Ownership

Michael Doak - Director at TWFG, Inc.

Insider Transactions and Holdings

Entity Type: Individual
Role: Director
Stock Symbol: TWFG on Nasdaq
Industry: Insurance Agents, Brokers & Service
All Insider Reports: All Insider Reports

Michael Doak - trading volume in the past year for TWFG, Inc.

	Shares	%	Avg Price	Total $
Buys	+588K	100%	$17.00	+$10M
Sells
Net	+588K	100%		+$10M

Holdings reported by Michael Doak for TWFG, Inc.

Class	Num Shares	Value	Price $	Transaction Date	Ownership	Underlying Class	Underlying Amount
Class B LLC Units in TWFG Holding Company, LLC	1.82M	$30.9M	$17.00	Jul 19, 2024	By LLC	Class A Common Stock
Class A Common Stock	592K	$10.1M	$17.00	Jul 19, 2024	By LLC
Class A Common Stock	3.53K	$60K	$17.00	Jul 17, 2024	Direct
Class B Common Stock	1.82M			Jul 19, 2024	By LLC

Transactions reported by Michael Doak for TWFG, Inc.

Sym	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.