Every SEC Form 3/4/5 on record for this filer (CIK 1908559) — 2 issuers, 41 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. | General Counsel | 2024-08-02 → 2026-05-15 | 13 | −$1M |
| BRP | Baldwin Insurance Group, Inc. | General Counsel · lapsed | 2022-02-02 → 2024-05-13 | 11 | −$692,292 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BWIN | 2026-05-14 | Sell | 15,000 | $20.01 | $300,150 | 14,024 |
| BWIN | 2025-08-13 | Sell | 2,775 | $34.00 | $94,350 | 10,465 |
| BWIN | 2025-06-03 | Sell | 4,496 | $39.58 | $177,952 | 13,240 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.