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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 | Payment of Exercise | 186 | $28.55 | $5,310.30 | (11%) 1.7K to 1.51K | |
| 20-Nov-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BRP) | 17-Nov-23 | Gift | 15,478 | -- | -- | < 1% 2.29M to 2.31M | |
| 20-Nov-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BRP) | 17-Nov-23 | Gift | 15,478 | -- | -- | (< 1%) 2.31M to 2.29M | |
| 20-Nov-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BRP) | 16-Nov-23 | Gift | 15,478 | -- | -- | < 1% 2.29M to 2.31M | |
| 20-Nov-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BRP) | 16-Nov-23 | Gift | 15,478 | -- | -- | (< 1%) 2.31M to 2.29M | |
| 15-Sep-23 5:47 PM View: | Baldwin Insurance Group, Inc. (BRP) | 14-Sep-23 | Sale | 24,695 | $26.37 | $651,094.00 | (93%) 26.58K to 1.88K | |
| 15-Sep-23 5:47 PM View: | Baldwin Insurance Group, Inc. (BRP) | 13-Sep-23 | Sale | 30,000 | $26.14 | $784,332.00 | (53%) 56.58K to 26.58K | |
| 11-Sep-23 7:44 PM View: | Baldwin Insurance Group, Inc. (BRP) | 11-Sep-23 | Sale | 22,305 | $26.24 | $585,301.00 | (< 1%) 2.37M to 2.35M | |
| 11-Sep-23 7:44 PM View: | Baldwin Insurance Group, Inc. (BRP) | 08-Sep-23 | Sale | 65,900 | $26.39 | $1,739,020.00 | (3%) 2.44M to 2.37M | |
| 11-Sep-23 7:44 PM View: | Baldwin Insurance Group, Inc. (BRP) | 07-Sep-23 | Conversion | 200,000 | -- | -- | 8% 2.5M to 2.7M | |
| 11-Sep-23 7:44 PM View: | Baldwin Insurance Group, Inc. (BRP) | 07-Sep-23 | Conversion | 200,000 | -- | -- | (7%) 2.7M to 2.5M | |
| 11-Sep-23 7:44 PM View: | Baldwin Insurance Group, Inc. (BRP) | 07-Sep-23 | Sale | 57,100 | $26.86 | $1,533,860.00 | (2%) 2.5M to 2.44M | |
| 02-Feb-24 4:05 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-23 | Payment of Exercise | 186 | $25.46 | $4,735.56 | (10%) 1.88K to 1.7K | |
| 21-Dec-22 4:28 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Dec-22 | Gift | 2,417,700 | -- | -- | 97% 2.49M to 4.91M | |
| 21-Dec-22 4:28 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Dec-22 | Gift | 2,417,700 | -- | -- | (49%) 4.91M to 2.49M | |
| 17-Oct-22 9:53 PM View: | Baldwin Insurance Group, Inc. (BRP) | 30-Sep-22 | Gift | 10,407 | -- | -- | < 1% 2.49M to 2.5M | |
| 17-Oct-22 9:53 PM View: | Baldwin Insurance Group, Inc. (BRP) | 30-Sep-22 | Gift | 10,407 | -- | -- | (< 1%) 2.5M to 2.49M | |
| 14-Jun-22 6:51 PM View: | Baldwin Insurance Group, Inc. (BRP) | 13-Jun-22 | Acquisition (other) | 1,884 | -- | -- | 100% 0 to 1.88K | |
| 09-Dec-21 9:47 PM View: | Baldwin Insurance Group, Inc. (BRP) | 07-Dec-21 | Acquisition (other) | 73,170 | $37.94 | $2,776,070.00 | 1% 5.15M to 5.23M | < 1% |
| 09-Dec-21 9:47 PM View: | Baldwin Insurance Group, Inc. (BRP) | 07-Dec-21 | Disposition (other) | 73,170 | $37.94 | $2,776,070.00 | (1%) 5.23M to 5.15M | (< 1%) |
| 22-Dec-20 5:02 PM View: | Baldwin Insurance Group, Inc. (BRP) | 18-Dec-20 | Sale | 300,000 | -- | -- | (11%) 2.84M to 2.54M | |
| 15-Dec-20 6:02 PM View: | Baldwin Insurance Group, Inc. (BRP) | 11-Dec-20 | Sale | 100,000 | -- | -- | (3%) 2.94M to 2.84M | |
| 30-Jun-20 9:26 PM View: | Baldwin Insurance Group, Inc. (BRP) | 29-Jun-20 | Sale | 150,000 | -- | -- | (5%) 3.09M to 2.94M |