---
schema_version: "secwatch.filing_event.v1"
accession: "0001781755-24-000086"
form_type: "8-K"
ticker: "BWIN"
cik: "0001781755"
company_name: "Baldwin Insurance Group, Inc."
filed_at: "2024-10-31T23:59:59+00:00"
generated_at: "2026-05-30T07:33:27.252965+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Baldwin Insurance enters new stockholders agreement with key holders after Delaware court ruling

## Summary
- New Stockholders Agreement dated Oct 30, 2024, with BIGH, LLC (Lowry Baldwin), Trevor Baldwin, Brad Hale, Daniel Galbraith, James Roche.
- Agreement grants approval rights over major actions: M&A >5% total assets, debt >10% total assets, equity issuance >$10M, dividends, director nominations.
- Rights become effective upon final nonappealable order that prior stockholders agreement is invalid; triggered by May 2024 Chancery Court opinion.
- Bylaw amendment adopted disbanding independent committee once new agreement operative; holders may designate majority of board nominees.

## SEC filing metadata
- accession: 0001781755-24-000086
- form_type: 8-K
- ticker: BWIN
- cik: 0001781755
- company_name: Baldwin Insurance Group, Inc.
- filed_at: 2024-10-31T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 1.01, 5.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1781755/000178175524000086/0001781755-24-000086-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1781755/000178175524000086/bwin-20241030.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001781755-24-000086
- JSON: https://secwatch.observer/filing/0001781755-24-000086.json
- Plain text: https://secwatch.observer/filing/0001781755-24-000086.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.