| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| TWFG, Inc. | Chief Creative & Marketing Off | Class A Common Stock | 38,012 | $1,260,477 | $33.16 | 17 Jul 2025 | Direct |
| TWFG, Inc. | Chief Creative & Marketing Off | Class A Common Stock | 72 | $2,252 | $31.29 | 17 Jul 2025 | By son |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| TWFG | TWFG, Inc. | 17 Jul 2025 | 1 | -$205,161 | 4 | Chief Creative & Marketing Off | 21 Jul 2025, 15:42 |
| TWFG | TWFG, Inc. | 31 Mar 2025 | 1 | $0 | 4 | Chief Creative & Marketing Off | 02 Apr 2025, 15:29 |
| TWFG | TWFG, Inc. | 17 Jan 2025 | 1 | -$197,923 | 4 | Chief Creative & Marketing Off | 22 Jan 2025, 16:08 |
| TWFG | TWFG, Inc. | 17 Jul 2024 | 2 | +$2,448 | 4/A | Chief Creative & Marketing Off | 26 Sep 2024, 13:48 |
| TWFG | TWFG, Inc. | 17 Jul 2024 | 0 | $0 | 3 | Chf Creative & Marketing Off | 17 Jul 2024, 18:15 |