Insider · CIK 0001789496
James Morgan Roche
Files at BWIN (Baldwin Insurance Group, Inc.). First filing May 14, 2025, latest Dec 15, 2025.
In brief
James Morgan Roche files SEC Form 4 as officer at BWIN (Baldwin Insurance Group, Inc.). Since May 14, 2025, James Morgan Roche has reported 0 open-market buys worth $0 and 6 open-market sells worth $10.0M, the latest filed on Dec 15, 2025.
A track record needs three past buys with six months of prices behind them; James Morgan Roche has 0, so none is measured yet.
The newest scored trade: sold $5.7M of BWIN on Dec 11, 2025, filed Dec 15, 2025, scored 60 (notable). In the last 12 months: 0 buys worth $0 and 2 sells worth $6.1M.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
BWIN: Baldwin Insurance Group, Inc.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 60Notable | BWINsell Baldwin Insurance Group, Inc. | $5.7M 240,000 shares | -85% | +8% from low-50% from high | |
| 41Moderate | BWINsell Baldwin Insurance Group, Inc. | $376k 15,000 shares | -26% | +17% from low-47% from high | |
| 65Notable | Baldwin Insurance Group, Inc. | $1.5M 37,573 shares | -47% | +10% from low-29% from high | |
| 44Moderate | Baldwin Insurance Group, Inc. | $286k 7,142 shares | -8% | +8% from low-30% from high | |
| 56Moderate | Baldwin Insurance Group, Inc. | $712k 17,794 shares | -17% | +11% from low-28% from high | |
| 60Notable | Baldwin Insurance Group, Inc. | $1.4M 34,375 shares | -25% | +10% from low-29% from high |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Dec 15, 2025 | BWIN Baldwin Insurance Group, Inc. | 80,000 0.11% of outstanding | $1.9M | Dec 15, 2025 | $4.2M |
| Dec 12, 2025 | BWIN Baldwin Insurance Group, Inc. | 100,000 0.14% of outstanding | $2.4M | Dec 12, 2025 | $375k |
| Dec 11, 2025 | BWIN Baldwin Insurance Group, Inc. | 60,000 0.08% of outstanding | $1.4M | Dec 11, 2025 | $375k |
| Dec 5, 2025 | BWIN Baldwin Insurance Group, Inc. | 15,000 0.02% of outstanding | $376k | Dec 5, 2025 | none |
| Jun 13, 2025 | BWIN Baldwin Insurance Group, Inc. | 26,679 0.04% of outstanding | $1.1M | Jun 13, 2025 | $2.8M |
| Jun 12, 2025 | BWIN Baldwin Insurance Group, Inc. | 10,894 0.02% of outstanding | $436k | Jun 12, 2025 | $2.4M |
| Jun 4, 2025 | BWIN Baldwin Insurance Group, Inc. | 7,142 0.01% of outstanding | $286k | Jun 4, 2025 | $2.1M |
| May 16, 2025 | BWIN Baldwin Insurance Group, Inc. | 3,572 0.01% of outstanding | $143k | May 16, 2025 | $1.9M |
| May 15, 2025 | BWIN Baldwin Insurance Group, Inc. | 14,222 0.02% of outstanding | $569k | May 15, 2025 | $1.4M |
| May 13, 2025 | BWIN Baldwin Insurance Group, Inc. | 13,340 0.02% of outstanding | $534k | May 13, 2025 | $842k |
| May 8, 2025 | BWIN Baldwin Insurance Group, Inc. | 21,035 0.02% of outstanding | $842k | May 8, 2025 | none |
Transactions
Every row this insider has filed, 29 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Mar 15, 2026 | BWIN Baldwin Insurance Group, Inc. | FTax withholding Class A Common Stock | -501 | $21.06 | $11k | 322,437 | Mar 17, 2026 |
| Mar 3, 2026 | BWIN Baldwin Insurance Group, Inc. | AGrant or award Class A Common Stock | +34,807 | $0.00 | $0 | 337,617 | Mar 5, 2026 |
| Mar 3, 2026 | BWIN Baldwin Insurance Group, Inc. | FTax withholding Class A Common Stock | -14,679 | $22.29 | $327k | 322,938 | Mar 5, 2026 |
| Feb 26, 2026 | BWIN Baldwin Insurance Group, Inc. | AGrant or award Class A Common Stock | +240,000 | $0.00 | $0 | 302,810 | Feb 27, 2026 |
| Feb 23, 2026 | BWIN Baldwin Insurance Group, Inc. | AGrant or award Class A Common Stock | +29,544 | $0.00 | $0 | 71,657 | Feb 25, 2026 |
| Feb 23, 2026 | BWIN Baldwin Insurance Group, Inc. | FTax withholding Class A Common Stock | -8,847 | $16.57 | $147k | 62,810 | Feb 25, 2026 |
| Dec 11, 2025 | BWIN Baldwin Insurance Group, Inc. | CConversion Class B Common Stock | -240,000 | $0.00 | $0 | 781,786 | Dec 15, 2025 |
| Dec 11, 2025 | BWIN Baldwin Insurance Group, Inc. | CConversion Class A Common Stock | +240,000 | $0.00 | $0 | 282,113 | Dec 15, 2025 |
| Dec 11, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -60,000 | $23.34 | $1.4M | 222,113 | Dec 15, 2025 |
| Dec 12, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -100,000 | $24.20 | $2.4M | 122,113 | Dec 15, 2025 |
| Dec 15, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -73,977 | $23.98 | $1.8M | 48,136 | Dec 15, 2025 |
| Dec 15, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -6,023 | $24.70 | $149k | 42,113 | Dec 15, 2025 |
| Dec 11, 2025 | BWIN Baldwin Insurance Group, Inc. | CConversion LLC Units in The Baldwin Insurance Group Holdings, LLCderivative | -240,000 | $0.00 | $0 | 781,786 | Dec 15, 2025 |
| Dec 5, 2025 | BWIN Baldwin Insurance Group, Inc. | CConversion Class B Common Stock | -15,000 | $0.00 | $0 | 1,021,786 | Dec 9, 2025 |
| Dec 5, 2025 | BWIN Baldwin Insurance Group, Inc. | CConversion Class A Common Stock | +15,000 | $0.00 | $0 | 57,113 | Dec 9, 2025 |
| Dec 5, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -15,000 | $25.08 | $376k | 42,113 | Dec 9, 2025 |
| Dec 5, 2025 | BWIN Baldwin Insurance Group, Inc. | CConversion LLC Units in The Baldwin Insurance Group Holdings, LLCderivative | -15,000 | $0.00 | $0 | 1,021,786 | Dec 9, 2025 |
| Jun 12, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -10,894 | $40.03 | $436k | 68,792 | Jun 13, 2025 |
| Jun 13, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -26,679 | $40.07 | $1.1M | 42,113 | Jun 13, 2025 |
| Jun 4, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -7,142 | $40.08 | $286k | 79,686 | Jun 6, 2025 |
| May 15, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -14,222 | $40.01 | $569k | 90,400 | May 19, 2025 |
| May 16, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -3,572 | $40.04 | $143k | 86,828 | May 19, 2025 |
| May 8, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -21,035 | $40.05 | $842k | 117,962 | May 14, 2025 |
| May 13, 2025 | BWIN Baldwin Insurance Group, Inc. | SOpen-market sale Class A Common Stock | -13,340 | $40.02 | $534k | 104,622 | May 14, 2025 |
| Mar 17, 2025 | BWIN Baldwin Insurance Group, Inc. | FTax withholding Class A Common Stock | -501 | $39.97 | $20k | 138,997 | Mar 18, 2025 |
| Feb 28, 2025 | BWIN Baldwin Insurance Group, Inc. | AGrant or award Class A Common Stock | +26,759 | $0.00 | $0 | 151,135 | Mar 4, 2025 |
| Feb 28, 2025 | BWIN Baldwin Insurance Group, Inc. | FTax withholding Class A Common Stock | -11,637 | $41.14 | $479k | 139,498 | Mar 4, 2025 |
| Feb 19, 2025 | BWIN Baldwin Insurance Group, Inc. | AGrant or award Class A Common Stock | +26,927 | $0.00 | $0 | 135,773 | Feb 21, 2025 |
| Feb 19, 2025 | BWIN Baldwin Insurance Group, Inc. | FTax withholding Class A Common Stock | -11,397 | $40.85 | $466k | 124,376 | Feb 21, 2025 |
Questions about James Morgan Roche
Answered from the filings on this page, as of the latest one.
Is James Morgan Roche buying or selling?
In the last 12 months James Morgan Roche reported 0 open-market buys worth $0 and 2 open-market sells worth $6.1M on SEC Form 4; the latest was sold $5.7M of BWIN on Dec 11, 2025. Grants, option exercises and tax withholding are not counted.
How did James Morgan Roche's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and James Morgan Roche has 0.
Where does James Morgan Roche file Form 4?
James Morgan Roche has filed Form 4 at BWIN (Baldwin Insurance Group, Inc.) as See Remarks. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.