8-K current report · filed Jun 4, 2026

Baldwin Insurance Group, Inc. (BWIN) 8-K Current Report: June 4, 2026

Short answer

Baldwin Insurance Group, Inc. (BWIN) filed an 8-K current report with the SEC on June 4, 2026 reporting Item 5.02 (Departure/Election of Directors or Officers), Item 5.07 (Submission of Matters to a Vote of Security Holders). Johnathan Daniel appointed interim Chief Accounting Officer during Corbyn Lichon’s expected mid-to-late June 2026 maternity leave.

Baldwin Insurance Group, Inc. 8-K event analysis

AI summary of each reported item and its exhibits

Item 5.02 · Departure/Election of Directors or Officers

  • Johnathan Daniel appointed interim Chief Accounting Officer during Corbyn Lichon’s expected mid-to-late June 2026 maternity leave
  • Internal succession continuity, with Daniel serving as Executive Director of Finance since January 1, 2026
  • Employment terms include $300,000 annual salary and targeted bonus up to 100% of base salary
  • 2026 bonus guaranteed at least $300,000, payable in fully vested Class A shares
  • No disclosed related-party interests, family relationships, or appointment arrangements

Item 5.07 · Submission of Matters to a Vote of Security Holders

  • Four Class I nominees elected through 2029, including Lowry Baldwin, Sathish Muthukrishnan, Sunita Parasuraman, and Ellyn Shook
  • Ellyn Shook received 81,501,294 votes for and 17,651,155 withheld, the weakest director support
  • Say-on-pay approved with 94,240,293 votes for versus 4,125,200 against
  • PwC appointment ratified for fiscal 2026 with 109,549,914 votes for
  • Board continuity and compensation approval reduce immediate governance uncertainty

Generated from the filing text and exhibits; verify against the original. What 8-K item codes mean

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