secwatch.observer — SEC 8-K summary ====================================== Issuer: Baldwin Insurance Group, Inc. (BWIN) CIK: 0001781755 Form: 8-K Filed at: 2021-12-21T23:59:59+00:00 Accession: 0000950103-21-019994 Event type: debt Sentiment: neutral Materiality: 0.50 Item codes: 1.01, 2.03, 9.01 LLM model: deepseek-v4-flash:cloud@v2 BRP Group subsidiary upsizes term loan facility by $350M to $850M via Amendment No. 4 -------------------------------------------------------------------------------- - Baldwin Risk Partners LLC borrowed $350M in incremental term B-1 loans from JPMorgan Chase. - Total term loan facility increased from $500M to $850M; terms match existing term B-1 loans maturing in 2027. - Proceeds used to repay revolving loans and for general corporate purposes, including acquisitions. - Amendment No. 4 executed December 16, 2021; JPMorgan acted as sole incremental lender. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1781755/000095010321019994/0000950103-21-019994-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1781755/000095010321019994/dp163770_8k.htm HTML page: https://secwatch.observer/filing/0000950103-21-019994 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer