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James Morgan Roche Insider Profile

4 Followers
James Morgan Roche, President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations at Baldwin Insurance Group, holds 233.50K shares in Baldwin Insurance Group (Ticker: BWIN). Most recently, James Morgan Roche Sold $25,000 shares of Baldwin Insurance Group on May 13, 2024 for an estimated value of 754.23K.
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James Morgan Roche

James Morgan Roche
Baldwin Insurance Group (BWIN)
President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations

Ranked #37,880 out of 97,944 Corporate Insiders

Profitable Transactions

50%
1 out of 2 Profitable Transactions

Average Return

+22.40%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$8M
100.00%
A breakdown of James Morgan Roche's holdings

Insider Roles

Baldwin Insurance Group
(BWIN)
President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations
Roles that James Morgan Roche holds in companies

Most Profitable Insider Trade

Stock:
Baldwin Insurance Group
(BWIN)
Rating:Informative Buy
Date:Oct 28, 2019 - Oct 28, 2020
Return:+62.70%
The most profitable trade made by James Morgan Roche

James Morgan Roche's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Baldwin Insurance Group
May 13, 2024
President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations
Informative Sell
754.23K
$8.36M
Success Rate for
BWIN
1 out of 2 profitable transactions on
BWIN
50%
Average Return for
BWIN
Average return per transaction on
BWIN
+22.40%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Oct 28, 2019
Informative Buy
$3.73M
-
$14.00
+62.70%
Apr 03, 2024
Uninformative Buy
$0.00
-
$0.00
Mar 15, 2024
Uninformative Sell
$15.87K
-
$29.44
Apr 03, 2024
Uninformative Sell
$460.65K
-
$28.55
May 13, 2024
Informative Sell
$754.23K
-
$30.16
-17.90%
List of latest transactions for each holding click on a transaction to see James Morgan Roche's performance on stock

James Morgan Roche insider profile FAQ

What is the percentage of profitable transactions made by James Morgan Roche?
The percentage of profitable transactions made by James Morgan Roche is 50%.
    What is the average return per transaction made by James Morgan Roche?
    The average return per transaction made by James Morgan Roche is 22.40%.
      What stocks does James Morgan Roche hold?
      James Morgan Roche holds: BWIN stocks.
        What was James Morgan Roche’s latest transaction?
        James Morgan Roche latest transaction was an Informative Sell of $754.23K.
          What was James Morgan Roche's most profitable transaction?
          James Morgan Roche’s most profitable transaction was an Informative Buy of BWIN stock on October 28, 2019. The return on the trade was 62.70%.
            What is James Morgan Roche's role in Baldwin Insurance Group?
            James Morgan Roche's role in Baldwin Insurance Group is President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations.
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