As of April 22, 2026, the three largest insider holders of BWIN are Lowry Baldwin (Chairman, 16.38Mn shares), Lowry Baldwin (Chairman, 13.27Mn shares), Lowry Baldwin (Director, 12.54Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Lowry Baldwin | Chairman | 0 | 16,381,478 | 07 Dec, 2021 |
| Lowry Baldwin | Chairman | 0 | 13,274,090 | 13 Mar, 2024 |
| Lowry Baldwin | - | 0 | 12,537,590 | 04 Mar, 2026 |
| Llc Bigh, | - | 12,537,590 | 0 | 04 Mar, 2026 |
| Laura Sherman | - | 0 | 2,236,218 | 07 Oct, 2024 |
| Trevor Baldwin | Chief Executive Officer | 0 | 1,942,388 | 13 Jun, 2025 |
| Daniel Galbraith | Chief Operating Officer | 0 | 1,134,644 | 30 Aug, 2024 |
| Kristopher Aaron Wiebeck | Chief Strategy Officer | 0 | 1,113,367 | 01 Dec, 2022 |
| Paul Eugene Sparks | - | 0 | 996,706 | 04 Mar, 2026 |
| John A. Valentine | Chief Partnership Officer | 0 | 913,709 | 15 May, 2023 |
| James Morgan Roche | - | 781,786 | 0 | 15 Dec, 2025 |
| Elizabeth Krystyn | - | 0 | 446,912 | 06 Mar, 2026 |
| John A. Valentine | Chief Partnership Officer | 0 | 416,883 | 09 Dec, 2021 |
| James Morgan Roche | - | 322,437 | 0 | 17 Mar, 2026 |
| A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 Daniel | - | 71,090 | 206,748 | 08 Dec, 2021 |
| Bradford Hale | Chief Financial Officer | 174,501 | 0 | 03 Apr, 2026 |
| Lowry Baldwin | Chairman | 0 | 172,000 | 22 Sep, 2022 |
| Laura Sherman | - | 0 | 133,578 | 09 Dec, 2021 |
| Paul Eugene Sparks | - | 0 | 114,829 | 06 Jan, 2026 |
| Trevor Baldwin | Chief Executive Officer | 104,549 | 0 | 17 Mar, 2026 |
| John A. Valentine | Chief Partnership Officer | 93,222 | 0 | 13 Nov, 2023 |
| Chris Thomas Sullivan | - | 84,475 | 0 | 03 Apr, 2026 |
| Phillip E Casey | - | 0 | 65,000 | 22 Sep, 2021 |
| Corbyn N. Lichon | Chief Accounting Officer | 57,291 | 0 | 03 Apr, 2026 |
| Daniel Galbraith | Chief Operating Officer | 43,486 | 0 | 17 Mar, 2026 |
| Seth Bala Cohen | General Counsel | 29,024 | 0 | 17 Mar, 2026 |
| Trevor Baldwin | Chief Executive Officer | 0 | 27,676 | 13 Jun, 2025 |
| Kristopher Aaron Wiebeck | Chief Strategy Officer | 20,035 | 0 | 21 Aug, 2023 |
| Barbara Ruth Matas | - | 18,393 | 0 | 03 Apr, 2026 |
| Joseph John Kadow | - | 18,393 | 0 | 03 Apr, 2026 |
| Jay A Cohen | - | 17,416 | 0 | 03 Apr, 2026 |
| H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 Elizabeth | - | 15,742 | 0 | 08 Dec, 2021 |
| Ellyn Shook | - | 13,238 | 0 | 03 Apr, 2026 |
| Myron K Williams | - | 13,238 | 0 | 03 Apr, 2026 |
| Sunita Parasuraman | - | 13,238 | 0 | 03 Apr, 2026 |
| Phillip E Casey | - | 11,030 | 0 | 04 Apr, 2023 |
| Bradford Hale | Chief Financial Officer | 0 | 10,000 | 13 Nov, 2023 |
| Sathish Muthukrishnan | - | 9,047 | 0 | 03 Apr, 2026 |
| Paul Eugene Sparks | - | 1,491 | 0 | 03 Apr, 2026 |
| Laura Sherman | - | 1,326 | 0 | 03 Apr, 2025 |
| Kristopher Aaron Wiebeck | Chief Strategy Officer | 0 | 1,000 | 08 Mar, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Myron K Williams | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |
| 01 Apr, 2026 | Sathish Muthukrishnan | Class A Common Stock | A | 1,221 | $0.00 | 9,047 | D | A |
| 01 Apr, 2026 | Paul Eugene Sparks | Class A Common Stock | A | 2,275 | $0.00 | 2,275 | D | A |
| 01 Apr, 2026 | Bradford Hale | Class A Common Stock | D | 9,837 | $21.53 | 174,501 | D | F |
| 01 Apr, 2026 | Joseph John Kadow | Class A Common Stock | A | 1,221 | $0.00 | 18,393 | D | A |
| 01 Apr, 2026 | Barbara Ruth Matas | Class A Common Stock | A | 1,221 | $0.00 | 18,393 | D | A |
| 01 Apr, 2026 | Jay A Cohen | Class A Common Stock | A | 1,221 | $0.00 | 17,416 | D | A |
| 01 Apr, 2026 | Sunita Parasuraman | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |
| 01 Apr, 2026 | Chris Thomas Sullivan | Class A Common Stock | A | 1,221 | $0.00 | 84,475 | D | A |
| 01 Apr, 2026 | Corbyn N. Lichon | Class A Common Stock | A | 2,033 | $0.00 | 57,291 | D | A |
| 01 Apr, 2026 | Ellyn Shook | Class A Common Stock | A | 1,221 | $0.00 | 13,238 | D | A |
| 01 Apr, 2026 | Paul Eugene Sparks | Class A Common Stock | D | 784 | $21.53 | 1,491 | D | F |
| 15 Mar, 2026 | Corbyn N. Lichon | Class A Common Stock | D | 102 | $21.06 | 55,545 | D | F |
| 15 Mar, 2026 | Trevor Baldwin | Class A Common Stock | D | 1,297 | $21.06 | 105,219 | D | F |
| 15 Mar, 2026 | Seth Bala Cohen | Class A Common Stock | D | 254 | $21.06 | 29,570 | D | F |
| 15 Mar, 2026 | Bradford Hale | Class A Common Stock | D | 556 | $21.06 | 184,740 | D | F |
| 15 Mar, 2026 | Daniel Galbraith | Class A Common Stock | D | 556 | $21.06 | 43,888 | D | F |
| 15 Mar, 2026 | James Morgan Roche | Class A Common Stock | D | 501 | $21.06 | 322,437 | D | F |
| 15 Mar, 2026 | Seth Bala Cohen | Class A Common Stock | D | 283 | $21.06 | 29,287 | D | F |
| 15 Mar, 2026 | Bradford Hale | Class A Common Stock | D | 402 | $21.06 | 184,338 | D | F |