James Morgan Roche

CIK: 0001789496

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)12 (44.4%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)5 (18.5%)

Compensation grants

Other (G, F, J, C, D, …)10 (37.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

BWIN

Baldwin Insurance Group, Inc.

Officer

Discretionary Trading P&L

Holdings

Transaction History (27 total)

BWIN
Baldwin Insurance Group, Inc.
Mar 15, 2026
Tax Payment(F)
Direct
501 shares at avg. $21.06$11K
BWIN
Baldwin Insurance Group, Inc.
Mar 3, 2026
Award(A)
Direct
34.8K shares-
BWIN
Baldwin Insurance Group, Inc.
Mar 3, 2026
Tax Payment(F)
Direct
14.7K shares at avg. $22.29$327K
BWIN
Baldwin Insurance Group, Inc.
Feb 26, 2026
Award(A)
Direct
240K shares-
BWIN
Baldwin Insurance Group, Inc.
Feb 23, 2026
Tax Payment(F)
Direct
8.8K shares at avg. $16.57$147K
BWIN
Baldwin Insurance Group, Inc.
Feb 23, 2026
Award(A)
Direct
29.5K shares-
BWIN
Baldwin Insurance Group, Inc.
Dec 15, 2025
Sale(S)
Direct
74K shares at avg. $23.98$1.8M
BWIN
Baldwin Insurance Group, Inc.
Dec 15, 2025
Sale(S)
Direct
6K shares at avg. $24.70$149K
BWIN
Baldwin Insurance Group, Inc.
Dec 12, 2025
Sale(S)
Direct
100K shares at avg. $24.20$2.4M
BWIN
Baldwin Insurance Group, Inc.
Dec 11, 2025
Conversion(C)
Direct
240K shares-
BWIN
Baldwin Insurance Group, Inc.
Dec 11, 2025
Conversion(C)
Direct
240K shares-
BWIN
Baldwin Insurance Group, Inc.
Dec 11, 2025
Sale(S)
Direct
60K shares at avg. $23.34$1.4M
BWIN
Baldwin Insurance Group, Inc.
Dec 5, 2025
Sale(S)
Direct
15K shares at avg. $25.08$376K
BWIN
Baldwin Insurance Group, Inc.
Dec 5, 2025
Conversion(C)
Direct
15K shares-
BWIN
Baldwin Insurance Group, Inc.
Dec 5, 2025
Conversion(C)
Direct
15K shares-
BWIN
Baldwin Insurance Group, Inc.
Jun 13, 2025
Sale(S)
Direct
26.7K shares at avg. $40.07$1.1M
BWIN
Baldwin Insurance Group, Inc.
Jun 12, 2025
Sale(S)
Direct
10.9K shares at avg. $40.03$436K
BWIN
Baldwin Insurance Group, Inc.
Jun 4, 2025
Sale(S)
Direct
7.1K shares at avg. $40.08$286K
BWIN
Baldwin Insurance Group, Inc.
May 16, 2025
Sale(S)
Direct
3.6K shares at avg. $40.04$143K
BWIN
Baldwin Insurance Group, Inc.
May 15, 2025
Sale(S)
Direct
14.2K shares at avg. $40.01$569K
BWIN
Baldwin Insurance Group, Inc.
May 13, 2025
Sale(S)
Direct
13.3K shares at avg. $40.02$534K
BWIN
Baldwin Insurance Group, Inc.
May 8, 2025
Sale(S)
Direct
21K shares at avg. $40.05$842K
BWIN
Baldwin Insurance Group, Inc.
Mar 17, 2025
Tax Payment(F)
Direct
501 shares at avg. $39.97$20K
BWIN
Baldwin Insurance Group, Inc.
Feb 28, 2025
Award(A)
Direct
26.8K shares-
BWIN
Baldwin Insurance Group, Inc.
Feb 28, 2025
Tax Payment(F)
Direct
11.6K shares at avg. $41.14$479K

		Type	Shares	Price		Ownership
Mar 15, 2026	BWIN Baldwin Insurance Group, Inc.	Tax Payment(F)	501	$21.06	$10,551	Direct
Mar 3, 2026	BWIN Baldwin Insurance Group, Inc.	Award(A)	34,807	-	$0	Direct
Mar 3, 2026	BWIN Baldwin Insurance Group, Inc.	Tax Payment(F)	14,679	$22.29	$327,195	Direct
Feb 26, 2026	BWIN Baldwin Insurance Group, Inc.	Award(A)	240,000	-	$0	Direct
Feb 23, 2026	BWIN Baldwin Insurance Group, Inc.	Tax Payment(F)	8,847	$16.57	$146,595	Direct
Feb 23, 2026	BWIN Baldwin Insurance Group, Inc.	Award(A)	29,544	-	$0	Direct
Dec 15, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	73,977	$23.98	$1,773,968	Direct
Dec 15, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	6,023	$24.70	$148,768	Direct
Dec 12, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	100,000	$24.20	$2,420,000	Direct
Dec 11, 2025	BWIN Baldwin Insurance Group, Inc.	Conversion(C)	240,000	-	-	Direct
Dec 11, 2025	BWIN Baldwin Insurance Group, Inc.	Conversion(C)	240,000	-	-	Direct
Dec 11, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	60,000	$23.34	$1,400,400	Direct
Dec 5, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	15,000	$25.08	$376,200	Direct
Dec 5, 2025	BWIN Baldwin Insurance Group, Inc.	Conversion(C)	15,000	-	-	Direct
Dec 5, 2025	BWIN Baldwin Insurance Group, Inc.	Conversion(C)	15,000	-	-	Direct
Jun 13, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	26,679	$40.07	$1,069,028	Direct
Jun 12, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	10,894	$40.03	$436,087	Direct
Jun 4, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	7,142	$40.08	$286,251	Direct
May 16, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	3,572	$40.04	$143,023	Direct
May 15, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	14,222	$40.01	$569,022	Direct
May 13, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	13,340	$40.02	$533,867	Direct
May 8, 2025	BWIN Baldwin Insurance Group, Inc.	Sale(S)	21,035	$40.05	$842,452	Direct
Mar 17, 2025	BWIN Baldwin Insurance Group, Inc.	Tax Payment(F)	501	$39.97	$20,025	Direct
Feb 28, 2025	BWIN Baldwin Insurance Group, Inc.	Award(A)	26,759	-	-	Direct
Feb 28, 2025	BWIN Baldwin Insurance Group, Inc.	Tax Payment(F)	11,637	$41.14	$478,746	Direct

1-25 of 27 transactions

About Roche James Morgan

Roche James Morgan (SEC CIK 0001789496) files insider reports with the SEC as Officer of Baldwin Insurance Group, Inc. (BWIN).

Signal8 holds 13 ownership filings by Roche James Morgan, all Form 4s, filed between Feb 21, 2025 and Mar 17, 2026. Those filings report 27 transactions, from Feb 19, 2025 to Mar 15, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Roche James Morgan's filings is in TAMPA, FL.

Recent filings by Roche James Morgan

Mar 15, 2026: Tax withholding of BWIN shares (Form 4, code F).
Mar 3, 2026: Grant or award of BWIN shares (Form 4, code A).
Mar 3, 2026: Tax withholding of BWIN shares (Form 4, code F).
Feb 26, 2026: Grant or award of BWIN shares (Form 4, code A).
Feb 23, 2026: Tax withholding of BWIN shares (Form 4, code F).

Other insiders filing for Baldwin Insurance Group, Inc. (BWIN)

Baldwin Lowry, Director
Williams Myron K, Director
KADOW JOSEPH JOHN, Director
Parasuraman Sunita, Director
Sparks Paul Eugene, Director
Cohen Jay A, Director

How to read Form 4 transaction codes