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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 | 11,503 | -- | -- | 35% 33.2K to 44.71K | |
| 03-Apr-24 6:55 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-24 | Payment of Exercise | 4,438 | $28.55 | $126,705.00 | (10%) 44.71K to 40.27K | |
| 15-Mar-24 8:58 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-24 | Payment of Exercise | 333 | $29.44 | $9,803.52 | (< 1%) 33.54K to 33.2K | (12%) |
| 26-Oct-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BRP) | 24-Oct-23 | Payment of Exercise | 695 | $21.24 | $14,761.80 | (2%) 34.23K to 33.54K | |
| 04-Apr-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-23 | Grant | 11,517 | -- | -- | 45% 25.87K to 37.39K | |
| 04-Apr-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-23 | Payment of Exercise | 3,157 | $25.46 | $80,377.20 | (8%) 37.39K to 34.23K | |
| 16-Mar-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-23 | Payment of Exercise | 143 | $22.52 | $3,220.36 | (< 1%) 26.02K to 25.87K | |
| 05-Apr-22 4:24 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-22 | Grant | 4,936 | -- | -- | 21% 23.33K to 28.27K | |
| 05-Apr-22 4:24 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-22 | Payment of Exercise | 2,250 | $27.77 | $62,482.50 | (8%) 28.27K to 26.02K | |
| 17-Mar-22 7:44 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-22 | Payment of Exercise | 51 | $25.11 | $1,280.61 | (< 1%) 23.38K to 23.33K | |
| 05-May-21 6:24 PM View: | Baldwin Insurance Group, Inc. (BRP) | 03-May-21 | Grant | 1,023 | -- | -- | 5% 22.36K to 23.38K | |
| 05-Apr-21 9:25 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-21 | Grant | 10,000 | -- | -- | 81% 12.36K to 22.36K |