person · Reporting owner
Anderson Jonathan James
Disclosed activity across 1 company
Sign in to followReported 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 | 10,117 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 4,000 · Balance 10,117 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| March 31, 2026 Filed Apr 2, 2026 15:48 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023099 · wk-form4_1775159315.xml · nonDerivative · entry 1 Anderson Jonathan James · CIK 0002029453 · 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, 2025 Filed Apr 2, 2025 17:05 UTC | TWFG, Inc. TWFG · Entity 5723 | 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 |
| July 17, 2024 Filed Jul 19, 2024 21:07 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 3,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-032378 · wk-form4_1721437657.xml · nonDerivative · entry 1 Anderson Jonathan James · CIK 0002029453 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,529 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.