Roche James Morgan

Roche James Morgan sold 240,000 shares (85.1% reduction) for $5.7M across 4 transactions in mid-December; stock down 49.0% from 52-week high, company unprofitable.

Roche James Morgan executed 4 separate sales totaling 240,000 shares for $5,743,136.56 between December 11–15, reducing holdings from 282,113 shares to 42,113 shares at a blended average price of $23.93. The timing is notable: Baldwin Insurance Group is trading at $23.67, down 49.0% from its 52-week high of $46.41 and -24.4% over the past 90 days, while the company posted a net loss of $18,727,000.00 against revenue of $365,389,000.00 (latest quarter) with full-year profitability negative. His prior trades at BWIN show 4 of 5 prior sells were well-timed at the 90-day mark, establishing a pattern of selling before subsequent declines at this ticker; however, the current transaction's timing relative to future price movement cannot yet be evaluated. The FLAG notation indicates derivative conversions are involved, meaning his Table I holdings (42,113 shares post-transaction) do not represent his complete economic position, limiting full assessment of his commitment to the company.

Roche James Morgan sold 37.6K BWIN shares for $1.5M (blended avg $40.06) in 2 transactions, cutting holdings by 47.2%.

Roche James Morgan executed two separate sales totaling 37,573 shares on June 12–13, 2025, at prices averaging $40.06 per share, reducing his holdings from 79,686 to 42,113 shares (a 47.2% reduction). The sales came when BWIN is trading 29.2% below its 52-week high, suggesting the timing relative to recent price weakness is not unfavorable. His prior 5 trades at BWIN (dating back to August 2024) show mixed outcomes: his three earliest 2024 trades achieved positive 30-day returns (15.1% to 18.2%), while his two most recent May 2025 sales turned negative (−1.6% and −3.6% at 30 days), and none of his prior BWIN sales achieved positive 90-day returns. Cross-ticker, his track record of 14 prior sells shows a 0.00% well-timed rate at the 90-day horizon—meaning he sold and the stock subsequently rose in all measurable cases, indicating poor timing at the 90-day mark. The company is unprofitable on a full-year basis despite posting recent quarterly revenue of $413.4M and annual growth of +14.0%, adding operational complexity to the signal.

Roche James Morgan sells 34,375 shares (34.4K) at $40.04 avg; stock down 30.7% from 52-week high

Roche James Morgan sold 34,375 shares across two separate transactions on 2025-05-08 and 2025-05-13 at a blended average price of $40.04, reducing his holdings by 24.7% to 104,622 shares. At the time of sale, the stock was trading near its transaction prices; however, the current price of $38.30 is now 30.7% below the 52-week high of $55.29 and has declined 11.8% over the past 30 days. Historically, Morgan's prior five open-market sales at BWIN were not well-timed, with 0 of 5 achieving negative 90-day returns following the sale. His cross-ticker track record shows an average 90-day return of +7.7% after sales (a 0.00% well-timed rate), indicating his prior sells at other companies also preceded stock gains rather than declines. The company reported full-year net income in the negative despite recent quarterly revenue of $413.4M and annual growth of 14.0%, signaling operational challenges that may warrant investor attention regarding the stock's fundamental trajectory.

Roche James Morgan sold 336,971 shares (75.6% of holdings) over 6 days for $14.2M at blended avg $42.13

Roche James Morgan executed 6 separate sales totaling 336,971 shares for $14,196,173.22 across August 12–19, 2024, reducing his stake from 445,817 to 108,846 shares—a 75.6% reduction. The sales occurred at prices ranging from $41.56 to $43.13, with a blended average of $42.13, near the current price of $43.31 and within 2.0% of the 52-week high of $44.21. The concentrated selling pattern over a narrow time window warrants investor attention, especially given the company's unprofitability: Baldwin Insurance posted a net loss of $-17,557,000.00 against revenue of $339,840,000.00 in the latest quarter, though annual revenue growth was +24.2%. The scale of divestiture—disposing of three-quarters of his holdings—represents a material change in insider position and should be monitored against forward earnings announcements and competitive developments.

Roche James Morgan sells 94,086 shares at blended $41.48 for $3.9M; retains 445.8K shares post-transaction.

This filing documents three separate sales totaling 94,086 shares for $3,903,051.91 executed on 2024-08-12 through 2024-08-14 at prices ranging from $41.28 to $41.50. The insider's post-transaction holdings of 445.8K shares represent a reduction of 17.4% from the pre-transaction level of 539.9K shares, but the DERIVATIVE-CONVERSION FLAG indicates this reflects only Table I open-market sales; the insider's true position, held in converted derivative securities (Table II), is not yet visible in the database. The three prior same-ticker sales occurred on 2024-08-08 and 2024-08-09 with outcomes not yet measurable. The company reported quarterly revenue of $339.8M with annual growth of 24.2%, but remains unprofitable with a recent net loss of $-17.6M. The stock currently trades at $40.91, -7.5% from its 52-week high of $44.21, and has moved +2.1% over the past 30 days.

Roche James Morgan sold 93,596 shares across 3 transactions for $3,925,062.89 at BWIN on 2024-08-08/09

Roche James Morgan executed 3 separate sales totaling 93,596 shares for $3,925,062.89 at a blended average price of $41.94 on August 8-9, 2024, reducing his position by 21.6% from 433,499 to 339,903 shares. The company is unprofitable with net income of $-17,557,000.00 over its most recent full fiscal year, yet trades at a market cap of $1,423,084,426.68 with recent quarterly revenue of $339,840,000.00 and annual revenue growth of 24.2%. The transactions occurred near the 52-week high of $44.21 (current price $41.87 is 5.3% below that peak). The filing contains a derivative-conversion component documented in Table II, which means the 339,903 post-transaction shares do not represent the insider's complete equity position. The significant dollar volume and multi-day execution pattern warrants examination of the underlying business drivers and any derivative-related context not yet captured in structured form.