Baldwin Lowry

Director Baldwin Lowry sells 50,000 BWIN shares ($1.9M) at $38.98; now holds zero common shares via conversion.

Baldwin Lowry sold 50,000 shares of BWIN for $1,949,000.00 on 2025-06-09 at $38.98, reducing his common share holdings to zero. This sale comes following a pattern of five prior transactions at BWIN within two weeks (three on May 12, two on May 28), all sells. The company has generated $413.4M in quarterly revenue with +14.0% annual growth, though it reported negative full-year net income, which may be a context for recent insider activity. The stock currently trades at $39.60, -28.4% from its 52-week high of $55.29, reflecting a significant correction from earlier 2025 valuations. The flag indicating derivative holdings means Lowry retains a position in convertible securities not yet visible in this filing's Form 4 Table II, so this represents a conversion of equity rather than a complete portfolio exit.

Director Baldwin Lowry sold 62,500 shares for $2,395,000.00 at BWIN, reducing equity stake to 0.

On 2025-05-28, Baldwin Lowry (Director) executed two separate sales totaling 62,500 shares for $2,395,000.00 at a blended average price of $38.32. This eliminates his equity position at Baldwin Insurance Group, Inc. (BWIN). The sale occurs within a volatile window: the current price of $38.53 is only 0.3% above the transaction price, but the stock has declined 7.4% in the past 30 days and 6.3% over 90 days from a 52-week high of $55.29. Notably, Lowry executed three prior sales at BWIN on 2025-05-12 (16 days earlier), indicating a consecutive sell pattern in May. Although the company shows positive quarterly fundamentals (revenue $413.4M, annual growth +14.0%), it was unprofitable on a full-year basis, which may warrant monitoring. The filing contains a derivative-conversion flag, meaning the Table I position does not capture the insider's full derivative holdings, and this trade should not be characterized as a complete liquidation.

Director Baldwin Lowry sells 62,500 shares for $2.4M at BWIN; post-trade holdings shift due to derivative conversion flag

Director Baldwin Lowry executed 4 separate sales totaling 62,500 shares for $2,437,291.28 on 2025-05-12, at a blended average price of $39.00. The stock is now trading at $38.30, down 30.7% from its 52-week high of $55.29 and down 11.8% over the last 30 days. Lowry's prior sales at BWIN in March 2025 showed positive 30-day returns (ranging from +11.1% to +17.3%), suggesting those earlier exits preceded near-term gains for the stock. However, this large transaction on 2025-05-12 coincides with recent downward momentum: the stock has declined 11.8% in 30 days and 7.9% in 90 days. The company generated $413.4M in quarterly revenue with $13.9M net income, though it was unprofitable over its most recent full fiscal year. A derivative-conversion flag indicates the filing contains conversion of derivative securities; Table II derivative holdings are not yet populated in the database, so the true post-transaction position may extend beyond the Table I shares shown.

Director Baldwin Lowry sells 125,000 shares at blended avg $39.56 on March 3–4, reducing position to 0 (derivative conversion).

Director Baldwin Lowry executed 5 separate sales totaling 125,000 shares for $4,945,422.13 on March 3–4, 2025, at prices ranging from $38.56 to $41.05, with a blended average of $39.56. The Form 4 filing flags a derivative-conversion transaction, meaning this represents a conversion of derivative securities rather than a simple portfolio exit; the insider's full position may include derivative holdings not yet reflected in the structured data. At the current price of $40.92, the transaction sits just 3.4% above the blended execution price, indicating the insider sold into a price environment close to where shares trade today. Baldwin Insurance Group trades at a 51.80 P/E and reported net income of $-8.4M in its most recent full fiscal year, signaling continued unprofitability despite revenue growth of 14.0% year-over-year. The timing merits observation: Lowry's prior sales at BWIN (5 historical trades) showed 0 instances of well-timed 90-day declines—the stock consistently rose after each prior sale—whereas his cross-ticker track record shows 25% well-timed execution rate, suggesting limited predictive accuracy at this specific ticker in the near term.

Director Baldwin Lowry sold 50.0K shares of BWIN for $2.3M at $46.74 on 2024-08-30, reducing holdings to 0 common shares; company unprofitable with -$17.6M net income.

Baldwin Lowry, a director at Baldwin Insurance Group, sold 50,000 shares for $2,337,000.00 at $46.74 on 2024-08-30, with the stock now trading at $46.89 after a 39.2% gain over 90 days and +7.2% over 30 days. The company reported negative net income of $-17,557,000.00 in its latest quarter despite 24.2% annual revenue growth, indicating operational challenges despite strong topline momentum. His same-ticker trade history at BWIN shows two measurable prior sells on 2024-05-21 that both resulted in positive 90-day returns (+26.5% and +28.6%), indicating neither was well-timed for capturing declines—the opposite pattern an investor might expect from a director's sell signal. The timing and magnitude of this transaction alongside the company's unprofitability warrant attention to broader market or strategic conditions at Baldwin Insurance.

Director Baldwin Lowry sold entire 80,000 share stake (100%) for $3.4M across 3 trades on 2024-08-20 to 2024-08-21

Baldwin Lowry, a director of Baldwin Insurance Group, executed 3 separate sales totaling 80,000 shares for $3,418,590.00 at a blended average price of $42.73, eliminating his entire equity stake at the company. The company posted negative net income of $-17,557,000.00 in its most recent full fiscal year, despite strong annual revenue growth of +24.2%. Lowry's prior 2 sales at BWIN (both on 2024-05-21) generated negative 90-day returns of -0.7% and -2.3%, meaning the stock rose after those sales; this current full liquidation at a price near the 52-week high ($44.21, current price $43.44 is -1.7% from high) occurs in a context where the director's recent same-ticker sales have not preceded declines. The complete divestiture merits monitoring given the company's unprofitability and the signal of zero residual conviction in the equity position.