Form 4 Filing for Roche James Morgan

2026-03-17SEC Filing 4 (0001789496-26-000004)

This filing details a transaction by Roche James Morgan, who is an officer of Baldwin Insurance Group, Inc. On March 15, 2026, Mr. Morgan disposed of 501 shares of Class A Common Stock. The transaction code "F" indicates shares were withheld by the issuer to cover income tax obligations related to the vesting of restricted stock, as previously reported on a Form 3. The shares were disposed of at a price of $21.06 per share, resulting in 322,437 shares remaining in his ownership. The filing also notes Mr. Morgan's titles as President of The Baldwin Group and CEO of Underwriting, Capacity and Technology Operations.