Roche James Morgan
SEC insider (Form 3/4/5 filer). CIK 0001789496. Officer at Baldwin Insurance Group, Inc. (BWIN). 27 reported Form 4/5 transactions since Sep 2024; latest on Mar 15, 2026. Located in TAMPA, FL.
Companies Roche James Morgan has filed insider reports for
- Baldwin Insurance Group, Inc. (BWIN): Officer, See Remarks
Roche James Morgan
CIK: 0001789496
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
Baldwin Insurance Group, Inc.
Discretionary Trading P&L
Holdings
Transaction History (27 total)
- Mar 15, 2026BWIN
Baldwin Insurance Group, Inc.
Tax PaymentDirect501 shares at avg. $21.06$11K - Mar 3, 2026BWIN
Baldwin Insurance Group, Inc.
AwardDirect34.8K shares- - Mar 3, 2026BWIN
Baldwin Insurance Group, Inc.
Tax PaymentDirect14.7K shares at avg. $22.29$327K - Feb 26, 2026BWIN
Baldwin Insurance Group, Inc.
AwardDirect240K shares- - Feb 23, 2026BWIN
Baldwin Insurance Group, Inc.
AwardDirect29.5K shares- - Feb 23, 2026BWIN
Baldwin Insurance Group, Inc.
Tax PaymentDirect8.8K shares at avg. $16.57$147K - Dec 15, 2025BWIN
Baldwin Insurance Group, Inc.
SaleDirect6K shares at avg. $24.70$149K - Dec 15, 2025BWIN
Baldwin Insurance Group, Inc.
SaleDirect74K shares at avg. $23.98$1.8M - Dec 12, 2025BWIN
Baldwin Insurance Group, Inc.
SaleDirect100K shares at avg. $24.20$2.4M - Dec 11, 2025BWIN
Baldwin Insurance Group, Inc.
SaleDirect60K shares at avg. $23.34$1.4M
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Mar 15, 2026 | BWIN Baldwin Insurance Group, Inc. | Tax Payment | 501 | $21.06 | $10,551 | Direct |
| Mar 3, 2026 | BWIN Baldwin Insurance Group, Inc. | Award | 34,807 | - | $0 | Direct |
| Mar 3, 2026 | BWIN Baldwin Insurance Group, Inc. | Tax Payment | 14,679 | $22.29 | $327,195 | Direct |
| Feb 26, 2026 | BWIN Baldwin Insurance Group, Inc. | Award | 240,000 | - | $0 | Direct |
| Feb 23, 2026 | BWIN Baldwin Insurance Group, Inc. | Award | 29,544 | - | $0 | Direct |
| Feb 23, 2026 | BWIN Baldwin Insurance Group, Inc. | Tax Payment | 8,847 | $16.57 | $146,595 | Direct |
| Dec 15, 2025 | BWIN Baldwin Insurance Group, Inc. | Sale | 6,023 | $24.70 | $148,768 | Direct |
| Dec 15, 2025 | BWIN Baldwin Insurance Group, Inc. | Sale | 73,977 | $23.98 | $1,773,968 | Direct |
| Dec 12, 2025 | BWIN Baldwin Insurance Group, Inc. | Sale | 100,000 | $24.20 | $2,420,000 | Direct |
| Dec 11, 2025 | BWIN Baldwin Insurance Group, Inc. | Sale | 60,000 | $23.34 | $1,400,400 | Direct |
1-10 of 27 transactions