James Morgan Roche - Net Worth and Insider Trading
James Morgan Roche Net Worth
The estimated net worth of James Morgan Roche is at least $8 Million dollars as of 2024-06-21. James Morgan Roche is the See Remarks of The Baldwin Insurance Group Inc and owns about 233,499 shares of The Baldwin Insurance Group Inc (BWIN) stock worth over $8 Million. Details can be seen in James Morgan Roche's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that James Morgan Roche has not made any transactions after 2024-05-13 and currently still holds the listed stock(s).
Transaction Summary of James Morgan Roche
James Morgan Roche Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, James Morgan Roche owns 1 companies in total, including The Baldwin Insurance Group Inc (BWIN) .
Click here to see the complete history of James Morgan Roche’s form 4 insider trades.
Insider Ownership Summary of James Morgan Roche
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
BWIN | The Baldwin Insurance Group Inc | 2024-05-13 | 10 percent owner & other: Member of 10% owner group |
James Morgan Roche Latest Holdings Summary
James Morgan Roche currently owns a total of 1 stock. James Morgan Roche owns 233,499 shares of The Baldwin Insurance Group Inc (BWIN) as of May 13, 2024, with a value of $8 Million.
Latest Holdings of James Morgan Roche
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
BWIN | The Baldwin Insurance Group Inc | 2024-05-13 | 233,499 | 33.39 | 7,796,532 |
Holding Weightings of James Morgan Roche
James Morgan Roche Form 4 Trading Tracker
According to the SEC Form 4 filings, James Morgan Roche has made a total of 2 transactions in The Baldwin Insurance Group Inc (BWIN) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in The Baldwin Insurance Group Inc is the sale of 25,000 shares on May 13, 2024, which brought James Morgan Roche around $754,250.
Insider Trading History of James Morgan Roche
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James Morgan Roche Trading Performance
GuruFocus tracks the stock performance after each of James Morgan Roche's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James Morgan Roche is 4.27%. GuruFocus also compares James Morgan Roche's trading performance to market benchmark return within the same time period. The performance of stocks bought by James Morgan Roche within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how James Morgan Roche's insider trading performs compared to the benchmark.
Performance of James Morgan Roche
James Morgan Roche Ownership Network
Ownership Network List of James Morgan Roche
Ownership Network Relation of James Morgan Roche
James Morgan Roche Owned Company Details
What does The Baldwin Insurance Group Inc do?
Who are the key executives at The Baldwin Insurance Group Inc?
James Morgan Roche is the 10 percent owner & other: Member of 10% owner group of The Baldwin Insurance Group Inc. Other key executives at The Baldwin Insurance Group Inc include director & Chairman Lowry Baldwin , Chief Operating Officer Daniel Galbraith , and General Counsel Seth Bala Cohen .
The Baldwin Insurance Group Inc (BWIN) Insider Trades Summary
Over the past 18 months, James Morgan Roche made 1 insider transaction in The Baldwin Insurance Group Inc (BWIN) with a net sale of 25,000. Other recent insider transactions involving The Baldwin Insurance Group Inc (BWIN) include a net sale of 705,552 shares made by Lowry Baldwin , a net sale of 23,725 shares made by Seth Bala Cohen , and a net sale of 241,797 shares made by Daniel Galbraith .
In summary, during the past 3 months, insiders sold 342,315 shares of The Baldwin Insurance Group Inc (BWIN) in total and bought 0 shares, with a net sale of 342,315 shares. During the past 18 months, 1,489,221 shares of The Baldwin Insurance Group Inc (BWIN) were sold and 15,000 shares were bought by its insiders, resulting in a net sale of 1,474,221 shares.
The Baldwin Insurance Group Inc (BWIN)'s detailed insider trading history can be found in Insider Trading Tracker table.
The Baldwin Insurance Group Inc Insider Transactions
James Morgan Roche Mailing Address
Above is the net worth, insider trading, and ownership report for James Morgan Roche. You might contact James Morgan Roche via mailing address: 888 Summerset Pl, Ambler Pa 19002.