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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 07-Oct-24 4:43 PM View:  | Baldwin Insurance Group, Inc. (BWIN) | 04-Oct-24 | Gift | 12,124 | -- | -- | < 1% 2.34M to 2.35M | |
| 07-Oct-24 4:43 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 04-Oct-24 | Gift | 12,124 | -- | -- | (< 1%) 2.35M to 2.34M | |
| 07-Oct-24 4:43 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 03-Oct-24 | Gift | 12,124 | -- | -- | < 1% 2.34M to 2.35M | |
| 07-Oct-24 4:43 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 03-Oct-24 | Gift | 231,932 | -- | -- | 10% 2.35M to 2.58M | |
| 07-Oct-24 4:43 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 03-Oct-24 | Gift | 244,056 | -- | -- | (9%) 2.58M to 2.34M | |
| 20-Nov-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 17-Nov-23 | Gift | 25,446 | -- | -- | 1% 2.34M to 2.37M | |
| 20-Nov-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 17-Nov-23 | Gift | 25,446 | -- | -- | (1%) 2.37M to 2.34M | |
| 20-Nov-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 16-Nov-23 | Gift | 25,446 | -- | -- | 1% 2.34M to 2.37M | |
| 20-Nov-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 16-Nov-23 | Gift | 25,446 | -- | -- | (1%) 2.37M to 2.34M | |
| 21-Dec-22 4:29 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 08-Dec-22 | Gift | 1,826,960 | -- | -- | 78% 2.34M to 4.17M | |
| 21-Dec-22 4:29 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 08-Dec-22 | Gift | 1,826,960 | -- | -- | (44%) 4.17M to 2.34M | |
| 17-Oct-22 9:53 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 30-Sep-22 | Gift | 39,465 | -- | -- | 2% 2.34M to 2.38M | |
| 17-Oct-22 9:53 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 30-Sep-22 | Gift | 4,635 | -- | -- | < 1% 2.38M to 2.38M | |
| 17-Oct-22 9:53 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 30-Sep-22 | Gift | 44,100 | -- | -- | (2%) 2.38M to 2.34M | |
| 22-Dec-20 5:03 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 18-Dec-20 | Sale | 200,000 | -- | -- | (8%) 2.54M to 2.34M | |
| 15-Dec-20 6:04 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 11-Dec-20 | Sale | 100,000 | -- | -- | (4%) 2.64M to 2.54M | |
| 30-Jun-20 9:26 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 29-Jun-20 | Sale | 450,000 | -- | -- | (15%) 3.09M to 2.64M |