Johnathan Daniel's departure as Chief Accounting Officer of Baldwin Insurance Group, Inc. was reported, effective September 21, 2026; the filing names no successor. As of November 7, 2026, Baldwin Insurance Group, Inc. has reported 2 leadership change filings to the SEC under Item 5.02 of Form 8-K, from June 4, 2026 to September 21, 2026, naming 1 appointment and 1 departure (Form 8-K, September 21, 2026).
Baldwin Insurance Group, Inc. announced the departure of its Chief Accounting Officer on Sep 21. 30 companies changed executives this week.
Companies that just changed executives, and the new executive. Before you unlock: the company, the change and what is inside. After: the executive named with their role, how to reach the company, and a person's email only when we found one.
| John Hancock Comvest Private Income Fund | named a new Chief Financial Officer | |
| Bain Capital Specialty Finance, Inc. | named a new Director | |
| Azora Therapeutics, Inc. (DE) | named a new Director | |
| LASE Corp. | named a new Director | |
| Century Communities, Inc. | named a new Executive Chairman |
Sell to companies like Baldwin Insurance Group, Inc? Enter your website and see 10 with a filed reason to buy from you this month. Free.
Opens in a new tab. No signup.
Baldwin Insurance Group, Inc. reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-06-04 to 2026-09-21. They name 1 person, with 1 appointment and 1 departure. Every row below is cited to the filing it comes from, and this page adds each new change as Baldwin Insurance Group, Inc. files it.
Also on the record for Baldwin Insurance Group, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| November 6, 2026 | Stake report, Schedule 13G/A, by WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | — | 5%+ stakes | Source |
| October 7, 2026 | Stake report, Schedule 13G/A, by FMR LLC | 3% of the class | 5%+ stakes | Source |
| September 25, 2026 | Stake report, Schedule 13G, by Glazer Capital, LLC | 5.35% of the class | 5%+ stakes | Source |
| May 14, 2026 | Stake report, Schedule 13G/A, by Capital International Investors | 1.7% of the class | 5%+ stakes | Source |
| May 8, 2026 | Stake report, Schedule 13G/A, by L. Lowry Baldwin | 17% of the class | 5%+ stakes | Source |
| May 7, 2026 | Stake report, Schedule 13G/A, by WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7% of the class | 5%+ stakes | Source |
| March 26, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| February 13, 2026 | Stake report, Schedule 13G, by Capital International Investors | 5.1% of the class | 5%+ stakes | Source |
| February 12, 2026 | Stake report, Schedule 13G, by Champlain Investment Partners, LLC | 3.8% of the class | 5%+ stakes | Source |
| February 12, 2026 | Stake report, Schedule 13G, by Champlain Investment Partners, LLC | 5.5% of the class | 5%+ stakes | Source |
| February 12, 2026 | Stake report, Schedule 13G/A, by Capital Research Global Investors | 4.2% of the class | 5%+ stakes | Source |
| December 1, 2025 | Stake report, Schedule 13G/A, by WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 10.9% of the class | 5%+ stakes | Source |
Selling to them or working with them? See who runs Baldwin Insurance Group, Inc. now and the warning signs.
Free to see. No signup.
Keep reading
More on Baldwin Insurance Group, Inc. and the records around it.
Baldwin Insurance Group, Inc. elsewhere on the record
- 5%+ stake filings Nov 2026
- Who owns it
Companies that share a holder
- Champlain Investment Partners, LLC also filed stake reports on 6 other companies: Freshpet, Inc. (Feb 2026), OneStream, Inc. (Feb 2026), SI-BONE, Inc. (Feb 2026)
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC also filed stake reports on 21 other companies: GeneDx Holdings Corp. (Nov 2026), i3 Verticals, Inc. (Aug 2026), Revolve Group, Inc. (Aug 2026)
- Capital International Investors also filed stake reports on 96 other companies: Aurora Innovation, Inc. (Nov 2026), Arxis, Inc. (Aug 2026), Astronics Corp. (Aug 2026)
Watch Baldwin Insurance Group, Inc.
Get an email when Baldwin Insurance Group, Inc. files again: a new raise, a leadership change, a layoff or an IPO filing. One email first to confirm; nothing else until you click it. At most one a day, one click to stop. Free for up to 3 companies.
Want the whole picture on Baldwin Insurance Group, Inc.?
Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News
A Full Report on Baldwin Insurance Group, Inc.: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Baldwin Insurance Group, Inc. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
14 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Not ready to order yet? Keep this snapshot.
Sends this preview to you once; we won't add you to any list
The newest 12 of 14 records.
Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-09-21 | Out | Chief Accounting Officer | 2026-09-21 | 8-K, 2026-09-21 | |
| 2026-06-04 | In | Chief Accounting Officer | 8-K, 2026-06-04 |
Who leads Baldwin Insurance Group, Inc., as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Accounting Officer: Johnathan Daniel, departure reported, effective 2026-09-21 (filed 2026-09-21). No successor is named in these filings.
New leaders reset buying decisions — get the Full Report on Baldwin Insurance Group, Inc.: who runs it, how the money works and what to watch, every claim linked to its source.
Get the Full ReportFind people with the same kind of experience as the Chief Accounting Officer at Baldwin Insurance Group, Inc., with the record behind each one.
Find candidates like Chief Accounting Officer at Baldwin Insurance Group, Inc.Every change, in the filing's words
Departing: Johnathan Daniel, Chief Accounting Officer, effective 2026-09-21
Effective September 21, 2026, (i) Corbyn Lichon resumed her role as Chief Accounting Officer of the Company and (ii) Mr. Daniel ceased serving as interim Chief Accounting Officer of the Company and resumed his role as Executive Director of Finance of the Company.
- As previously disclosed, on June 4, 2026, the Board of Directors of The Baldwin Insurance Group, Inc. (the "Company") appointed Johnathan Daniel to serve as interim Chief Accounting Officer of the Company during Corbyn Lichon's maternity leave.
- No compensatory arrangements were entered into or modified in connection with Ms. Lichon's return to her duties or the cessation of Mr. Daniel's interim appointment.
Appointed: Johnathan Daniel, Chief Accounting Officer
On June 4, 2026, the Board of Directors of The Baldwin Insurance Group, Inc. (the "Company") appointed Johnathan Daniel to serve as interim Chief Accounting Officer of the Company effective upon the commencement of Corbyn Lichon's, the Company's Chief Accounting Officer, maternity leave, which is expected to begin in mid-to-late June 2026.
- Mr. Daniel, age 41, has served as Executive Director of Finance of the Company since January 1, 2026.
- Prior to joining the Company, Mr. Daniel served as Chief Financial Officer of CAC Group, which was acquired by the Company in January 2026, where he led financial strategy, capital planning, accounting, and operational finance, from July 2025 to December 2025.
- Prior to his appointment as Chief Financial Officer, Mr. Daniel was the Controller of CAC Group from April 2022 to July 2025 where he led the accounting function.
- Prior to joining CAC Group, Mr. Daniel served as Senior Director, SEC Reporting and Internal Controls at Science 37 from November 2021 through April 2022 where he led SEC reporting and internal control efforts associated with Science 37's public listing.
- Prior to that, Mr. Daniel served as Vice President, Finance and Corporate Controller at ProAssurance Corporation, a publicly traded specialty insurance holding company, where he was responsible for accounting, finance, and internal control functions, from February 2017 to November 2021.
- Mr. Daniel began his career in public accounting, serving as a Manager at RSM US LLP from December 2012 to February 2017 and as a Senior Assurance Associate at PricewaterhouseCoopers LLP from September 2009 to November 2012.
Tools for this story
Each opens in a new tab, filled in for Baldwin Insurance Group, Inc.. With no account yet, you sign up free and land on the result.
Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.