Roche James Morgan's Form 4 filing
Baldwin Insurance Group, Inc. (BWIN) · filed Aug 19, 2024
- Accession no.
- 0001781755-24-000059
- Filed
- Aug 19, 2024
- Trade date
- Aug 15-19, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 6 non-derivative transactions. Open-market sales total $14.2M. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Roche James MorganCIK 0001789496 | Officer (See Remarks) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Aug 15, 2024 | Class A Common Stock | SSaleDisposed | −95,651 | $41.56F1 | −$3,975,255.56 | 350,166 | Direct | |
| Aug 15, 2024 | Class A Common Stock | SSaleDisposed | −15,940 | $42.06F2 | −$670,436.4 | 334,226 | Direct | |
| Aug 16, 2024 | Class A Common Stock | SSaleDisposed | −57,166 | $41.89F3 | −$2,394,683.74 | 277,060 | Direct | |
| Aug 16, 2024 | Class A Common Stock | SSaleDisposed | −92,834 | $42.34F4 | −$3,930,591.56 | 184,226 | Direct | |
| Aug 19, 2024 | Class A Common Stock | SSaleDisposed | −49,872 | $42.61F5 | −$2,125,045.92 | 134,354 | Direct | |
| Aug 19, 2024 | Class A Common Stock | SSaleDisposed | −25,508 | $43.13F6 | −$1,100,160.04 | 108,846 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F1
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.00 to $41.99. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
Referenced by the price of 1 transaction in Table I.
- F2
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.00 to $42.19. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
Referenced by the price of 1 transaction in Table I.
- F3
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $41.25 to $42.24. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
Referenced by the price of 1 transaction in Table I.
- F4
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.25 to $42.70. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
Referenced by the price of 1 transaction in Table I.
- F5
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $42.12 to $42.74. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
Referenced by the price of 1 transaction in Table I.
- F6
The price reported is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $43.02 to $43.31. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range.
Referenced by the price of 1 transaction in Table I.
Remarks
President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations