0001214659-24-009878.txt : 20240523
0001214659-24-009878.hdr.sgml : 20240523
20240523213426
ACCESSION NUMBER: 0001214659-24-009878
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240521
FILED AS OF DATE: 20240523
DATE AS OF CHANGE: 20240523
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Baldwin Lowry
CENTRAL INDEX KEY: 0001787626
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-39095
FILM NUMBER: 24980612
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-66009.xml
PRIMARY DOCUMENT
X0508
4
2024-05-21
0001781755
Baldwin Insurance Group, Inc.
BWIN
0001787626
Baldwin Lowry
C/O THE BALDWIN INSURANCE GROUP, INC.
4211 W. BOY SCOUT BLVD., SUITE 800
TAMPA
33607
true
false
true
true
See Remarks
0
Class B Common Stock
2024-05-21
5
J
false
E
125000
0
D
13149090
I
By BIGH, LLC
Class B Common Stock
2024-05-21
5
J
false
E
125000
0
A
125000
I
By Trust
Class B Common Stock
2024-05-21
4
C
false
125000
0
D
0
I
By Trust
Class A Common Stock
2024-05-21
4
C
false
125000
0
A
125000
I
By Trust
Class A Common Stock
2024-05-21
4
S
false
32110
33.68
D
92890
I
By Trust
Class A Common Stock
2024-05-21
4
S
false
92890
34.24
D
0
I
By Trust
LLC Units in The Baldwin Insurance Group Holdings, LLC
0
2024-05-21
5
J
false
E
125000
0
D
Class A Common Stock
125000
13149090
I
By BIGH, LLC
LLC Units in The Baldwin Insurance Group Holdings, LLC
0
2024-05-21
5
J
false
E
125000
0
A
Class A Common Stock
125000
125000
I
By Trust
LLC Units in The Baldwin Insurance Group Holdings, LLC
0
2024-05-21
4
C
false
125000
0
D
Class A Common Stock
125000
0
I
By Trust
In a transaction exempt from Section 16 pursuant to Rule 16a-1, the reporting person (who is the sole manager of the managing member of BIGH, LLC ("BIGH") and who is deemed to have beneficial ownership of the securities held by BIGH to the extent of his pecuniary therein) caused BIGH to distribute securities that were held by BIGH to the L. Lowry Baldwin Revocable Family Trust (the "Baldwin Revocable Trust"), of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in the Baldwin Revocable Trust's ownership of BIGH.
The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee.
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $33.04 to $34.01. 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 $34.04 to $34.43. 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.
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.
Chairman and member of 10% owner group
/s/ Seth Cohen, as Attorney-in-Fact, for Lowry Baldwin
2024-05-23