| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| TWFG, Inc. | Chief Operating Officer | Class A Common Stock | 81,936 | $2,716,997 | $33.16 | 17 Jul 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| TWFG | TWFG, Inc. | 17 Jul 2025 | 1 | -$384,258 | 4 | Chief Operating Officer | 21 Jul 2025, 15:31 |
| TWFG | TWFG, Inc. | 31 Mar 2025 | 1 | $0 | 4 | Chief Operating Officer | 02 Apr 2025, 15:42 |
| TWFG | TWFG, Inc. | 17 Jan 2025 | 1 | -$228,132 | 4 | Chief Operating Officer | 22 Jan 2025, 15:02 |
| TWFG | TWFG, Inc. | 17 Jul 2024 | 2 | +$106,250 | 4 | Chief Operating Officer | 19 Jul 2024, 21:07 |
| TWFG | TWFG, Inc. | 17 Jul 2024 | 0 | $0 | 3 | Chief Operating Officer | 17 Jul 2024, 18:15 |