James Morgan Roche
CIK 1789496 · See Remarks · last filed 2026-03-17
"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
$5.85M
Companies
2
Total Filings
20
Lifetime Open-Market Net
-$29.04M
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 | $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 · Page 2 of 2
20 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-03-18 | BWIN | Tax (F) | −501 | -$20.0K | EDGAR |
| 2025-03-04 | BWIN | Mixed | +15,122 | -$478.7K | EDGAR |
| 2025-02-21 | BWIN | Mixed | +15,530 | -$465.6K | EDGAR |
| 2024-08-19 | BWIN | Sell (S) | −336,971 | -$14.20M | EDGAR |
| 2024-08-14 | BWIN | Mixed | −94,086 | -$3.90M | EDGAR |
| 2024-08-09 | BWIN | Mixed | −93,596 | -$3.93M | EDGAR |
| 2024-05-13 | Baldwin Insurance Group, Inc. (BRP) Delisted | Sell (S) | −25,000 | -$754.2K | EDGAR |
| 2024-04-03 | Baldwin Insurance Group, Inc. (BRP) Delisted | Mixed | +22,234 | -$460.7K | EDGAR |
| 2024-03-15 | Baldwin Insurance Group, Inc. (BRP) Delisted | Tax (F) | −539 | -$15.9K | EDGAR |
| 2019-10-28 | Baldwin Insurance Group, Inc. (BRP) Delisted | Buy (P) | +266,700 | $3.73M | EDGAR |
Showing 11–20 of 20
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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.