| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Partnership Officer | Chief Partnership Officer,
1 company
John A. Valentine last filed a Form 4 in November 2023, as Chief Partnership Officer at BWIN.
Historically, John A. Valentine's trades have earned a middling insider score of 63/100 across 5 rated trades. Over a 12-month horizon, 60.0% of those trades were profitable, with an average 12-month return of +21.3%.
At the last filing, the largest reported position was 93,222 shares of BWIN. Net of sales, the BWIN filings show accumulation of 21,500 shares.
John A. Valentine has 17 Form 4 filings on record from October 2019 to November 2023, all as Chief Partnership Officer at Baldwin Insurance Group (BWIN), 2019–2023.
The 53 reported transactions were 24 gifts, 8 open-market purchases, 8 stock awards and 7 tax withholdings, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 4 purchases worth about $474K and no sales.
The largest open-market purchase was 10,000 shares of BWIN at an average $21.10 on May 13, 2022, about $211K. Twelve months later BWIN was down 3%.
Shares as reported in the last Form 4 for each company; the most recent is from November 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2023 | BWIN Baldwin Insurance Group, Inc. | Chief Partnership Officer | Buy | 5,000 | $19.98 | $99,895.00 | +5.7% | +15.0% | +133.7% | |
| May 13, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Partnership Officer | Buy | 10,000 | $21.10 | $211,000.00 | +17.7% | +36.3% | -2.6% | |
| Mar 14, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Partnership Officer | Buy | 5,000 | $24.68 | $123,410.00 | +13.1% | +4.0% | -4.3% | |
| Mar 7, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Partnership Officer, | Buy | 1,500 | $26.28 | $39,425.00 | +4.1% | +13.8% | +11.3% |