James Roche's most recent trade in The Baldwin Insurance Group Inc. - Ordinary Shares - Class A was a trade of 34,807 Class A Common Stock done . Disclosure was reported to the exchange on March 3, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 03 Mar 2026 | 34,807 | 337,617 (1%) | 0% | 0 | Class A Common Stock | |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.29 per share. | 03 Mar 2026 | 14,679 | 322,938 (1%) | 0% | 22.3 | 327,195 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Feb 2026 | 240,000 | 302,810 (1%) | 1% | 0 | Class A Common Stock | |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 23 Feb 2026 | 29,544 | 71,657 (0%) | 0% | 0 | Class A Common Stock | |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.57 per share. | 23 Feb 2026 | 8,847 | 62,810 (0%) | 0% | 16.6 | 146,595 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 11 Dec 2025 | 240,000 | 781,786 (4%) | 1% | 0 | Class B Common Stock | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 11 Dec 2025 | 240,000 | 781,786 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 11 Dec 2025 | 240,000 | 282,113 (1%) | 1% | 0 | Class A Common Stock | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 24.20 per share. | 11 Dec 2025 | 100,000 | 122,113 (0%) | 0% | 24.2 | 2,420,000 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 23.98 per share. | 11 Dec 2025 | 73,977 | 48,136 (0%) | 0% | 24.0 | 1,773,968 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 23.34 per share. | 11 Dec 2025 | 60,000 | 222,113 (1%) | 0% | 23.3 | 1,400,400 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 24.70 per share. | 11 Dec 2025 | 6,023 | 42,113 (0%) | 0% | 24.7 | 148,768 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 05 Dec 2025 | 15,000 | 1,021,786 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 25.08 per share. | 05 Dec 2025 | 15,000 | 42,113 (0%) | 0% | 25.1 | 376,200 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 05 Dec 2025 | 15,000 | 57,113 (0%) | 0% | 0 | Class A Common Stock | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 05 Dec 2025 | 15,000 | 1,021,786 (5%) | 0% | 0 | Class B Common Stock | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 40.07 per share. | 12 Jun 2025 | 26,679 | 42,113 (0%) | 0% | 40.1 | 1,069,028 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 40.03 per share. | 12 Jun 2025 | 10,894 | 68,792 (0%) | 0% | 40.0 | 436,087 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 40.08 per share. | 04 Jun 2025 | 7,142 | 79,686 (0%) | 0% | 40.1 | 286,251 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 40.01 per share. | 15 May 2025 | 14,222 | 90,400 (0%) | 0% | 40.0 | 569,022 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 40.04 per share. | 15 May 2025 | 3,572 | 86,828 (0%) | 0% | 40.0 | 143,023 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 40.05 per share. | 08 May 2025 | 21,035 | 117,962 (0%) | 0% | 40.1 | 842,452 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 40.02 per share. | 08 May 2025 | 13,340 | 104,622 (0%) | 0% | 40.0 | 533,867 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 39.97 per share. | 17 Mar 2025 | 501 | 138,997 (0%) | 0% | 40.0 | 20,025 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Feb 2025 | 26,759 | 151,135 (0%) | 0% | 0 | Class A Common Stock | |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 41.14 per share. | 28 Feb 2025 | 11,637 | 139,498 (0%) | 0% | 41.1 | 478,746 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Feb 2025 | 26,927 | 135,773 (0%) | 0% | 0 | Class A Common Stock | |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 40.85 per share. | 19 Feb 2025 | 11,397 | 124,376 (0%) | 0% | 40.8 | 465,567 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.56 per share. | 15 Aug 2024 | 95,651 | 350,166 (1%) | 0% | 41.6 | 3,975,256 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 42.34 per share. | 15 Aug 2024 | 92,834 | 184,226 (0%) | 0% | 42.3 | 3,930,592 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.89 per share. | 15 Aug 2024 | 57,166 | 277,060 (1%) | 0% | 41.9 | 2,394,684 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 42.61 per share. | 15 Aug 2024 | 49,872 | 134,354 (0%) | 0% | 42.6 | 2,125,046 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 43.13 per share. | 15 Aug 2024 | 25,508 | 108,846 (0%) | 0% | 43.1 | 1,100,160 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 42.06 per share. | 15 Aug 2024 | 15,940 | 334,226 (1%) | 0% | 42.1 | 670,436 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 12 Aug 2024 | 200,000 | 1,036,786 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 12 Aug 2024 | 200,000 | 445,817 (2%) | 1% | 0 | Class A Common Stock | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 12 Aug 2024 | 200,000 | 1,036,786 | - | 0 | Class B Common Stock | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.50 per share. | 12 Aug 2024 | 85,222 | 254,681 (1%) | 0% | 41.5 | 3,536,713 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.28 per share. | 12 Aug 2024 | 6,317 | 248,364 (1%) | 0% | 41.3 | 260,766 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.45 per share. | 12 Aug 2024 | 2,547 | 245,817 (1%) | 0% | 41.4 | 105,573 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 08 Aug 2024 | 200,000 | 1,236,786 | - | - | LLC Units in The Baldwin Insurance Group Holdings, LLC | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 08 Aug 2024 | 200,000 | 433,499 (2%) | 1% | 0 | Class A Common Stock | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | 08 Aug 2024 | 200,000 | 1,236,786 | - | 0 | Class B Common Stock | ||
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.92 per share. | 08 Aug 2024 | 56,912 | 339,903 (1%) | 0% | 41.9 | 2,385,751 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 41.77 per share. | 08 Aug 2024 | 22,917 | 410,582 (2%) | 0% | 41.8 | 957,243 | Class A Common Stock |
| The Baldwin Insurance Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 42.28 per share. | 08 Aug 2024 | 13,767 | 396,815 (2%) | 0% | 42.3 | 582,069 | Class A Common Stock |
| BRP Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 30.00 per share. | 09 May 2024 | 17,968 | 240,531 (1%) | 0% | 30 | 539,040 | Class A Common Stock |
| BRP Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 30.61 per share. | 09 May 2024 | 5,000 | 233,499 (1%) | 0% | 30.6 | 153,050 | Class A Common Stock |
| BRP Grp Inc (Class A) | James Roche | See Remarks | Sale of securities on an exchange or to another person at price $ 30.58 per share. | 09 May 2024 | 2,032 | 238,499 (1%) | 0% | 30.6 | 62,139 | Class A Common Stock |
| BRP Grp Inc (Class A) | James Roche | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Apr 2024 | 38,369 | 274,634 (1%) | 0% | 0 | Class A Common Stock | |
| BRP Grp Inc (Class A) | James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 28.55 per share. | 01 Apr 2024 | 16,135 | 258,499 (1%) | 0% | 28.5 | 460,654 | Class A Common Stock |
| BRP Grp Inc (Class A) | James Roche | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 29.44 per share. | 15 Mar 2024 | 539 | 236,265 (1%) | 0% | 29.4 | 15,868 | Class A Common Stock |