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Data / Form D filings / Baldwin Insurance Group, Inc.

Baldwin Insurance Group, Inc.: Form D filings

Baldwin Insurance Group, Inc., an insurance company in Tampa, FL, filed 34 Form D notices with the SEC between 2020 and 2026. The latest, on January 15, 2026, reports $551.7 million sold of a $551.7 million offering to 267 investors.

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Company details from the filing

Address
4211 W. BOY SCOUT BLVD. SUITE 800, Tampa, FL, 33607
Phone
(866) 279-0698
Industry
Insurance
Entity type
Corporation
Incorporated in
Delaware
Revenue range
Decline to Disclose
Exemptions claimed
Rule 506(b)
SEC identifier (CIK)
1781755

Form D filings

FiledTypeOfferingSoldRemainingInvestorsFirst saleFiling
Jan 15, 2026New notice$551,696,000$551,696,000267Jan 2, 2026sec.gov
Jan 14, 2026New notice$9,430,506$9,430,5062Jan 2, 2026sec.gov
Jan 14, 2026New notice$8,428,773$8,428,7731Jan 2, 2026sec.gov
May 14, 2025New notice$1,019,264$1,019,2643Apr 1, 2025sec.gov
Aug 4, 2022New notice$3,521,501$3,521,5011Aug 1, 2022sec.gov
Jul 6, 2022New notice$2,604,752$2,604,7521Jun 3, 2022sec.gov
Dec 30, 2021Amendment$31,783,264$31,783,2645Dec 1, 2021sec.gov
Dec 21, 2021New notice$4,360,672$4,360,6721Dec 7, 2021sec.gov
Dec 10, 2021New notice$31,010,912$31,010,9123Dec 1, 2021sec.gov
Dec 7, 2021New notice$33,125,500$33,125,5001Dec 1, 2021sec.gov
Oct 13, 2021New notice$61,279,465$61,279,4651Oct 1, 2021sec.gov
Oct 12, 2021New notice$34,274,921$34,274,9211Oct 1, 2021sec.gov
Aug 11, 2021New notice$4,855,815$4,855,8151Aug 4, 2021sec.gov
Aug 11, 2021New notice$18,131,222$18,131,2223Aug 2, 2021sec.gov
Aug 11, 2021New notice$786,751$786,7511Jul 30, 2021sec.gov
Aug 11, 2021New notice$17,711,614$17,711,6141Aug 2, 2021sec.gov
Jul 14, 2021New notice$53,092,254$53,092,2542Jul 1, 2021sec.gov
May 12, 2021New notice$1,281,813$1,281,8131Apr 30, 2021sec.gov
Apr 9, 2021New notice$504,575$504,5751Apr 1, 2021sec.gov
Mar 9, 2021New notice$1,229,001$1,229,0011Mar 1, 2021sec.gov
Feb 10, 2021New notice$2,580,117$2,580,1171Feb 1, 2021sec.gov
Jan 12, 2021New notice$59,314,226$59,314,2265Dec 31, 2020sec.gov
Jan 11, 2021New notice$293,586$293,5861Dec 31, 2020sec.gov
Jan 11, 2021New notice$11,510,968$11,510,9681Dec 31, 2020sec.gov
Dec 9, 2020New notice$24,185,406$24,185,40625Dec 1, 2020sec.gov
Dec 7, 2020New notice$116,171,842$116,171,8421Nov 30, 2020sec.gov
Aug 6, 2020New notice$444,818$444,8181Jul 31, 2020sec.gov
Jun 8, 2020New notice$14,613,132$14,613,1321Jun 1, 2020sec.gov
Jun 8, 2020New notice$30,856,083$30,856,0832Jun 1, 2020sec.gov
May 7, 2020New notice$843,509$843,5091May 1, 2020sec.gov
Apr 10, 2020New notice$7,535,420$7,535,4201Apr 1, 2020sec.gov
Feb 14, 2020New notice$1,558,461$1,558,4611Feb 3, 2020sec.gov
Jan 2, 2020New notice$6,118,718$6,118,7181Dec 17, 2019sec.gov
Jan 2, 2020New notice$4,500,000$4,500,0001Dec 17, 2019sec.gov

Executive officers and directors named in the filing

NameRoleNote in the filing
TREVOR BALDWINExecutive Officer, Director
BRADFORD HALEExecutive Officer
DANIEL GALBRAITHExecutive Officer
CORBYN LICHONExecutive Officer
JIM ROCHEExecutive Officer
SETH COHENExecutive Officer
LOWRY BALDWINDirector
JAY COHENDirector
JOSEPH KADOWDirector
BARBARA MATASDirector
SATHISH MUTHUKRISHNANDirector
CHRIS SULLIVANDirector
SUNITA PARASURAMANDirector
MYRON WILLIAMSDirector
ELLYN SHOOKDirector
PAUL SPARKSDirector

Other insurance companies in Florida that filed recently

Every Form D from the week of Jan 12, 2026 · All recent filings in Florida · All recent Insurance filings

Read from SEC EDGAR. Amount sold is what Baldwin Insurance Group, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.