Every SEC Form 3/4/5 on record for this filer (CIK 1787711) — 2 issuers, 48 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | Chief Executive Officer · Director | 2025-02-21 → 2026-03-17 | 8 | −$12M |
| BRP | BRP Group, Inc. | Chief Executive Officer · Director · lapsed | 2019-10-23 → 2024-04-03 | 15 | −$5M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BWIN | 2025-06-12 | Sell | 92,820 | $39.79 | $4M | 51,856 |
| BWIN | 2025-06-12 | Sell | 24,180 | $39.99 | $966,958 | 27,676 |
| BWIN | 2025-06-11 | Sell | 58,000 | $38.48 | $2M | 144,676 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.