{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-03T07:30:25.191318+00:00","company":{"ticker":"BWIN","cik":1781755,"company_name":"Baldwin Insurance Group, Inc."},"pagination":{"limit":100,"returned":7,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"7ea78571143098d26eec6bff6022decfa15ae451","cik":1781755,"ticker":"BWIN","company_name":"Baldwin Insurance Group, Inc.","filed_at":"2026-05-04T23:59:59+00:00","payload":{"eps_text":"$0.02","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"net loss of $1.9 million","period_text":"first quarter ended March 31, 2026","report_date":"2026-05-04","result_type":"reported_results","revenue_text":"$532.2 million"},"claim":"Baldwin Insurance Group, Inc. reported first quarter ended March 31, 2026 results: revenue $532.2 million, net income net loss of $1.9 million, EPS $0.02.","evidence_excerpt":"Total revenue increased 29% year-over-year to $532.2 million","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001781755-26-000032","anchor_url":"https://secwatch.observer/filing/0001781755-26-000032#claim-7ea78571143098d26eec6bff6022decfa15ae451","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000032/0001781755-26-000032-index.htm"},{"fact_type":"material_agreement","fact_key":"8e1548ad7651233dbc386aa078ef2cd07159bce6","cik":1781755,"ticker":"BWIN","company_name":"Baldwin Insurance Group, Inc.","filed_at":"2026-01-02T23:59:59+00:00","payload":{"action":"entry","agreement_name":"Voting Agreement","agreement_type":"other","counterparty":"certain direct owners of the Seller (Seller Group)","effective_date":null,"item_codes_triggered":["1.01"],"value_text":null},"claim":"Baldwin Insurance Group, Inc. entered into Voting Agreement with certain direct owners of the Seller (Seller Group).","evidence_excerpt":"On the Closing Date, pursuant to the Transaction Agreement, the Company entered into a voting agreement (the “Voting Agreement”) with certain direct owners of the Seller (the “Seller Group”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001781755-26-000004","anchor_url":"https://secwatch.observer/filing/0001781755-26-000004#claim-8e1548ad7651233dbc386aa078ef2cd07159bce6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000004/0001781755-26-000004-index.htm"},{"fact_type":"debt_financing","fact_key":"6cc151960bf800fa8488137013f1a1d9c8322cb3","cik":1781755,"ticker":"BWIN","company_name":"Baldwin Insurance Group, Inc.","filed_at":"2026-01-02T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A., as administrative agent","effective_date":"2026-01-02","event":"incurrence","instrument_type":"term_loan","interest_rate_text":null,"item_codes_triggered":["2.03"],"maturity_text":null,"principal_text":"$600 million"},"claim":"Baldwin Insurance Group, Inc. incurred term loan of $600 million with JPMorgan Chase Bank, N.A., as administrative agent.","evidence_excerpt":"was amended to, among other things, provide for $600 million of incremental term B loans (the “New Term Loans\")","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001781755-26-000004","anchor_url":"https://secwatch.observer/filing/0001781755-26-000004#claim-6cc151960bf800fa8488137013f1a1d9c8322cb3","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000004/0001781755-26-000004-index.htm"},{"fact_type":"ma_transaction","fact_key":"6c64c595ceb48e3a25159647514a95294660321d","cik":1781755,"ticker":"BWIN","company_name":"Baldwin Insurance Group, Inc.","filed_at":"2026-01-02T23:59:59+00:00","payload":{"action":"acquisition","closing_date":"2026-01-01","consideration_text":"$438.0 million in cash and 23,200,000 shares of Class A common stock","counterparty":"Cobbs Allen Capital Holdings, LLC","effective_date":"2026-01-01","item_codes_triggered":["2.01"]},"claim":"Baldwin Insurance Group, Inc. completed an acquisition involving Cobbs Allen Capital Holdings, LLC for $438.0 million in cash and 23,200,000 shares of Class A common stock (closed 2026-01-01).","evidence_excerpt":"CAC Group Life, LLC and (ii) 60.19% of the outstanding equity interests in CAC Holdings, LLC. At the Closing, the aggregate consideration paid by the Company consisted of (a) $438.0 million in cash (subject to customary purchase price adjustments) and (b) 23,200,000 shares of the Company’s Class A common stock (the “Equity Consideration”), issued only to the Seller","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001781755-26-000004","anchor_url":"https://secwatch.observer/filing/0001781755-26-000004#claim-6c64c595ceb48e3a25159647514a95294660321d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000004/0001781755-26-000004-index.htm"},{"fact_type":"debt_financing","fact_key":"161fc7c74a9f29950110a36c9f6d8b741854897e","cik":1781755,"ticker":"BWIN","company_name":"Baldwin Insurance Group, Inc.","filed_at":"2025-09-18T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A. (as administrative agent)","effective_date":"2025-09-18","event":"incurrence","instrument_type":"term_loan","interest_rate_text":"term SOFR, plus an applicable margin of 2.50%","item_codes_triggered":["2.03"],"maturity_text":null,"principal_text":"$75 million"},"claim":"Baldwin Insurance Group, Inc. incurred term loan of $75 million with JPMorgan Chase Bank, N.A. (as administrative agent) at term SOFR, plus an applicable margin of 2.50%.","evidence_excerpt":"provide for $75 million of incremental term B loans (the \"New Term Loans\"), increasing the aggregate principal amount of the Existing Term Loans to $1,006 million","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-207391","anchor_url":"https://secwatch.observer/filing/0001193125-25-207391#claim-161fc7c74a9f29950110a36c9f6d8b741854897e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1781755/000119312525207391/0001193125-25-207391-index.htm"},{"fact_type":"debt_financing","fact_key":"a59039d366b5d854ba4b17d0dd50b046538edc74","cik":1781755,"ticker":"BWIN","company_name":"Baldwin Insurance Group, Inc.","filed_at":"2025-09-18T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A. (as administrative agent)","effective_date":"2025-09-18","event":"amendment","instrument_type":"term_loan","interest_rate_text":"term SOFR, plus an applicable margin of 2.50%","item_codes_triggered":["2.03"],"maturity_text":"May 24, 2031","principal_text":"$931.1 million"},"claim":"Baldwin Insurance Group, Inc. amended term loan of $931.1 million with JPMorgan Chase Bank, N.A. (as administrative agent) at term SOFR, plus an applicable margin of 2.50% maturing May 24, 2031.","evidence_excerpt":"reprice its existing $931.1 million senior secured first lien term loan facility maturing on May 24, 2031 (the \"Existing Term Loans\"), (ii) provide for $75 million of incremental term B loans (the \"New Term Loans\"), increasing the aggregate principal amount of the Existing Term Loans to $1,006 million and (iii) reduce the applicable margin for the Revolving Credit Loans (as defined in the Credit Agreement).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001193125-25-207391","anchor_url":"https://secwatch.observer/filing/0001193125-25-207391#claim-a59039d366b5d854ba4b17d0dd50b046538edc74","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1781755/000119312525207391/0001193125-25-207391-index.htm"},{"fact_type":"earnings_release","fact_key":"41fd90a7d74c62110acbc1e91aebfe4a639e11f4","cik":1781755,"ticker":"BWIN","company_name":"Baldwin Insurance Group, Inc.","filed_at":"2024-05-07T23:59:59+00:00","payload":{"eps_text":"$0.33","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$39.1 million","period_text":"the quarter ended March 31, 2024","report_date":"2024-05-07","result_type":"reported_results","revenue_text":"$380.4 million"},"claim":"Baldwin Insurance Group, Inc. reported the quarter ended March 31, 2024 results: revenue $380.4 million, net income $39.1 million, EPS $0.33.","evidence_excerpt":"as expressly set forth by specific reference in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nTHE BALDWIN GROUP ANNOUNCES FIRST QUARTER 2024 RESULTS - Total Revenue Growth of 15% to $380.4 Million; Organic Revenue Growth (1) of 16% - - Net Income of $39.1 Million and Diluted Earnings Per Share of $0.33; Adjusted Diluted EPS (2) Growth of 33% to $0.56 - - Adjusted EBITDA","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001781755-24-000028","anchor_url":"https://secwatch.observer/filing/0001781755-24-000028#claim-41fd90a7d74c62110acbc1e91aebfe4a639e11f4","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175524000028/0001781755-24-000028-index.htm"}]}