Business Context and Reporting Period
This Form 8-K is a current report filed by The Baldwin Insurance Group, Inc. on September 21, 2026. The filing addresses corporate governance changes regarding the appointment and departure of certain officers.
Key Financial Metrics
The filing text does not provide a clear value for revenue, profit, cash flow, margins, debt, or liquidity. This report focuses exclusively on personnel changes and contains no financial performance data.
Material Changes
The material change reported is the conclusion of an interim appointment and the resumption of a permanent role:
- Corbyn Lichon resumed her role as Chief Accounting Officer effective September 21, 2026, following her maternity leave.
- Johnathan Daniel ceased serving as interim Chief Accounting Officer effective September 21, 2026, and resumed his role as Executive Director of Finance.
Guidance, Outlook, and Risks
The filing contains no guidance, outlook, management commentary on financial performance, or discussion of risks and contingencies. It explicitly states that no compensatory arrangements were entered into or modified in connection with these personnel changes.
Investor Verification Checklist
- Confirm the effective date of Corbyn Lichon's return to the Chief Accounting Officer role (September 21, 2026).
- Verify that Johnathan Daniel has returned to his previous title of Executive Director of Finance.
- Note that no new compensation agreements were triggered by this transition.