Baldwin Insurance Group, Inc.

BWIN·NASDAQ·$19.01Share Price as of 11/2·$1BMarket Cap as of 11/2

Financials

10-QQ2 ended 06/30/2607/30/26 10-QQ1 ended 03/31/2605/04/26 10-KFY 202502/26/26 10-QQ3 ended 09/30/2511/04/25 10-QQ2 ended 06/30/2508/05/25

Disclosures

8-KCurrent report10/27/26 8-KCurrent report10/09/26 8-KCurrent report09/21/26 8-KCurrent report09/14/26 8-KCurrent report07/30/26

Prospectuses and Registrations

S-8Registration of securities for employees02/27/26 424B7Prospectus01/02/26 S-8Registration of securities for employees02/25/25 S-8Registration of securities for employees02/28/24 S-3ASRAutomatic shelf registration11/07/23

Proxies

PREM14APreliminary proxy (merger)10/15/26 DEFA14AAdditional proxy materials09/14/26 DEFA14AAdditional proxy materials09/14/26 DEFA14AAdditional proxy materials09/14/26 DEFA14AAdditional proxy materials09/14/26

Ownership

Form 4Insider transaction10/16/26 SC 13G/ABeneficial ownership (amended)10/07/26 Form 4Insider transaction10/02/26 Form 4Insider transaction10/02/26 Form 4Insider transaction10/02/26

Other

SC 13E3SC 13E310/15/26 CERTCEO/CFO certification05/08/26 8-A12B8-A12B05/07/26 ARSAnnual report to shareholders04/22/26 DD01/15/26