Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TWFG, Inc. | 6,117 | reported | 31 Mar 2025 | tx 2+6,117 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Mar 2025 | GRANT_AWARD | TWFG, Inc. | 2,588 | 0.00 USD | |
| 17 Jul 2024 | GRANT_AWARD | TWFG, Inc. | 3,529 | 0.00 USD |