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. | 305,962 | reported | 17 Jul 2025 | tx 5+153,968−30,844 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Jul 2025 | TAX_WITHHOLDING | TWFG, Inc. | 17,749 | 33.16 USD | |
| 31 Mar 2025 | GRANT_AWARD | TWFG, Inc. | 16,175 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | TWFG, Inc. | 2,588 | 0.00 USD | |
| 17 Jan 2025 | TAX_WITHHOLDING | TWFG, Inc. | 13,095 | 30.70 USD |