ROCHE JAMES MORGAN received a stock award from BALDWIN INSURANCE GROUP, INC.
Compensation award — not an open‑market transaction. Less informative as a directional signal.
A · 1 award
Filed: 3/5/2026ACC: 0001789496-26-000003
10% OwnerOther
Since Oct 2019
+20.13K
Net shares
Net buyer
$327.2K
Total sold
0
Open market trades
0B · 0S
2
Total transactions
34.81K acquired · 14.68K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
+34.81K
Price / share
—
Trade value
—
% of position
11.5%
3/3/2026
302.81K→337.62K
Class A Common Stock
Direct
Shares
−14.68K
Price / share
$22.29
Trade value
$327.19K
% of position
4.3%
3/3/2026
337.62K→322.94K
Total
Net shares
+20.13K
Net value
-$327.19K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 3/3/2026 | A · Award | +34.81K | — | — | 11.5% | 302.81K | 337.62K |
| Class A Common Stock Direct | 3/3/2026 | F · Tax Withholding | −14.68K | $22.29 | $327.19K | 4.3% | 337.62K | 322.94K |
| Total | +20.13K | -$327.19K | ||||||
Derivative Transactions0
No derivative transactions reported