IPO registrations (S-1, F-1) · Registrants

Baldwin Insurance Group, Inc.

SEC CIK
1781755 · filings on EDGAR ↗
Name on the registration
BRP Group, Inc.
Former names
BRP Group, Inc. (2019–2024)
Registration
Form S-1, first filed 2019-09-23, last 2020-06-22; 2 initial registrations, 2 amendments
Outcome
Final prospectus filed 2019-10-25; declared effective 2019-10-23
Industry (SIC)
Insurance Agents, Brokers & Service 6411
Incorporated in
DE
Business address
4211 W. BOY SCOUT BLVD., SUITE 800, Tampa, FL 33607
EIN
61-1937225
Ticker
BWIN (Nasdaq)
EDGAR entity type
operating
Insiders and CEO pay
Baldwin Insurance Group, Inc. on the corporate pages

Offering terms

Proposed price range
$14.00–$16.00 per share (S-1/A filed 2019-10-21)
Final price
$14.00 per share, within the range (424B4 filed 2019-10-25, an initial public offering)
Shares sold
16,400,000
Gross proceeds
$229,600,000 before underwriting discounts and any over-allotment option
Listing
Nasdaq under the symbol BRP
Lead underwriters
ING; J.P. Morgan (7,380,000 shares); BofA Securities (4,672,360 shares)
Syndicate
Jefferies (1,640,000); Wells Fargo (1,230,000); Raymond James (739,640); KBW (738,000); Stifel

Read from the cover pages of the filings listed under “Prospectus pages read” below; check the document for anything that matters.

Filings 8

FiledFormWhat it isName as filedEDGAR
2019-09-23S-1S-1 (registration)BRP Group, Inc.0001193125-19-252351 ↗
2019-10-11S-1/AS-1/A (amendment)BRP Group, Inc.0001193125-19-266232 ↗
2019-10-21S-1/AS-1/A (amendment)BRP Group, Inc.0001193125-19-270438 ↗
2019-10-23EFFECTEFFECT (declared effective)BRP Group, Inc.9999999995-19-002373 ↗
2019-10-25424B4424B4 (final prospectus)BRP Group, Inc.0001193125-19-274815 ↗
2020-06-22S-1S-1 (registration)BRP Group, Inc.0001193125-20-175557 ↗
2020-06-24EFFECTEFFECT (declared effective)BRP Group, Inc.9999999995-20-001531 ↗
2020-06-25424B4424B4 (final prospectus)BRP Group, Inc.0001193125-20-179135 ↗

Prospectus pages read 2

FiledFormRead asRangePriceSharesProceedsListingUnderwritersWhat was foundDocument
2019-10-21S-1/Aregistration statement$14.00–$16.00$15.0016,400,000$246,000,000Nasdaq BRP8primary document; range, price sentence, shares headline, proceeds computed, cover names 7document ↗
2019-10-25424B4final prospectus$14.0016,400,000$229,600,000Nasdaq BRP8primary document; price sentence, shares headline, proceeds table, underwriting table 6, cover names 7document ↗

Officers, directors and large holders Forms 3, 4 and 5

InsiderRoleTitleFilingsYearsOn this site
Baldwin LowryDirector,Officer; Director,Officer,TenPercentOwner,Other; Director,Officer,TenPercentOwnerOther; Director,TenPercentOwner,OtherChairman; Chairman;242019–2026
Baldwin TrevorDirector,Officer; Director,Officer,Other; Director,OfficerOtherChief Executive Officer; Chief Executive Officer,232019–2026
CASEY PHILLIP EDirector182019–2023
Eddy Robert D.Director; Director,TenPercentOwner102019–2021
Galbraith DanielOfficer; Officer,Other; OfficerOtherChief Operating Officer; See Remarks242019–2026
Hale BradfordOfficer; Officer,Other; OfficerOtherChief Accounting Officer; Chief Financial Officer202019–2026
Stephens Christopher JohnOfficer; OfficerOtherGeneral Counsel52019–2021
SULLIVAN CHRIS THOMASDirector322019–2026
Valentine John A.Officer; Officer,Other; OfficerOtherChief Partnership Officer; Chief Partnership Officer,182019–2023person page Fuzzy
Wiebeck Kristopher AaronDirector,Officer,Other; Director,OfficerOther; Officer; OfficerOther; OtherChief Financial Officer; Chief Strategy Officer172019–2023
Baldwin Insurance Group Holdings, LLCTenPercentOwner,Other; TenPercentOwnerOther172019–2026
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019Other32019–2021
Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust II Dated September 30, 2019Other62019–2024
Finney Joseph D.Other32019–2022
John A. Valentine 2019 Grantor Retained Annuity Trust Dated September 30, 2019Other32019–2022
Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019Other32019–2021
Krystyn ElizabethOther; TenPercentOwnerOther122019–2026
Laura R. Sherman GRAT 2019-1 Dated September 30, 2019Other22019–2021
Laura R. Sherman GRAT 2019-2 Dated September 30, 2019Other72019–2024
Loper Enterprises, LLCTenPercentOwner32019–2020
Millennial Specialty Holdco LLCOther; TenPercentOwnerOther22019–2021
Roche James MorganOfficer; Other; TenPercentOwnerOtherSee Remarks222019–2026
Sherman LauraOther; TenPercentOwnerOther162019–2025
Dadeo Tracy MorseTenPercentOwner32019–2020person page Fuzzy
Insurance Agencies of The Villages, Inc.TenPercentOwner12019
Jennifer L. Parr Family Trust u/a/d 10/6/2005TenPercentOwner32019–2020
Mark G. Morse Family Trust u/a/d 9/8/2005TenPercentOwner32019–2020
Morse Mark G.TenPercentOwner42019–2020
Tracy Morse Family Trust u/a/d 10/1/2019TenPercentOwner32019–2020
Villages Invesco, LLCTenPercentOwner42019–2020
Parr Jennifer L.TenPercentOwner32019–2020
KADOW JOSEPH JOHNDirector272020–2026
Matas Barbara RuthDirector272020–2026
Daly Brian GordonOther12020
Highland Risk Services LLCOther12020
Daniel A. Galbraith 2020 Grantor Retained Annuity Trust, dated September 30, 2020Other32020–2022
Elizabeth H. Krystyn, as Trustee of the Elizabeth H. Krystyn 2020 Grantor Retained Annuity Trust, dated September 30, 2020Other32020–2022
John A. Valentine, as Trustee of the John A. Valentine 2020 Grantor Retained Annuity Trust, dated September 30, 2020Other32020–2022
Kristopher A. Wiebeck, as Trustee of the Kristopher A. Wiebeck 2020 Grantor Retained Annuity Trust, dated September 30, 2020Other32020–2022
Laura R. Sherman, as Trustee of the Laura R. Sherman GRAT 2020-1, dated September 30, 2020Other62020–2023
IHC Holdings, Inc./NVTenPercentOwner22020
Kapiloff Brian J.Other22020person page Fuzzy
Galloway Corbyn N.OfficerChief Accounting Officer202021–2026
Cohen Jay ADirector232021–2026
Parasuraman SunitaDirector202022–2026
Shook EllynDirector202022–2026
Williams Myron KDirector202022–2026
Cohen Seth BalaOfficerGeneral Counsel242022–2026
Muthukrishnan SathishDirector142023–2026
Sparks Paul EugeneDirector52026
Daniel Willis JohnathanOfficerInterim CAO12026

Everyone who filed an insider report for this company, from the SEC’s Insider Transactions Data Sets (2006 on). Person pages are matched by name and state only.

Private offerings before or after (Form D)

First filedIssuerIndustryOfferingSoldInvestorsFilings
2026-01-15Baldwin Insurance Group, Inc.Insurance$551,696,000$551,696,0002671
2026-01-14Baldwin Insurance Group, Inc.Insurance$8,428,773$8,428,77311
2026-01-14Baldwin Insurance Group, Inc.Insurance$9,430,506$9,430,50621
2025-05-14Baldwin Insurance Group, Inc.Insurance$1,019,264$1,019,26431
2022-08-04BRP Group, Inc.Insurance$3,521,501$3,521,50111
2022-07-06BRP Group, Inc.Insurance$2,604,752$2,604,75211
2021-12-21BRP Group, Inc.Insurance$4,360,672$4,360,67211
2021-12-10BRP Group, Inc.Insurance$31,783,264$31,783,26452
2021-12-07BRP Group, Inc.Insurance$33,125,500$33,125,50011
2021-10-13BRP Group, Inc.Insurance$61,279,465$61,279,46511
2021-10-12BRP Group, Inc.Insurance$34,274,921$34,274,92111
2021-08-11BRP Group, Inc.Insurance$4,855,815$4,855,81511
2021-08-11BRP Group, Inc.Insurance$18,131,222$18,131,22231
2021-08-11BRP Group, Inc.Insurance$786,751$786,75111
2021-08-11BRP Group, Inc.Insurance$17,711,614$17,711,61411
2021-07-14BRP Group, Inc.Insurance$53,092,254$53,092,25421
2021-05-12BRP Group, Inc.Insurance$1,281,813$1,281,81311
2021-04-09BRP Group, Inc.Insurance$504,575$504,57511
2021-03-09BRP Group, Inc.Insurance$1,229,001$1,229,00111
2021-02-10BRP Group, Inc.Insurance$2,580,117$2,580,11711

Data: SEC EDGAR. The quarterly full index (every S-1, S-1/A, F-1 and F-1/A since 1993, with the pricing prospectus, notice of effectiveness and withdrawal request of each registrant) and the company submissions data (SIC, state of incorporation, address, EIN, tickers, former names). Company details are what EDGAR holds today, not at the time of the filing.

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Business registrationTHE BALDWIN INSURANCE GROUP, INC.FLState business registriesname and state
Form D issuerBaldwin Insurance Group, Inc.FLForm D private offeringsCIK (EXACT)
SEC filerBaldwin Insurance Group, Inc.SEC filers (EDGAR)CIK (EXACT)
Person pageBrian J KapiloffPeople (Form 990 officers, directors and employees)officer, director or 10% owner on the company's Forms 3, 4 and 5 (Other)
Person pageJohn A ValentinePeople (Form 990 officers, directors and employees)officer, director or 10% owner on the company's Forms 3, 4 and 5 (Officer,Other)
Person pageTracy Morse DadeoPeople (Form 990 officers, directors and employees)officer, director or 10% owner on the company's Forms 3, 4 and 5 (TenPercentOwner)

Matched by an identifier (EIN, CIK, CRD), by name and state or city, or by street address; a shared name or address is not proof of the same person or organization. Every link says how it was made; how the cross-referencing works.

Others with the same interests

SIC industry Insurance Agents, Brokers & Service, FL first:

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Interests: Insurance Agents, Brokers & Service · Insurance