James Morgan Roche

Insider Reports History

Identity Names, identifiers, and filing context for this profile. 1 identity field
Reporting-owner location
Ambler, PA
SEC source record Original filing metadata and source links for verification. 1 source field
Latest reporting-owner signature
/s/ Seth Cohen, as Attorney-in Fact, for James Roche
Source: Latest parsed Forms 3/4/5 signature
Source evidence Original filing metadata and source links for verification. 1 source field
Transaction source note
Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for James Morgan Roche

Form 4 holding President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations

Baldwin Insurance Group, Inc.

Security class
LLC Units in The Baldwin Insurance Group Holdings, LLC
Shares / value
781,786
Estimated value
$43,462,069
Report date
11 Dec 2025
Price
$41.92
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations

Baldwin Insurance Group, Inc.

Security class
Class B Common Stock
Shares / value
781,786
Estimated value
$39,335,661
Report date
11 Dec 2025
Price
$37.94
Ownership
Direct

Insider Reports Filed by James Morgan Roche

4 BWIN

BRP Group, Inc.

Report period
01 Apr 2024
Transactions
2
Transaction value
-$460,654
Accepted by SEC
03 Apr 2024, 18:55
Role
President, BRP and CEO, Underwriting, Capacity and Technology Operations
Next action
Open filing details
4 BWIN

BRP Group, Inc.

Report period
15 Mar 2024
Transactions
1
Transaction value
-$15,868
Accepted by SEC
15 Mar 2024, 20:55
Role
President, BRP and CEO, Underwriting, Capacity and Technology Operations
Next action
Open filing details
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