
155600
I
By Trust
Class A Common Stock
2024-05-09
4
S
false
70863
30.01
D
84737
I
By Trust
Class A Common Stock
2024-05-09
4
S
false
3805
30.48
D
80932
I
By Trust
Class A Common Stock
2024-05-10
4
S
false
80932
29.83
D
0
I
By Trust
Class A Common Stock
2024-05-09
4
S
false
1040
30.76
D
31126
D
Class A Common Stock
2024-05-10
4
S
false
24841
30.11
D
6285
D
Class B Common Stock
11348
I
By Trust
LLC Units in The Baldwin Insurance Group Holdings, LLC
0
2024-05-09
4
C
false
155600
0
D
Class A Common Stock
1209644
1209644
I
By Trust
LLC Units in The Baldwin Insurance Group Holdings, LLC
0
Class A Common Stock
11348
11348
I
By Trust
These securities are directly held by the Daniel A. Galbraith Revocable Trust, dated July 27, 2020, of which the reporting person is the sole trustee and beneficiary.
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.00 to $30.20. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.23 to $31.20. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.77 to $30.16. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $30.50 to $31.20. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $29.90 to $30.17. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
These securities are directly held by the Daniel A. Galbraith 2020 Irrevocable Trust dated August 5, 2020, of which Elizabeth A. Galbraith, the reporting person's spouse, serves as the sole trustee.
Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder into one share of Class A common stock at any time. The LLC Units do not expire.
President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group
/s/ Seth Cohen, as Attorney-in-Fact, for Daniel A. Galbraith
2024-05-13