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8-K ·Filed Sep 21, 2026

BWIN

Baldwin Insurance Group, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago SEC0001781755-26-000053
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This filing has no standalone trading signal. The material catalyst for BWIN remains the pending $32.50/share going-private transaction, which is expected to close in Q1 2027. Monitor for shareholder vote results and regulatory approvals.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled: T+20d
BWIN ▼ -0.06% at T+20d
NEUTRAL call -0.06% · α vs SPY +0.84% · entry $31.89 → $31.87
Next anchor: T+60d in 7w
Latest observation: T+24 -11.87% FF3 residual α
Entry = T+0 close
Sep 21, 2026
via day close
T+1d
+0.19%
call +0.19% · α +0.20%
$31.95
settled 5w ago
T+5d
-0.22%
call -0.22% · α +0.80%
$31.82
settled 4w ago
T+20d
-0.06%
call -0.06% · α +0.84%
$31.87
settled 9d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Baldwin Insurance Group filed an 8-K reporting that Corbyn Lichon has returned from maternity leave and resumed her role as Chief Accounting Officer, and Johnathan Daniel has ceased serving as interim CAO and returned to his prior role as Executive Director of Finance. This is a routine administrative update with no compensatory changes, occurring against the backdrop of the company's previously announced $7.7 billion going-private transaction.

Key Facts

  • Corbyn Lichon resumed her role as Chief Accounting Officer effective September 21, 2026.
  • Johnathan Daniel ceased serving as interim Chief Accounting Officer and resumed his role as Executive Director of Finance.
  • No compensatory arrangements were entered into or modified in connection with these changes.
  • The filing is a routine administrative update related to a previously disclosed interim appointment during maternity leave.

Financial Impact

No financial impact — routine officer role resumption with no compensation changes.

Risk Factors

  • No material risks from this filing — it is purely administrative.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001781755-26-000053
Document: 0001781755-26-000053-index-headers.html0001781755-26-000053
Document: 0001781755-26-000053-index.html0001781755-26-000053
Document: 0001781755-26-000053.txt0001781755-26-000053
13 reports for BWIN
Performance horizon
20% Hit rate @ T+1 1 of 5 directional calls Went positive at some point 1 of 5 best @ T+1▲ +1.53%Sep 14, 2026
Filters
Rows
Reports for BWIN, sortable and filterable
TypeNow
Oct 27, 2026
today
8-K
MIXED ★ 7/10
$31.91awaiting T+1awaiting T+1$31.91 (−0.00%)
Oct 15, 2026
12d ago
SC 13E-3
BULLISH ★ 7/10
$31.93 $31.91▼ −0.06%▲ +1.04%$31.91 (−0.06%)
Oct 15, 2026
12d ago
PREM14A
BULLISH ★ 7/10
$31.93 $31.91▼ −0.06%▲ +1.04%$31.91 (−0.06%)
Oct 7, 2026
20d ago
SC 13G/A
NEUTRAL ★ 3/10
$31.81 $31.85▲ +0.13%▲ +0.55%$31.91 (+0.31%)
Sep 25, 2026
4w ago
SC 13G
NEUTRAL ★ 4/10
$31.82 $31.78▼ −0.13%▲ +0.06%$31.91 (+0.28%)
Sep 21, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$31.89 $31.95▲ +0.19%▲ +0.20%$31.91 (+0.06%)
Sep 14, 2026
6w ago
DEFA14A
BULLISH ★ 8/10
$32.49 $32.04▼ −1.39%▼ −0.94%$31.91 (−1.79%)
Sep 14, 2026
6w ago
DEFA14A
BULLISH ★ 7/10
$32.49 $32.04▼ −1.39%▼ −0.94%$31.91 (−1.79%)
Sep 14, 2026
6w ago
8-K
BULLISH ★ 8/10
$32.00 $32.49▲ +1.53%▲ +1.99%$31.91 (−0.28%)
Jun 4, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$19.88 $19.24▼ −3.22%▼ −3.45%$31.91 (+60.51%)
Showing 10 of 13

US Market Status

Market Closed · Opens in 4h 13m

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Report published Sep 21, 2026