Form 3 Filing for Baldwin Insurance Group, Inc.
This filing details beneficial ownership changes for Willis Johnathan Daniel, who holds the title of Interim CAO at Baldwin Insurance Group, Inc. (BWIN). The filing indicates direct ownership of 35,406 shares of Class A Common Stock, with a portion of these shares (25,406) being received as a former member of Cobbs Allen Capital Holdings, LLC, as per a Transaction Agreement. Additionally, 10,000 restricted shares are subject to vesting over several years, contingent on continued employment. The filing also reports indirect ownership of 3,147 shares of Class A Common Stock held within an IRA. A separate exhibit includes a Limited Power of Attorney, dated June 4, 2026, granting Bradford Hale and Seth Cohen the authority to act on behalf of the undersigned (Johnathan Daniel) for SEC filings related to the Company's securities, including Forms 3, 4, 5, and Schedules 13D/G, and to obtain information on transactions in the Company's securities.