Baldwin Insurance's three largest insider shareholders as of September 09, 2026 are Lowry Baldwin (Chairman, 16.38Mn shares), Lowry Baldwin (Chairman, 16.38Mn shares), Lowry Baldwin (Chairman, 13.27Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Lowry Baldwin | Director, TenPercentOwner, Other | 0 | 12,709,590 | 12,709,590 | 36.2% | 04 Mar, 2026 |
| 2 | Llc Bigh, | TenPercentOwner, Other | 12,537,590 | 0 | 12,537,590 | 35.8% | 04 Mar, 2026 |
| 3 | Laura Sherman | Other | 1,326 | 2,236,218 | 2,237,544 | 6.4% | 03 Apr, 2025 |
| 4 | Trevor Baldwin | Chief Executive Officer | 104,549 | 1,942,388 | 2,046,937 | 5.8% | 17 Mar, 2026 |
| 5 | Daniel Galbraith | Chief Operating Officer | 43,486 | 1,134,644 | 1,178,130 | 3.4% | 17 Mar, 2026 |
| 6 | Kristopher Aaron Wiebeck | Chief Strategy Officer | 20,035 | 1,113,367 | 1,133,402 | 3.2% | 21 Aug, 2023 |
| 7 | James Morgan Roche | Officer | 1,104,223 | 0 | 1,104,223 | 3.1% | 17 Mar, 2026 |
| 8 | John A. Valentine | Chief Partnership Officer | 93,222 | 913,709 | 1,006,931 | 2.9% | 13 Nov, 2023 |
| 9 | Elizabeth Krystyn | Other | 0 | 396,912 | 396,912 | 1.1% | 08 May, 2026 |
| 10 | A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 Daniel | Other | 71,090 | 206,748 | 277,838 | 0.8% | 08 Dec, 2021 |
| 11 | Bradford Hale | Chief Financial Officer | 174,501 | 0 | 174,501 | 0.5% | 03 Apr, 2026 |
| 12 | Chris Thomas Sullivan | Director | 85,682 | 0 | 85,682 | 0.2% | 02 Jul, 2026 |
| 13 | Corbyn N. Lichon | Chief Accounting Officer | 57,291 | 0 | 57,291 | 0.2% | 03 Apr, 2026 |
| 14 | Jay A Cohen | Director | 18,623 | 0 | 18,623 | 0.1% | 02 Jul, 2026 |
| 15 | H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Elizabeth | Other | 15,742 | 0 | 15,742 | 0.0% | 08 Dec, 2021 |
| 16 | Ellyn Shook | Director | 14,445 | 0 | 14,445 | 0.0% | 02 Jul, 2026 |
| 17 | Myron K Williams | Director | 14,445 | 0 | 14,445 | 0.0% | 02 Jul, 2026 |
| 18 | Sunita Parasuraman | Director | 14,445 | 0 | 14,445 | 0.0% | 02 Jul, 2026 |
| 19 | Seth Bala Cohen | General Counsel | 14,024 | 0 | 14,024 | 0.0% | 15 May, 2026 |
| 20 | Phillip E Casey | Director | 11,030 | 0 | 11,030 | 0.0% | 04 Apr, 2023 |
| 21 | Sathish Muthukrishnan | Director | 10,254 | 0 | 10,254 | 0.0% | 02 Jul, 2026 |
| 22 | Paul Eugene Sparks | Director | 2,282 | 0 | 2,282 | 0.0% | 02 Jul, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 01 Jul, 2026 | Paul Eugene Sparks | Director | Acquired A | 1,207 | $0.00 | $0 | 2,698 | Direct |
| 01 Jul, 2026 | Sathish Muthukrishnan | Director | Acquired A | 1,207 | $0.00 | $0 | 10,254 | Direct |
| 01 Jul, 2026 | Chris Thomas Sullivan | Director | Acquired A | 1,207 | $0.00 | $0 | 85,682 | Direct |
| 01 Jul, 2026 | Ellyn Shook | Director | Acquired A | 1,207 | $0.00 | $0 | 14,445 | Direct |
| 01 Jul, 2026 | Sunita Parasuraman | Director | Acquired A | 1,207 | $0.00 | $0 | 14,445 | Direct |
| 01 Jul, 2026 | Jay A Cohen | Director | Acquired A | 1,207 | $0.00 | $0 | 18,623 | Direct |
| 01 Jul, 2026 | Myron K Williams | Director | Acquired A | 1,207 | $0.00 | $0 | 14,445 | Direct |
| 01 Jul, 2026 | Paul Eugene Sparks | Director | Disposed F | 416 | $26.91 | $11.19K | 2,282 | Direct |
| 14 May, 2026 | Seth Bala Cohen | General Counsel | Disposed S | 15,000 | $20.01 | $300.15K | 14,024 | Direct |
| 06 May, 2026 | Elizabeth Krystyn | Other | Disposed C | 152,000 | $0.00 | $0 | 1,198,100 | Indirect |
| 06 May, 2026 | Elizabeth Krystyn | Other | Acquired C | 152,000 | $0.00 | $0 | 152,000 | Indirect |
| 06 May, 2026 | Elizabeth Krystyn | Other | Disposed S | 53,722 | $21.19 | $1.14Mn | 98,278 | Indirect |
| 07 May, 2026 | Elizabeth Krystyn | Other | Disposed S | 98,278 | $21.20 | $2.08Mn | 0 | Indirect |
| 06 May, 2026 | Elizabeth Krystyn | Other | Disposed C | 50,000 | $0.00 | $0 | 396,912 | Indirect |
| 06 May, 2026 | Elizabeth Krystyn | Other | Acquired C | 50,000 | $0.00 | $0 | 50,000 | Indirect |
| 06 May, 2026 | Elizabeth Krystyn | Other | Disposed S | 18,260 | $21.20 | $387.11K | 31,740 | Indirect |
| 07 May, 2026 | Elizabeth Krystyn | Other | Disposed S | 31,740 | $21.18 | $672.25K | 0 | Indirect |
| 06 May, 2026 | Elizabeth Krystyn | Other | Disposed C | 152,000 | $0.00 | $0 | 1,198,100 | Indirect |
| 06 May, 2026 | Elizabeth Krystyn | Other | Disposed C | 50,000 | $0.00 | $0 | 396,912 | Indirect |
| 01 Apr, 2026 | Myron K Williams | Director | Acquired A | 1,221 | $0.00 | $0 | 13,238 | Direct |