Reporting owner
Roche James Morgan
Reporting owner CIK 0001789496 · See Remarks
These transactions appear in filings associated with this reporting owner. Jointly reported quantities and amounts are unallocated; they are not this owner's individual purchases or total holdings. Names and roles reflect the relevant filing, and a reporting owner may be a person or an organization.
Transaction timeline
Who reported an acquisition, and when the transaction occurred.
2 dated transactions · 1 of 1 reporting owners shown. Select one owner to focus the chart.
View timeline as a table
| Transaction date | Company / security | Reporting owners | Acquisition type |
|---|---|---|---|
| Dec 11, 2025 | Baldwin Insurance Group, Inc.Class A Common Stock | Roche James Morgan | Conversion |
| Dec 5, 2025 | Baldwin Insurance Group, Inc.Class A Common Stock | Roche James Morgan | Conversion |
Only transactions on this page are shown. Date windows end on the latest transaction date in this sample. Joint filings may appear on more than one row. Sales are not included. Share-price charts use a separate data source.
Transactions in associated filings
| Filed / transacted | Company | Reporting owners | Type / security | Quantity | Price / reference value | Details |
|---|---|---|---|---|---|---|
| Trade: | Baldwin Insurance Group, Inc.BWIN · company listings | Roche James MorganSee Remarks | ConversionClass A Common StockNon-derivative security · Code C | 240,000 | 0Value: 0Currency not specified | View ↗ |
| Trade: | Baldwin Insurance Group, Inc.BWIN · company listings | Roche James MorganSee Remarks | ConversionClass A Common StockNon-derivative security · Code C | 15,000 | 0Value: 0Currency not specified | View ↗ |
2 transactions on this page. Filing date, newest first.