| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| TWFG, Inc. | Director | Class A Common Stock | 342,362 | $10,712,506 | $31.29 | 17 Jul 2025 | By LLC |
| TWFG, Inc. | Director | Class A Common Stock | 305,962 | $10,145,699 | $33.16 | 17 Jul 2025 | By husband |
| TWFG, Inc. | Director | Class A Common Stock | 11,967 | $374,447 | $31.29 | 17 Jul 2025 | Direct |
| TWFG, Inc. | Director | Class A Common Stock | 5,850 | $183,046 | $31.29 | 17 Jul 2025 | By first son |
| TWFG, Inc. | Director | Class A Common Stock | 5,850 | $183,046 | $31.29 | 17 Jul 2025 | By second son |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| TWFG | TWFG, Inc. | 17 Jul 2025 | 1 | -$588,557 | 4 | Director | 21 Jul 2025, 15:29 |
| TWFG | TWFG, Inc. | 31 Mar 2025 | 2 | $0 | 4 | Director | 02 Apr 2025, 20:52 |
| TWFG | TWFG, Inc. | 17 Jan 2025 | 1 | -$402,016 | 4 | Director | 22 Jan 2025, 19:03 |
| TWFG | TWFG, Inc. | 17 Jul 2024 | 1 | $0 | 4/A | Director | 01 Aug 2024, 13:29 |
| TWFG | TWFG, Inc. | 17 Jul 2024 | 9 | +$3,450,592 | 4 | Director | 19 Jul 2024, 21:01 |
| TWFG | TWFG, Inc. | 17 Jul 2024 | 0 | $0 | 3 | Director | 17 Jul 2024, 18:17 |