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James Morgan Roche

CIK 1789496 · See Remarks · last filed 2026-03-17

James Morgan Roche is a corporate insider who has filed 42 SEC Form 4 insider transactions across 2 companies since 2019. The most recent filing shows the insider had shares withheld for taxes covering $10.6K of BWIN on Mar 17, 2026. Across all open-market trades the lifetime net is −$29.0M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $10.0M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$9.96M

Companies

2

Total Filings

42

Lifetime Open-Market Net

-$29.04M

Filer Profile

Reported Address
888 SUMMERSET PL
AMBLER, PA 19002
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
BWIN See Remarks 322,437 $30.88 $9.96M -$32.02M 16 2026-03-17
Baldwin Insurance Group, Inc. (BRP) Delisted See Remarks 233,499 $32.66 $7.63M $2.98M 4 2024-05-13

Recent Filings

42 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-03-17 BWIN Tax (F) −501 -$10.6K EDGAR
2026-03-05 BWIN Mixed +20,128 -$327.2K EDGAR
2026-02-27 BWIN Grant (A) +240,000 $0 EDGAR
2026-02-25 BWIN Mixed +20,697 -$146.6K EDGAR
2025-12-15 BWIN Notice (144) −80,000 -$1.92M EDGAR
2025-12-15 BWIN Mixed −240,000 -$5.74M EDGAR
2025-12-12 BWIN Notice (144/A) −100,000 -$2.42M EDGAR
2025-12-12 BWIN Notice (144) −100,000 -$2.42M EDGAR
2025-12-11 BWIN Notice (144) −60,000 -$1.40M EDGAR
2025-12-09 BWIN Mixed −15,000 -$376.2K EDGAR
Showing 1–10 of 42
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.