James Morgan Roche's Net Worth
$72.2 Million
Who is James Morgan Roche?
James Morgan Roche has an estimated net worth of $72.2 Million. This is based on reported shares in Baldwin Insurance Group, Inc..
SEC CIK
James Morgan Roche's CIK is 0001789496
Past Insider Trading and Trends
2024 was James Morgan Roche's most active year for acquiring shares with 3 total transactions. James Morgan Roche's most active month to acquire stocks was the month of July. 2024 was James Morgan Roche's most active year for disposing of shares, totalling 21 transactions. James Morgan Roche's most active month to dispose stocks was the month of July. 2019 saw James Morgan Roche paying a total of $3,733,800.00 for 266,700 shares, this is the most they've acquired in one year. In 2024 James Morgan Roche cashed out on 1,366,327 shares for a total of $23,255,038.99, their largest year based on trade value.
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Baldwin Insurance Group, Inc. (BWIN) Snapshot price: $46
See RemarksJames Morgan Roche owns 108,846 units of Class A Common Stock which is worth $5,006,916.00 and 1,036,786 units of Class B Common Stock which is worth $47,692,156.00. In the year 2024 James Morgan Roche filed a total of 8 filings.
Form Type
|
Δ Own
|
Qty.
|
Price
|
Size ($)
|
Own
|
Filing Date
|
Type
|
Is Scheduled
|
Trade Dates
|
|---|---|---|---|---|---|---|---|---|---|
Form 4
| -75.59% | -336.97K |
$42.13 | -$14,196,173.22 | 108.85K |
Aug 15 - Aug 19
| |||
Form 4
| -5.97% | -94.09K |
$41.48 | -$3,903,051.91 | 1.48M |
Aug 12 - Aug 14
| |||
Form 4
| -5.60% | -93.60K |
$41.94 | -$3,925,062.89 | 1.58M |
Aug 8 - Aug 9
| |||
Form 4
| -9.67% | -25.00K |
$30.17 | -$754,228.56 | 233.5K |
May 9 - May 13
| |||
Form 4
| +9.41% | 22.23K |
$28.55 | -$460,654.25 | 258.5K |
Apr 1
| |||
Form 4
| -0.23% | -539.00 |
$29.44 | -$15,868.16 | 236.26K |
Mar 15
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
Form 4
|
∞
| 266.7K |
$14.00 | $3,733,800.00 | 266.7K |
Oct 28
| |||
Form 3
|
—
|
0
|
—
|
—
|
0
| ||||
| No matching records found | |||||||||