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. | 690,728 | reported | 29 May 2026 | tx 13+4,337,313−1,820,234 |
| TRUPANION, INC. | 5,866 | reported | 30 Aug 2023 | tx 93+84,060−63,860 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | PURCHASE | TWFG, Inc. | 16,500 | 19.33 USD | |
| 02 Jun 2026 | PURCHASE | TWFG, Inc. | 16,500 | 19.25 USD | |
| 28 May 2026 | PURCHASE | TWFG, Inc. | 11,000 | 18.87 USD | |
| 29 May 2026 | PURCHASE | TWFG, Inc. | 11,330 | 18.87 USD | |
| 22 May 2026 | PURCHASE | TWFG, Inc. | 11,000 | 18.89 USD | |
| 26 May 2026 | PURCHASE | TWFG, Inc. | 11,000 | 19.23 USD | |
| 27 May 2026 | PURCHASE | TWFG, Inc. | 24,880 | 18.62 USD | |
| 20 May 2026 | PURCHASE | TWFG, Inc. | 15,745 | 18.79 USD | first after silence |
| 21 May 2026 | PURCHASE | TWFG, Inc. | 17,538 | 18.52 USD | |
| 31 Mar 2025 | GRANT_AWARD | TWFG, Inc. | 2,588 | 0.00 USD | |
| 19 Jul 2024 | OTHER | TWFG, Inc. | 1,820,234 | — | |
| 17 Jul 2024 | GRANT_AWARD | TWFG, Inc. | 3,529 | 0.00 USD | |
| 19 Jul 2024 | PURCHASE | TWFG, Inc. | 588,235 | 17.00 USD | |
| 19 Jul 2024 | OTHER | TWFG, Inc. | 1,820,234 | — | deriv |
| 19 Jul 2024 | OTHER | TWFG, Inc. | 1,820,234 | — | deriv |
| 30 Aug 2023 | EXERCISE | TRUPANION, INC. | 12,688 | 16.06 USD | |
| 30 Aug 2023 | SALE | TRUPANION, INC. | 8,688 | 29.99 USD | |
| 30 Aug 2023 | EXERCISE | TRUPANION, INC. | 12,688 | 0.00 USD | deriv |
| 31 Mar 2023 | EXERCISE | TRUPANION, INC. | 184 | 0.00 USD | |
| 31 Mar 2023 | EXERCISE | TRUPANION, INC. | 184 | 0.00 USD | deriv |
| 28 Mar 2023 | EXERCISE | TRUPANION, INC. | 2,750 | 8.57 USD | |
| 28 Mar 2023 | SALE | TRUPANION, INC. | 2,750 | 40.00 USD | |
| 28 Mar 2023 | EXERCISE | TRUPANION, INC. | 2,750 | 0.00 USD | deriv |
| 27 Feb 2023 | GRANT_AWARD | TRUPANION, INC. | 736 | 0.00 USD | deriv |
| 05 Jan 2023 | SALE | TRUPANION, INC. | 700 | 46.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 20 May 2026.