SEC Form 3 · accession 0002140233-26-000002
Baldwin Insurance Group, Inc. · BWIN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Willis Johnathan Daniel
Officer — Interim CAO
Period of report
Jun 11, 2026
Accepted (ET)
Jun 17, 2026 · 4:26 pm EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001781755
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Class A Common StockF1 | holding | — | — | — | 35,406 | D | ||
| Class A Common StockF2,F3 | holding | — | — | — | 3,147 | I | By IRA |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Includes (i) 25,406 shares of Class A Common Stock that such Reporting Person was entitled to receive as a former member of Cobbs Allen Capital Holdings, LLC ("CAC") pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among The Baldwin Insurance Group, Inc. (the "Company"), CAC and the other parties named therein, the issuance of which was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1) and (ii) 10,000 restricted shares of Class A Common Stock that vest in four equal installments on each of April 1, 2027, April 1, 2028, April 1, 2029, and April 1, 2030, in each case, subject to such Reporting Person's continued employment through each vesting date.
- F2These shares of Class A Common Stock represent shares such Reporting Person was entitled to receive as a former member of CAC pursuant to the terms of that certain Transaction Agreement, dated December 2, 2025 by and among the Company, CAC and the other parties named therein, the issuance of which was approved by the Board of Directors of the Company pursuant to Rule 16b-3(d)(1).
- F3These shares of Class A Common Stock are held by such Reporting Person's individual retirement account, for which the Reporting Person remains the beneficial owner.