Roche James Morgan sold Baldwin Insurance Group ($BWIN) shares on the open market 12 times over the last year, for a total of nearly $10 million. The most recent sale occurred on December 15, 2025. These sales rank 1,123rd among 11,678 individual insiders, who averaged $8.6 million across about 6.4 transactions. Morgan made no open market purchases in the period.
| Transaction Date | Company | Ticker | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 15, 2026 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | F | Class A Common Stock | 501 | $21.06 | 322,437.0000 | 71,589,503 | 0.16% | 0.00% |
| March 3, 2026 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | F | Class A Common Stock | 14679 | $22.29 | 322,938.0000 | 71,589,503 | 4.35% | 0.02% |
| March 3, 2026 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | A | Class A Common Stock | 34807 | $0.00 | 337,617.0000 | 71,589,503 | 11.49% | 0.05% |
| Feb. 26, 2026 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | A | Class A Common Stock | 240000 | $0.00 | 302,810.0000 | 71,589,503 | 382.10% | 0.34% |
| Feb. 23, 2026 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | F | Class A Common Stock | 8847 | $16.57 | 62,810.0000 | 71,589,503 | 12.35% | 0.01% |
| Feb. 23, 2026 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | A | Class A Common Stock | 29544 | $0.00 | 71,657.0000 | 71,589,503 | 70.15% | 0.04% |
| Dec. 15, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 6023 | $24.70 | 42,113.0000 | 71,589,503 | 12.51% | 0.01% |
| Dec. 11, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | LLC Units in The Baldwin Insurance Group Holdings, LLC | 240000 | $0.00 | 781,786.0000 | 71,589,503 | 23.49% | 0.34% |
| Dec. 11, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | Class B Common Stock | 240000 | $0.00 | 781,786.0000 | 71,589,503 | 23.49% | 0.34% |
| Dec. 11, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | Class A Common Stock | 240000 | $0.00 | 282,113.0000 | 71,589,503 | 569.90% | 0.34% |
| Dec. 11, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 60000 | $23.34 | 222,113.0000 | 71,589,503 | 21.27% | 0.08% |
| Dec. 12, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 100000 | $24.20 | 122,113.0000 | 71,589,503 | 45.02% | 0.14% |
| Dec. 15, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 73977 | $23.98 | 48,136.0000 | 71,589,503 | 60.58% | 0.10% |
| Dec. 5, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | Class A Common Stock | 15000 | $0.00 | 57,113.0000 | 71,589,503 | 35.62% | 0.02% |
| Dec. 5, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | LLC Units in The Baldwin Insurance Group Holdings, LLC | 15000 | $0.00 | 1,021,786.0000 | 71,589,503 | 1.45% | 0.02% |
| Dec. 5, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 15000 | $25.08 | 42,113.0000 | 71,589,503 | 26.26% | 0.02% |
| Dec. 5, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | Class B Common Stock | 15000 | $0.00 | 1,021,786.0000 | 71,589,503 | 1.45% | 0.02% |
| June 12, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 10894 | $40.03 | 68,792.0000 | 68,152,042 | 13.67% | 0.02% |
| June 13, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 26679 | $40.07 | 42,113.0000 | 68,152,042 | 38.78% | 0.04% |
| June 4, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 7142 | $40.08 | 79,686.0000 | 68,152,042 | 8.23% | 0.01% |
| May 15, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 14222 | $40.01 | 90,400.0000 | 68,152,042 | 13.59% | 0.02% |
| May 16, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 3572 | $40.04 | 86,828.0000 | 68,152,042 | 3.95% | 0.01% |
| May 13, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 13340 | $40.02 | 104,622.0000 | 68,152,042 | 11.31% | 0.02% |
| May 8, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 21035 | $40.05 | 117,962.0000 | 68,152,042 | 15.13% | 0.03% |
| March 17, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | F | Class A Common Stock | 501 | $39.97 | 138,997.0000 | 68,152,042 | 0.36% | 0.00% |
| Feb. 28, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | A | Class A Common Stock | 26759 | $0.00 | 151,135.0000 | 68,152,042 | 21.51% | 0.04% |
| Feb. 28, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | F | Class A Common Stock | 11637 | $41.14 | 139,498.0000 | 68,152,042 | 7.70% | 0.02% |
| Feb. 19, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | A | Class A Common Stock | 26927 | $0.00 | 135,773.0000 | 0 | 24.74% | 0.00% |
| Feb. 19, 2025 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | F | Class A Common Stock | 11397 | $40.85 | 124,376.0000 | 0 | 8.39% | 0.00% |
| Aug. 19, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 25508 | $43.13 | 108,846.0000 | 0 | 18.99% | 0.00% |
| Aug. 19, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 49872 | $42.61 | 134,354.0000 | 0 | 27.07% | 0.00% |
| Aug. 15, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 95651 | $41.56 | 350,166.0000 | 0 | 21.46% | 0.00% |
| Aug. 15, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 15940 | $42.06 | 334,226.0000 | 0 | 4.55% | 0.00% |
| Aug. 16, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 57166 | $41.89 | 277,060.0000 | 0 | 17.10% | 0.00% |
| Aug. 16, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 92834 | $42.34 | 184,226.0000 | 0 | 33.51% | 0.00% |
| Aug. 14, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | Class B Common Stock | 200000 | $0.00 | 1,036,786.0000 | 0 | 16.17% | 0.00% |
| Aug. 14, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | LLC Units in The Baldwin Insurance Group Holdings, LLC | 200000 | $0.00 | 1,036,786.0000 | 0 | 16.17% | 0.00% |
| Aug. 14, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | Class A Common Stock | 200000 | $0.00 | 445,817.0000 | 0 | 81.36% | 0.00% |
| Aug. 14, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 2547 | $41.45 | 245,817.0000 | 0 | 1.03% | 0.00% |
| Aug. 13, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 6317 | $41.28 | 248,364.0000 | 0 | 2.48% | 0.00% |
| Aug. 12, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 85222 | $41.50 | 254,681.0000 | 0 | 25.07% | 0.00% |
| Aug. 8, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | Class A Common Stock | 200000 | $0.00 | 433,499.0000 | 0 | 85.65% | 0.00% |
| Aug. 8, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | LLC Units in The Baldwin Insurance Group Holdings, LLC | 200000 | $0.00 | 1,236,786.0000 | 0 | 13.92% | 0.00% |
| Aug. 9, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 56912 | $41.92 | 339,903.0000 | 0 | 14.34% | 0.00% |
| Aug. 8, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | C | Class B Common Stock | 200000 | $0.00 | 1,236,786.0000 | 0 | 13.92% | 0.00% |
| Aug. 8, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 13767 | $42.28 | 396,815.0000 | 0 | 3.35% | 0.00% |
| Aug. 8, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 22917 | $41.77 | 410,582.0000 | 0 | 5.29% | 0.00% |
| May 9, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 17968 | $30.00 | 240,531.0000 | 0 | 6.95% | 0.00% |
| May 13, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 5000 | $30.61 | 233,499.0000 | 0 | 2.10% | 0.00% |
| May 9, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | S | Class A Common Stock | 2032 | $30.58 | 238,499.0000 | 0 | 0.84% | 0.00% |
| April 1, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | F | Class A Common Stock | 16135 | $28.55 | 258,499.0000 | 0 | 5.88% | 0.00% |
| April 1, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | A | Class A Common Stock | 38369 | $0.00 | 274,634.0000 | 0 | 16.24% | 0.00% |
| March 15, 2024 | Baldwin Insurance Group, Inc. | $BWIN | Roche James Morgan | See Remarks | F | Class A Common Stock | 539 | $29.44 | 236,265.0000 | 0 | 0.23% | 0.00% |