James Morgan Roche

Companies

• Baldwin Insurance Group, Inc.Officer Jan 26, 2024 to now¹

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• BIBaldwin Insurance Group, Inc. BWIN322,437 shares²$10.3M at $31.91Mar 15, 2026

As of each latest filing. The line shows shares held over time.

Recent filings

• Mar 15, 2026Shares withheld for tax 501 shares at $21.06 of Baldwin Insurance Group, Inc.²
• Mar 3, 2026Shares withheld for tax 14,679 shares at $22.29 of Baldwin Insurance Group, Inc.³
• Mar 3, 2026Granted 34,807 shares of Baldwin Insurance Group, Inc.³
• Feb 26, 2026Granted 240,000 shares of Baldwin Insurance Group, Inc.⁴
• Feb 23, 2026Shares withheld for tax 8,847 shares at $16.57 of Baldwin Insurance Group, Inc.⁵
• Feb 23, 2026Granted 29,544 shares of Baldwin Insurance Group, Inc.⁵
• Dec 15, 2025Sold 6,023 shares at $24.70 of Baldwin Insurance Group, Inc.⁶
• Dec 15, 2025Sold 73,977 shares at $23.98 of Baldwin Insurance Group, Inc.⁶
• Dec 12, 2025Sold 100,000 shares at $24.20 of Baldwin Insurance Group, Inc.⁶
• Dec 11, 2025Sold 60,000 shares at $23.34 of Baldwin Insurance Group, Inc.⁶
• Dec 11, 2025Converted 240,000 shares of Baldwin Insurance Group, Inc.⁶
• Dec 11, 2025Converted 240,000 shares of Baldwin Insurance Group, Inc.⁶
• Dec 5, 2025Sold 15,000 shares at $25.08 of Baldwin Insurance Group, Inc.⁷
• Dec 5, 2025Converted 15,000 shares of Baldwin Insurance Group, Inc.⁷
• Dec 5, 2025Converted 15,000 shares of Baldwin Insurance Group, Inc.⁷
• Jun 13, 2025Sold 26,679 shares at $40.07 of Baldwin Insurance Group, Inc.⁸
• Jun 12, 2025Sold 10,894 shares at $40.03 of Baldwin Insurance Group, Inc.⁸
• Jun 4, 2025Sold 7,142 shares at $40.08 of Baldwin Insurance Group, Inc.⁹
• May 16, 2025Sold 3,572 shares at $40.04 of Baldwin Insurance Group, Inc.¹⁰
• May 15, 2025Sold 14,222 shares at $40.01 of Baldwin Insurance Group, Inc.¹⁰
• May 13, 2025Sold 13,340 shares at $40.02 of Baldwin Insurance Group, Inc.¹¹
• May 8, 2025Sold 21,035 shares at $40.05 of Baldwin Insurance Group, Inc.¹¹
• Mar 17, 2025Shares withheld for tax 501 shares at $39.97 of Baldwin Insurance Group, Inc.¹²
• Feb 28, 2025Shares withheld for tax 11,637 shares at $41.14 of Baldwin Insurance Group, Inc.¹³
• Feb 28, 2025Granted 26,759 shares of Baldwin Insurance Group, Inc.¹³