Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TWFG, Inc.TWFG · Entity 5723 | Director | March 31, 2026 | April 02, 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 March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 26,117 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 4,000 · Balance 26,117 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TRUPANION, INC.
Report date June 16, 2021 · Filed June 21, 2021
Section 16 reporting ended · disclosed 2021-06-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,747 |
Reported balance
After 2021-06-16 transaction · row 1
1 source rowRow 1 · 2021-06-16 · Exercise / conversion · Acquired 279 · Balance 74,747 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock Unit (RSU)SEC Table II · derivative / convertible security | Direct | 715 |
Reported balance
After 2021-06-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-16 · Exercise / conversion · Disposed 279 · Balance 715 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: On February 22, 2021, the Reporting Person was granted 1,324 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date. The Reporting Person's last day providing services to Issuer was on June 16, 2021. RSUs that were to vest on June 30, 2021 were pro-rated and accelerated to vest on June 16, 2021. The remaining, unvested RSUs were automatically forfeited back to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: On February 22, 2021, the Reporting Person was granted 1,324 restricted stock units (RSUs). The RSUs vest and convert to common stock of the Issuer as to 1/4th of the total shares on each of March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021, subject to continued service through each vest date. The Reporting Person's last day providing services to Issuer was on June 16, 2021. RSUs that were to vest on June 30, 2021 were pro-rated and accelerated to vest on June 16, 2021. The remaining, unvested RSUs were automatically forfeited back to the Issuer.
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 |
|---|---|---|---|---|---|---|
| June 30, 2018 Filed Jul 3, 2018 21:15 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 751 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-18-000134 · wf-form4_153065252653463.xml · nonDerivative · entry 1 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,252 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The RSU converts into common stock on a one-for-one basis. Read SEC document |
| June 30, 2018 Filed Aug 21, 2018 21:14 UTC Amendment | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 751 | $0.00 Strike: $28.01 | $0.00 |
DisclosureSEC source: 0001371285-18-000174 · wf-form4a_153488605037282.xml · derivative · entry 2 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,503 Underlying: Common Stock · 751 shares Expires 2018-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The RSU vests and will convert into common stock of the Issuer as to 25% of the total shares on each of March 31, 2018, June 30, 2018, September 30, 2018, and December 31, 2018, subject to continued service through each vesting date. F2 · balance_after: On July 3, 2018, the reporting person mistakenly filed a duplicate Form 4 that reported the vesting of 751 shares of common stock upon vesting of restricted stock units that did not in fact occur, which resulted in clerical error in the number of shares held following the reported transaction. This amendment corrects this error. As of July 3, 2018, the reporting person owned 1,501 shares of common stock and restricted stock units to acquire 1,503 shares of common stock. Read SEC document |
| June 30, 2018 Filed Aug 21, 2018 21:14 UTC Amendment | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 751 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-18-000174 · wf-form4a_153488605037282.xml · nonDerivative · entry 1 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,501 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The RSU converts into common stock on a one-for-one basis. F2 · balance_after: On July 3, 2018, the reporting person mistakenly filed a duplicate Form 4 that reported the vesting of 751 shares of common stock upon vesting of restricted stock units that did not in fact occur, which resulted in clerical error in the number of shares held following the reported transaction. This amendment corrects this error. As of July 3, 2018, the reporting person owned 1,501 shares of common stock and restricted stock units to acquire 1,503 shares of common stock. Read SEC document |
| June 01, 2018 Filed Nov 15, 2018 23:01 UTC | TRUPANION, INC. TRUP · Entity 4822 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-18-000228 · wf-form4_154232285815600.xml · nonDerivative · entry 2 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Robin A. Ferracone TTEE of the Robin A. Ferracone Living Trust dtd 6/3/2002 Disclosed balance after: 35,056 F1 · shares: Represents transfer of shares to a trust the holdings of which are attributable to the reporting person. F2 · ownership.nature: Shares held of record by Robin A. Ferracone TTEE of the Robin A. Ferracone Living Trust dtd 6/3/2002, of which the reporting person is a beneficiary. Read SEC document |
| June 01, 2018 Filed Nov 15, 2018 23:01 UTC | TRUPANION, INC. TRUP · Entity 4822 | GiftCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-18-000228 · wf-form4_154232285815600.xml · nonDerivative · entry 1 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,502 F1 · shares: Represents transfer of shares to a trust the holdings of which are attributable to the reporting person. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 22:31 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionRestricted Stock Unit (RSU) · Derivative | 750 | $0.00 Strike: $28.01 | $0.00 |
DisclosureSEC source: 0001371285-18-000058 · wf-form4_152279469392301.xml · derivative · entry 2 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,254 Underlying: Restricted Stock Unit (RSU) · 750 shares Expires 2018-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The RSU vests and will convert into common stock of the Issuer as to 25% of the total shares on each of March 31, 2018, June 30, 2018, September 30, 2018, and December 31, 2018, subject to continued service through each vesting date. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 22:31 UTC | TRUPANION, INC. TRUP · Entity 4822 | Exercise / conversionCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001371285-18-000058 · wf-form4_152279469392301.xml · nonDerivative · entry 1 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The RSU converts into common stock on a one-for-one basis. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:41 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantRestricted Stock Unit (RSU) · Derivative | 3,004 | $0.00 Strike: $28.01 | $0.00 |
DisclosureSEC source: 0001371285-18-000035 · wf-form4_151934288941153.xml · derivative · entry 1 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,004 Underlying: Restricted Stock Unit (RSU) · 3,004 shares Expires 2018-12-31 F1 · derivative.exercise_date: The RSU vests and will convert into common stock of the Issuer as to 25% of the total shares on each of March 31, 2018, June 30, 2018, September 30, 2018, and December 31, 2018, subject to continued service through each vesting date. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 23:19 UTC | TRUPANION, INC. TRUP · Entity 4822 | GrantStock Option (right to buy) · Derivative | 18,608 | $0.00 Strike: $16.06 | $0.00 |
DisclosureSEC source: 0001371285-17-000039 · wf-form4_148789196258550.xml · derivative · entry 2 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,608 Underlying: Common Stock · 18,608 shares Expires 2027-02-21 F3 · derivative.exercise_date: The option vests as to 25% of the total shares on each of March 31, 2017, June 30, 2017, September 30, 2017, and December 31, 2017, subject to the reporting person's provision of services to the issuer on each vesting date. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 23:19 UTC | TRUPANION, INC. TRUP · Entity 4822 | PurchaseCommon Stock | 6,200 | $16.19 | $100,370.56 |
DisclosureSEC source: 0001371285-17-000039 · wf-form4_148789196258550.xml · nonDerivative · entry 1 Ferracone Robin A · CIK 0001560444 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Robin A. Ferracone TTEE of the Robin A. Ferracone Living Trust dtd 6/3/2002 Disclosed balance after: 34,306 F1 · price: The reported price in Column 4 is the weighted average price. These shares were purchased in multiple transactions at prices ranging from $16.165 to $16.228 per share, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: Shares held of record by Robin A. Ferracone TTEE of the Robin A. Ferracone Living Trust dtd 6/3/2002, of which the reporting person is a beneficiary. 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.