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