James Morgan Roche
Insider
First SEC filing: Jan. 26, 2024 · Latest: Jan. 26, 2024
Insider at
Insider transactions
0 buys (P)
5 sells (S)
Net: $-6,119,336
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 15, 2026 | BWIN | F | 501 | $21.06 | $10,551 | 322,437 Direct | -0.16% | Disposed | 51.1% (price as of 2026-10-06) |
| March 3, 2026 | BWIN | A | 34,807 | · | · | 337,617 Direct | +11.49% | Acquired | (price as of 2026-10-06) |
| March 3, 2026 | BWIN | F | 14,679 | $22.29 | $327,195 | 322,938 Direct | -4.35% | Disposed | 42.8% (price as of 2026-10-06) |
| Feb. 26, 2026 | BWIN | A | 240,000 | · | · | 302,810 Direct | +382.10% | Acquired | (price as of 2026-10-06) |
| Feb. 23, 2026 | BWIN | A | 29,544 | · | · | 71,657 Direct | +70.15% | Acquired | (price as of 2026-10-06) |
| Feb. 23, 2026 | BWIN | F | 8,847 | $16.57 | $146,595 | 62,810 Direct | -12.35% | Disposed | 92.1% (price as of 2026-10-06) |
| Dec. 15, 2025 | BWIN | S | 73,977 | $23.98 | $1,773,968 | 48,136 Direct | -60.58% | Disposed | 32.7% (price as of 2026-10-06) |
| Dec. 15, 2025 | BWIN | S | 6,023 | $24.70 | $148,768 | 42,113 Direct | -12.51% | Disposed | 28.9% (price as of 2026-10-06) |
| Dec. 12, 2025 | BWIN | S | 100,000 | $24.20 | $2,420,000 | 122,113 Direct | -45.02% | Disposed | 31.5% (price as of 2026-10-06) |
| Dec. 11, 2025 | BWIN | C | 240,000 | · | · | 781,786 Direct | -23.49% | Disposed | (price as of 2026-10-06) |
| Dec. 11, 2025 | BWIN | C | 240,000 | · | · | 282,113 Direct | +569.90% | Acquired | (price as of 2026-10-06) |
| Dec. 11, 2025 | BWIN | S | 60,000 | $23.34 | $1,400,400 | 222,113 Direct | -21.27% | Disposed | 36.4% (price as of 2026-10-06) |
| Dec. 11, 2025 | BWIN | C | 240,000 | · | · | 781,786 Direct | -23.49% | Disposed | (price as of 2026-10-06) |
| Dec. 5, 2025 | BWIN | C | 15,000 | · | · | 1,021,786 Direct | -1.45% | Disposed | (price as of 2026-10-06) |
| Dec. 5, 2025 | BWIN | C | 15,000 | · | · | 57,113 Direct | +35.62% | Acquired | (price as of 2026-10-06) |
| Dec. 5, 2025 | BWIN | S | 15,000 | $25.08 | $376,200 | 42,113 Direct | -26.26% | Disposed | 26.9% (price as of 2026-10-06) |
| Dec. 5, 2025 | BWIN | C | 15,000 | · | · | 1,021,786 Direct | -1.45% | Disposed | (price as of 2026-10-06) |
| June 13, 2025 | BWIN | S | 26,679 | $40.07 | $1,069,028 | 42,113 Direct | -38.78% | Disposed | -20.6% (price as of 2026-10-06) |
| June 12, 2025 | BWIN | S | 10,894 | $40.03 | $436,087 | 68,792 Direct | -13.67% | Disposed | -20.5% (price as of 2026-10-06) |
| June 4, 2025 | BWIN | S | 7,142 | $40.08 | $286,251 | 79,686 Direct | -8.23% | Disposed | -20.6% (price as of 2026-10-06) |
| May 16, 2025 | BWIN | S | 3,572 | $40.04 | $143,023 | 86,828 Direct | -3.95% | Disposed | -20.5% (price as of 2026-10-06) |
| May 15, 2025 | BWIN | S | 14,222 | $40.01 | $569,022 | 90,400 Direct | -13.59% | Disposed | -20.4% (price as of 2026-10-06) |
| May 13, 2025 | BWIN | S | 13,340 | $40.02 | $533,867 | 104,622 Direct | -11.31% | Disposed | -20.5% (price as of 2026-10-06) |
| May 8, 2025 | BWIN | S | 21,035 | $40.05 | $842,452 | 117,962 Direct | -15.13% | Disposed | -20.5% (price as of 2026-10-06) |
| March 17, 2025 | BWIN | F | 501 | $39.97 | $20,025 | 138,997 Direct | -0.36% | Disposed | -20.4% (price as of 2026-10-06) |
| Feb. 28, 2025 | BWIN | A | 26,759 | · | · | 151,135 Direct | +21.51% | Acquired | (price as of 2026-10-06) |
| Feb. 28, 2025 | BWIN | F | 11,637 | $41.14 | $478,746 | 139,498 Direct | -7.70% | Disposed | -22.6% (price as of 2026-10-06) |
| Feb. 19, 2025 | BWIN | F | 11,397 | $40.85 | $465,567 | 124,376 Direct | -8.39% | Disposed | -22.1% (price as of 2026-10-06) |
| Feb. 19, 2025 | BWIN | A | 26,927 | · | · | 135,773 Direct | +24.74% | Acquired | (price as of 2026-10-06) |
| Aug. 19, 2024 | BWIN | S | 49,872 | $42.61 | $2,125,046 | 134,354 Direct | -27.07% | Disposed | -25.3% (price as of 2026-10-06) |
| Aug. 19, 2024 | BWIN | S | 25,508 | $43.13 | $1,100,160 | 108,846 Direct | -18.99% | Disposed | -26.2% (price as of 2026-10-06) |
| Aug. 16, 2024 | BWIN | S | 57,166 | $41.89 | $2,394,684 | 277,060 Direct | -17.10% | Disposed | -24.0% (price as of 2026-10-06) |
| Aug. 16, 2024 | BWIN | S | 92,834 | $42.34 | $3,930,592 | 184,226 Direct | -33.51% | Disposed | -24.8% (price as of 2026-10-06) |
| Aug. 15, 2024 | BWIN | S | 95,651 | $41.56 | $3,975,256 | 350,166 Direct | -21.46% | Disposed | -23.4% (price as of 2026-10-06) |
| Aug. 15, 2024 | BWIN | S | 15,940 | $42.06 | $670,436 | 334,226 Direct | -4.55% | Disposed | -24.3% (price as of 2026-10-06) |
| Aug. 14, 2024 | BWIN | S | 2,547 | $41.45 | $105,573 | 245,817 Direct | -1.03% | Disposed | -23.2% (price as of 2026-10-06) |
| Aug. 14, 2024 | BWIN | C | 200,000 | · | · | 1,036,786 Direct | -16.17% | Disposed | (price as of 2026-10-06) |
| Aug. 14, 2024 | BWIN | C | 200,000 | · | · | 445,817 Direct | +81.36% | Acquired | (price as of 2026-10-06) |
| Aug. 14, 2024 | BWIN | C | 200,000 | · | · | 1,036,786 Direct | -16.17% | Disposed | (price as of 2026-10-06) |
| Aug. 13, 2024 | BWIN | S | 6,317 | $41.28 | $260,766 | 248,364 Direct | -2.48% | Disposed | -22.9% (price as of 2026-10-06) |
| Aug. 12, 2024 | BWIN | S | 85,222 | $41.50 | $3,536,713 | 254,681 Direct | -25.07% | Disposed | -23.3% (price as of 2026-10-06) |
| Aug. 9, 2024 | BWIN | S | 56,912 | $41.92 | $2,385,751 | 339,903 Direct | -14.34% | Disposed | -24.1% (price as of 2026-10-06) |
| Aug. 8, 2024 | BWIN | C | 200,000 | · | · | 1,236,786 Direct | -13.92% | Disposed | (price as of 2026-10-06) |
| Aug. 8, 2024 | BWIN | C | 200,000 | · | · | 433,499 Direct | +85.65% | Acquired | (price as of 2026-10-06) |
| Aug. 8, 2024 | BWIN | S | 22,917 | $41.77 | $957,243 | 410,582 Direct | -5.29% | Disposed | -23.8% (price as of 2026-10-06) |
| Aug. 8, 2024 | BWIN | S | 13,767 | $42.28 | $582,069 | 396,815 Direct | -3.35% | Disposed | -24.7% (price as of 2026-10-06) |
| Aug. 8, 2024 | BWIN | C | 200,000 | · | · | 1,236,786 Direct | -13.92% | Disposed | (price as of 2026-10-06) |
| May 13, 2024 | BWIN | S | 5,000 | $30.61 | $153,050 | 233,499 Direct | -2.10% | Disposed | 4.0% (price as of 2026-10-06) |
| May 9, 2024 | BWIN | S | 2,032 | $30.58 | $62,139 | 238,499 Direct | -0.84% | Disposed | 4.1% (price as of 2026-10-06) |
| May 9, 2024 | BWIN | S | 17,968 | $30.00 | $539,040 | 240,531 Direct | -6.95% | Disposed | 6.1% (price as of 2026-10-06) |
| April 1, 2024 | BWIN | F | 16,135 | $28.55 | $460,654 | 258,499 Direct | -5.88% | Disposed | 11.5% (price as of 2026-10-06) |
| April 1, 2024 | BWIN | A | 38,369 | · | · | 274,634 Direct | +16.24% | Acquired | (price as of 2026-10-06) |
| March 15, 2024 | BWIN | F | 539 | $29.44 | $15,868 | 236,265 Direct | -0.23% | Disposed | 8.1% (price as of 2026-10-06) |
| Oct. 28, 2019 | BWIN | P | 266,700 | $14.00 | $3,733,800 | 266,700 Direct | · | Acquired | 127.4% (price as of 2026-10-06) |
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.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Dec. 11, 2025 | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Class A Common Stock | $0.00 | · | 240,000 | Disposed |
| Dec. 5, 2025 | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Class A Common Stock | $0.00 | · | 15,000 | Disposed |
| Aug. 14, 2024 | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Class A Common Stock | $0.00 | · | 200,000 | Disposed |
| Aug. 8, 2024 | BWIN | LLC Units in The Baldwin Insurance Group Holdings, LLC | Class A Common Stock | $0.00 | · | 200,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.