Roche James Morgan

CIK 00017894961 companyTAMPA, FL

SEC Profile

Transactions

Companies

Filings

CIK

0001789496

Recent Transactions

46 trades

Tax Payment
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2026-03-03$22.29/sh−14,679→ 322,938 total
Award
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2026-03-03+34,807→ 337,617 total
Award
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2026-02-26+240,000→ 302,810 total
Tax Payment
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2026-02-23$16.57/sh−8,847→ 62,810 total
Award
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2026-02-23+29,544→ 71,657 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
LLC Units in The Baldwin Insurance Group Holdings, LLC
2025-12-05−15,000→ 1,021,786 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-12-05$25.08/sh−15,000→ 42,113 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-12-05+15,000→ 57,113 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
Class B Common Stock
2025-12-05−15,000→ 1,021,786 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-06-13$40.07/sh−26,679→ 42,113 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-06-12$40.03/sh−10,894→ 68,792 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-06-04$40.08/sh−7,142→ 79,686 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-05-16$40.04/sh−3,572→ 86,828 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-05-15$40.01/sh−14,222→ 90,400 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-05-13$40.02/sh−13,340→ 104,622 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-05-08$40.05/sh−21,035→ 117,962 total
Tax Payment
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-03-17$39.97/sh−501→ 138,997 total
Tax Payment
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-02-28$41.14/sh−11,637→ 139,498 total
Award
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-02-28+26,759→ 151,135 total
Award
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-02-19+26,927→ 135,773 total
Tax Payment
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2025-02-19$40.85/sh−11,397→ 124,376 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-19$43.13/sh−25,508→ 108,846 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-19$42.61/sh−49,872→ 134,354 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-16$42.34/sh−92,834→ 184,226 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-16$41.89/sh−57,166→ 277,060 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-15$41.56/sh−95,651→ 350,166 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-15$42.06/sh−15,940→ 334,226 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-14+200,000→ 445,817 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-08-14−200,000→ 1,036,786 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
Class B Common Stock
2024-08-14−200,000→ 1,036,786 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-14$41.45/sh−2,547→ 245,817 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-13$41.28/sh−6,317→ 248,364 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-12$41.50/sh−85,222→ 254,681 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-09$41.92/sh−56,912→ 339,903 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
Class B Common Stock
2024-08-08−200,000→ 1,236,786 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-08$42.28/sh−13,767→ 396,815 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
LLC Units in The Baldwin Insurance Group Holdings, LLC
2024-08-08−200,000→ 1,236,786 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-08$41.77/sh−22,917→ 410,582 total
Conversion
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-08-08+200,000→ 433,499 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-05-13$30.61/sh−5,000→ 233,499 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-05-09$30.58/sh−2,032→ 238,499 total
Sale
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-05-09$30.00/sh−17,968→ 240,531 total
Tax Payment
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-04-01$28.55/sh−16,135→ 258,499 total
Award
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-04-01+38,369→ 274,634 total
Tax Payment
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2024-03-15$29.44/sh−539→ 236,265 total
Purchase
Baldwin Insurance Group, Inc.$BWIN
Class A Common Stock
2019-10-28$14.00/sh+266,700→ 266,700 total

Companies

Baldwin Insurance Group, Inc.
See Remarks
$BWIN

Recent Filings

Address

C/O THE BALDWIN INSURANCE GROUP, INC. 4211 W. BOY SCOUT BLVD., SUITE 800

TAMPA, FL, 33607

View on SEC.gov