Baldwin Insurance Group Management

Management criteria checks 3/4

Baldwin Insurance Group's CEO is Trevor Baldwin, appointed in May 2019, has a tenure of 5.5 years. total yearly compensation is $6.40M, comprised of 6.3% salary and 93.7% bonuses, including company stock and options. directly owns 0.14% of the company’s shares, worth $7.23M. The average tenure of the management team and the board of directors is 3.6 years and 4.1 years respectively.

Key information

Trevor Baldwin

Chief executive officer

US$6.4m

Total compensation

CEO salary percentage	6.3%
CEO tenure	5.5yrs
CEO ownership	0.1%
Management average tenure	3.6yrs
Board average tenure	4.1yrs

Recent management updates

Recent updates

Why Investors Shouldn't Be Surprised By The Baldwin Insurance Group, Inc.'s (NASDAQ:BWIN) P/S

Oct 11

Revenues Tell The Story For The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) As Its Stock Soars 26%

May 26

CEO Compensation Analysis

How has Trevor Baldwin's remuneration changed compared to Baldwin Insurance Group's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	-US$39m
Jun 30 2024	n/a	n/a	-US$48m
Mar 31 2024	n/a	n/a	-US$54m
Dec 31 2023	US$6m	US$400k	-US$90m
Sep 30 2023	n/a	n/a	-US$104m
Jun 30 2023	n/a	n/a	-US$111m
Mar 31 2023	n/a	n/a	-US$79m
Dec 31 2022	US$5m	US$400k	-US$42m
Sep 30 2022	n/a	n/a	-US$16m
Jun 30 2022	n/a	n/a	-US$4m
Mar 31 2022	n/a	n/a	-US$23m
Dec 31 2021	US$3m	US$400k	-US$31m
Sep 30 2021	n/a	n/a	-US$18m
Jun 30 2021	n/a	n/a	-US$8m
Mar 31 2021	n/a	n/a	-US$2m
Dec 31 2020	US$1m	US$400k	-US$16m
Sep 30 2020	n/a	n/a	-US$14m
Jun 30 2020	n/a	n/a	-US$11m
Mar 31 2020	n/a	n/a	-US$7m
Dec 31 2019	US$939k	US$194k	-US$9m
Sep 30 2019	n/a	n/a	-US$1m
Jun 30 2019	n/a	n/a	-US$2m
Mar 31 2019	n/a	n/a	-US$1m
Dec 31 2018	US$372k	US$125k	-US$624k

Compensation vs Market: Trevor's total compensation ($USD6.40M) is about average for companies of similar size in the US market ($USD7.97M).

Compensation vs Earnings: Trevor's compensation has increased whilst the company is unprofitable.

CEO

Trevor Baldwin (38 yo)

5.5yrs

Tenure

US$6,398,090

Compensation

Mr. Trevor Lowry Baldwin serves as the President and Chief Executive Officer at BKS Financial Investments, LLC. He is the Chief Executive Officer of The Baldwin Insurance Group, Inc. (formerly known as BRP...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
L. Baldwin	Co-Founder & Chairman	13.8yrs	US$853.33k	no data
Trevor Baldwin	CEO & Non-Independent Director	5.5yrs	US$6.40m	0.14% $ 7.2m
Daniel Galbraith	President & CEO of Retail Brokerage Operations	less than a year	US$3.15m	0.0093% $ 483.6k
Bradford Hale	Chief Financial Officer	3.6yrs	US$3.17m	0.16% $ 8.3m
Jim Roche	President	less than a year	no data	no data
Elizabeth Krystyn	Co-Founder	13.8yrs	no data	no data
Laura Sherman	Co-founder	13.8yrs	no data	0.0022% $ 116.5k
Corbyn Lichon	Chief Accounting Officer	3.6yrs	US$835.35k	0.056% $ 2.9m
Rajasekhar Kalahasthi	Chief Digital & Information Officer	3yrs	no data	no data
Bonnie Bishop	Executive Director of Investor Relations	3.5yrs	no data	no data
Seth Cohen	General Counsel & Corporate Secretary	2.8yrs	no data	0.013% $ 678.0k
Rachel DeAngelo	Communications Manager	no data	no data	no data

3.6yrs

Average Tenure

44yo

Average Age

Experienced Management: BWIN's management team is considered experienced (3.6 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
L. Baldwin	Co-Founder & Chairman	13.8yrs	US$853.33k	no data
Trevor Baldwin	CEO & Non-Independent Director	5.2yrs	US$6.40m	0.14% $ 7.2m
Chris Sullivan	Independent Director	5.2yrs	US$150.00k	0.12% $ 6.4m
Joseph Kadow	Independent Director	4.8yrs	US$162.50k	0.027% $ 1.4m
Ellyn Shook	Independent Director	2.8yrs	US$157.50k	0.012% $ 632.3k
Barbara Matas	Independent Director	4.8yrs	US$165.00k	0.020% $ 1.0m
Jay Cohen	Independent Director	3.4yrs	US$150.00k	0.018% $ 954.1k
Sathish Muthukrishnan	Independent Director	1.4yrs	US$88.75k	0.0060% $ 309.9k
Sunita Parasuraman	Independent Director	2.8yrs	US$150.00k	0.012% $ 632.3k
Myron Williams	Independent Director	2.8yrs	US$150.00k	0.012% $ 632.3k

4.1yrs

Average Tenure

62yo

Average Age

Experienced Board: BWIN's board of directors are considered experienced (4.1 years average tenure).

Baldwin Insurance Group Management

Management criteria checks 3/4

Key information

Recent management updates

Key Executive notifies of intention to sell stock

Insider recently sold US$3.9m worth of stock

The Baldwin Group Announces Executive Appointments to Lead Next Phase of Growth in Its UCTS Segment

Co-Founder & Chairman notifies of intention to sell stock

Key Executive recently sold US$780k worth of stock

Key Executive notifies of intention to sell stock

Recent updates

Why Investors Shouldn't Be Surprised By The Baldwin Insurance Group, Inc.'s (NASDAQ:BWIN) P/S

Price target increased by 8.8% to US$49.29

The Baldwin Insurance Group, Inc. to Report Q3, 2024 Results on Nov 04, 2024

Key Executive notifies of intention to sell stock

Insider recently sold US$3.9m worth of stock

Price target increased by 10% to US$44.43

Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

The Baldwin Group Announces Executive Appointments to Lead Next Phase of Growth in Its UCTS Segment

Price target increased by 9.3% to US$40.29

The Baldwin Insurance Group, Inc. to Report Q2, 2024 Results on Aug 06, 2024

The Baldwin Group Introduces API-Connected Underwriting Platform Cyber Navigator

Revenues Tell The Story For The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) As Its Stock Soars 26%

Co-Founder & Chairman notifies of intention to sell stock

Key Executive recently sold US$780k worth of stock

Key Executive notifies of intention to sell stock

First quarter 2024 earnings released: EPS: US$0.35 (vs US$0.24 loss in 1Q 2023)

BRP Group, Inc., Annual General Meeting, Jun 05, 2024

Consensus EPS estimates upgraded to US$0.37 loss

BRP Group, Inc. to Report Q1, 2024 Results on May 07, 2024

Consensus EPS estimates fall by 12%

Co-Founder & Chairman notifies of intention to sell stock

Consensus EPS estimates fall by 84%

BRP Group, Inc.'s (NASDAQ:BRP) 33% Jump Shows Its Popularity With Investors

Price target increased by 7.1% to US$32.29

AmWINS Group, Inc. entered into a definitive agreement to acquire Connected Risk Solutions, LLC from BRP Group, Inc. (NasdaqGS:BRP).

Full year 2023 earnings: EPS misses analyst expectations

Brp Group, Inc. Announces Executive Appointments

BRP Group, Inc. to Report Q4, 2023 Results on Feb 28, 2024

Co-Founder & Chairman notifies of intention to sell stock

Consensus EPS estimates fall by 23%

Third quarter 2023 earnings: EPS misses analyst expectations

BRP Group, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2023

BRP Group, Inc. to Report Q3, 2023 Results on Nov 07, 2023

Co-founder recently sold US$1.4m worth of stock

Co-founder notifies of intention to sell stock

Chief Operating Officer recently sold US$1.6m worth of stock

Chief Operating Officer notifies of intention to sell stock

CEO & Director recently sold US$3.0m worth of stock

CEO & Director notifies of intention to sell stock

Co-Founder & Chairman recently sold US$4.8m worth of stock

General Counsel & Corporate Secretary recently sold US$248k worth of stock

Co-Founder & Chairman notifies of intention to sell stock

Consensus EPS estimates fall by 43%, revenue upgraded

BRP Group, Inc. Introduces International Center of Excellence to Enable Businesses to Expand Operations Across the Globe

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Why Investors Shouldn't Be Surprised By BRP Group, Inc.'s (NASDAQ:BRP) P/S

New minor risk - Profitability

BRP Group, Inc. to Report Q2, 2023 Results on Aug 09, 2023

BRP Group, Inc. Announces Executive Appointments

BRP Group, Inc. Elects Sathish Muthukrishnan to the Board of Directors as Class I Director

First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Consensus EPS estimates upgraded to US$0.55 loss

Consensus EPS estimates upgraded to US$0.55 loss

Consensus EPS estimates fall by 43%

Consensus EPS estimates fall by 82%, revenue upgraded

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

BRP Group, Inc. to Report Q4, 2022 Results on Feb 28, 2023

Chief Strategy Officer & Director recently sold US$440k worth of stock

Chief Strategy Officer & Director notifies of intention to sell stock

Insider recently sold US$98k worth of stock

Consensus forecasts updated

High number of new directors

Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

BRP Group, Inc. to Report Q3, 2022 Results on Nov 07, 2022

Consensus forecasts updated

Price target increased to US$33.88

Consensus EPS estimates have been upgraded.

Second quarter 2022 earnings: EPS and revenues exceed analyst expectations

BRP Group, Inc. Announces Management Changes