| 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 |
|---|---|---|---|---|---|---|---|---|---|
Chief Strategy Officer | Chief Financial Officer
1 company
Kristopher Aaron Wiebeck last filed a Form 4 in August 2023, as Chief Strategy Officer at BWIN.
Historically, Kristopher Aaron Wiebeck's trades have earned a middling insider score of 55/100 across 4 rated trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of -6.3%.
At the last filing, the largest reported position was 20,035 shares of BWIN. The BWIN filings lean toward selling, a net 68,000 shares.
Kristopher Aaron Wiebeck has 15 Form 4 filings on record from October 2019 to August 2023, all as Chief Strategy Officer at Baldwin Insurance Group (BWIN), 2019–2023.
The 49 reported transactions were 12 gifts, 9 stock awards, 8 dispositions back to the company and 7 tax withholdings, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 2 purchases worth about $302K and 2 sales worth about $2.1M.
The largest open-market purchase was 10,000 shares of BWIN at an average $24.87 on March 11, 2022, about $249K. Twelve months later BWIN was down 1%.
The largest open-market sale was 55,000 shares of BWIN at an average $25.11 on August 17, 2023, about $1.4M. Twelve months later BWIN was up 66%.
Shares as reported in the last Form 4 for each company; the most recent is from August 2023. 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% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 17, 2023 | BWIN Baldwin Insurance Group, Inc. | Chief Strategy Officer | Sell | 55,000 | $25.11 | $1,381,204.00 | -73.3% | -21.0% | +65.6% | |
| Nov 29, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Strategy Officer | Sell | 25,000 | $29.34 | $733,400.00 | - | -2.7% | -39.4% | |
| Mar 11, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Strategy Officer | Buy | 10,000 | $24.87 | $248,700.00 | +24.5% | +4.5% | -1.1% | |
| Mar 4, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Strategy Officer | Buy | 2,000 | $26.65 | $53,295.00 | -200.0% | +1.3% | +1.8% |