BWIN · Baldwin Insurance Group, Inc. · Executive Compensation

$31.97 -0.17 (-0.53%) Play latest call Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$4.48B

139.50M

Volume · Nov 5 1.02M Avg daily vol (3M) 2.62M

Named-executive compensation from the company's DEF 14A proxy statements — salary, bonus, stock and option awards, non-equity incentive, and the company-reported total per executive per fiscal year, exactly as disclosed in the Summary Compensation Table.

Fiscal 2025

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Trevor Baldwin	Chief Executive Officer	$400,000	—	$3,068,032	—	$1,785,000	—	$5,253,032
Jim Roche	President, The Baldwin Group and CEO, Underwriting, Capacity & Technology Operations	$300,000	—	$1,380,595	—	$807,188	$12,000	$2,499,783
Daniel Galbraith	President, The Baldwin Group and CEO, Retail Brokerage Operations	$300,000	—	$1,380,595	—	$670,500	$22,300	$2,373,395
Bradford Hale	Chief Financial Officer	$300,000	—	$1,380,595	—	$672,188	$20,240	$2,373,023
Seth Cohen	General Counsel	$300,000	—	$613,556	—	$448,125	$11,841	$1,373,522

Fiscal 2024

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Trevor Baldwin	Chief Executive Officer	$400,000	—	$3,137,414	—	$2,170,000	—	$5,707,414
Daniel Galbraith	President, The Baldwin Group and CEO, Retail Brokerage Operations	$300,000	$750,000	$1,411,832	—	$1,099,593	$23,800	$3,585,225
Bradford Hale	Chief Financial Officer	$300,000	—	$1,411,832	—	$1,083,593	$20,000	$2,815,425
Jim Roche	President, The Baldwin Group and CEO, Underwriting, Capacity & Technology Operations	$300,000	—	$1,411,832	—	$1,069,593	$11,961	$2,793,386
Seth Cohen	General Counsel	$300,000	—	$492,602	—	$571,670	$11,539	$1,375,811

Fiscal 2023

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Kris Wiebeck	Former Chief Strategy Officer	$300,000	—	$3,616,004	—	—	$4,029,750	$7,945,754
John Valentine	Former Chief Partnership Officer	$300,000	—	$3,616,004	—	—	$4,017,200	$7,933,204
Trevor Baldwin	Chief Executive Officer	$400,000	—	$3,828,490	—	$2,169,600	—	$6,398,090
Bradford Hale	Chief Financial Officer	$300,000	—	$1,722,798	—	$1,122,600	$20,000	$3,165,398
Daniel Galbraith	President, The Baldwin Group and CEO, Retail Brokerage Operations	$300,000	—	$1,722,798	—	$1,104,600	$21,500	$3,148,898

Fiscal 2022

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Trevor Baldwin	Chief Executive Officer	$400,000	—	$2,453,920	—	$1,898,400	—	$4,752,320
John Valentine	Former Chief Partnership Officer	$300,000	—	$1,051,634	—	$818,133	$19,300	$2,189,067
Kris Wiebeck	Former Chief Strategy Officer	$300,000	—	$1,051,634	—	$805,107	$20,800	$2,177,541
Daniel Galbraith	President, The Baldwin Group and CEO, Retail Brokerage Operations	$295,577	—	$1,051,634	—	$805,107	$20,100	$2,172,418
Bradford Hale	Chief Financial Officer	$295,577	—	$1,051,634	—	$767,532	$18,200	$2,132,943

Fiscal 2021

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Trevor Baldwin	Chief Executive Officer	$400,000	—	$1,344,981	—	$1,701,000	—	$3,445,981
Bradford Hale	Chief Financial Officer	$300,000	—	$1,488,192	—	$549,000	$14,000	$2,351,192
Kris Wiebeck	Former Chief Strategy Officer	$300,000	—	$806,942	—	$586,429	$16,000	$1,709,371
John Valentine	Former Chief Partnership Officer	$300,000	—	$806,942	—	$573,750	$14,000	$1,694,692
Daniel Galbraith	President, BRP and Chief Executive Officer, Retail Brokerage Operations	$300,000	—	$806,942	—	$556,250	$15,500	$1,678,692
Christopher Stephens	Former General Counsel	$251,136	—	$504,293	—	$450,000	$83,700	$1,289,129
Corbyn Galloway	Chief Accounting Officer	$207,488	—	$433,859	—	$187,000	$7,000	$835,347

Fiscal 2020

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Kris Wiebeck	Chief Strategy Officer	$300,000	$1,000,000	—	—	$549,000	$16,000	$1,865,000
Trevor Baldwin	Chief Executive Officer	$400,000	—	—	—	$724,000	—	$1,124,000
John Valentine	Chief Partnership Officer	$300,000	—	—	—	$558,000	$12,440	$870,440
Daniel Galbraith	Chief Operating Officer	$300,000	—	—	—	$543,000	$13,625	$856,625
Christopher Stephens	Former General Counsel	$300,000	—	—	—	$528,000	$13,100	$841,100

Fiscal 2019

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Christopher Stephens	Former General Counsel	$76,425	—	$1,648,072	—	$37,500	$712,536	$2,474,533
Daniel Galbraith	Chief Operating Officer	$239,506	—	$1,648,817	—	$199,683	$4,000	$2,092,006
Trevor Baldwin	Chief Executive Officer	$194,167	$100,000	—	—	$375,485	$269,157	$938,809
Kris Wiebeck	Chief Strategy Officer (Former Chief Financial Officer)	$300,000	—	$116,160	—	$361,116	—	$777,276
John Valentine	Chief Partnership Officer	$300,000	—	—	—	$361,116	$5,600	$666,716

Fiscal 2018

Executive	Role	Salary	Bonus	Stock Awards	Option Awards	Incentive	Other	Total
Trevor Baldwin	Chief Executive Officer	$125,006	—	—	—	$28,947	$218,374	$372,327
Christopher Stephens	General Counsel	—	—	—	—	—	—	—
General Counsel	—	—	—	—	—	—	—	—
Daniel Galbraith	Chief Operating Officer	—	—	—	—	—	—	—

Executive changes

Person	Role	Change	Effective	Filed
Paul Sparks	Class III director	Appointed	2026-01-01	2026-01-02
James Roche	President, BRP and Chief Executive Officer, Underwriting, Capacity and Technology Operations	Appointed	2024-01-18	2024-01-24
Daniel Galbraith	President, BRP and Chief Executive Officer, Retail Brokerage Operations	Appointed	2024-01-18	2024-01-24

Leadership

Daniel Galbraith CEO, COO
Jim Roche CEO
Trevor Baldwin CEO
Bradford Hale CFO
Seth Cohen General Counsel
Corbyn Galloway Chief Accounting Officer
Johnathan Daniel Chief Accounting Officer
Ellyn J. Shook Board Member
Ellyn Shook Board Member
Joseph J. Kadow Board Member
Kristopher A. Wiebeck Board Member
Lowry Baldwin Board Member
Myron K. Williams Board Member
Paul Sparks Board Member
Sathish Muthukrishnan Board Member
Sunita Parasuraman Board Member

Key facts CIK 1781755 CUSIP 05589G102 13F (30d) 75 filings 66 filers Visit website Investor relations