James Morgan Roche

Insider Reports History

Location
Ambler, PA
Signature
/s/ Seth Cohen, as Attorney-in Fact, for James Roche
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by James Morgan Roche:

Company Role Class Num Shares Value Price $ Report Date Ownership
Baldwin Insurance Group, Inc. President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations LLC Units in The Baldwin Insurance Group Holdings, LLC 781,786 $43,462,069 $41.92 11 Dec 2025 Direct
Baldwin Insurance Group, Inc. President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations Class B Common Stock 781,786 $39,335,661 $37.94 11 Dec 2025 Direct
Baldwin Insurance Group, Inc. President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations Class A Common Stock 42,113 $1,040,191 $24.70 15 Dec 2025 Direct

Insider Reports Filed by James Morgan Roche

Symbol Company Period Transactions Value $ Form Type Role Filing Time
BWIN Baldwin Insurance Group, Inc. 11 Dec 2025 7 -$5,743,137 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 15 Dec 2025, 19:15
BWIN Baldwin Insurance Group, Inc. 05 Dec 2025 4 -$376,200 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 09 Dec 2025, 18:05
BWIN Baldwin Insurance Group, Inc. 12 Jun 2025 2 -$1,505,114 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 13 Jun 2025, 17:22
BWIN Baldwin Insurance Group, Inc. 04 Jun 2025 1 -$286,251 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 06 Jun 2025, 16:36
BWIN Baldwin Insurance Group, Inc. 15 May 2025 2 -$712,045 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 19 May 2025, 19:54
BWIN Baldwin Insurance Group, Inc. 08 May 2025 2 -$1,376,319 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 14 May 2025, 17:40
BWIN Baldwin Insurance Group, Inc. 17 Mar 2025 1 -$20,025 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 18 Mar 2025, 17:01
BWIN Baldwin Insurance Group, Inc. 28 Feb 2025 2 -$478,746 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 04 Mar 2025, 21:45
BWIN Baldwin Insurance Group, Inc. 19 Feb 2025 2 -$465,567 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 21 Feb 2025, 18:45
BWIN Baldwin Insurance Group, Inc. 15 Aug 2024 6 -$14,196,173 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 19 Aug 2024, 19:27
BWIN Baldwin Insurance Group, Inc. 12 Aug 2024 6 -$3,903,052 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 14 Aug 2024, 19:14
BWIN Baldwin Insurance Group, Inc. 08 Aug 2024 6 -$3,925,063 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 09 Aug 2024, 19:19
BWIN Baldwin Insurance Group, Inc. 09 May 2024 3 -$754,229 4 President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations 13 May 2024, 20:49
BWIN BRP Group, Inc. 01 Apr 2024 2 -$460,654 4 President, BRP and CEO, Underwriting, Capacity and Technology Operations 03 Apr 2024, 18:55
BWIN BRP Group, Inc. 15 Mar 2024 1 -$15,868 4 President, BRP and CEO, Underwriting, Capacity and Technology Operations 15 Mar 2024, 20:55
BWIN BRP Group, Inc. 18 Jan 2024 0 $0 3 Officer 26 Jan 2024, 21:27