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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Apr-24 6:55 PM View:  | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-24 | Grant | 38,246 | -- | -- | 41% 93.36K to 131.6K | |
| 03-Apr-24 6:55 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-24 | Payment of Exercise | 13,470 | $28.55 | $384,568.00 | (10%) 131.6K to 118.13K | |
| 15-Mar-24 8:55 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-24 | Payment of Exercise | 965 | $29.44 | $28,409.60 | (1%) 94.32K to 93.36K | (12%) |
| 13-Nov-23 4:15 PM View: | Baldwin Insurance Group, Inc. (BRP) | 09-Nov-23 | Private Purchase | 10,000 | $19.97 | $199,655.00 | 12% 84.32K to 94.32K | |
| 04-Apr-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-23 | Grant | 31,106 | -- | -- | 49% 63.96K to 95.07K | |
| 04-Apr-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-23 | Payment of Exercise | 10,750 | $25.46 | $273,695.00 | (11%) 95.07K to 84.32K | |
| 16-Mar-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-23 | Payment of Exercise | 966 | $22.52 | $21,754.30 | (1%) 64.93K to 63.96K | |
| 05-Apr-22 4:23 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-22 | Grant | 17,409 | -- | -- | 34% 51.48K to 68.89K | |
| 05-Apr-22 4:23 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-22 | Payment of Exercise | 3,955 | $27.77 | $109,830.00 | (6%) 68.89K to 64.93K | |
| 17-Mar-22 7:42 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-22 | Payment of Exercise | 277 | $25.11 | $6,955.47 | (< 1%) 51.75K to 51.48K | |
| 05-May-21 6:28 PM View: | Baldwin Insurance Group, Inc. (BRP) | 03-May-21 | Grant | 5,117 | -- | -- | 11% 46.64K to 51.75K | |
| 05-Apr-21 9:14 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-21 | Grant | 44,496 | -- | -- | 636% 7.0K to 51.5K | |
| 05-Apr-21 9:14 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-21 | Payment of Exercise | 4,860 | $28.06 | $136,372.00 | (9%) 51.5K to 46.64K | |
| 28-Oct-19 9:36 PM View: | Baldwin Insurance Group, Inc. (BRP) | 28-Oct-19 | Grant | 120,171 | $0.00 | $12.02 | 100% 0 to 120.17K | |
| 28-Oct-19 9:36 PM View: | Baldwin Insurance Group, Inc. (BRP) | 28-Oct-19 | Purchase | 7,000 | $14.00 | $98,000.00 | 6% 120.17K to 127.17K |