Baldwin Insurance Group, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Roche James Morgan | See Remarks | Sale | 60,000 | $23.34 | $1,400,400 | 222,113 | Dec 11, 2025 |
| Roche James Morgan | See Remarks | C | 15,000 | — | — | 1,021,786 | Dec 5, 2025 |
| Matas Barbara Ruth | — | Award / Grant | 861 | — | — | 16,118 | Oct 1, 2025 |
| Cohen Jay A | — | Award / Grant | 861 | — | — | 15,141 | Oct 1, 2025 |
| KADOW JOSEPH JOHN | — | Award / Grant | 861 | — | — | 16,118 | Oct 1, 2025 |
| Muthukrishnan Sathish | — | Award / Grant | 861 | — | — | 6,772 | Oct 1, 2025 |
| Parasuraman Sunita | — | Award / Grant | 861 | — | — | 10,963 | Oct 1, 2025 |
| Shook Ellyn | — | Award / Grant | 861 | — | — | 10,963 | Oct 1, 2025 |
| SULLIVAN CHRIS THOMAS | — | Award / Grant | 861 | — | — | 82,200 | Oct 1, 2025 |
| Williams Myron K | — | Award / Grant | 861 | — | — | 10,963 | Oct 1, 2025 |
| Cohen Seth Bala | General Counsel | Sale | 2,775 | $34.00 | $94,350 | 10,465 | Aug 13, 2025 |
| Hale Bradford | Chief Financial Officer | Purchase | 10,000 | $28.72 | $287,200 | 144,659 | Aug 7, 2025 |
| Cohen Jay A | — | Award / Grant | 645 | — | — | 14,280 | Jul 1, 2025 |
| Williams Myron K | — | Award / Grant | 645 | — | — | 10,102 | Jul 1, 2025 |
| KADOW JOSEPH JOHN | — | Award / Grant | 645 | — | — | 15,257 | Jul 1, 2025 |
| SULLIVAN CHRIS THOMAS | — | Award / Grant | 645 | — | — | 81,339 | Jul 1, 2025 |
| Shook Ellyn | — | Award / Grant | 645 | — | — | 10,102 | Jul 1, 2025 |
| Parasuraman Sunita | — | Award / Grant | 645 | — | — | 10,102 | Jul 1, 2025 |
| Muthukrishnan Sathish | — | Award / Grant | 645 | — | — | 5,911 | Jul 1, 2025 |
| Matas Barbara Ruth | — | Award / Grant | 645 | — | — | 15,257 | Jul 1, 2025 |
| Roche James Morgan | See Remarks | Sale | 26,679 | $40.07 | $1,069,028 | 42,113 | Jun 12, 2025 |
| Baldwin Trevor | Chief Executive Officer | Sale | 58,000 | $38.48 | $2,231,840 | 144,676 | Jun 11, 2025 |
| Baldwin Lowry | — | Other | 50,000 | — | — | 12,572,590 | Jun 9, 2025 |
| BIGH, LLC | — | Other | 50,000 | — | — | 12,572,590 | Jun 9, 2025 |
| Roche James Morgan | See Remarks | Sale | 7,142 | $40.08 | $286,251 | 79,686 | Jun 4, 2025 |
| Cohen Seth Bala | General Counsel | Sale | 4,496 | $39.58 | $177,952 | 13,240 | Jun 3, 2025 |
| Baldwin Lowry | — | C | 31,250 | — | — | 31,250 | May 28, 2025 |
| Roche James Morgan | See Remarks | Sale | 14,222 | $40.01 | $569,022 | 90,400 | May 16, 2025 |
| Galbraith Daniel | See Remarks | Sale | 39,207 | $40.00 | $1,568,280 | 3,849 | May 13, 2025 |
| Baldwin Lowry | — | Other | 62,500 | — | — | 12,685,090 | May 12, 2025 |
| BIGH, LLC | — | Other | 62,500 | — | — | 12,685,090 | May 12, 2025 |
| Roche James Morgan | See Remarks | Sale | 13,340 | $40.02 | $533,867 | 104,622 | May 8, 2025 |
| Sherman Laura | — | Other | 186 | $43.93 | $8,171 | 1,326 | Apr 1, 2025 |
| Cohen Seth Bala | General Counsel | Other | 98 | $43.93 | $4,305 | 17,736 | Apr 1, 2025 |
| Lichon Corbyn N. | Chief Accounting Officer | Tax Withholding | 858 | $43.93 | $37,692 | 46,757 | Apr 1, 2025 |
| Williams Myron K | — | Award / Grant | 624 | — | — | 9,457 | Apr 1, 2025 |
| SULLIVAN CHRIS THOMAS | — | Award / Grant | 624 | — | — | 80,694 | Apr 1, 2025 |
| Shook Ellyn | — | Award / Grant | 624 | — | — | 9,457 | Apr 1, 2025 |
| Parasuraman Sunita | — | Award / Grant | 624 | — | — | 9,457 | Apr 1, 2025 |
| Muthukrishnan Sathish | — | Award / Grant | 624 | — | — | 5,266 | Apr 1, 2025 |
| Matas Barbara Ruth | — | Award / Grant | 624 | — | — | 14,612 | Apr 1, 2025 |
| KADOW JOSEPH JOHN | — | Award / Grant | 624 | — | — | 14,612 | Apr 1, 2025 |
| Cohen Jay A | — | Award / Grant | 624 | — | — | 13,635 | Apr 1, 2025 |
| Lichon Corbyn N. | Chief Accounting Officer | Tax Withholding | 121 | $39.97 | $4,836 | 47,782 | Mar 17, 2025 |
| Roche James Morgan | See Remarks | Tax Withholding | 501 | $39.97 | $20,025 | 138,997 | Mar 17, 2025 |
| Cohen Seth Bala | General Counsel | Tax Withholding | 268 | $39.97 | $10,712 | 18,410 | Mar 17, 2025 |
| Galbraith Daniel | See Remarks | Tax Withholding | 556 | $39.97 | $22,223 | 43,458 | Mar 17, 2025 |
| Hale Bradford | Chief Financial Officer | Tax Withholding | 556 | $39.97 | $22,223 | 135,061 | Mar 17, 2025 |
| Baldwin Trevor | Chief Executive Officer | Tax Withholding | 671 | $39.97 | $26,820 | 11,334 | Mar 17, 2025 |
| Baldwin Trevor | Chief Executive Officer | Sale | 2,993 | $41.13 | $123,102 | 80,663 | Mar 12, 2025 |