Roche James Morgan (CIK 0001789496)

Latest company ownership

BWIN - Baldwin Insurance Group, Inc.

Role: Officer

Shares held

42,113

Last filed at

Jun 13, 2025

Confidence Score

10.7

2025Q4

Confidence Score History

2019Q4 2025Q4

Recent buy/sell transactions

Exec date	Filing date	Company	Role	Signal	Confidence	Shares	% of shares	Under plan?	Amount (USD)
Dec 11, 2025	Dec 15, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	16.3	-240,000	-85.07%	✗	$5.7M
Dec 5, 2025	Dec 9, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	20.0	-15,000	-26.26%	✗	$376.2K
Jun 12, 2025	Jun 13, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	17.5	-37,573	-47.15%	✗	$1.5M
Jun 4, 2025	Jun 6, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	20.0	-7,142	-8.23%	✗	$286.3K
May 15, 2025	May 19, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	20.0	-17,794	-17.01%	✗	$712K
May 8, 2025	May 14, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	17.5	-34,375	-24.73%	✗	$1.4M
Mar 17, 2025	Mar 18, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	51.3	-501	-0.36%	✗	$20K
Feb 28, 2025	Mar 4, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	97.5	+15,122	12.16%	✗	$478.7K
Feb 19, 2025	Feb 21, 2025	Baldwin Insurance Group, Inc.	Officer	Sell	97.5	+15,530	14.27%	✗	$465.6K
Aug 15, 2024	Aug 19, 2024	Baldwin Insurance Group, Inc.	Officer	Sell	15.0	-336,971	-75.59%	✗	$14.2M
Aug 12, 2024	Aug 14, 2024	Baldwin Insurance Group, Inc.	Officer	Sell	17.5	-94,086	-27.68%	✗	$3.9M
Aug 8, 2024	Aug 9, 2024	Baldwin Insurance Group, Inc.	Officer	Sell	17.5	-93,596	-21.59%	✗	$3.9M
May 9, 2024	May 13, 2024	Baldwin Insurance Group, Inc.	Officer	Sell	20.0	-25,000	-9.67%	✗	$754.2K
Apr 1, 2024	Apr 3, 2024	Baldwin Insurance Group, Inc.	Officer	Sell	92.5	+22,234	9.41%	✗	$460.7K
Mar 15, 2024	Mar 15, 2024	Baldwin Insurance Group, Inc.	Officer	Sell	51.3	-539	-0.23%	✗	$15.9K
Oct 28, 2019	Oct 28, 2019	Baldwin Insurance Group, Inc.	Other	Buy	100.0	+266,700	100.00%	✗	$3.7M