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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-May-24 8:47 PM View:  | Baldwin Insurance Group, Inc. (BRP) | 09-May-24 | Market Sale | 10,834 | $30.03 | $325,345.00 | (44%) 24.65K to 13.81K | (10%) |
| 03-Apr-24 6:55 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-24 | Grant | 17,605 | -- | -- | 165% 10.66K to 28.26K | |
| 03-Apr-24 6:55 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-24 | Payment of Exercise | 3,555 | $28.55 | $101,495.00 | (13%) 28.26K to 24.71K | |
| 03-Apr-24 6:55 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-24 | Disposition (other) | 60 | $28.55 | $1,713.00 | (< 1%) 24.71K to 24.65K | |
| 15-Mar-24 8:58 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-24 | Payment of Exercise | 434 | $29.44 | $12,777.00 | (4%) 12.12K to 11.69K | (12%) |
| 15-Mar-24 8:58 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-24 | Market Sale | 1,033 | $29.04 | $29,998.30 | (9%) 11.69K to 10.66K | (14%) |
| 18-Aug-23 4:10 PM View: | Baldwin Insurance Group, Inc. (BRP) | 16-Aug-23 | Sale | 9,858 | $25.15 | $247,975.00 | (45%) 21.98K to 12.12K | |
| 12-May-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BRP) | 11-May-23 | Sale | 2,000 | $22.47 | $44,940.00 | (8%) 23.98K to 21.98K | |
| 04-Apr-23 4:06 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-23 | Grant | 18,758 | -- | -- | 207% 9.07K to 27.83K | |
| 04-Apr-23 4:06 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-23 | Payment of Exercise | 3,789 | $25.46 | $96,467.90 | (14%) 27.83K to 24.04K | |
| 04-Apr-23 4:06 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-23 | Disposition (other) | 60 | $25.46 | $1,527.60 | (< 1%) 24.04K to 23.98K | |
| 16-Mar-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BRP) | 15-Mar-23 | Payment of Exercise | 209 | $22.52 | $4,706.68 | (2%) 9.28K to 9.07K | |
| 21-Nov-22 4:17 PM View: | Baldwin Insurance Group, Inc. (BRP) | 21-Nov-22 | Sale | 3,463 | $28.25 | $97,829.80 | (27%) 12.74K to 9.28K | |
| 17-May-22 7:36 PM View: | Baldwin Insurance Group, Inc. (BRP) | 13-May-22 | Private Purchase | 2,500 | $21.50 | $53,750.00 | 24% 10.24K to 12.74K | |
| 05-Apr-22 4:27 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-22 | Grant | 4,474 | -- | -- | 75% 6.0K to 10.47K | |
| 05-Apr-22 4:27 PM View: | Baldwin Insurance Group, Inc. (BRP) | 01-Apr-22 | Payment of Exercise | 229 | $27.77 | $6,359.33 | (2%) 10.47K to 10.24K |