| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Member of 10% Owner Group | Member of 10% Owner Group
1 company
Joseph D. Finney last filed a Form 4 in April 2021, as Member of 10% Owner Group at BWIN. Joseph D. Finney's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
At the last filing, the largest reported position was 337,852 shares of BWIN. Net of sales, the BWIN filings show accumulation of 35,000 shares.
Joseph D. Finney has 2 Form 4 filings on record from October 2019 to April 2021, all as Member of 10% Owner Group at Baldwin Insurance Group (BWIN), 2019–2021.
The 9 reported transactions were 6 gifts, 1 other transaction, 1 tax withholding and 1 open-market purchase.
Counted by filing, the open-market trades come to 1 purchase worth about $490K and no sales.
The only open-market purchase was 35,000 shares of BWIN at an average $14.00 on October 28, 2019, about $490K.
Shares as reported in the last Form 4 for each company; the most recent is from April 2021. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|
| Oct 28, 2019 | BWIN Baldwin Insurance Group, Inc. | Member of 10% Owner Group | Buy | 35,000 | $14.00 | $490,000.00 | New |