Informed-money record

BWIN · Baldwin Insurance Group, Inc.

Disclosed informed-money activity on this name over the last 12 months — corporate insiders, institutions, and members of Congress, from public-domain SEC and congressional filings. A dated factual record with receipts; interpretation is yours.

Bullish filings

3

Bearish filings

23

Named actors

7

Disclosed $ (bull / bear)

$1.3M / $26.8M

Recent disclosures

25 of 26 in the window · linked to source
DateWhoWhatDisclosed $Receipt
2026-05-14General Counsel Cohen Seth Balasold$300KSEC ↗
2026-05-14Officer (via Wells Fargo Clearing Services) Cohen Seth Balafiled notice to sell$297KSEC ↗
2026-05-0710% owner / other Krystyn Elizabethsold$2.1MSEC ↗
2026-05-0710% owner / other Krystyn Elizabethsold$672KSEC ↗
2026-05-0610% owner / other Krystyn Elizabethsold$387KSEC ↗
2026-05-0610% owner / other Krystyn Elizabethsold$1.1MSEC ↗
2026-05-06Officer (via Charles Schwab Corporation) Krystyn Elizabethfiled notice to sell$4.4MSEC ↗
2026-03-0610% owner / other Krystyn Elizabethsold$1.9MSEC ↗
2026-03-0610% owner / other Krystyn Elizabethsold$625KSEC ↗
2026-03-06Officer (via Charles Schwab Corporation) Krystyn Elizabethfiled notice to sell$2.6MSEC ↗
2026-03-03Director Sparks Paul Eugenebought$336KSEC ↗
2026-03-02Director Sparks Paul Eugenebought$666KSEC ↗
2025-12-15See Remarks Roche James Morgansold$149KSEC ↗
2025-12-15See Remarks Roche James Morgansold$1.8MSEC ↗
2025-12-15Officer (via Raymond James & Associates) Roche James Morganfiled notice to sell$1.9MSEC ↗
2025-12-12See Remarks Roche James Morgansold$2.4MSEC ↗
2025-12-12Officer (via Raymond James & Associates) Roche James Morganfiled notice to sell$2.4MSEC ↗
2025-12-11See Remarks Roche James Morgansold$1.4MSEC ↗
2025-12-11Officer (via Raymond James & Associates) Roche James Morganfiled notice to sell$1.4MSEC ↗
2025-12-05See Remarks Roche James Morgansold$376KSEC ↗
2025-12-05Officer (via Raymond James & Associates) Roche James Morganfiled notice to sell$376KSEC ↗
2025-10-03Congress Gilbert Cisnerossold$8K
2025-09-23Congress Josh Gottheimersold$8K
2025-08-13General Counsel Cohen Seth Balasold$94KSEC ↗
2025-08-13Officer (via Wells Fargo Clearing Services) Cohen Seth Balafiled notice to sell$93KSEC ↗

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Events dated by when the activity occurred (a trade's transaction date; a notice, stake, or announcement at its filing date); the linked filing is the authoritative record. Directional public-domain disclosures only. Descriptive, not investment advice. Methodology · Today's notable signals