| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| TWFG, Inc. | Chief Operating Officer | Class A Common Stock | 81.9K | $2.72M | $33.16 | Jul 17, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| TWFG | TWFG, Inc. | Jul 17, 2025 | 1 | -$384K | 4 | Jul 21, 2025 | Chief Operating Officer |
| TWFG | TWFG, Inc. | Mar 31, 2025 | 1 | $0 | 4 | Apr 2, 2025 | Chief Operating Officer |
| TWFG | TWFG, Inc. | Jan 17, 2025 | 1 | -$228K | 4 | Jan 22, 2025 | Chief Operating Officer |
| TWFG | TWFG, Inc. | Jul 17, 2024 | 2 | $106K | 4 | Jul 19, 2024 | Chief Operating Officer |
| TWFG | TWFG, Inc. | Jul 17, 2024 | 0 | $0 | 3 | Jul 17, 2024 | Chief Operating Officer |