| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Seth Bala Cohen | General Counsel | 2025-08-13 | 2,775 | $34.00 | $94.35kSell |
| Bradford Hale | Chief Financial Officer | 2025-08-07 | 10,000 | $28.72 | $287.20kBuy |
| James Morgan Roche | Officer | 2025-06-13 | 26,679 | $40.07 | $1.07MSell |
| Trevor Baldwin | Chief Executive Officer | 2025-06-12 | 24,180 | $39.99 | $966.96kSell |
| James Morgan Roche | Officer | 2025-06-12 | 10,894 | $40.03 | $436.09kSell |
| Trevor Baldwin | Chief Executive Officer | 2025-06-12 | 92,820 | $39.79 | $3.69MSell |
| Trevor Baldwin | Chief Executive Officer | 2025-06-11 | 58,000 | $38.48 | $2.23MSell |
| Lowry Baldwin | Director | 2025-06-09 | 50,000 | $38.98 | $1.95MSell |
| James Morgan Roche | Officer | 2025-06-04 | 7,142 | $40.08 | $286.25kSell |
| Seth Bala Cohen | General Counsel | 2025-06-03 | 4,496 | $39.58 | $177.95kSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Lowry Baldwin | 51.38% | 60,965,303 | $1.58B | Insider |
| Loper Enterprises LLC | 14.34% | 17,018,145 | $440.77M | Insider |
| Baldwin Insurance Group Holdings LLC | 11.38% | 13,502,423 | $349.71M | Insider |
| Bigh LLC | 10.60% | 12,572,590 | $325.63M | Insider |
| Tracy Morse Dadeo | 10.56% | 12,527,610 | $324.47M | Insider |
| Morse Family Trust U. Tracy | 10.56% | 12,527,610 | $324.47M | Insider |
| L. Parr Family Trust U. Jennifer | 10.56% | 12,527,610 | $324.47M | Insider |
| Fmr LLC | 9.06% | 10,755,244 | $278.56M | Institution |
| Jennifer L. Parr | 8.38% | 9,941,364 | $257.48M | Insider |
| Mark G. Morse | 8.38% | 9,941,364 | $257.48M | Insider |