The Baldwin Insurance Group, Inc. · NASDAQ:BWIN
The Baldwin Insurance — Q2 2026 Earnings Presentation
5 slides from The Baldwin Insurance's earnings presentation, Jul 30, 2026
Slide 1: Report of Organizational Actions Affecting Basis of Securities
coum 3937 Report of Organizational Actions (December 2017) Affecting Basis of Securities OMB No. 1545-0123 Department of the Treasury > See separate instructions. Reporting Issuer 1 Issuer's name 2 Issuer's employer identification number (EIN) The Batdwin Insurance Group, Inc. 61-1937225 3 Name of c
Slide 2: Form 8937 Page 2: Organizational Action (continued)
Form 8937 (12-2017) Page 2 GERU _ Organizational Action (continued) 17 List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is based See attachment. 418 Can any resulting loss be recognized? > See attachment. 19 Provide any other information necessary t
Slide 3: Attachment to Form 8937
The Baldwin Insurance Group, Inc. (“Baldwin”) (successor to CAH Holdings, Inc. (“CAH”) for U.S. federal income tax purposes) EIN: 61-1937225 Attachment to Form 8937 The information contained herein is being provided pursuant to the requirements of Section 6045B of the Internal Revenue Code of 1986,
Slide 4: Merger details and Line 15 tax consequences
Additional details regarding the Merger and a copy of the Transaction Agreement can be found in the Current Report on Form 8-K filed by Baldwin with the U.S. Securities and Exchange Commission on December 2, 2025 (File No. 001-39095), which is available at www.sec.gov. Line 15 The Merger is intended
Slide 5: Lines 17-19: Code sections, loss recognition, reportable tax year
Line 17 The Merger is intended to qualify as a reorganization within the meaning of Section 368(a) of the Code. In general, the income tax consequences to the Stockholder are determined under Sections 354, 356, 358, and 368 of the Code. Line 18 As described in Line 15, provided the Merger qualifies
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