SEC Form 4
The Baldwin Insurance Group, Inc. (BWIN) insider trading
In the 12 months to Oct 26, 2026, 3 BWIN insiders reported open-market sales of $13.3M across 5 filings; one director bought $1.0M.
Latest filing · Last 12 months · Source: SEC EDGAR · How we count
- Open-market sales
- $13.3M
- 5 filings · 3 insiders
- Open-market purchases
- $1.0M
- 1 filing · Paul Eugene Sparks, Director
Who traded BWIN, and when
- Purchase
- Sale
BWIN daily close from Oct 27, 2025 to Oct 26, 2026, between $16.50 and $32.49, last $31.91. 5 sale and 1 purchase filings by 4 insiders, marked at their filing dates. Elizabeth Krystyn, Other: sold $6.8M across 2 filings, first filed Mar 6, 2026, last May 8, 2026. James Morgan Roche, Officer (see filing): sold $6.1M across 2 filings, first filed Dec 9, 2025, last Dec 15, 2025. Paul Eugene Sparks, Director: bought $1.0M across 1 filing, first filed Mar 4, 2026, last Mar 4, 2026. Seth Bala Cohen, General Counsel: sold $300.2K across 1 filing, first filed May 15, 2026, last May 15, 2026.
Largest mark · tap a row for others
James Morgan Roche · Officer (see filing)
Filing 1 of 2 within a week · $6,119,337 total
Sale $376,200
15,000 shares at $25.08 avg
Filed Dec 9, 2025 · traded Dec 5
Close on filing date $22.21
Elizabeth Krystyn · Other
Other
$6.8M soldJames Morgan Roche · Officer (see filing)
Officer (see filing)
$6.1M soldPaul Eugene Sparks · Director
Director
$1.0M boughtSeth Bala Cohen · General Counsel
General Counsel
$300.2K soldOpen-market trades
6 filings in the last 12 months| Insider | Role | Sold | Bought | Filings | Pre-arranged (10b5-1) | Last filed |
|---|---|---|---|---|---|---|
| Elizabeth Krystyn | Other | $6.8M | — | 2 | — | |
| James Morgan Roche | Officer (see filing) | $6.1M | — | 2 | — | |
| Paul Eugene Sparks | Director | — | $1.0M | 1 | — | |
| Seth Bala Cohen | General Counsel | $300.2K | — | 1 | — |
| Filed | Insider | Type | Shares | Avg price | Value | Held after | Source |
|---|---|---|---|---|---|---|---|
traded | Seth Bala Cohen General Counsel | Sale | 15,000 | $20.01 | $300.2K | 14,024 | |
traded | Elizabeth Krystyn Other | Sale | 202,000 | $21.19 | $4.3M | 0 | |
traded | Elizabeth Krystyn Other | Sale | 119,987 | $21.25 | $2.5M | 0 | |
traded | Paul Eugene Sparks Director | Purchase | 44,200 | $22.66 | $1.0M | 996,706 | |
traded | James Morgan Roche Officer (see filing) | Sale | 240,000 | $23.93 | $5.7M | 48,136 | |
traded | James Morgan Roche Officer (see filing) | Sale | 15,000 | $25.08 | $376.2K | 42,113 |
GET /stocks/filings/vX/form-4?tickers=BWIN&filing_date.gte=2025-10-26&sort=filing_date.desc&limit=500{
"status": "OK",
"results": [
{
"tickers": [
"BRP",
"BWIN"
],
"issuer_cik": "0001781755",
"owner_cik": "0001908559",
"accession_number": "0001908559-26-000006",
"form_type": "4",
"filing_date": "2026-05-15",
"period_of_report": "2026-05-14",
"issuer_name": "Baldwin Insurance Group, Inc.",
"issuer_trading_symbol": "BWIN",
"owner_name": "Cohen Seth Bala",
"is_director": false,
"is_officer": true,
"is_ten_percent_owner": false,
"is_other": false,
"officer_title": "General Counsel",
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Class A Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": false,
"transaction_date": "2026-05-14",
"transaction_code": "S",
"equity_swap_involved": false,
"transaction_shares": 15000,
"transaction_price_per_share": 20.01,
"transaction_acquired_disposed": "D",
"shares_owned_following_transaction": 14024,
"transaction_value": 300150,
"not_subject_to_section_16": false,
"direct_or_indirect": "D",
"footnotes": [
{
"id": "F1",
"description": "The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $20.00 to $20.025. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range."
}
]
},
{
"tickers": [
"BRP",
"BWIN"
],
"issuer_cik": "0001781755",
"owner_cik": "0001787715",
"accession_number": "0001787715-26-000002",
"form_type": "4",
"filing_date": "2026-05-08",
"period_of_report": "2026-05-06",
"issuer_name": "Baldwin Insurance Group, Inc.",
"issuer_trading_symbol": "BWIN",
"owner_name": "Krystyn Elizabeth",
"is_director": false,
"is_officer": false,
"is_ten_percent_owner": false,
"is_other": true,
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Class A Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": false,
"transaction_date": "2026-05-06",
"transaction_code": "S",
"equity_swap_involved": false,
"transaction_shares": 53722,
"transaction_price_per_share": 21.19,
"transaction_acquired_disposed": "D",
"shares_owned_following_transaction": 98278,
"transaction_value": 1138369.1800000002,
"not_subject_to_section_16": false,
"direct_or_indirect": "I",
"nature_of_ownership": "By Trust",
"footnotes": [
{
"id": "F2",
"description": "The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $21.00 to $21.47. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range."
},
{
"id": "F1",
"description": "These securities are directly held by the Elizabeth H. Krystyn 2017 Revocable Trust, dated June 28, 2017, of which the reporting person is the sole trustee and beneficiary."
}
]
}
]
}
// trimmed to 2 resultsThe response includes every Form 4 record; this page keeps open-market purchases and sales on common stock and removes duplicate joint-filer rows.
Other insider activity (not market trades) · 99 records
- Tax withholding31 records
- Grants and awards52 records
- Gifts1 record
- Other15 records
Reported on Form 4 but not purchases or sales in the market, so not counted in the totals above.
How to read this page
- Open-market purchase or sale
- A buy or sell of the company's stock at market price. Grants, option exercises, shares withheld for tax, gifts and employee stock plan purchases are listed separately and not counted.
- Filing date
- Insiders have two business days to report a trade. Totals and the chart use the filing date, when the trade became public.
Frequently asked questions
Has The Baldwin Insurance Group, Inc.'s CEO sold stock?
No. Trevor Baldwin (CEO) made no open-market sales filed as CEO in the last 12 months.
How current is BWIN’s insider data?
These are BWIN Form 4 filings from the last year, refreshed daily. The Massive Form 4 API has the full, continuously updated record.
What counts as an open-market buy or sell?
Only purchases and sales at the market price. Option exercises, grants, gifts, and shares withheld for taxes are reported on Form 4 but are left out of the buy and sell totals.
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Track BWIN insider trades with your agent
This page joins two Massive endpoints: Form 4 filings and daily prices. Ask an agent to watch for new filings:
Using the Massive API (massive.com/docs/llms.txt), check Form 4 filings for BWIN every day with transaction_code=P and tell me when an insider files an open-market purchase, with their role, shares, price and the filing link.
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