| |
Company
Roster
|
|
Total
Insiders : |
44 |
|
|
|
Total
Direct Shares :
|
31,322,759 |
|
|
Total
Indirect Shares :
|
56,072,277 |
| |
%
Held by Insiders:
|
26.39% |
|
|
| |
| Filer's Name |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
  Roche James Morgan |
See Remarks |
2025-12-15 |
42,113 |
2019-10-28 |
4,285,714 |
| Shook Ellyn |
Director |
2025-10-01 |
10,963 |
2022-01-01 |
0 |
| Kadow Joseph John |
Director |
2025-10-01 |
16,118 |
2025-10-01 |
5,000 |
| Parasuraman Sunita |
Director |
2025-10-01 |
10,963 |
2022-01-01 |
0 |
| Sullivan Chris Thomas |
Director |
2025-10-01 |
82,200 |
2019-10-28 |
0 |
| Williams Myron K |
Director |
2025-10-01 |
10,963 |
2022-01-01 |
0 |
| Matas Barbara Ruth |
Director |
2025-10-01 |
16,118 |
2020-04-01 |
0 |
| Cohen Jay A |
Director |
2025-10-01 |
15,141 |
2021-07-01 |
0 |
| Muthukrishnan Sathish |
Director |
2025-10-01 |
6,772 |
2023-07-01 |
0 |
| Cohen Seth Bala |
General Counsel |
2025-08-13 |
10,465 |
|
0 |
| Hale Bradford |
|
2025-08-07 |
144,659 |
2025-08-07 |
10,000 |
| Baldwin Trevor |
Chief Executive Officer, Member of 10% Owner Group, Director |
2025-06-12 |
11,334 |
2025-06-12 |
27,676 |
| Baldwin Insurance Group Holdings, Llc |
Member of 10% Owner Group, 10% Owner |
2025-06-09 |
12,572,590 |
2020-06-03 |
0 |
| Galbraith Daniel |
See Remarks, See Remarks |
2025-05-13 |
3,849 |
2024-08-29 |
11,348 |
| Galloway Corbyn N. |
Chief Accounting Officer |
2025-04-01 |
46,757 |
2021-05-03 |
0 |
| Sherman Laura |
Member of 10% owner group |
2025-04-01 |
1,326 |
2023-09-14 |
0 |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity |
Member of 10% owner group |
2024-10-04 |
0 |
2024-10-04 |
1,864,533 |
| Laura R. Sherman Grat 2019-2 Dated September 30, 2 |
Member of 10% owner group |
2024-10-04 |
0 |
2024-10-04 |
2,236,218 |
| Laura R. Sherman, As Trustee Of The Laura R. Sherm |
|
2023-11-17 |
0 |
2023-11-17 |
2,233,182 |
| Valentine John A. |
|
2023-11-09 |
93,222 |
2023-05-11 |
1,309,169 |
| Wiebeck Kristopher Aaron |
|
2023-08-17 |
20,035 |
2023-08-17 |
2,000 |
| Casey Phillip E |
|
2023-01-01 |
10,293 |
2023-01-01 |
65,000 |
| Kristopher A. Wiebeck, As Trustee Of The Kristophe |
|
2022-09-30 |
1,113,367 |
2022-09-30 |
395,965 |
| Elizabeth H. Krystyn, As Trustee Of The Elizabeth |
|
2022-09-30 |
1,826,963 |
2022-09-30 |
244,411 |
| John A. Valentine, As Trustee Of The John A. Valen |
|
2022-09-30 |
913,709 |
2022-09-30 |
395,460 |
| Daniel A. Galbraith 2020 Grantor Retained Annuity |
|
2022-09-30 |
1,365,244 |
2022-09-30 |
11,348 |
| Finney Joseph D. |
|
2022-08-05 |
0 |
2022-08-05 |
337,852 |
| Millennial Specialty Holdco Llc |
Member of 10% owner group |
2021-09-10 |
0 |
2021-09-10 |
0 |
| Stephens Christopher John |
General Counsel, Member of 10% owner group |
2021-05-03 |
12,360 |
2019-10-28 |
0 |
| Eddy Robert D. |
Director |
2021-01-01 |
6,882 |
2019-10-28 |
3,077,559 |
| Kristopher A. Wiebeck 2019 Grantor Retained Annuit |
Member of 10% owner group |
2020-12-18 |
431,427 |
2020-12-18 |
0 |
| Krystyn Elizabeth |
Member of 10% Owner Group |
2020-12-18 |
1,731,998 |
2024-12-11 |
476,343 |
| Kapiloff Brian J. |
Majority owner of IHC Holdings |
2020-11-30 |
3,857,622 |
2020-11-30 |
0 |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity |
Member of 10% owner group |
2020-09-30 |
73,501 |
2020-09-30 |
0 |
| Baldwin Lowry |
See Remarks, Director, 10% Owner |
2020-06-29 |
0 |
2025-06-09 |
0 |
| Loper Enterprises, Llc |
10% Owner |
2020-06-26 |
0 |
2020-06-26 |
17,018,145 |
| Dadeo Tracy Morse |
10% Owner |
2019-10-28 |
0 |
2019-10-28 |
3,677,559 |
| Jennifer L. Parr Family Trust U/a/d 10/6/2005 |
10% Owner |
2019-10-28 |
0 |
2019-10-28 |
3,677,559 |
| Villages Invesco, Llc |
10% Owner |
2019-10-28 |
3,677,559 |
2019-10-28 |
0 |
| Parr Jennifer L. |
10% Owner |
2019-10-28 |
0 |
2019-10-28 |
3,677,559 |
| Morse Mark G. |
10% Owner |
2019-10-28 |
0 |
2019-10-28 |
3,677,559 |
| Insurance Agencies Of The Villages, Inc. |
10% Owner |
2019-10-28 |
3,186,246 |
|
0 |
| Tracy Morse Family Trust U/a/d 10/1/2019 |
10% Owner |
2019-10-28 |
0 |
2019-10-28 |
3,677,559 |
| Mark G. Morse Family Trust U/a/d 9/8/2005 |
10% Owner |
2019-10-28 |
0 |
2019-10-28 |
3,677,559 |
|
0.41 (1.7%) 
