Roche James Morgan
SEC CIK 1789496 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | See Remarks | 322.4K | — | $32.78M | 28 | 2024-03-15 | 2026-03-15 |
Most active insiders at BWIN, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Krystyn Elizabeth | Member of 10% Owner Group | — | $6.83M |
| 2 | Roche James Morgan | See Remarks | — | $6.12M |
| 3 | Sparks Paul Eugene | Dir | $1.00M | — |
| 4 | Cohen Seth Bala | GC | — | $300.1K |
| 5 | Muthukrishnan Sathish | Dir | — | — |
| 6 | Parasuraman Sunita | Dir | — | — |
| 7 | Williams Myron K | Dir | — | — |
| 8 | Cohen Jay A | Dir | — | — |
| 9 | Lichon Corbyn N. | CAO | — | — |
| 10 | Baldwin Trevor | CEO, Dir, Member of 10% Owner Group | — | — |
Transactions 28
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | 2026-03-15 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | F - Tax | $21.06 | -501 | 322.4K | -0.2% | -$10.6K | |
| 2026-03-05 | 2026-03-03 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | F - Tax | $22.29 | -14.7K | 322.9K | -4% | -$327.2K | |
| 2026-03-05 | 2026-03-03 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | A - Grant | $0.00 | +34.8K | 337.6K | +11% | $0 | |
| 2026-02-27 | 2026-02-26 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | A - Grant | $0.00 | +240.0K | 302.8K | +382% | $0 | |
| 2026-02-25 | 2026-02-23 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | F - Tax | $16.57 | -8,847 | 62.8K | -12% | -$146.6K | |
| 2026-02-25 | 2026-02-23 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | A - Grant | $0.00 | +29.5K | 71.7K | +70% | $0 | |
| DM | 2025-12-15 | 2025-12-11 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | C - Cnv Deriv | $0.00 | 0 | 282.1K | New | $0 |
| DM | 2025-12-15 | 2025-12-11+ | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $23.93 | -240.0K | 222.1K | -52% | -$5.74M |
| D | 2025-12-09 | 2025-12-05 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $25.08 | -15.0K | 42.1K | -26% | -$376.2K |
| DM | 2025-12-09 | 2025-12-05 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | C - Cnv Deriv | $0.00 | 0 | 1.02M | New | $0 |
| M | 2025-06-13 | 2025-06-12+ | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $40.06 | -37.6K | 42.1K | -47% | -$1.51M |
| 2025-06-06 | 2025-06-04 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $40.08 | -7,142 | 79.7K | -8% | -$286.3K | |
| M | 2025-05-19 | 2025-05-15+ | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $40.02 | -17.8K | 90.4K | -16% | -$712.0K |
| M | 2025-05-14 | 2025-05-08+ | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $40.04 | -34.4K | 104.6K | -25% | -$1.38M |
| 2025-03-18 | 2025-03-17 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | F - Tax | $39.97 | -501 | 139.0K | -0.4% | -$20.0K | |
| 2025-03-04 | 2025-02-28 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | A - Grant | $0.00 | +26.8K | 151.1K | +22% | $0 | |
| 2025-03-04 | 2025-02-28 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | F - Tax | $41.14 | -11.6K | 139.5K | -8% | -$478.7K | |
| 2025-02-21 | 2025-02-19 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | F - Tax | $40.85 | -11.4K | 124.4K | -8% | -$465.6K | |
| 2025-02-21 | 2025-02-19 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | A - Grant | $0.00 | +26.9K | 135.8K | +25% | $0 | |
| M | 2024-08-19 | 2024-08-15+ | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $42.13 | -337.0K | 184.2K | -65% | -$14.20M |
| DM | 2024-08-14 | 2024-08-14 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | C - Cnv Deriv | $0.00 | 0 | 1.04M | New | $0 |
| DM | 2024-08-14 | 2024-08-12+ | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $41.48 | -94.1K | 254.7K | -27% | -$3.90M |
| DM | 2024-08-09 | 2024-08-08+ | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $41.94 | -93.6K | 410.6K | -19% | -$3.93M |
| DM | 2024-08-09 | 2024-08-08 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | C - Cnv Deriv | $0.00 | 0 | 433.5K | New | $0 |
| M | 2024-05-13 | 2024-05-09+ | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | S - Sale | $30.17 | -25.0K | 240.5K | -9% | -$754.2K |
| 2024-04-03 | 2024-04-01 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | A - Grant | $0.00 | +38.4K | 274.6K | +16% | $0 | |
| 2024-04-03 | 2024-04-01 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | F - Tax | $28.55 | -16.1K | 258.5K | -6% | -$460.7K | |
| 2024-03-15 | 2024-03-15 | BWIN | Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | F - Tax | $29.44 | -539 | 236.3K | -0.2% | -$15.9K |
Purchase Sale Sale after option exercise All abbreviations