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