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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Jul-24 6:15 PM View:  | Baldwin Insurance Group, Inc. (BWIN) | 01-Jul-24 | Grant | 547 | -- | -- | 5% 11.46K to 12.01K | |
| 03-Apr-24 6:55 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Apr-24 | Grant | 639 | -- | -- | 6% 10.82K to 11.46K | |
| 03-Jan-24 4:05 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jan-24 | Grant | 890 | -- | -- | 9% 9.93K to 10.82K | |
| 03-Oct-23 4:06 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Oct-23 | Grant | 808 | -- | -- | 9% 9.13K to 9.93K | |
| 05-Jul-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jul-23 | Grant | 757 | -- | -- | 9% 8.37K to 9.13K | |
| 04-Apr-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Apr-23 | Grant | 737 | -- | -- | 10% 7.63K to 8.37K | |
| 04-Jan-23 4:31 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jan-23 | Grant | 746 | -- | -- | 11% 6.89K to 7.63K | |
| 04-Oct-22 4:46 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Oct-22 | Grant | 712 | -- | -- | 12% 6.17K to 6.89K | |
| 01-Jul-22 9:31 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jul-22 | Grant | 777 | -- | -- | 14% 5.4K to 6.17K | |
| 05-Apr-22 4:04 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Apr-22 | Grant | 699 | -- | -- | 15% 4.7K to 5.4K | |
| 04-Jan-22 10:00 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jan-22 | Grant | 520 | -- | -- | 12% 4.18K to 4.7K | |
| 04-Oct-21 7:51 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Oct-21 | Grant | 564 | -- | -- | 16% 3.61K to 4.18K | |
| 20-Sep-21 4:37 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 17-Sep-21 | Private Purchase | 2,800 | $30.50 | $85,400.00 | 344% 0.81K to 3.61K | |
| 01-Jul-21 9:18 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jul-21 | Grant | 814 | -- | -- | 100% 0 to 0.81K |