Last 12 months
Inside the activity.
12 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 7 | 0 |
| Jun 2026 | 5 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 2, 2026 20:14 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
GrantClass A Common Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023162 · wk-form4_1775160847.xml · nonDerivative · entry 1 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,462 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:03 UTC |
Bunch Michelle CarolineDirector
|
Tax withholdingClass A Common Stock | 2,133 | $18.39 | $39,225.87 |
DisclosureSEC source: 0001628280-26-023128 · wk-form4_1775160181.xml · nonDerivative · entry 3 Bunch Michelle Caroline · CIK 0002028275 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By husband Disclosed balance after: 331,329 F3 · shares: Represents the shares withheld at the election of Mr. Bunch to satisfy tax withholding obligations in connection with the release of RSUs. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:03 UTC |
Bunch Michelle CarolineDirector
|
GrantClass A Common Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023128 · wk-form4_1775160181.xml · nonDerivative · entry 2 Bunch Michelle Caroline · CIK 0002028275 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By husband Disclosed balance after: 333,462 F2 · shares: Represents RSUs granted to her husband ("Mr. Bunch") under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:03 UTC |
Bunch Michelle CarolineDirector
|
GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023128 · wk-form4_1775160181.xml · nonDerivative · entry 1 Bunch Michelle Caroline · CIK 0002028275 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,967 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:57 UTC |
Benes Julie E.General Counsel and Secretary
|
Tax withholdingClass A Common Stock | 337 | $18.39 | $6,197.43 |
DisclosureSEC source: 0001628280-26-023120 · wk-form4_1775159839.xml · nonDerivative · entry 2 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,625 F2 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:57 UTC |
Benes Julie E.General Counsel and Secretary
|
GrantClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023120 · wk-form4_1775159839.xml · nonDerivative · entry 1 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,962 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:58 UTC |
Bunch Charles AlexanderChief Creative & Marketing Off
|
Tax withholdingClass A Common Stock | 326 | $18.39 | $5,995.14 |
DisclosureSEC source: 0001628280-26-023122 · wk-form4_1775159911.xml · nonDerivative · entry 2 Bunch Charles Alexander · CIK 0002028304 · Chief Creative & Marketing Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,686 F2 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:58 UTC |
Bunch Charles AlexanderChief Creative & Marketing Off
|
GrantClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023122 · wk-form4_1775159911.xml · nonDerivative · entry 1 Bunch Charles Alexander · CIK 0002028304 · Chief Creative & Marketing Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,012 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:54 UTC |
Zwinggi Janice E.Chief Financial Officer
|
Tax withholdingClass A Common Stock | 839 | $18.39 | $15,429.21 |
DisclosureSEC source: 0001628280-26-023112 · wk-form4_1775159649.xml · nonDerivative · entry 2 Zwinggi Janice E. · CIK 0002028316 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,024 F2 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:54 UTC |
Zwinggi Janice E.Chief Financial Officer
|
GrantClass A Common Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023112 · wk-form4_1775159649.xml · nonDerivative · entry 1 Zwinggi Janice E. · CIK 0002028316 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,863 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:55 UTC |
Padgett GeneChief Accounting Officer
|
Tax withholdingClass A Common Stock | 224 | $18.39 | $4,119.36 |
DisclosureSEC source: 0001628280-26-023118 · wk-form4_1775159731.xml · nonDerivative · entry 2 Padgett Gene · CIK 0001742338 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,805 F2 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:55 UTC |
Padgett GeneChief Accounting Officer
|
GrantClass A Common Stock | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023118 · wk-form4_1775159731.xml · nonDerivative · entry 1 Padgett Gene · CIK 0001742338 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,029 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:53 UTC |
McGuire Andrew VincentChief Underwriting Officer
|
GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023110 · wk-form4_1775159586.xml · nonDerivative · entry 1 McGuire Andrew Vincent · CIK 0002106653 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:50 UTC |
Nolan Katherine CChief Operating Officer
|
Tax withholdingClass A Common Stock | 828 | $18.39 | $15,226.92 |
DisclosureSEC source: 0001628280-26-023102 · wk-form4_1775159398.xml · nonDerivative · entry 2 Nolan Katherine C · CIK 0001295727 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,608 F2 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:50 UTC |
Nolan Katherine CChief Operating Officer
|
GrantClass A Common Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023102 · wk-form4_1775159398.xml · nonDerivative · entry 1 Nolan Katherine C · CIK 0001295727 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,436 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:46 UTC |
DOAK MICHAELDirector
|
GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023096 · wk-form4_1775159214.xml · nonDerivative · entry 1 DOAK MICHAEL · CIK 0001611672 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,117 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:42 UTC |
Ferracone Robin ADirector
|
GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023088 · wk-form4_1775158937.xml · nonDerivative · entry 1 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,117 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:45 UTC |
Wong Janet S.Director
|
GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023094 · wk-form4_1775159126.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,617 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 10:54 UTC |
Vijaya Gopal Mohan BabuChief Technology Officer
|
GrantClass A Common Stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0002094629-25-000005 · wk-form4_1764690863.xml · nonDerivative · entry 1 Vijaya Gopal Mohan Babu · CIK 0002094629 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on November 7, 2026, November 7, 2027, and November 7, 2028, subject to his continued service with the issuer through each vesting date. Read SEC document |
| July 17, 2025 Filed Jul 20, 2024 01:42 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
GrantClass A Common Stock | 147,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.xml · nonDerivative · entry 1 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,158 Read SEC document |
| July 17, 2025 Filed Jul 20, 2024 01:01 UTC |
Bunch Michelle CarolineDirector
|
GrantClass A Common Stock | 147,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-032369 · wk-form4_1721437303.xml · nonDerivative · entry 2 Bunch Michelle Caroline · CIK 0002028275 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By husband Disclosed balance after: 150,687 Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 19:29 UTC |
Bunch Michelle CarolineDirector
|
Tax withholdingClass A Common Stock | 17,749 | $33.16 | $588,556.84 |
DisclosureSEC source: 0002007596-25-000009 · wk-form4_1753126162.xml · nonDerivative · entry 1 Bunch Michelle Caroline · CIK 0002028275 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By husband Disclosed balance after: 305,962 F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 19:27 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
Tax withholdingClass A Common Stock | 17,749 | $33.16 | $588,556.84 |
DisclosureSEC source: 0002007596-25-000007 · wk-form4_1753126036.xml · nonDerivative · entry 1 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,962 F1 · acquired: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 19:41 UTC |
Benes Julie E.General Counsel and Secretary
|
Tax withholdingClass A Common Stock | 6,187 | $33.16 | $205,160.92 |
DisclosureSEC source: 0002007596-25-000015 · wk-form4_1753126856.xml · nonDerivative · entry 1 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,962 F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 19:42 UTC |
Bunch Charles AlexanderChief Creative & Marketing Off
|
Tax withholdingClass A Common Stock | 6,187 | $33.16 | $205,160.92 |
DisclosureSEC source: 0002007596-25-000017 · wk-form4_1753126946.xml · nonDerivative · entry 1 Bunch Charles Alexander · CIK 0002028304 · Chief Creative & Marketing Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,012 F1 · acquired: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 19:35 UTC |
Zwinggi Janice E.Chief Financial Officer
|
Tax withholdingClass A Common Stock | 7,338 | $33.16 | $243,328.08 |
DisclosureSEC source: 0002007596-25-000013 · wk-form4_1753126511.xml · nonDerivative · entry 1 Zwinggi Janice E. · CIK 0002028316 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,363 F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 19:31 UTC |
Nolan Katherine CChief Operating Officer
|
Tax withholdingClass A Common Stock | 11,588 | $33.16 | $384,258.08 |
DisclosureSEC source: 0002007596-25-000011 · wk-form4_1753126305.xml · nonDerivative · entry 1 Nolan Katherine C · CIK 0001295727 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,936 F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 17:05 UTC |
Anderson Jonathan JamesDirector
|
GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016246 · wk-form4_1743627926.xml · nonDerivative · entry 1 Anderson Jonathan James · CIK 0002029453 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,117 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 00:51 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016365 · wk-form4_1743641457.xml · nonDerivative · entry 2 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By wife Disclosed balance after: 11,967 F2 · shares: Represents RSUs granted to the wife ("Mrs. Bunch") of the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to the continued service of Mrs. Bunch as a director through the vesting date. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 00:51 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
GrantClass A Common Stock | 16,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016365 · wk-form4_1743641457.xml · nonDerivative · entry 1 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 323,711 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027 and March 31, 2028, subject to his continued services with the issuer through each vesting date. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 00:52 UTC |
Bunch Michelle CarolineDirector
|
GrantClass A Common Stock | 16,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016367 · wk-form4_1743641550.xml · nonDerivative · entry 2 Bunch Michelle Caroline · CIK 0002028275 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By husband Disclosed balance after: 323,711 F2 · shares: Represents RSUs granted to her husband ("Mr. Bunch") under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027 and March 31, 2028, subject to the continued services of Mr. Bunch with the issuer through each vesting date. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 00:52 UTC |
Bunch Michelle CarolineDirector
|
GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016367 · wk-form4_1743641550.xml · nonDerivative · entry 1 Bunch Michelle Caroline · CIK 0002028275 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,967 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:31 UTC |
Benes Julie E.General Counsel and Secretary
|
GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016201 · wk-form4_1743625863.xml · nonDerivative · entry 1 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,149 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027, and March 31, 2028, subject to her continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:29 UTC |
Bunch Charles AlexanderChief Creative & Marketing Off
|
GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016146 · wk-form4_1743622165.xml · nonDerivative · entry 1 Bunch Charles Alexander · CIK 0002028304 · Chief Creative & Marketing Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,199 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027, and March 31, 2028, subject to his continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:43 UTC |
Zwinggi Janice E.Chief Financial Officer
|
GrantClass A Common Stock | 6,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016152 · wk-form4_1743622995.xml · nonDerivative · entry 1 Zwinggi Janice E. · CIK 0002028316 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,701 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027, and March 31, 2028, subject to her continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 21:03 UTC |
Ferracone Robin ADirector
|
GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016243 · wk-form4_1743627818.xml · nonDerivative · entry 1 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,117 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:42 UTC |
Nolan Katherine CChief Operating Officer
|
GrantClass A Common Stock | 6,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016150 · wk-form4_1743622921.xml · nonDerivative · entry 1 Nolan Katherine C · CIK 0001295727 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,524 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027, and March 31, 2028, subject to her continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:27 UTC |
Padgett GeneChief Accounting Officer
|
GrantClass A Common Stock | 1,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016143 · wk-form4_1743622053.xml · nonDerivative · entry 1 Padgett Gene · CIK 0001742338 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,779 F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027, and March 31, 2028, subject to his continued service with the issuer through each vesting date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:25 UTC |
DOAK MICHAELDirector
|
GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016141 · wk-form4_1743621910.xml · nonDerivative · entry 1 DOAK MICHAEL · CIK 0001611672 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,117 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 19:23 UTC |
Wong Janet S.Director
|
GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016139 · wk-form4_1743621778.xml · nonDerivative · entry 1 Wong Janet S. · CIK 0001605432 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,617 F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Read SEC document |
| January 17, 2025 Filed Jan 23, 2025 00:02 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
Tax withholdingClass A Common Stock | 13,095 | $30.70 | $402,016.50 |
DisclosureSEC source: 0001628280-25-002257 · wk-form4_1737590568.xml · nonDerivative · entry 1 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 307,536 F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| January 17, 2025 Filed Jan 23, 2025 00:03 UTC |
Bunch Michelle CarolineDirector
|
Tax withholdingClass A Common Stock | 13,095 | $30.70 | $402,016.50 |
DisclosureSEC source: 0001628280-25-002258 · wk-form4_1737590612.xml · nonDerivative · entry 1 Bunch Michelle Caroline · CIK 0002028275 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By husband Disclosed balance after: 307,536 F1 · shares: The Shares are withheld at the election of the husband of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units (RSU). Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 19:47 UTC |
Benes Julie E.General Counsel and Secretary
|
Tax withholdingClass A Common Stock | 6,447 | $30.70 | $197,922.90 |
DisclosureSEC source: 0001628280-25-002150 · wk-form4_1737575265.xml · nonDerivative · entry 1 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,561 F1 · acquired: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 21:08 UTC |
Bunch Charles AlexanderChief Creative & Marketing Off
|
Tax withholdingClass A Common Stock | 6,447 | $30.70 | $197,922.90 |
DisclosureSEC source: 0001628280-25-002169 · wk-form4_1737580093.xml · nonDerivative · entry 1 Bunch Charles Alexander · CIK 0002028304 · Chief Creative & Marketing Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,611 F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 20:07 UTC |
Zwinggi Janice E.Chief Financial Officer
|
Tax withholdingClass A Common Stock | 7,592 | $30.70 | $233,074.40 |
DisclosureSEC source: 0001628280-25-002156 · wk-form4_1737576414.xml · nonDerivative · entry 1 Zwinggi Janice E. · CIK 0002028316 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,231 F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| January 17, 2025 Filed Jan 22, 2025 20:02 UTC |
Nolan Katherine CChief Operating Officer
|
Tax withholdingClass A Common Stock | 7,431 | $30.70 | $228,131.70 |
DisclosureSEC source: 0001628280-25-002153 · wk-form4_1737576122.xml · nonDerivative · entry 1 Nolan Katherine C · CIK 0001295727 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,054 F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). Read SEC document |
| November 26, 2024 Filed Nov 26, 2024 22:24 UTC |
Benes Julie E.General Counsel and Secretary
|
PurchaseClass A Common Stock | 950 | $33.53 | $31,853.50 |
DisclosureSEC source: 0002028272-24-000002 · wk-form4_1732659837.xml · nonDerivative · entry 1 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,008 Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
GrantClass C Common Stock | 33,893,810 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.xml · nonDerivative · entry 8 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 33,893,810 F1 · shares: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F1 · price: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F2 · ownership.nature: The shares of Class A common Stock of the Issuer and the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") are owned directly by Bunch Family Holdings LLC ("Bunch Holdings"), a ten percent owner of the Issuer, and indirectly by Richard F. Bunch III, who is sole member of Bunch Holdings. Richard F. Bunch III is a director, officer and ten percent owner of the Issuer. Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
PurchaseClass A Common Stock | 5,850 | $17.00 | $99,450.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.xml · nonDerivative · entry 7 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By son Disclosed balance after: 695,925 F3 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC |
Bunch Richard F. IIIDirector · President and CEO · 10% owner
Bunch Family Holdings, LLC10% owner
|
PurchaseClass A Common Stock | 5,850 | $17.00 | $99,450.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.xml · nonDerivative · entry 6 Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · By son Disclosed balance after: 690,075 F3 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.