Form 4: Elizabeth Krystyn Reports Changes in Beneficial Ownership of Baldwin Insurance Group, Inc. (BWIN)

Elizabeth Krystyn, a member of a 10% owner group of Baldwin Insurance Group, Inc., reports changes in her beneficial ownership of Class B Common Stock and LLC Units due to transactions on October 3rd and 4th, 2024.

Summary

• On October 3rd and 4th, 2024, Elizabeth Krystyn reported changes in her beneficial ownership of Baldwin Insurance Group, Inc. (BWIN) securities.
• The transactions involved Class B Common Stock and LLC Units.
• Krystyn is a member of a 10% owner group of the issuer.
• The reported transactions include acquisitions and dispositions of securities held directly and indirectly through various trusts.
• The transactions were reported on Form 4 filed with the SEC.
• The reporting person is the sole trustee of the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, and the Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019.
• Her spouse, Enrique M. Fueyo, serves as the sole trustee of the Elizabeth H. Krystyn 2019 Irrevocable Trust, dated September 30, 2019.
• Each LLC Unit, together with a share of Class B common stock, may be exchanged by the holder for one share of Class A common stock at any time.

Sentiment

Score: 5

Explanation: The document is a standard SEC filing reporting changes in beneficial ownership. It doesn't inherently convey positive or negative sentiment.

Industry Context

This filing is a routine disclosure related to changes in beneficial ownership by a significant shareholder, which is common in publicly traded companies. It provides transparency to the market regarding insider transactions.

Stakeholder Impact

• The filing provides transparency to shareholders regarding insider transactions.
• Changes in ownership by significant shareholders can sometimes influence investor sentiment.

Key Dates