Baldwin Insurance BWIN Insider Ownership

NASDAQ BWIN
$31.92 +0.03 (+0.09%)
At close: Oct 21, 2026 · 4:00 PM EDT

Insider Holdings by Owner

34.65Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
25.88%
▲+0.0075% pp QoQ
Shares Held by Insiders
36.08Mn
filed for Sep 2026
▲+0.03% QoQ
Shares Outstanding
139.43Mn
139,428,280 shares
Direct Holdings
1.70Mn
Indirect: 34.38Mn
Net Shares Traded (QoQ)
+10.45K
net buying in Sep 2026
Insiders Holding Shares
22
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

In the last 12 months, insiders at Baldwin Insurance made open-market purchases of $1 million (44.2K shares) and open-market sales of $13.25 million (591.99K shares).

Form 4 Holdings

Insiders Holding BWIN

Insiders 22
Shares held 34.65Mn
Of outstanding 24.85%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Lowry Baldwin Director, TenPercentOwner, Other 0 12,545,940 12,545,940 36.2% 16 Oct, 2026
2 Llc Bigh, TenPercentOwner, Other 12,537,590 0 12,537,590 36.2% 04 Mar, 2026
3 Laura Sherman Other 1,326 2,236,218 2,237,544 6.5% 03 Apr, 2025
4 Trevor Baldwin Chief Executive Officer 104,549 1,942,388 2,046,937 5.9% 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 3.3% 21 Aug, 2023
7 James Morgan Roche Officer 1,104,223 0 1,104,223 3.2% 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 Bradford Hale Chief Financial Officer 174,501 0 174,501 0.5% 03 Apr, 2026
11 Chris Thomas Sullivan Director 86,506 0 86,506 0.2% 02 Oct, 2026
12 Corbyn N. Lichon Chief Accounting Officer 57,291 0 57,291 0.2% 03 Apr, 2026
13 Joseph John Kadow Director 20,424 0 20,424 0.1% 02 Oct, 2026
14 Barbara Ruth Matas Director 20,424 0 20,424 0.1% 02 Oct, 2026
15 Jay A Cohen Director 19,447 0 19,447 0.1% 02 Oct, 2026
16 Sunita Parasuraman Director 15,269 0 15,269 0.0% 02 Oct, 2026
17 Ellyn Shook Director 15,269 0 15,269 0.0% 02 Oct, 2026
18 Myron K Williams Director 15,269 0 15,269 0.0% 02 Oct, 2026
19 Seth Bala Cohen General Counsel 14,024 0 14,024 0.0% 15 May, 2026
20 Sathish Muthukrishnan Director 11,078 0 11,078 0.0% 02 Oct, 2026
21 Phillip E Casey Director 11,030 0 11,030 0.0% 04 Apr, 2023
22 Paul Eugene Sparks Director 2,862 0 2,862 0.0% 02 Oct, 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.

Form 4 Filings

1,027 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
14 Oct, 2026 Lowry Baldwin Director, TenPercentOwner, Other Acquired W 8,350 $0.00 $0 8,350 Indirect
01 Oct, 2026 Jay A Cohen Director Acquired A 824 $0.00 $0 19,447 Direct
01 Oct, 2026 Sunita Parasuraman Director Acquired A 824 $0.00 $0 15,269 Direct
01 Oct, 2026 Paul Eugene Sparks Director Acquired A 824 $0.00 $0 3,106 Direct
01 Oct, 2026 Chris Thomas Sullivan Director Acquired A 824 $0.00 $0 86,506 Direct
01 Oct, 2026 Sathish Muthukrishnan Director Acquired A 824 $0.00 $0 11,078 Direct
01 Oct, 2026 Ellyn Shook Director Acquired A 824 $0.00 $0 15,269 Direct
01 Oct, 2026 Myron K Williams Director Acquired A 824 $0.00 $0 15,269 Direct
01 Oct, 2026 Barbara Ruth Matas Director Acquired A 824 $0.00 $0 20,424 Direct
01 Oct, 2026 Joseph John Kadow Director Acquired A 824 $0.00 $0 20,424 Direct
01 Oct, 2026 Paul Eugene Sparks Director Disposed F 244 $31.77 $7.75K 2,862 Direct
01 Jul, 2026 Barbara Ruth Matas Director Acquired A 1,207 $0.00 $0 19,600 Direct
01 Jul, 2026 Myron K Williams Director Acquired A 1,207 $0.00 $0 14,445 Direct
01 Jul, 2026 Ellyn Shook Director Acquired A 1,207 $0.00 $0 14,445 Direct
01 Jul, 2026 Joseph John Kadow Director Acquired A 1,207 $0.00 $0 19,600 Direct
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 Sunita Parasuraman Director Acquired A 1,207 $0.00 $0 14,445 Direct
01 Jul, 2026 Chris Thomas Sullivan Director Acquired A 1,207 $0.00 $0 85,682 Direct
01 Jul, 2026 Jay A Cohen Director Acquired A 1,207 $0.00 $0 18,623 Direct