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sellNotable cluster of 3

James Morgan Roche sold $1.4M of BWIN

See Remarks at Baldwin Insurance Group, Inc.. 34,375 shares at an average of $40.04, traded May 8, 2025, filed May 14, 2025.

Warning score
60
Value
$1.4M
34,375 shares
Holdings after
104,622
-25% from before
From 52-week low
+10%
low $35.72, close $39.39
From 52-week high
-29%
high $55.29, as of May 8, 2025

Score components

  • Role
    Officer
    +15
  • Trade size
    $1.4M at market
    +25
  • Share of holdings sold
    Sold 25% of holdings
    +5
  • Cluster
    3 insiders selling within 14 days
    +15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +2.1%, 3m -10.7%, 6m -27.3%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

BWINOct 9, 2026 · close 31.87
Since filing May 14, 2025: -16.8%SPY +34.6% · excess -51.4%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001781755-25-000066, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 8, 2025SOpen-market sale
Class A Common Stock
-21,035$40.05$842k117,962May 14, 2025
May 13, 2025SOpen-market sale
Class A Common Stock
-13,340$40.02$534k104,622May 14, 2025

Related signals

Other insiders at Baldwin Insurance Group, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
57Moderate
BWINsell 2
Baldwin Insurance Group, Inc.
Seth Bala Cohen
General Counsel
$300k
15,000 shares
-52%
61Notable
BWINsell 2
Baldwin Insurance Group, Inc.
Elizabeth Krystyn
other
$4.3M
202,000 shares
-133%
53Moderate
BWINsell
Baldwin Insurance Group, Inc.
Elizabeth Krystyn
other
$2.5M
119,987 shares
-133%
48Moderate
BWINbuy
Baldwin Insurance Group, Inc.
Paul Eugene Sparks
director
$1.0M
44,200 shares
+5%
60Notable
BWINsell
Baldwin Insurance Group, Inc.
James Morgan Roche
See Remarks
$5.7M
240,000 shares
-85%
41Moderate
BWINsell
Baldwin Insurance Group, Inc.
James Morgan Roche
See Remarks
$376k
15,000 shares
-26%
30Weak
BWINsell
Baldwin Insurance Group, Inc.
Seth Bala Cohen
General Counsel
$94k
2,775 shares
-21%
57Moderate
BWINbuy
Baldwin Insurance Group, Inc.
Bradford Hale
Chief Financial Officer
$287k
10,000 shares
+7%
65Notable
BWINsell 4
Baldwin Insurance Group, Inc.
James Morgan Roche
See Remarks
$1.5M
37,573 shares
-47%
85Strong
BWINsell 4
Baldwin Insurance Group, Inc.
Trevor Baldwin
Chief Executive Officer
$6.9M
175,000 shares
-86%

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.

James Morgan Roche sold $1.4M of BWIN | InsiderTell