Roche James Morgan

Track

Insider profile

Performance

Overall performance
2.7
Performance over holding periods
2.7
30 days 90 days 120 days
Average return -12% 8.2% 15.1%
Success rate 8% 68% 82%
Transactions
27 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Roche James Morgan's trades of Baldwin Insurance Group Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
430.65
Quantity 66,040
Value US$3,295,657
Transaction date
Proposed sale
Price
24.20
Quantity 100,000
Value US$2,419,670
Transaction date
Proposed sale
Price
24.20
Quantity 100,000
Value US$2,419,670
Transaction date
Proposed sale
Price
23.34
Quantity 60,000
Value US$1,400,640
Transaction date
Proposed sale
Price
25.08
Quantity 15,000
Value US$376,158
Transaction date
Proposed sale
Price
40.07
Quantity 26,679
Value US$1,068,951
Transaction date
Proposed sale
Price
40.03
Quantity 10,894
Value US$436,137
Transaction date
Proposed sale
Price
40.08
Quantity 7,142
Value US$286,230
Transaction date
Proposed sale
Price
40.04
Quantity 3,572
Value US$143,012
Transaction date
Proposed sale
Price
40.01
Quantity 14,222
Value US$569,008
Transaction date
Proposed sale
Price
40.02
Quantity 13,340
Value US$533,813
Transaction date
Proposed sale
Price
40.05
Quantity 21,035
Value US$842,462
Transaction date
Proposed sale
Price
42.78
Quantity 75,380
Value US$3,224,922
Transaction date
Proposed sale
Price
42.17
Quantity 150,000
Value US$6,325,485
Transaction date
Proposed sale
Price
41.63
Quantity 111,591
Value US$4,645,678
Transaction date
Proposed sale
Price
41.49
Quantity 85,222
Value US$3,536,269
Transaction date
Proposed sale
Price
41.96
Quantity 36,684
Value US$1,539,363
Transaction date
Proposed sale
Price
30.61
Quantity 5,000
Value US$153,065
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-12-15 2025-12-15
PrS Proposed sale
66,040
430.65
US$3,295,657 		66,040 430.65 US$3,295,657
2025-12-15 2025-12-15
S Sale
95,768 +34.1%
364.05
US$2,051,209 		95,768 +34.1% 364.05 US$2,051,209
2025-12-15 2025-12-15
S Sale
83,921 +18.4%
42.38
US$605,122 		83,921 +18.4% 42.38 US$605,122
2025-12-15 2025-12-12
S Sale
100,000 -45.0%
24.20
US$2,420,000 		100,000 -45.0% 24.20 US$2,420,000
2025-12-12 2025-12-12
PrS Proposed sale
100,000
24.20
US$2,419,670 		100,000 24.20 US$2,419,670
2025-12-12 2025-12-12
PrS Proposed sale
100,000
24.20
US$2,419,670 		100,000 24.20 US$2,419,670
2025-12-15 2025-12-11
S Sale
60,000 -21.3%
23.34
US$1,400,400 		60,000 -21.3% 23.34 US$1,400,400
2025-12-11 2025-12-11
PrS Proposed sale
60,000
23.34
US$1,400,640 		60,000 23.34 US$1,400,640
2025-12-09 2025-12-05
S Sale
15,000 -26.3%
25.08
US$376,200 		15,000 -26.3% 25.08 US$376,200
2025-12-05 2025-12-05
PrS Proposed sale
15,000
25.08
US$376,158 		15,000 25.08 US$376,158
2025-06-13 2025-06-13
PrS Proposed sale
26,679
40.07
US$1,068,951 		26,679 40.07 US$1,068,951
2025-06-13 2025-06-13
S Sale
26,679 -38.8%
40.07
US$1,069,028 		26,679 -38.8% 40.07 US$1,069,028
2025-06-13 2025-06-12
S Sale
10,894 -13.7%
40.03
US$436,087 		10,894 -13.7% 40.03 US$436,087
2025-06-12 2025-06-12
PrS Proposed sale
10,894
40.03
US$436,137 		10,894 40.03 US$436,137
2025-06-06 2025-06-04
S Sale
7,142 -8.2%
40.08
US$286,251 		7,142 -8.2% 40.08 US$286,251
2025-06-04 2025-06-04
PrS Proposed sale
7,142
40.08
US$286,230 		7,142 40.08 US$286,230
2025-05-19 2025-05-16
S Sale
3,572 -4.0%
40.04
US$143,023 		3,572 -4.0% 40.04 US$143,023
2025-05-16 2025-05-16
PrS Proposed sale
3,572
40.04
US$143,012 		3,572 40.04 US$143,012
2025-05-19 2025-05-15
S Sale
14,222 -13.6%
40.01
US$569,022 		14,222 -13.6% 40.01 US$569,022
2025-05-15 2025-05-15
PrS Proposed sale
14,222
40.01
US$569,008 		14,222 40.01 US$569,008
2025-05-14 2025-05-13
S Sale
13,340 -11.3%
40.02
US$533,867 		13,340 -11.3% 40.02 US$533,867
2025-05-13 2025-05-13
PrS Proposed sale
13,340
40.02
US$533,813 		13,340 40.02 US$533,813
2025-05-14 2025-05-08
S Sale
21,035 -15.1%
40.05
US$842,452 		21,035 -15.1% 40.05 US$842,452
2025-05-08 2025-05-08
PrS Proposed sale
21,035
40.05
US$842,462 		21,035 40.05 US$842,462
2024-08-19 2024-08-19
PrS Proposed sale
75,380
42.78
US$3,224,922 		75,380 42.78 US$3,224,922
2024-08-19 2024-08-19
S Sale
25,508 -19.0%
43.13
US$1,100,160 		25,508 -19.0% 43.13 US$1,100,160
2024-08-19 2024-08-19
S Sale
49,872 -27.1%
42.61
US$2,125,046 		49,872 -27.1% 42.61 US$2,125,046
2024-08-19 2024-08-16
S Sale
92,834 -33.5%
42.34
US$3,930,592 		92,834 -33.5% 42.34 US$3,930,592
2024-08-19 2024-08-16
S Sale
57,166 -17.1%
41.89
US$2,394,684 		57,166 -17.1% 41.89 US$2,394,684
2024-08-16 2024-08-16
PrS Proposed sale
150,000
42.17
US$6,325,485 		150,000 42.17 US$6,325,485
2024-08-19 2024-08-15
S Sale
15,940 -4.6%
42.06
US$670,436 		15,940 -4.6% 42.06 US$670,436
2024-08-19 2024-08-15
S Sale
95,651 -21.5%
41.56
US$3,975,256 		95,651 -21.5% 41.56 US$3,975,256
2024-08-15 2024-08-15
PrS Proposed sale
111,591
41.63
US$4,645,678 		111,591 41.63 US$4,645,678
2024-08-15 2024-08-14
PrS Proposed sale
2,547
41.45
US$105,570 		2,547 41.45 US$105,570
2024-08-14 2024-08-14
S Sale
2,547 -1.0%
41.45
US$105,573 		2,547 -1.0% 41.45 US$105,573
2024-08-14 2024-08-13
PrS Proposed sale
6,317
41.23
US$260,463 		6,317 41.23 US$260,463
2024-08-14 2024-08-13
S Sale
6,317 -2.5%
41.28
US$260,766 		6,317 -2.5% 41.28 US$260,766
2024-08-14 2024-08-12
S Sale
85,222 -25.1%
41.50
US$3,536,713 		85,222 -25.1% 41.50 US$3,536,713
2024-08-12 2024-08-12
PrS Proposed sale
85,222
41.49
US$3,536,269 		85,222 41.49 US$3,536,269
2024-08-12 2024-08-09
PrS Proposed sale
56,912
41.93
US$2,386,052 		56,912 41.93 US$2,386,052
2024-08-09 2024-08-09
S Sale
56,912 -14.3%
41.92
US$2,385,751 		56,912 -14.3% 41.92 US$2,385,751
2024-08-09 2024-08-08
S Sale
13,767 -3.4%
42.28
US$582,069 		13,767 -3.4% 42.28 US$582,069
2024-08-09 2024-08-08
S Sale
22,917 -5.3%
41.77
US$957,243 		22,917 -5.3% 41.77 US$957,243
2024-08-08 2024-08-08
PrS Proposed sale
36,684
41.96
US$1,539,363 		36,684 41.96 US$1,539,363
2024-05-13 2024-05-13
PrS Proposed sale
5,000
30.61
US$153,065 		5,000 30.61 US$153,065