{"schema_version":"secwatch.filing_event.v1","accession":"0001781755-26-000042","form_type":"8-K","ticker":"BWIN","cik":"0001781755","company_name":"Baldwin Insurance Group, Inc.","filed_at":"2026-06-04T20:35:02+00:00","discovered_at":"2026-06-04T20:36:00.209497+00:00","generated_at":"2026-06-04T21:07:17.225566+00:00","sec_items":["5.02","5.07"],"event_type":"other","sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"confidence":"high","headline":"Baldwin Insurance appoints interim CAO; annual meeting elects directors with notable withhold votes for Ellyn Shook","bullets":["Johnathan Daniel appointed interim CAO effective mid-to-late June 2026 during Corbyn Lichon's maternity leave.","Daniel's base salary $300k, eligible for bonus up to 100% of base; 2026 minimum bonus $300k payable in vested Class A shares.","At June 4 annual meeting, four directors elected; Ellyn Shook received 17.6M withheld votes (17.6% of votes cast).","Say-on-pay passed with 94.2M for (4.1M against); ratification of PwC as auditor for FY2026 approved (109.5M for)."],"urls":{"canonical":"https://secwatch.observer/filing/0001781755-26-000042","json":"https://secwatch.observer/filing/0001781755-26-000042.json","markdown":"https://secwatch.observer/filing/0001781755-26-000042.md","text":"https://secwatch.observer/filing/0001781755-26-000042.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000042/0001781755-26-000042-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000042/bwin-20260604.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T21:07:17.225566+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"ea8cf51c7e","claim":"Johnathan Daniel was appointed as Chief Accounting Officer at Baldwin Insurance Group, Inc..","evidence_excerpt":"On June 4, 2026, the Board of Directors of The Baldwin Insurance Group, Inc. (the “Company”) appointed Johnathan Daniel to serve as interim Chief Accounting Officer of the Company effective upon the commencement of Corbyn Lichon’s, the Company’s Chief Accounting Officer, maternity leave, which is expected to begin in mid-to-late June 2026.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000042/0001781755-26-000042-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Accounting Officer"}],"fact_type":"executive_change"},{"claim_id":"15e8c7fc212bf87220c7df745a0e279124ed5033","claim":"Baldwin Insurance Group, Inc. shareholders approved Election of Directors at the 2026-06-04 meeting.","evidence_excerpt":"The following nominees were elected to the Company’s Board of Directors as Class I Directors, each to serve until the annual shareholders’ meeting to be held in 2029 or until his or her successor is elected and qualified. The voting results for each nominee were as follows: Nominee For Withheld Broker Non-Votes Lowry Baldwin 94,869,684 4,282,765 10,510,460 Sathish Muthukrishnan 98,197,244 955,205 10,510,460 Sunita Parasuraman 98,076,188 1,076,261 10,510,460 Ellyn Shook 81,501,294 17,651,155 10,510,460","evidence_source":"SEC 8-K Item 5.07","evidence_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000042/0001781755-26-000042-index.htm","confidence":0.95,"family_label":"Shareholder Votes","details":[{"label":"Proposal","value":"director election"},{"label":"Outcome","value":"passed"},{"label":"Meeting","value":"2026-06-04"}],"fact_type":"shareholder_vote"},{"claim_id":"abaae3414597a7a69d0dc292338543587bf44a99","claim":"Baldwin Insurance Group, Inc. shareholders approved Advisory vote on the compensation of the Company’s named executive officers at the 2026-06-04 meeting.","evidence_excerpt":"The shareholders voted to approve, on a non-binding advisory basis, the compensation of the Company’s named executive officers as described in the Proxy Statement. The voting results on this proposal were as follows: For Against Abstain Broker Non-Votes 94,240,293 4,125,200 786,956 10,510,460","evidence_source":"SEC 8-K Item 5.07","evidence_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000042/0001781755-26-000042-index.htm","confidence":0.95,"family_label":"Shareholder Votes","details":[{"label":"Proposal","value":"say on pay"},{"label":"Outcome","value":"passed"},{"label":"Meeting","value":"2026-06-04"}],"fact_type":"shareholder_vote"},{"claim_id":"c40287fc73f7a68365dd43c8ef48281b066aadf9","claim":"Baldwin Insurance Group, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2026-06-04 meeting.","evidence_excerpt":"The proposal to ratify the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026 was approved. The voting results on this proposal were as follows: For Against Abstain 109,549,914 62,128 50,867","evidence_source":"SEC 8-K Item 5.07","evidence_url":"https://www.sec.gov/Archives/edgar/data/1781755/000178175526000042/0001781755-26-000042-index.htm","confidence":0.95,"family_label":"Shareholder Votes","details":[{"label":"Proposal","value":"auditor ratification"},{"label":"Outcome","value":"passed"},{"label":"Meeting","value":"2026-06-04"}],"fact_type":"shareholder_vote"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}