Form 4: Baldwin Insurance Group CFO Bradford Hale Reports Stock Transactions
SEC Form 4 Filing
CFO Bradford Hale reports acquisition and disposal of Baldwin Insurance Group (BWIN) Class A Common Stock due to PSU settlement and tax obligations.
Summary
- Bradford Hale, CFO of Baldwin Insurance Group, filed a Form 4 detailing changes in beneficial ownership.
- On February 19, 2025, Hale acquired 32,972 shares of Class A Common Stock at $0 related to the settlement of performance-based restricted stock units (PSUs) granted in 2022.
- On the same day, 11,929 shares of Class A Common Stock were disposed of at $40.85 to satisfy income tax withholding obligations.
- Following these transactions, Hale directly owns 119,174 shares of Class A Common Stock.
- Hale also indirectly owns 10,000 shares through the Amy W. Hale Revocable Trust.
Sentiment
Score: 5
Explanation: The document is a standard regulatory filing detailing stock transactions, with no inherent positive or negative sentiment.
Industry Context
This filing is a routine disclosure related to executive compensation and stock ownership, common for publicly traded companies.
Stakeholder Impact
- The transactions may have a minor impact on shareholders due to the change in CFO's holdings, but it's primarily related to compensation and tax obligations.
Key Dates
| Date | Description |
|---|---|
| July 28, 2009 | Date of the Amy W. Hale Revocable Trust |
| 2022 | Year the performance-based restricted stock units (PSUs) were granted |
| 02/19/2025 | Date of stock acquisition and disposal |
| 02/21/2025 | Date of Form 4 signature |
Keywords
Form 4, Beneficial Ownership, Bradford Hale, Baldwin Insurance Group, BWIN, Class A Common Stock, PSU, Tax Withholding, CFO
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