| 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 |
|---|---|---|---|---|---|---|---|---|---|
See Remarks | Member of 10% Owner Group
1 company
Roche James Morgan is a See Remarks at BWIN. Recent filings cover 1 purchase and 27 sales. Those positions are worth an estimated $6.8M at current prices.
Our model assigns Roche James Morgan a strong insider score of 74/100, based on 21 past trades. Over a 12-month horizon, 88.2% of those trades were profitable, with an average 12-month return of +27.3%.
Roche James Morgan's largest disclosed position is in BWIN as See Remarks, worth about $6.8M. The recent filings there lean toward selling, a net 634,837 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 15, 2025 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 240,000 | $23.93 | $5,743,136.56 | -85.1% | -10.8% | - | |
| Dec 5, 2025 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 15,000 | $25.08 | $376,200.00 | -26.3% | -11.3% | - | |
| Jun 13, 2025 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 37,573 | $40.06 | $1,505,114.35 | -47.2% | -20.6% | -53.7% | |
| Jun 4, 2025 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 7,142 | $40.08 | $286,251.36 | -8.2% | -18.4% | -50.3% | |
| May 16, 2025 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 17,794 | $40.02 | $712,045.10 | -17.0% | -15.4% | -49.0% | |
| May 13, 2025 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 34,375 | $40.04 | $1,376,318.55 | -24.7% | -18.0% | -47.7% | |
| Aug 19, 2024 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 336,971 | $42.13 | $14,196,173.22 | -75.6% | +1.5% | -23.1% | |
| Aug 14, 2024 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 94,086 | $41.48 | $3,903,051.91 | -27.7% | +12.3% | -18.9% | |
| Aug 9, 2024 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 93,596 | $41.94 | $3,925,062.89 | -21.6% | +8.0% | -22.9% | |
| May 13, 2024 | BWIN Baldwin Insurance Group, Inc. | See Remarks | Sell | 25,000 | $30.17 | $754,228.56 | -9.7% | +38.0% | +28.0% |