Every SEC Form 3/4/5 on record for this filer (CIK 1787715) — 2 issuers, 37 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. | Filer | 2024-10-07 → 2026-05-08 | 4 | −$26M |
| BRP | BRP Group, Inc. | Filer · lapsed | 2019-10-28 → 2023-11-20 | 8 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BWIN | 2026-05-07 | Sell | 31,740 | $21.18 | $672,253 | — |
| BWIN | 2026-05-07 | Sell | 98,278 | $21.20 | $2M | — |
| BWIN | 2026-05-06 | Sell | 18,260 | $21.20 | $387,112 | 31,740 |
| BWIN | 2026-05-06 | Sell | 53,722 | $21.19 | $1M | 98,278 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.