Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TWFG, Inc.TWFG · Entity 5723 | General Counsel and Secretary | July 17, 2026 | July 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TWFG, Inc.
Report date July 17, 2026 · Filed July 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 37,454 |
Reported balance
After 2026-07-17 transaction · row 1
1 source rowRow 1 · 2026-07-17 · Tax withholding · Disposed 6,171 · Balance 37,454 F1: 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"). |
Filing footnotes · ownership attribution and instrument terms
F1: 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").
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 17, 2026 Filed Jul 21, 2026 21:59 UTC | TWFG, Inc. TWFG · Entity 5723 | Tax withholdingClass A Common Stock | 6,171 | $26.35 | $162,605.85 |
DisclosureSEC source: 0002028272-26-000003 · wk-form4_1784671173.xml · nonDerivative · entry 1 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,454 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, 2026 Filed Apr 2, 2026 19:57 UTC | TWFG, Inc. TWFG · Entity 5723 | 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 | TWFG, Inc. TWFG · Entity 5723 | 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 |
| July 17, 2025 Filed Jul 21, 2025 19:41 UTC | TWFG, Inc. TWFG · Entity 5723 | 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 |
| March 31, 2025 Filed Apr 2, 2025 20:31 UTC | TWFG, Inc. TWFG · Entity 5723 | 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 |
| January 17, 2025 Filed Jan 22, 2025 19:47 UTC | TWFG, Inc. TWFG · Entity 5723 | 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 |
| November 26, 2024 Filed Nov 26, 2024 22:24 UTC | TWFG, Inc. TWFG · Entity 5723 | 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 01:06 UTC | TWFG, Inc. TWFG · Entity 5723 | PurchaseClass A Common Stock | 1,000 | $17.00 | $17,000.00 |
DisclosureSEC source: 0001628280-24-032376 · wk-form4_1721437586.xml · nonDerivative · entry 2 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,058 F1 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| July 17, 2024 Filed Jul 20, 2024 01:06 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 47,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-032376 · wk-form4_1721437586.xml · nonDerivative · entry 1 Benes Julie E. · CIK 0002028272 · General Counsel and Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,058 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.