Baldwin Insurance Group, Inc. BWIN
CIK 0001781755
Form 4 transactions dated Sep 1, 2023 to Sep 26, 2026, as reported to the SEC.
Insider purchases & sales
- Purchased
- $1.59M
- Sold
- —
Sep 1, 2023 – Jul 2, 2026
Available records · partial months are marked ·
| Date | Insider | Activity | Trade value (USD) | % of prior holding | |
|---|---|---|---|---|---|
| 2023-12-01 | Baldwin Lowry Director · 10% owner · See Remarks | Sale | $0.00 100,000 shares sold | 0.64% sold LLC holding | ▾ |
| 2023-12-01 | Baldwin Insurance Group Holdings, LLC 10% owner · Member of 10% Owner Group | Sale | $0.00 100,000 shares sold | 0.64% sold Direct holding | ▾ |
| 2023-11-29 | Baldwin Lowry Director · 10% owner · See Remarks | Sale | $0.00 100,000 shares sold | 0.64% sold LLC holding | ▾ |
| 2023-11-29 | Baldwin Insurance Group Holdings, LLC 10% owner · Member of 10% Owner Group | Sale | $0.00 100,000 shares sold | 0.64% sold Direct holding | ▾ |
| 2023-11-09 | Valentine John A. Chief Partnership Officer · Member of 10% owner group | Purchase | $99.89K 5,000 shares bought | 5.67% added Direct holding | ▾ |
| 2023-11-09 | Hale Bradford Chief Financial Officer · Member of 10% owner group | Purchase | $199.66K 10,000 shares bought | New holding Indirect holding | ▾ |
| 2023-09-14 | Sherman Laura Member of 10% owner group | Sale | $651.09K 24,695 shares sold | 100.00% sold Trust holding | ▾ |
| 2023-09-13 | Sherman Laura Member of 10% owner group | Sale | $784.33K 30,000 shares sold | 54.85% sold Trust holding | ▾ |
| 2023-09-12 | Baldwin Lowry Director · 10% owner · See Remarks | Sale | $3.12M 120,000 shares sold | 100.00% sold Trust holding | ▾ |
| 2023-09-11 | 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 | Sale | $585.30K 22,305 shares sold | Unavailable Trust holding | ▾ |
Showing 13 / 13 record groups in 2023. The complete set is available through the API.
Follow the people behind the trades.
Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and reach other datasets through the Akkru API.
- Download CSV
- Earlier filings
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 13 of 13 purchase / sale groups and 30 of 36 other groups; the totals and the monthly series cover the whole window.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
list_insider_transactions
{"ticker":"BWIN","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.