Source-grounded facts extracted from Baldwin Insurance Group, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Johnathan Daniel was appointed as Chief Accounting Officer at Baldwin Insurance Group, Inc..
“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.”
Baldwin Insurance Group, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2026-06-04 meeting.
“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”
Baldwin Insurance Group, Inc. shareholders approved Advisory vote on the compensation of the Company’s named executive officers at the 2026-06-04 meeting.
“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”
Baldwin Insurance Group, Inc. shareholders approved Election of Directors at the 2026-06-04 meeting.
“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”
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.
“Total revenue increased 29% year-over-year to $532.2 million”
Baldwin Insurance Group, Inc. entered into Voting Agreement with certain direct owners of the Seller (Seller Group).
“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”).”
Baldwin Insurance Group, Inc. incurred term loan of $600 million with JPMorgan Chase Bank, N.A., as administrative agent.
“was amended to, among other things, provide for $600 million of incremental term B loans (the “New Term Loans")”
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).
“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”
Baldwin Insurance Group, Inc. entered into Transaction Agreement with Cobbs Allen Capital Holdings, LLC valued at $438.0 million (effective 2025-12-02).
“On December 2, 2025 (the “Signing Date”), The Baldwin Insurance Group, Inc., a Delaware corporation (the “Company”), Red Rock Merger Sub I, Inc., a Delaware corporation and wholly owned subsidiary of the Company (“Merger Sub I”), Red Rock Merger Sub II, LLC, a Delaware limited liability company and wholly owned subsidiary of the Company (“Merger Sub II”), Cobbs Allen Capital Holdings, LLC, a Delaware limited liability company (the “Seller”), CAH Holdings, Inc., a Delaware corporation (“CAH Holdings”) and Grantland Rice IV and Johnathan Daniel, solely in their capacity as the representatives for the members of the Seller (the “Seller Representatives”) entered into a Transaction Agreement (the “Transaction Agreement”) pursuant to which, subject to the terms and conditions of the Transaction Agreement, Seller has agreed to sell, and the Company has agreed to purchase, the business of Seller in exchange for the Aggregate Consideration (as defined below).”
Baldwin Insurance Group, Inc. issued up to an aggregate of approximately $40 million of Class A Common Stock of common stock to parties to other Acquisition Agreements for $40 million aggregate value.
“the Company may issue up to an aggregate of approximately $40 million of Class A Common Stock pursuant to the terms of the Acquisition Agreements”
Baldwin Insurance Group, Inc. issued 23,200,000 shares of the Company's Class A Common Stock of common stock to Seller (Cobbs Allen Capital Holdings, LLC) and its direct owners who qualify as accredited investors for part of Aggregate Consideration for acquisition.
“23,200,000 shares of the Company’s Class A Common Stock (the “Equity Consideration”), which shall be issued only to Seller or its direct owners (“Owners”) who qualify as accredited investors”
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%.
“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”
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.
“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).”
Baldwin Insurance Group, Inc.: Adopted First Amendment to the Second Amended and Restated By-laws to disband the independent committee once the operative provisions of the New Stockholders Agreement are in effect and to provide the Holders with approval rights over certain senior management matters.
“the Board adopted, the First Amendment to the Second Amended and Restated By-laws of the Company (the “By-law Amendment”) that (x) disband the independent committee of the Board established pursuant to Section 4.02 of the By-laws once the operative provisions of the New Stockholders Agreement are in effect and (y) provide the Holders with approval rights over certain specified matters relating to the Company’s senior management that must be satisfied prior to the occurrence of such specified matters.”
Baldwin Insurance Group, Inc. reported the quarter ended March 31, 2024 results: revenue $380.4 million, net income $39.1 million, EPS $0.33.
“as expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- THE 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”
Baldwin Insurance Group, Inc. reported the fourth quarter and full year ended December 31, 2023 results: revenue Total revenues increased 16% year-over-year to $284.6 million (Q4); Full Year 2023 Total Revenues Grew 24% Year-Over-Yea, net income GAAP net loss of $62.5 million (Q4); GAAP net loss of $164.0 million (Full Year), EPS GAAP diluted loss per share of $0.56 (Q4); GAAP diluted loss per share of $1.50 (Full Year).
“On February 28, 2024, BRP Group, Inc. issued a press release announcing its financial results for the quarter and full year ended December 31, 2023.”
James Roche changed role as President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations at Baldwin Insurance Group, Inc..
“Mr. Galbraith will serve as President, BRP and Chief Executive Officer, Retail Brokerage Operations and Mr. Roche will serve as President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations, effective January 18, 2024.”
Daniel Galbraith changed role as President, BRP and Chief Executive Officer, Retail Brokerage Operations at Baldwin Insurance Group, Inc..
“Mr. Galbraith will serve as President, BRP and Chief Executive Officer, Retail Brokerage Operations and Mr. Roche will serve as President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations, effective January 18, 2024.”
Baldwin Insurance Group, Inc. reported the third quarter ended September 30, 2023 results: revenue $306.3 million, net income GAAP net loss of $32.0 million, EPS GAAP diluted loss per share of $0.29.
“by specific reference in such filing. --- EX-99.1 (EX-99.1) --- BRP GROUP, INC. ANNOUNCES THIRD QUARTER 2023 RESULTS - Third Quarter 2023 Revenue Grew 18% Year-Over-Year to $306.3 Million - - Third Quarter 2023 Organic Revenue Growth (1) of 19% - TAMPA, FLORIDA - November 7, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent”
Baldwin Insurance Group, Inc. incurred term loan of $170 million with JPMorgan Chase Bank, N.A..
“a new senior secured first lien incremental term loan facility in an aggregate principal amount of $170 million”
Baldwin Insurance Group, Inc. amended Amendment No. 7 to the Credit Agreement with JPMorgan Chase Bank, N.A., as administrative agent valued at $170 million (effective 2023-09-15).
“Baldwin Risk Partners, LLC (“BRP LLC”), a subsidiary of BRP Group, Inc., as borrower, entered into an Amendment No. 7 to the Credit Agreement (as defined below) (the “Amendment”) with JPMorgan Chase Bank, N.A., as administrative agent (the “Agent”), certain material subsidiaries of BRP LLC (together with BRP LLC, the “Loan Parties”), as guarantors, and the several banks, financial institutions, institutional investors and other entities party thereto as lenders”
Baldwin Insurance Group, Inc. reported the second quarter ended June 30, 2023 results: revenue $297.2 million, net income $43.7 million, EPS $0.40 per diluted share.
“Second Quarter 2023 Revenue Grew 28% Year-Over-Year to $297.2 Million - - Second Quarter 2023 Organic Revenue Growth (1) of 22% - TAMPA, FLORIDA - August 9, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial Clients, today announced its results for the second quarter ended June 30, 2023. SECOND QUARTER 2023 HIGHLIGHTS • Revenue increased 28% year-over-year to $297.2 million • Organic Revenue Growth was 22% year-over-year • GAAP net loss of $43.7 million and GAAP diluted loss per share of $0.40”
Baldwin Insurance Group, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2023-06-05 meeting.
“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, 2023 was approved. The voting results on this proposal were as follows: For Against Abstain 102,690,598 16,518 52,498”
Baldwin Insurance Group, Inc. shareholders approved Advisory vote on the compensation of the Company’s named executive officers at the 2023-06-05 meeting.
“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 94,171,399 635,204 3,917,323 4,035,688”
Baldwin Insurance Group, Inc. shareholders approved Election of Directors at the 2023-06-05 meeting.
“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 2026 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 84,985,940 13,737,986 4,035,688 Sathish Muthukrishnan 97,275,072 1,448,854 4,035,688 Sunita Parasuraman 85,507,487 13,216,439 4,035,688 Ellyn Shook 76,610,361 22,113,565 4,035,688”
Baldwin Insurance Group, Inc. reported the quarter ended March 31, 2023 results: revenue $330.4 million, net income net loss of $25.9 million, EPS diluted loss per share of $0.24.
“by specific reference in such filing. --- EX-99.1 (EX-99.1) --- BRP GROUP, INC. ANNOUNCES FIRST QUARTER 2023 RESULTS - First Quarter 2023 Revenue Grew 36% Year-Over-Year to $330.4 Million - - First Quarter 2023 Organic Revenue Growth (1) of 23% - TAMPA, FLORIDA - May 9, 2023 - BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance”
Baldwin Insurance Group, Inc. reported the fourth quarter and full year ended December 31, 2022 results: revenue $246.0 million, net income GAAP net loss of $91.5 million, EPS GAAP loss per share of $0.84.
“in such filing. --- EX-99.1 (EX-99.1) --- BRP GROUP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR 2022 RESULTS - Fourth Quarter 2022 Revenue Grew 55% Year-Over-Year to $246.0 Million - - Full Year 2022 Revenue Grew 73% Year-Over-Year to $980.7 Million - - Fourth Quarter 2022 Organic Revenue Growth (1) of 26% - - Full Year 2022 Organic Revenue Growth of 23% -”
Baldwin Insurance Group, Inc. reported the nine months ended September 30, 2022 results: revenue $734.7 million, net income GAAP net income of $14.7 million, EPS GAAP earnings per fully diluted share of $0.11.
“NINE MONTHS 2022 RESULTS • Revenue increased 80% year-over-year to $734.7 million • Pro Forma Revenue grew 72% year-over-year to $768.4 million • Organic Revenue Growth of 22% year-over-year • “MGA of the Future” revenue grew 67% year-over-year • GAAP net income of $14.7 million and GAAP earnings per fully diluted share of $0.11 • Adjusted Net Income of $104.5 million, or $0.90 per fully diluted share • Adjusted EBITDA grew 70% to $157.3 million • Adjusted EBITDA Margin of 21% • Pro Forma Adjusted EBITDA of $163.7 million and Pro Forma Adjusted EBITDA Margin of 21%”
Baldwin Insurance Group, Inc. reported the third quarter ended September 30, 2022 results: revenue $259.4 million, net income GAAP net loss of $46.7 million, EPS GAAP loss per fully diluted share of $0.43.
“BRP Group, Inc. (“BRP Group” or the “Company”) (NASDAQ: BRP), an independent insurance distribution firm delivering tailored insurance solutions, today announced its results for the third quarter ended September 30, 2022. THIRD QUARTER 2022 HIGHLIGHTS • Revenue increased 91% year-over-year to $259.4 million • Pro Forma Revenue (2) grew 89% year-over-year to $260.1 million • Organic Revenue Growth was 28% year-over-year • “MGA of the Future” organic revenue grew 80% year-over-year • GAAP net loss of $46.7 million and GAAP loss per fully diluted share of $0.43 • Adjusted Net Income (3) of $20.8 million, or $0.18 (3) per fully diluted share • Adjusted EBITDA (4) grew 118% to $41.9 million • Adjusted EBITDA Margin (4) of 16% • Pro Forma Adjusted EBITDA (5) of $41.9 million and Pro Forma Adjusted EBITDA Margin (5) of 16%”
Kristopher A. Wiebeck was appointed as Director at Baldwin Insurance Group, Inc..
“On December 15, 2021, Sunita Parasuraman, Ellyn J. Shook, Myron K. Williams and Kristopher A. Wiebeck were each appointed to BRP Group, Inc.’s (the “Company”) Board of Directors (the “Board”), effective January 1, 2022.”
Myron K. Williams was appointed as Director at Baldwin Insurance Group, Inc..
“On December 15, 2021, Sunita Parasuraman, Ellyn J. Shook, Myron K. Williams and Kristopher A. Wiebeck were each appointed to BRP Group, Inc.’s (the “Company”) Board of Directors (the “Board”), effective January 1, 2022.”
Ellyn J. Shook was appointed as Director at Baldwin Insurance Group, Inc..
“On December 15, 2021, Sunita Parasuraman, Ellyn J. Shook, Myron K. Williams and Kristopher A. Wiebeck were each appointed to BRP Group, Inc.’s (the “Company”) Board of Directors (the “Board”), effective January 1, 2022.”
Sunita Parasuraman was appointed as Director at Baldwin Insurance Group, Inc..
“On December 15, 2021, Sunita Parasuraman, Ellyn J. Shook, Myron K. Williams and Kristopher A. Wiebeck were each appointed to BRP Group, Inc.’s (the “Company”) Board of Directors (the “Board”), effective January 1, 2022.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.