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. | 53,363 | reported | 17 Jul 2025 | tx 5+68,293−14,930 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Jul 2025 | TAX_WITHHOLDING | TWFG, Inc. | 7,338 | 33.16 USD | |
| 31 Mar 2025 | GRANT_AWARD | TWFG, Inc. | 6,470 | 0.00 USD | |
| 17 Jan 2025 | TAX_WITHHOLDING | TWFG, Inc. | 7,592 | 30.70 USD | |
| 19 Jul 2024 | PURCHASE | TWFG, Inc. | 3,000 | 17.00 USD | |
| 17 Jul 2024 | GRANT_AWARD | TWFG, Inc. | 58,823 | 0.00 USD |