James Morgan Roche
CIK 1789496 · See Remarks · last filed 2026-03-17
James Morgan Roche is a corporate insider who has filed 20 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 $5.8M 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.
$5.85M
2
20
-$29.04M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| BWIN | See Remarks | 322,437 | $18.13 | $5.85M | -$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
20 filings| 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 | Mixed | −240,000 | -$5.74M | EDGAR |
| 2025-12-09 | BWIN | Mixed | −15,000 | -$376.2K | EDGAR |
| 2025-06-13 | BWIN | Sell (S) | −37,573 | -$1.51M | EDGAR |
| 2025-06-06 | BWIN | Sell (S) | −7,142 | -$286.3K | EDGAR |
| 2025-05-19 | BWIN | Sell (S) | −17,794 | -$712.0K | EDGAR |
| 2025-05-14 | BWIN | Sell (S) | −34,375 | -$1.38M | EDGAR |