James Morgan Roche - 15 Mar 2026 Form 4 Insider Report for Baldwin Insurance Group, Inc. (BWIN)

Reporting relationship: President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations
Issuer ticker: BWIN
Reported as of: 15 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 17 Mar 2026, 20:45:39 UTC
Prior SEC filing: 05 Mar 2026
Source filing: View source filing
Reporting owner signature: /s/ Seth Cohen, as Attorney-in Fact, for James Roche

Key filing fact

James Morgan Roche filed Form 4 for Baldwin Insurance Group, Inc. (BWIN) on 17 Mar 2026.

Key facts

This page summarizes James Morgan Roche's Form 4 filing for Baldwin Insurance Group, Inc. (BWIN).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 17 Mar 2026, 20:45.

Change

Previous filing in this sequence was filed on 05 Mar 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001789496 Primary reporting owner

Roche James Morgan

Relationship: President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations
Address: C/O THE BALDWIN INSURANCE GROUP, INC., 4211 W. BOY SCOUT BLVD., SUITE 800, TAMPA
Signature: /s/ Seth Cohen, as Attorney-in Fact, for James Roche
Signature date: 17 Mar 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BWIN transaction

Class A Common Stock

Tax liability

Transaction value
Shares: -501
Change %: -0.16%
Price: $21.06^*
Shares after: 322,437
Date: 15 Mar 2026
Ownership: Direct
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Represents shares withheld by the issuer to satisfy income tax withholding obligations in connection with the vesting of restricted Class A common stock reported on a Form 3 filed on January 26, 2024.

SEC remarks

President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations