Form 4: Baldwin Director Shook Acquires 1,054 Shares

Baldwin Insurance Group Director Ellyn Shook acquired 1,054 shares of Class A Common Stock on January 1, 2026, increasing her beneficial ownership to 12,017 shares.

Summary

• Ellyn Shook, a Director of Baldwin Insurance Group, Inc. (BWIN), acquired 1,054 shares of Class A Common Stock.
• The transaction occurred on January 1, 2026, with a reported price of $0 per share, indicating a grant or award rather than an open market purchase.
• Following this acquisition, Ms. Shook beneficially owns a total of 12,017 shares of Class A Common Stock.
• The transaction was made pursuant to a Rule 10b5-1(c) plan, which allows insiders to set up a predetermined plan for buying or selling company stock.

Sentiment

Score: 6

Explanation: The acquisition of shares by a director, even if a grant, generally signals continued alignment of management interests with shareholders. However, the $0 price indicates it was not an open market purchase, which would typically carry a stronger positive signal.

Positives

• A Director, Ellyn Shook, increased her beneficial ownership in Baldwin Insurance Group, Inc. by acquiring 1,054 shares of Class A Common Stock.
• The acquisition, likely a grant, increases insider alignment with shareholder interests, potentially signaling confidence in the company's future.

Future Outlook

This Form 4 filing is a report of an insider transaction and does not contain any forward-looking statements or guidance regarding the company's future outlook.

Industry Context

This insider transaction by a director of Baldwin Insurance Group, Inc. is a routine disclosure required by the SEC. It does not provide broader industry context or competitive analysis.

Related Party Transactions

• Ellyn Shook, a Director of Baldwin Insurance Group, Inc., acquired 1,054 shares of Class A Common Stock from the issuer, which constitutes a related party transaction.

Stakeholder Impact

• Shareholders may view the increased insider ownership as a positive sign of confidence and alignment with shareholder interests.

Key Dates

Keywords

Baldwin Insurance Group, BWIN, Ellyn Shook, Form 4, Insider Transaction, Stock Grant, Director Ownership, Equity Acquisition, 10b5-1 Plan