Every SEC Form 3/4/5 on record for this filer (CIK 1789496) — 2 issuers, 50 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. | See Remarks | 2024-08-09 → 2026-03-17 | 16 | −$32M |
| BRP | Baldwin Insurance Group, Inc. | See Remarks · lapsed | 2019-10-28 → 2024-05-13 | 6 | $3M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BWIN | 2025-12-15 | Sell | 73,977 | $23.98 | $2M | 48,136 |
| BWIN | 2025-12-15 | Sell | 6,023 | $24.70 | $148,768 | 42,113 |
| BWIN | 2025-12-12 | Sell | 100,000 | $24.20 | $2M | 122,113 |
| BWIN | 2025-12-11 | Sell | 60,000 | $23.34 | $1M | 222,113 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.