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 14+34,743,603−373,206 |
| 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. | 2,588 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | TWFG, Inc. | 16,175 | 0.00 USD | |
| 17 Jan 2025 | TAX_WITHHOLDING | TWFG, Inc. | 13,095 | 30.70 USD | |
| 17 Jul 2025 | GRANT_AWARD | TWFG, Inc. | 147,058 | 0.00 USD | |
| 19 Jul 2024 | EXERCISE | TWFG, Inc. | 342,262 | — | |
| 17 Jul 2024 | GRANT_AWARD | TWFG, Inc. | 3,529 | 0.00 USD | |
| 19 Jul 2024 | GRANT_AWARD | TWFG, Inc. | 33,893,810 | — | |
| 19 Jul 2024 | PURCHASE | TWFG, Inc. | 5,850 | 17.00 USD | |
| 19 Jul 2024 | PURCHASE | TWFG, Inc. | 5,850 | 17.00 USD | |
| 19 Jul 2024 | PURCHASE | TWFG, Inc. | 185,426 | 17.00 USD | |
| 19 Jul 2024 | PURCHASE | TWFG, Inc. | 5,850 | 17.00 USD | |
| 19 Jul 2024 | EXERCISE | TWFG, Inc. | 342,362 | — | deriv |