0001781755-25-000068.txt : 20250514 0001781755-25-000068.hdr.sgml : 20250514 20250514174344 ACCESSION NUMBER: 0001781755-25-000068 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20250512 FILED AS OF DATE: 20250514 DATE AS OF CHANGE: 20250514 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: 25947376 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 EIN: 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 wk-form4_1747259016.xml FORM 4 X0508 4 2025-05-12 0 0001781755 Baldwin Insurance Group, Inc. BWIN 0001787626 Baldwin Lowry 4211 W. BOY SCOUT BLVD. SUITE 800 TAMPA FL 33607 1 0 1 1 See Remarks 0 Class B Common Stock 2025-05-12 4 J 0 30000 0 D 12747590 I By BIGH, LLC Class B Common Stock 2025-05-12 5 J 0 E 62500 0 D 12685090 I By BIGH, LLC Class B Common Stock 2025-05-12 5 J 0 E 62500 0 D 12622590 I By BIGH, LLC Class B Common Stock 2025-05-12 5 J 0 E 62500 0 A 62500 I By Trust Class B Common Stock 2025-05-12 5 J 0 E 62500 0 A 62500 I By Trust Class B Common Stock 2025-05-12 4 C 0 31250 0 D 31250 I By Trust Class B Common Stock 2025-05-12 4 C 0 31250 0 D 31250 I By Trust Class A Common Stock 2025-05-12 4 C 0 31250 0 A 31250 I By Trust Class A Common Stock 2025-05-12 4 C 0 31250 0 A 31250 I By Trust Class A Common Stock 2025-05-12 4 S 0 20304 38.79 D 10946 I By Trust Class A Common Stock 2025-05-12 4 S 0 10946 39.38 D 0 I By Trust Class A Common Stock 2025-05-12 4 S 0 20304 38.79 D 10946 I By Trust Class A Common Stock 2025-05-12 4 S 0 10946 39.38 D 0 I By Trust LLC Units in The Baldwin Insurance Group Holdings, LLC 0 2025-05-12 4 J 0 30000 0 D Class A Common Stock 30000 12747590 I By BIGH, LLC LLC Units in The Baldwin Insurance Group Holdings, LLC 0 2025-05-12 4 J 0 62500 0 D Class A Common Stock 62500 12685090 I By BIGH, LLC LLC Units in The Baldwin Insurance Group Holdings, LLC 0 2025-05-12 4 J 0 62500 0 D Class A Common Stock 62500 12622590 I By BIGH, LLC LLC Units in The Baldwin Insurance Group Holdings, LLC 0 2025-05-12 4 J 0 62500 0 A Class A Common Stock 62500 62500 I By Trust LLC Units in The Baldwin Insurance Group Holdings, LLC 0 2025-05-12 4 J 0 62500 0 A Class A Common Stock 62500 62500 I By Trust LLC Units in The Baldwin Insurance Group Holdings, LLC 0 2025-05-12 4 C 0 31250 0 D Class A Common Stock 31250 31250 I By Trust LLC Units in The Baldwin Insurance Group Holdings, LLC 0 2025-05-12 4 C 0 31250 0 D Class A Common Stock 31250 31250 I By Trust These securities were distributed to a member of BIGH, LLC ("BIGH") in exchange for a corresponding reduction in such member's ownership of BIGH. The reporting person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein. In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the manager of 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. In a transaction exempt from Section 16 pursuant to Rule 16a-13, the reporting person (who is the sole manager of the manager of 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 Pop Pop Trust, of which the reporting person serves as the sole trustee, in exchange for a corresponding reduction in The Pop Pop Trust's ownership of BIGH. The securities are directly held by the Baldwin Revocable Trust, of which the reporting person serves as the sole trustee. The securities are directly held by The Pop Pop 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 $38.31 to $39.30. 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 $39.31 to $39.47. 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 for 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 2025-05-14