The Baldwin Insurance Group, Inc. (BWIN)
Nasdaq: BWIN · Insurance Agents, Brokers & Service · Tampa, FL · filing with the SEC since 2019
Grade4.8
◀ Past 5.9● Present 4.6▶ Future 4.2
Who runs The Baldwin Insurance Group, Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Baldwin Trevor
Chief Executive Officer. First filing Oct 2019, latest Mar 17, 2026, 5 filings in all.
Officers reporting now
8
of 17 people with a filing in the last fifteen months
Directors reporting now
9
22 people on the record since 2019
Officerssales are open-market, Oct 16, 2025 to Oct 16, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Baldwin Lowry | Chairman | Oct 2019 | Oct 16, 2026 | none |
| Daniel Willis Johnathan | Interim CAO | Jun 2026 | Jun 17, 2026 | none |
| Cohen Seth Bala | General Counsel | Feb 2022 | May 15, 2026 | 1 · $300,000 |
| Hale Bradford | Chief Financial Officer | Oct 2019 | Apr 3, 2026 | none |
| Galloway Corbyn N. | Chief Accounting Officer | Apr 2021 | Apr 3, 2026 | none |
| Baldwin Trevor | Chief Executive Officer | Oct 2019 | Mar 17, 2026 | none |
| Galbraith Daniel | President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group | Oct 2019 | Mar 17, 2026 | none |
| Roche James Morgan | President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations | Oct 2019 | Mar 17, 2026 | 5 · $6.1M |
Directorssales are open-market, Oct 16, 2025 to Oct 16, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Cohen Jay A | director | Jun 2021 | Oct 2, 2026 | none |
| Kadow Joseph John | director | Feb 2020 | Oct 2, 2026 | none |
| Matas Barbara Ruth | director | Feb 2020 | Oct 2, 2026 | none |
| Muthukrishnan Sathish | director | Jun 2023 | Oct 2, 2026 | none |
| Parasuraman Sunita | director | Jan 2022 | Oct 2, 2026 | none |
| Shook Ellyn | director | Jan 2022 | Oct 2, 2026 | none |
| Sparks Paul Eugene | director | Jan 2026 | Oct 2, 2026 | none |
| Sullivan Chris Thomas | director | Oct 2019 | Oct 2, 2026 | none |
| Williams Myron K | director | Jan 2022 | Oct 2, 2026 | none |
Owners of more than 10% of a classsales are open-market, Oct 16, 2025 to Oct 16, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Krystyn Elizabeth | 10% owner | Oct 2019 | May 8, 2026 | 6 · $6.8M |
| Baldwin Insurance Group Holdings, LLC | 10% owner | Oct 2019 | Mar 4, 2026 | none |
Earlier names on the record23, newest filing first
Sherman Laura · 10% owner · last filing Apr 2025Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019 · other · last filing Oct 2024Laura R. Sherman Grat 2019-2 Dated September 30, 2019 · other · last filing Oct 2024Laura R. Sherman, As Trustee Of The Laura R. Sherman Grat 2020-1, Dated September 30, 2020 · other · last filing Nov 2023Valentine John A. · officer · last filing Nov 2023Wiebeck Kristopher Aaron · officer · last filing Aug 2023Casey Phillip E · director · last filing Apr 2023Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 · other · last filing Oct 2022Elizabeth H. Krystyn, As Trustee Of The Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 · other · last filing Oct 2022John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · other · last filing Oct 2022John A. Valentine, As Trustee Of The John A. Valentine 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 · other · last filing Oct 2022Kristopher A. Wiebeck, As Trustee Of The Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, Dated September 30, 2020 · other · last filing Oct 2022Finney Joseph D. · other · last filing Aug 2022Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 · other · last filing Dec 2021Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 · other · last filing Dec 2021Laura R. Sherman Grat 2019-1 Dated September 30, 2019 · other · last filing Dec 2021Millennial Specialty Holdco LLC · 10% owner · last filing Sep 2021Stephens Christopher John · officer · last filing May 2021Eddy Robert D. · director · last filing Apr 2021Ihc Holdings, Inc./nv · 10% owner · last filing Dec 2020Kapiloff Brian J. · other · last filing Dec 2020Loper Enterprises, LLC · 10% owner · last filing Jun 2020Villages Invesco, LLC · 10% owner · last filing Mar 2020
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.