Baldwin Insurance Group, Inc. planned insider sales
In the last twelve months insiders at Baldwin Insurance Group, Inc. filed 7 Form 144 notices of planned sales, 591,987 shares worth $13.4 million at the time of filing, from 3 sellers. The latest, filed 14 May 2026: Cohen Seth Bala (officer), 15,000 shares worth $297,442, planned for around 14 May 2026 through Wells Fargo Clearing Services.
| Filed | Seller | Relationship | Shares | Value | Planned sale | Sold, per Form 4 | Broker | How acquired | Filing |
|---|---|---|---|---|---|---|---|---|---|
| 14 May 2026 | Cohen Seth Bala | Officer | 15,000 | $297,442 | 14 May 2026 | 15,000 shares from 14 May 2026 | Wells Fargo Clearing Services | Bonus; Bonus and RSAs; RSAs | Form 144 |
| 6 May 2026 | Krystyn Elizabeth | Officer | 202,000 | $4.4 million | 6 May 2026 | 202,000 shares from 6 May 2026 | Charles Schwab Corporation | Redemption/Exchange of Class B Common and LLC Units held by Trust for Class A Common w/ Class B Common and LLC Units acquired in connection with corporate reorganization at IPO | Form 144 |
| 6 March 2026 | Krystyn Elizabeth | Officer | 119,987 | $2.6 million | 6 March 2026 | 119,987 shares from 6 March 2026 | Charles Schwab Corporation | REDEMPTION/EXCHANGE OF CLASS B COMMON AND LLC UNITS HELD BY TRUST FOR CLASS A COMMON W/CLASS B COMMON AND LLC UNITS ACQUIRED IN CONNECTION WITH CORPORATE REORG AT IPO | Form 144 |
| 15 December 2025 | Roche James Morgan | Officer | 80,000 | $1.9 million | 15 December 2025 | 80,000 shares from 15 December 2025 | Raymond James & Associates | Redemption/exchange of Class B common and LLC units for class A common acquired in connection with corporate reorganization at IPO | Form 144 |
| 12 December 2025 | Roche James Morgan | Officer | 100,000 | $2.4 million | 12 December 2025 | 160,000 shares from 11 December 2025 | Raymond James & Associates | Redemption/exchange of Class B common and LLC units for Class A common acquired in connection with corporate reorganization at IPO | Form 144 |
| 11 December 2025 | Roche James Morgan | Officer | 60,000 | $1.4 million | 11 December 2025 | No matching Form 4 sale | Raymond James & Associates | Redemption/exchange of Class B common and LLC units for Class A common acquired in connection with corporate reorganization at IPO | Form 144 |
| 5 December 2025 | Roche James Morgan | Officer | 15,000 | $376,158 | 5 December 2025 | 15,000 shares from 5 December 2025 | Raymond James & Associates | Redemption/exchange of Class B common and LLC units for class A common acquired in connection with corporate reorganization at IPO | Form 144 |
A Form 144 is the notice an insider files with the SEC before selling restricted or control shares over the Rule 144 thresholds; it says what may be sold, not what was.