James Morgan Roche

CIK 1789496 · View on SEC EDGAR ↗

Insider

First SEC filing: Jan. 26, 2024 · Latest: Jan. 26, 2024

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 5 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

5 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
June 4, 2025 BWIN S 7,142 $40.08 $286,251 79,686 Direct -8.23% Disposed -21.7% (price as of 2026-08-20)
May 13, 2024 BWIN S 5,000 $30.61 $153,050 233,499 Direct -2.10% Disposed 2.6% (price as of 2026-08-20)
May 9, 2024 BWIN S 2,032 $30.58 $62,139 238,499 Direct -0.84% Disposed 2.7% (price as of 2026-08-20)
May 9, 2024 BWIN S 17,968 $30.00 $539,040 240,531 Direct -6.95% Disposed 4.7% (price as of 2026-08-20)
Oct. 28, 2019 BWIN P 266,700 $14.00 $3,733,800 266,700 Direct Acquired 124.3% (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Jan. 26, 2024 BWIN Class A Common Stock Direct
Jan. 26, 2024 BWIN Class B Common Stock 1,436,786 Direct
Jan. 26, 2024 BWIN LLC Units in Baldwin Risk Partners, LLC→ Class A Common Stock (1,436,786) 1,436,786 Direct