Baldwin Insurance Group Holdings LLC
Member of 10% Owner Group
10% Owner | 2024-03-13 20:09:36 | 42,139,658
0 | 42,139,658 | Form 4 |
Loper Enterprises LLC
10% Owner | 2020-06-30 21:24:58 | 0
34,036,290 | 34,036,290 | Form 4 |
Baldwin Lowry
See Remarks
10% Owner | 2024-03-13 20:09:12 | 0
29,065,568 | 29,065,568 | Form 4 |
Jennifer L. Parr Family Trust u/a/d 10/6/2005
10% Owner | 2020-03-12 12:51:10 | 0
7,355,118 | 7,355,118 | Form 3/A |
Tracy Morse Family Trust u/a/d 10/1/2019
10% Owner | 2020-03-12 12:38:19 | 0
7,355,118 | 7,355,118 | Form 3/A |
Dadeo Tracy Morse
10% Owner | 2020-03-12 12:23:42 | 0
7,355,118 | 7,355,118 | Form 3/A |
Morse Mark G.
10% Owner | 2020-03-12 13:22:28 | 0
7,355,118 | 7,355,118 | Form 3/A |
Parr Jennifer L.
10% Owner | 2020-03-12 13:06:34 | 0
7,355,118 | 7,355,118 | Form 3/A |
Mark G. Morse Family Trust u/a/d 9/8/2005
10% Owner | 2020-03-12 13:35:21 | 0
7,355,118 | 7,355,118 | Form 3/A |
Insurance Agencies of The Villages Inc.
10% Owner | 2019-10-30 16:02:12 | 6,372,492
0 | 6,372,492 | Form 3 |
Krystyn Elizabeth
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019
Elizabeth H. Krystyn as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust dated September 30 2020
Member of 10% owner group | 2022-10-17 21:53:58 | 5,456,482
762,959 | 6,219,441 | Form 4 |
Sherman Laura
Laura R. Sherman GRAT 2019-2 Dated September 30 2019
Laura R. Sherman as Trustee of the Laura R. Sherman GRAT 2020-1 dated September 30 2020
Member of 10% owner group | 2023-11-20 19:29:54 | 21,850
4,527,356 | 4,549,206 | Form 4 |
Krystyn Elizabeth
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019
Member of 10% owner group | 2023-11-20 19:29:33 | 25,446
4,437,696 | 4,463,142 | Form 4 |
Millennial Specialty Holdco LLC
Member of 10% owner group | 2021-09-14 17:34:03 | 4,285,714
0 | 4,285,714 | Form 4 |
Valentine John A.
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30 2019
John A. Valentine as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust dated September 30 2020
Chief Partnership Officer | 2022-10-17 21:53:04 | 2,735,215
1,340,718 | 4,075,933 | Form 4 |
IHC Holdings Inc.
Kapiloff Brian J.
10% Owner | 2020-12-10 16:00:35 | 3,857,622
0 | 3,857,622 | Form 13G |
VILLAGES INVESCO LLC
10% Owner | 2020-03-23 21:50:50 | 3,677,559
0 | 3,677,559 | Form 3/A |
Wiebeck Kristopher Aaron
Kristopher A. Wiebeck as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30 2020
Chief Strategy Officer | 2022-10-17 21:52:43 | 2,226,734
796,554 | 3,023,288 | Form 4 |
Galbraith Daniel
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust dated September 30 2020
Chief Operating Officer | 2022-10-17 21:53:41 | 2,730,488
34,044 | 2,764,532 | Form 4 |
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30 2019
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30 2019
Elizabeth H. Krystyn as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust dated September 30 2020
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30 2019
John A. Valentine as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust dated September 30 2020
Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30 2019
Kristopher A. Wiebeck as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust dated September 30 2020
Laura R. Sherman GRAT 2019-1 Dated September 30 2019
Laura R. Sherman GRAT 2019-2 Dated September 30 2019
Laura R. Sherman as Trustee of the Laura R. Sherman GRAT 2020-1 dated September 30 2020
Member of 10% owner group | 2021-12-08 21:46:57 | 1,373,064
0 | 1,373,064 | Form 4 |
Finney Joseph D.
Member of 10% Owner Group | 2022-08-09 16:45:04 | 923
675,704 | 676,627 | Form 4 |
Highland Risk Services LLC
Daly Brian Gordon
Member of 10% owner group | 2020-02-14 17:55:25 | 286,624
286,624 | 573,248 | Form 3 |
Roche James Morgan
See Remarks | 2024-04-03 18:55:18 | 258,499
0 | 258,499 | Form 4 |
Hale Bradford
Chief Financial Officer | 2024-04-03 18:55:25 | 108,131
10000 | 118,131 | Form 4 |
SULLIVAN CHRIS THOMAS
Director | 2024-04-03 18:55:36 | 94,124
0 | 94,124 | Form 4 |
Baldwin Trevor
Chief Executive Officer | 2024-04-03 18:55:21 | 66,280
27,676 | 93,956 | Form 4 |
Valentine John A.
Chief Partnership Officer | 2023-11-13 16:15:34 | 93,222
0 | 93,222 | Form 4 |
CASEY PHILLIP E
Director | 2023-04-04 16:05:46 | 11,030
65,000 | 76,030 | Form 4 |
Lichon Corbyn N.
Chief Accounting Officer | 2024-04-03 18:55:17 | 40,269
0 | 40,269 | Form 4 |
Galbraith Daniel
See Remarks | 2024-04-03 18:55:11 | 32,166
0 | 32,166 | Form 4 |
Cohen Seth Bala
General Counsel | 2024-04-03 18:55:24 | 24,707
0 | 24,707 | Form 4 |
Wiebeck Kristopher Aaron
Chief Strategy Officer | 2023-08-21 18:35:07 | 20,035
2000 | 22,035 | Form 4 |
KADOW JOSEPH JOHN
Director | 2024-04-03 18:55:15 | 12,440
5000 | 17,440 | Form 4 |
Matas Barbara Ruth
Director | 2024-04-03 18:55:24 | 12,440
0 | 12,440 | Form 4 |
Stephens Christopher John
General Counsel | 2021-05-05 18:38:44 | 12,360
0 | 12,360 | Form 4 |
Cohen Jay A
Director | 2024-04-03 18:55:21 | 11,463
0 | 11,463 | Form 4 |
Eddy Robert D.
Director | 2021-04-05 21:07:33 | 7571
0 | 7571 | Form 4 |
Parasuraman Sunita
Director | 2024-04-03 18:55:30 | 7285
0 | 7285 | Form 4 |
Shook Ellyn
Director | 2024-04-03 18:55:33 | 7285
0 | 7285 | Form 4 |
Williams Myron K
Director | 2024-04-03 18:55:39 | 7285
0 | 7285 | Form 4 |
Muthukrishnan Sathish
Director | 2024-04-03 18:55:27 | 3094
0 | 3094 | Form 4 |
Sherman Laura
Member of 10% owner group | 2024-04-03 18:55:07 | 1512
0 | 1512 | Form 4 |