ROCHE JAMES MORGAN reported 1 transaction at BALDWIN INSURANCE GROUP, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 3/17/2026ACC: 0001789496-26-000004
10% OwnerOther
Since Oct 2019
-501.00
Net shares
Net seller
$10.6K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
501.00 disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−501.00
Price / share
$21.06
Trade value
$10.55K
% of position
0.2%
3/15/2026
322.94K→322.44K
Total
Net shares
−501.00
Net value
-$10.55K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 3/15/2026 | F · Tax Withholding | −501.00 | $21.06 | $10.55K | 0.2% | 322.94K | 322.44K |
| Total | −501.00 | -$10.55K | ||||||
Derivative Transactions0
No derivative transactions reported