Baldwin Insurance Group, Inc.

By person

38 insiders · 169 transactions

103×

Trevor Baldwin holds 103 times base salary in stock. $41.51M of shares against $400.00K in salary for 2025.

Salary from the company's own proxy. The shares are what Trevor Baldwin last reported holding, valued at $20.01, the price Class A Common Stock was last bought or sold at on the open market here, on 14 May 2026.

Insider

Role

Bought

Sold

Net

Holding

Worth

Change

Baldwin Lowry

Director

$4.97M (1)

$44.68M (38)

−$39.72M

47,882,213

$958.12M

+37.4%

Roche James Morgan

See Remarks

$3.73M (1)

$32.78M (27)

−$29.04M

1,104,223

$22.10M

−21.5%

Krystyn Elizabeth

Member of 10% Owner Group

—

$25.59M (15)

−$25.59M

1,005,790

$20.13M

−59.8%

Baldwin Trevor

Chief Executive Officer

$664.65K (4)

$18.37M (9)

−$17.71M

2,074,613

$41.51M

+1,248%

Galbraith Daniel

See Remarks

$113.74K (2)

$12.04M (8)

−$11.93M

1,178,130

$23.57M

—

Sherman Laura

Member of 10% owner group

—

$5.29M (8)

−$5.29M

2,466,198

$49.35M

−24.6%

Cohen Seth Bala

General Counsel

$53.75K (1)

$1.99M (10)

−$1.94M

14,024

$280.62K

+133.7%

CASEY PHILLIP E

Director

$1.82M (1)

—

+$1.82M

206,030

$4.12M

+58.5%

Wiebeck Kristopher Aaron

Chief Strategy Officer

$302.00K (5)

$2.11M (3)

−$1.81M

1,609,079

$32.20M

+1,735%

SULLIVAN CHRIS THOMAS

Director

$1.12M (1)

—

+$1.12M

85,682

$1.71M

—

Sparks Paul Eugene

Director

$1.00M (2)

—

+$1.00M

998,988

$19.99M

—

Loper Enterprises, LLC entity

10% owner

—

$600.18K (4) scheduled

−$600.18K

17,018,145

$340.53M

−10.1%

Finney Joseph D.

Member of 10% Owner Group

$490.00K (1)

—

+$490.00K

373,721

$7.48M

+10.6%

Valentine John A.

Chief Partnership Officer

$473.73K (8)

—

+$473.73K

1,387,583

$27.77M

—

Hale Bradford

Chief Financial Officer

$584.86K (3)

$414.90K (1)

+$169.96K

304,672

$6.10M

—

Cohen Jay A

Director

$85.40K (1)

—

+$85.40K

18,623

$372.65K

—

Eddy Robert D.

Director

$28.00K (1)

—

+$28.00K

5,671,376

$113.48M

—

BIGH, LLC entity

10% owner

—

— (13)

$0.00

12,537,590

$250.88M

−33.8%

Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 entity

Member of 10% owner group

—

— (1)

$0.00

431,427

$8.63M

−4.4%

Parr Jennifer L.

10% owner

—

5,663,805

$113.33M

−9.6%

Morse Mark G.

10% owner

—

5,663,805

$113.33M

−9.6%

Mark G. Morse Family Trust u/a/d 9/8/2005 entity

10% owner

—

5,663,805

$113.33M

−9.6%

Jennifer L. Parr Family Trust u/a/d 10/6/2005 entity

10% owner

—

5,663,805

$113.33M

−9.6%

Tracy Morse Family Trust u/a/d 10/1/2019 entity

10% owner

—

5,663,805

$113.33M

−9.6%

Dadeo Tracy Morse

10% owner

—

5,663,805

$113.33M

−9.6%

IHC Holdings, Inc./NV entity

10% owner

—

3,857,622

$77.19M

—

Villages Invesco, LLC entity

10% owner

—

2,477,559

$49.58M

−19.5%

Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020 entity

Member of 10% owner group

—

277,838

$5.56M

—

Stephens Christopher John

General Counsel

—

83,790

$1.68M

—

Lichon Corbyn N.

Chief Accounting Officer

—

57,291

$1.15M

+363.6%

KADOW JOSEPH JOHN

Director

—

24,600

$492.25K

+392.0%

Matas Barbara Ruth

Director

—

19,600

$392.20K

—

Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 entity

Member of 10% owner group

—

15,742

$315.00K

−98.5%

Shook Ellyn

Director

—

14,445

$289.04K

—

Parasuraman Sunita

Director

—

14,445

$289.04K

—

Williams Myron K

Director

—

14,445

$289.04K

—

Muthukrishnan Sathish

Director

—

10,254

$205.18K

—

Millennial Specialty Holdco LLC entity

Member of 10% owner group

—

$0.00

−100.0%

No percentages here. These insiders hold more than one class of share between them, and the share count on file covers one of them rather than all. Dividing the two would compare different things.

Individual transactions

Insider

Date

Role

Action

Price

Amount

Krystyn Elizabeth

6 May 2026

Member of 10% Owner Group

Sold after exercise indirect

18,260

$21.20

$387.11K

Krystyn Elizabeth

6 May 2026

Member of 10% Owner Group

Sold after exercise indirect

53,722

$21.19

$1.14M

Krystyn Elizabeth

6 Mar 2026

Member of 10% Owner Group

Sold after exercise indirect

29,431

$21.25

$625.41K

Krystyn Elizabeth

6 Mar 2026

Member of 10% Owner Group

Sold after exercise indirect

90,556

$21.25

$1.92M

Roche James Morgan

11 Dec 2025

See Remarks

Sold after exercise

60,000

$23.34

$1.40M

Roche James Morgan

5 Dec 2025

See Remarks

Sold after exercise

15,000

$25.08

$376.20K

Baldwin Trevor

11 Jun 2025

Chief Executive Officer

Sold after exercise indirect

58,000

$38.48

$2.23M

Baldwin Lowry

9 Jun 2025

Director

Sold after exercise indirect

50,000

$38.98

$1.95M

Baldwin Lowry

28 May 2025

Director

Sold after exercise indirect

31,250

$38.32

$1.20M

Baldwin Lowry

28 May 2025

Director

Sold after exercise indirect

31,250

$38.32

$1.20M

Baldwin Lowry

12 May 2025

Director

Sold after exercise indirect

10,946

$39.38

$431.05K

Baldwin Lowry

12 May 2025

Director

Sold after exercise indirect

20,304

$38.79

$787.59K

Baldwin Lowry

12 May 2025

Director

Sold after exercise indirect

10,946

$39.38

$431.05K

Baldwin Lowry

12 May 2025

Director

Sold after exercise indirect

20,304

$38.79

$787.59K

Baldwin Lowry

3 Mar 2025

Director

Sold after exercise indirect

18,503

$41.05

$759.55K

Baldwin Lowry

3 Mar 2025

Director

Sold after exercise indirect

16,398

$39.29

$644.28K

Krystyn Elizabeth

9 Dec 2024

Member of 10% Owner Group

Sold after exercise indirect

13,772

$46.75

$643.84K

Krystyn Elizabeth

9 Dec 2024

Member of 10% Owner Group

Sold after exercise indirect

4,376

$46.22

$202.26K

Krystyn Elizabeth

9 Dec 2024

Member of 10% Owner Group

Sold after exercise indirect

173,159

$45.03

$7.80M

Baldwin Lowry

30 Aug 2024

Director

Sold after exercise indirect

50,000

$46.74

$2.34M

Galbraith Daniel

29 Aug 2024

See Remarks

Sold after exercise indirect

75,000

$46.33

$3.47M

Roche James Morgan

14 Aug 2024

See Remarks

Sold after exercise

2,547

$41.45

$105.57K

Roche James Morgan

8 Aug 2024

See Remarks

Sold after exercise

13,767

$42.28

$582.07K

Roche James Morgan

8 Aug 2024

See Remarks

Sold after exercise

22,917

$41.77

$957.24K

Baldwin Lowry

21 May 2024

Director

Sold after exercise indirect

92,890

$34.24

$3.18M

Baldwin Lowry

21 May 2024

Director

Sold after exercise indirect

32,110

$33.68

$1.08M

Galbraith Daniel

9 May 2024

See Remarks

Sold after exercise

1,040

$30.76

$31.99K

Galbraith Daniel

9 May 2024

See Remarks

Sold after exercise indirect

3,805

$30.48

$115.98K

Galbraith Daniel

9 May 2024

See Remarks

Sold after exercise indirect

70,863

$30.01

$2.13M

Baldwin Lowry

11 Mar 2024

Director

Sold after exercise indirect

62,629

$28.94

$1.81M

Baldwin Lowry

12 Sep 2023

Director

Sold after exercise indirect

120,000

$25.98

$3.12M

Sherman Laura

7 Sep 2023

Member of 10% owner group

Sold after exercise indirect

57,100

$26.86

$1.53M

Baldwin Trevor

24 Aug 2023

Chief Executive Officer

Sold after exercise

238,147

$25.35

$6.04M

Wiebeck Kristopher Aaron

29 Nov 2022

Chief Strategy Officer

Sold after exercise indirect

10,000

$29.33

$293.30K

Wiebeck Kristopher Aaron

29 Nov 2022

Chief Strategy Officer

Sold after exercise

15,000

$29.34

$440.10K

Baldwin Lowry

3 Dec 2021

Chairman

Sold after exercise indirect

6,201

$37.37

$231.73K

Baldwin Lowry

3 Dec 2021

Chairman

Sold after exercise indirect

70,000

$0.00

Loper Enterprises, LLC

5 Jun 2020

10% owner

Sold after exercise

35,987

$14.75

$530.82K

Baldwin Lowry

5 Jun 2020

Chairman;

Sold after exercise indirect

35,987

$14.75

$530.82K

Loper Enterprises, LLC

4 Jun 2020

10% owner

Sold after exercise

4,675

$14.53

$67.91K

Baldwin Lowry

4 Jun 2020

Chairman;

Sold after exercise indirect

4,675

$14.53

$67.91K

Loper Enterprises, LLC

3 Jun 2020

10% owner

Sold after exercise

100

$14.51

$1.45K

Baldwin Lowry

3 Jun 2020

Chairman;

Sold after exercise indirect

100

$14.51

$1.45K

Show all 169 transactions →

Baldwin Insurance Group, Inc.

By person

Individual transactions

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