BWIN Insider Holders & Insider Ownership - Baldwin Insurance Group Inc.

List of insiders holdings for Baldwin Insurance Group Inc.:

Shares directly owned by the insider.
Shares indirectly owned by the insider.
Total shares owned by the insider (sum of shares directly and indirectly owned).
Total market value if available.
Shares are not adjusted for stock split.

"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#	Insider Holder Name	Report Date Time	Shares Owned Directly Indirectly	Total Shares Owned	Filing
1	Loper Enterprises LLC 10% Owner	2020-06-30 21:24:58	0 34,036,290	34,036,290	Form 4
2	BIGH LLC Member of 10% Owner Group 10% Owner	2025-06-11 17:49:51	25,195,180 0	25,195,180	Form 4
3	Baldwin Lowry See Remarks 10% Owner	2025-06-11 17:50:37	0 12,722,590	12,722,590	Form 4
4	Mark G. Morse Family Trust u/a/d 9/8/2005 10% Owner	2020-03-12 13:35:21	0 7,355,118	7,355,118	Form 3/A
5	Parr Jennifer L. 10% Owner	2020-03-12 13:06:34	0 7,355,118	7,355,118	Form 3/A
6	Jennifer L. Parr Family Trust u/a/d 10/6/2005 10% Owner	2020-03-12 12:51:10	0 7,355,118	7,355,118	Form 3/A
7	Tracy Morse Family Trust u/a/d 10/1/2019 10% Owner	2020-03-12 12:38:19	0 7,355,118	7,355,118	Form 3/A
8	Dadeo Tracy Morse 10% Owner	2020-03-12 12:23:42	0 7,355,118	7,355,118	Form 3/A
9	Morse Mark G. 10% Owner	2020-03-12 13:22:28	0 7,355,118	7,355,118	Form 3/A
10	Insurance Agencies of The Villages Inc. 10% Owner	2019-10-30 16:02:12	6,372,492 0	6,372,492	Form 3
11	Krystyn Elizabeth Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019 Elizabeth H. Krystyn as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust dated September 30 2020 Member of 10% owner group	2022-10-17 21:53:58	5,456,482 762,959	6,219,441	Form 4
12	Sherman Laura Laura R. Sherman GRAT 2019-2 Dated September 30 2019 Laura R. Sherman as Trustee of the Laura R. Sherman GRAT 2020-1 dated September 30 2020 Member of 10% owner group	2023-11-20 19:29:54	21,850 4,527,356	4,549,206	Form 4
13	Sherman Laura Laura R. Sherman GRAT 2019-2 Dated September 30 2019 Member of 10% owner group	2024-10-07 16:42:05	3,036 4,530,392	4,533,428	Form 4
14	Krystyn Elizabeth Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019 Member of 10% Owner Group	2024-10-07 16:43:10	12,124 4,437,341	4,449,465	Form 4
15	Millennial Specialty Holdco LLC Member of 10% owner group	2021-09-14 17:34:03	4,285,714 0	4,285,714	Form 4
16	Valentine John A. John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30 2019 John A. Valentine as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust dated September 30 2020 Chief Partnership Officer	2022-10-17 21:53:04	2,735,215 1,340,718	4,075,933	Form 4
17	IHC Holdings Inc. Kapiloff Brian J. 10% Owner	2020-12-10 16:00:35	3,857,622 0	3,857,622	Form 13G
18	VILLAGES INVESCO LLC 10% Owner	2020-03-23 21:50:50	3,677,559 0	3,677,559	Form 3/A
19	Wiebeck Kristopher Aaron Kristopher A. Wiebeck as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30 2020 Chief Strategy Officer	2022-10-17 21:52:43	2,226,734 796,554	3,023,288	Form 4
20	Galbraith Daniel Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30 2020 Chief Operating Officer	2022-10-17 21:53:41	2,730,488 34,044	2,764,532	Form 4
21	Krystyn Elizabeth Member of 10% Owner Group	2024-12-11 18:06:44	0 2,393,342	2,393,342	Form 4
22	Baldwin Trevor Chief Executive Officer	2025-06-13 17:24:11	11,334 1,970,064	1,981,398	Form 4
23	Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30 2019 Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019 Elizabeth H. Krystyn as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust dated September 30 2020 John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30 2019 John A. Valentine as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust dated September 30 2020 Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30 2019 Kristopher A. Wiebeck as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30 2020 Laura R. Sherman GRAT 2019-1 Dated September 30 2019 Laura R. Sherman GRAT 2019-2 Dated September 30 2019 Laura R. Sherman as Trustee of the Laura R. Sherman GRAT 2020-1 dated September 30 2020 Member of 10% owner group	2021-12-08 21:46:57	1,373,064 0	1,373,064	Form 4
24	Finney Joseph D. Member of 10% Owner Group	2022-08-09 16:45:04	923 675,704	676,627	Form 4
25	Highland Risk Services LLC Daly Brian Gordon Member of 10% owner group	2020-02-14 17:55:25	286,624 286,624	573,248	Form 3
26	Hale Bradford Chief Financial Officer	2025-03-18 16:59:08	134,659 10,000	144,659	Form 4
27	Valentine John A. Chief Partnership Officer	2023-11-13 16:15:34	93,222 0	93,222	Form 4
28	SULLIVAN CHRIS THOMAS Director	2025-04-03 17:01:42	80,694 0	80,694	Form 4
29	CASEY PHILLIP E Director	2023-04-04 16:05:46	11,030 65,000	76,030	Form 4
30	Lichon Corbyn N. Chief Accounting Officer	2025-04-03 17:08:14	46,757 0	46,757	Form 4
31	Roche James Morgan See Remarks	2025-06-13 17:22:26	42,113 0	42,113	Form 4
32	Wiebeck Kristopher Aaron Chief Strategy Officer	2023-08-21 18:35:07	20,035 2,000	22,035	Form 4
33	KADOW JOSEPH JOHN Director	2025-04-03 16:57:45	14,612 5,000	19,612	Form 4
34	Matas Barbara Ruth Director	2025-04-03 16:58:31	14,612 0	14,612	Form 4
35	Cohen Jay A Director	2025-04-03 16:57:03	13,635 0	13,635	Form 4
36	Cohen Seth Bala General Counsel	2025-06-05 21:08:42	13,240 0	13,240	Form 4
37	Stephens Christopher John General Counsel	2021-05-05 18:38:44	12,360 0	12,360	Form 4
38	Parasuraman Sunita Director	2025-04-03 17:00:15	9,457 0	9,457	Form 4
39	Shook Ellyn Director	2025-04-03 17:01:05	9,457 0	9,457	Form 4
40	Williams Myron K Director	2025-04-03 17:02:14	9,457 0	9,457	Form 4
41	Eddy Robert D. Director	2021-04-05 21:07:33	7,571 0	7,571	Form 4
42	Muthukrishnan Sathish Director	2025-04-03 16:59:25	5,266 0	5,266	Form 4
43	Galbraith Daniel See Remarks	2025-05-14 17:36:42	3,849 0	3,849	Form 4
44	Sherman Laura Member of 10% owner group	2025-04-03 17:10:01	1,512 0	1,512	Form 4

Insider Holders & Insider Ownership - Baldwin Insurance Group Inc. (BWIN)