Transaction · 0001781755-25-000025

Roche James Morgan

Roche James Morgan, SR, reported a transaction classified as withholding at Baldwin Insurance Group, Inc. involving 11637.000000 shares for an estimated $478746.18. Reported holdings after the transaction were 139498.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

withholdingSEC transaction code FSR
BWINBaldwin Insurance Group, Inc.
Filing timeMar 05
Trade dateFeb 28, 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 2025-03-05Filed 571 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
withholding
Code F
Identifier
0001781755-25-000025
Class A Common Stock
Transaction date
Feb 28, 2025
Filed Mar 05, 2025, 02:45 AM · 5d delay
Shares
11.6k sh
$41.14 per share
Estimated value
-$478k
Computed from shares × price
Holdings after
139k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership
-16score
Filing-only score

-16

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

    These shares of Class A common stock were received by the reporting person as an annual bonus payment for the fiscal year ended December 31, 2024.

  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 · 0001781755-25-000025
Related transactions

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Same reporting owner
Recent company activity

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BWIN