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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 | -- | -- | 8% 7.29K to 7.83K | |
| 03-Apr-24 6:55 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Apr-24 | Grant | 639 | -- | -- | 10% 6.65K to 7.29K | |
| 03-Jan-24 4:05 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jan-24 | Grant | 890 | -- | -- | 15% 5.76K to 6.65K | |
| 03-Oct-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Oct-23 | Grant | 808 | -- | -- | 16% 4.95K to 5.76K | |
| 05-Jul-23 10:00 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jul-23 | Grant | 757 | -- | -- | 18% 4.19K to 4.95K | |
| 04-Apr-23 4:05 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Apr-23 | Grant | 737 | -- | -- | 21% 3.45K to 4.19K | |
| 04-Jan-23 4:31 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jan-23 | Grant | 746 | -- | -- | 28% 2.71K to 3.45K | |
| 04-Oct-22 4:48 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Oct-22 | Grant | 712 | -- | -- | 36% 2.0K to 2.71K | |
| 01-Jul-22 9:35 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jul-22 | Grant | 777 | -- | -- | 64% 1.22K to 2.0K | |
| 05-Apr-22 4:13 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Apr-22 | Grant | 699 | -- | -- | 134% 0.52K to 1.22K | |
| 04-Jan-22 6:13 PM View: | Baldwin Insurance Group, Inc. (BWIN) | 01-Jan-22 | Grant | 520 | -- | -- | 100% 0 to 0.52K |