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. | 427 | reported | 01 Dec 2025 | tx 1+427 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Dec 2025 | GRANT_AWARD | TWFG, Inc. | 427 | 0.00 USD |