Transaction · 0001214659-25-003315

Roche James Morgan

Roche James Morgan, SR, reported a transaction classified as grant at Baldwin Insurance Group, Inc. involving 26927.000000 shares for an estimated $0.00. Reported holdings after the transaction were 135773.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

grantSEC transaction code ASR
BWINBaldwin Insurance Group, Inc.
Filing timeFeb 21
Trade dateFeb 19, 2025
Filing · SECView on SEC
InsiderProfile
% of reported position tradedUnavailableCalculated only for code-P purchases and code-S sales.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
—
Pre-filing
1mo ago1w ago1d ago
Returns since
7d30d90d180d1y

BWIN price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
BWIN since 2025-02-21Filed 583 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
grant
Code A
Identifier
0001214659-25-003315
Class A Common Stock
Transaction date
Feb 19, 2025
Filed Feb 21, 2025, 11:45 PM · 2d delay
Shares
26.9k sh
$0.00 per share
Estimated value
$0
Computed from shares × price
Holdings after
135k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership
-12score
Filing-only score

-12

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

See Remarks

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    Represents shares of Class A common stock issued to the reporting person in settlement of performance-based restricted stock units ("PSUs") granted in 2022. The PSUs settled based on the achievement o…

  2. F2

    Represents shares of Class A common stock withheld by the issuer to satisfy income tax withholding obligations in connection with the issuance of the shares of Class A common stock as disclosed in foo…

Original filing · 0001214659-25-003315
Related transactions

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Same reporting owner
Recent company activity

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BWIN