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Roche James Morgan
See RemarksCIK 0001789496
Largest Purchase
No open-market purchases in the recent filings.
Profile
- Filings
- 5
- Buy transactions
- 0
- Sell transactions
- 5
- Companies
- 1
- Active
- 2025–2026
Roche James Morgan, See Remarks, has filed 5 SEC reports (2025–2026), all concentrated in Baldwin Insurance Group, Inc. (BWIN), totaling $6.6M in disclosed volume. Weighing $0 bought versus $6.1M sold, the history is heavily weighted toward selling. Data is sourced from official SEC Form 3, 4, and 5 filings.
Associated Companies
Trading History
5 loaded
| Mar 17 | BWIN Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | Tax withheld | $10.6K |
| Mar 5 | BWIN Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | Grant | $327.2K |
| Feb 25 | BWIN Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | Grant | $146.6K |
| Dec 15 | BWIN Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | Sell | $5.7M |
| Dec 9 | BWIN Baldwin Insurance Group, Inc. | Roche James Morgan | See Remarks | Sell | $376.2K |
5 filings