13F Pro

SEC Form 4 reporting owner

Roche James Morgan

Roche James Morgan has filed 12 Form 4 transactions reported between December 5, 2025 and March 15, 2026, as a reporting owner of Baldwin Insurance Group, Inc..

Name as filed: Roche James Morgan

Open-market buys, 24 mo
None
reported
Open-market sales, 24 mo
$5.7M
4 lines
Companies
1
with Form 4 filings
Latest transaction
Mar 15, 2026
transaction date

Roles and reported holdings

  • BWINBaldwin Insurance Group, Inc.
    Dec 5, 2025 – Mar 15, 2026

    Reporting owner

    Held directly322,437 sh as of Mar 15, 2026 · Form 4

    24 months: $5.7M sold

Transaction history

All 12 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

DateCompanyTypeSharesValueFiling
Mar 15, 2026BWINShares withheld for tax or exercise priceCode F · direct501$11K@ $21.06Form 4
Mar 3, 2026BWINShares withheld for tax or exercise priceCode F · direct14,679$327K@ $22.29Form 4
Mar 3, 2026BWINGrant or awardCode A · direct34,807—Form 4
Feb 26, 2026BWINGrant or awardCode A · direct240,000—Form 4
Feb 23, 2026BWINShares withheld for tax or exercise priceCode F · direct8,847$147K@ $16.57Form 4
Feb 23, 2026BWINGrant or awardCode A · direct29,544—Form 4
Dec 15, 2025BWINOpen-market saleCode S · direct6,023$149K@ $24.70Form 4
Dec 15, 2025BWINOpen-market saleCode S · direct73,977$1.8M@ $23.98Form 4
Dec 12, 2025BWINOpen-market saleCode S · direct100,000$2.4M@ $24.20Form 4
Dec 11, 2025BWINOpen-market saleCode S · direct60,000$1.4M@ $23.34Form 4
Dec 11, 2025BWINConversion of derivativeCode C · direct240,000—Form 4
Dec 5, 2025BWINConversion of derivativeCode C · direct15,000—Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.