Insider at

04

Insider transactions

05
12 buys (P) 0 sells (S) Net: $3,352,288 + 75 non-open-market transactions below Avg return of open purchases vs now: 29.8% last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

75 other filings hidden
DateTickerCodeSharesPriceValue Owned afterΔ ownA/Dvs now
June 5, 2026 TWFG P 7,865 $19.45 $152,974 765,587 Indirect +1.04% Acquired 26.5% (price as of 2026-10-02)
June 4, 2026 TWFG P 11,000 $19.09 $209,990 757,722 Indirect +1.47% Acquired 28.9% (price as of 2026-10-02)
June 3, 2026 TWFG P 22,994 $18.62 $428,148 746,722 Indirect +3.18% Acquired 32.2% (price as of 2026-10-02)
June 2, 2026 TWFG P 16,500 $19.25 $317,625 723,728 Indirect +2.33% Acquired 27.8% (price as of 2026-10-02)
June 1, 2026 TWFG P 16,500 $19.33 $318,945 707,228 Indirect +2.39% Acquired 27.3% (price as of 2026-10-02)
May 29, 2026 TWFG P 11,330 $18.87 $213,797 690,728 Indirect +1.67% Acquired 30.4% (price as of 2026-10-02)
May 28, 2026 TWFG P 11,000 $18.87 $207,570 679,398 Indirect +1.65% Acquired 30.4% (price as of 2026-10-02)
May 27, 2026 TWFG P 24,880 $18.62 $463,266 668,398 Indirect +3.87% Acquired 32.2% (price as of 2026-10-02)
May 26, 2026 TWFG P 11,000 $19.23 $211,530 643,518 Indirect +1.74% Acquired 28.0% (price as of 2026-10-02)
May 22, 2026 TWFG P 11,000 $18.89 $207,790 632,518 Indirect +1.77% Acquired 30.3% (price as of 2026-10-02)
May 21, 2026 TWFG P 17,538 $18.52 $324,804 621,518 Indirect +2.90% Acquired 32.9% (price as of 2026-10-02)
May 20, 2026 TWFG P 15,745 $18.79 $295,849 603,980 Indirect +2.68% Acquired 31.0% (price as of 2026-10-02)
July 19, 2024 TWFG P 588,235 $17.00 $9,999,995 591,764 Indirect +16668.60% Acquired 44.8% (price as of 2026-10-02)
Aug. 30, 2023 TRUP S 8,688 $29.99 $260,553 5,866 Direct -59.69% Disposed -21.4% (price as of 2026-10-02)
March 28, 2023 TRUP S 10b5-1 2,750 $40.00 $110,000 1,682 Direct -62.05% Disposed -41.1% (price as of 2026-10-02)
Jan. 5, 2023 TRUP S 10b5-1 700 $46.00 $32,200 1,682 Direct -29.39% Disposed -48.7% (price as of 2026-10-02)
Oct. 5, 2022 TRUP S 10b5-1 700 $60.50 $42,350 1,344 Direct -34.25% Disposed -61.0% (price as of 2026-10-02)
July 5, 2022 TRUP S 10b5-1 700 $60.00 $42,000 1,007 Direct -41.01% Disposed -60.7% (price as of 2026-10-02)
April 5, 2022 TRUP S 10b5-1 700 $97.26 $68,082 669 Direct -51.13% Disposed -75.8% (price as of 2026-10-02)
March 29, 2022 TRUP S 10b5-1 450 $95.00 $42,750 332 Direct -57.54% Disposed -75.2% (price as of 2026-10-02)
March 24, 2022 TRUP S 10b5-1 700 $90.35 $63,245 332 Direct -67.83% Disposed -73.9% (price as of 2026-10-02)
Dec. 30, 2021 TRUP S 10b5-1 1,782 $131.42 $234,190 0 Direct -100.00% Disposed -82.1% (price as of 2026-10-02)
Aug. 30, 2021 TRUP S 2,500 $94.91 $237,275 0 Indirect -100.00% Disposed -75.2% (price as of 2026-10-02)
Nov. 23, 2020 TRUP S 4,858 $96.27 $467,680 2,500 Indirect -66.02% Disposed -75.5% (price as of 2026-10-02)
Nov. 18, 2020 TRUP S 790 $96.00 $75,840 7,358 Direct -9.70% Disposed -75.4% (price as of 2026-10-02)

Showing latest 100 of 110 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.

06
DateTickerSecurityUnderlying Exercise priceExpirationSharesA/D
July 19, 2024 TWFG Class B LLC Units in TWFG Holding Company, LLC [F3,F4] Class A Common Stock (1,820,234) · · 1,820,234 Disposed
July 19, 2024 TWFG Class B LLC Units in TWFG Holding Company, LLC [F3,F4] Class A Common Stock (1,820,234) · · 1,820,234 Acquired
Aug. 30, 2023 TRUP Stock Option (right to buy) Common Stock (12,688) $16.06 Feb. 21, 2027 12,688 Disposed
March 31, 2023 TRUP Restricted Stock Unit (RSU) Common Stock (184) · Dec. 31, 2023 184 Disposed
March 28, 2023 TRUP Stock Option (right to buy) Common Stock (2,750) $8.57 Feb. 5, 2026 2,750 Disposed
Feb. 27, 2023 TRUP Restricted Stock Unit (RSU) Common Stock (736) · Dec. 31, 2023 736 Acquired
Jan. 5, 2023 TRUP Stock Option (right to buy) Common Stock (700) $8.57 Feb. 5, 2026 700 Disposed
Dec. 31, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (310) · · 310 Disposed
Dec. 31, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (28) · · 28 Disposed
Oct. 5, 2022 TRUP Stock Option (right to buy) Common Stock (700) $8.57 Feb. 5, 2026 700 Disposed
Sept. 30, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (310) · · 310 Disposed
Sept. 30, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (27) · · 27 Disposed
July 5, 2022 TRUP Stock Option (right to buy) Common Stock (700) $8.57 Feb. 5, 2026 700 Disposed
June 30, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (310) · · 310 Disposed
June 30, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (28) · · 28 Disposed
April 5, 2022 TRUP Stock Option (right to buy) Common Stock (700) $8.57 Feb. 5, 2026 700 Disposed
March 31, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (310) · · 310 Disposed
March 31, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (27) · · 27 Disposed
March 29, 2022 TRUP Stock Option (right to buy) Common Stock (450) $8.57 Feb. 5, 2026 450 Disposed
March 24, 2022 TRUP Stock Option (right to buy) Common Stock (700) $8.57 Feb. 5, 2026 700 Disposed
Feb. 28, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (1,240) · · 1,240 Acquired
Feb. 28, 2022 TRUP Restricted Stock Unit (RSU) Common Stock (110) · · 110 Acquired
Sept. 30, 2021 TRUP Restricted Stock Unit (RSU) Common Stock (331) · · 331 Disposed
June 30, 2021 TRUP Restricted Stock Unit (RSU) Common Stock (331) · · 331 Disposed
March 31, 2021 TRUP Restricted Stock Unit (RSU) Common Stock (330) · · 330 Disposed
Feb. 22, 2021 TRUP Restricted Stock Unit (RSU) Common Stock (1,324) · · 1,324 Acquired
Dec. 31, 2020 TRUP Restricted Stock Unit (RSU) Common Stock (790) · · 790 Disposed
Sept. 30, 2020 TRUP Restricted Stock Unit (RSU) Common Stock (790) · · 790 Disposed
June 30, 2020 TRUP Restricted Stock Unit (RSU) Common Stock (790) · · 790 Disposed
April 17, 2020 TRUP Common Stock Restricted Stock Unit (RSU) (3,158) · · 3,158 Acquired
April 17, 2020 TRUP Common Stock Restricted Stock Unit (RSU) (788) · · 788 Disposed
Dec. 31, 2019 TRUP Restricted Stock Unit (RSU) Common Stock (783) $29.93 Dec. 31, 2019 783 Disposed
Sept. 30, 2019 TRUP Restricted Stock Unit (RSU) Common Stock (782) $29.93 Dec. 31, 2019 782 Disposed
June 30, 2019 TRUP Restricted Stock Unit (RSU) Common Stock (782) $29.93 Dec. 31, 2019 782 Disposed
March 31, 2019 TRUP Restricted Stock Unit (RSU) Common Stock (782) $29.93 Dec. 31, 2019 782 Disposed
Feb. 22, 2019 TRUP Restricted Stock Unit (RSU) Common Stock (3,129) $29.93 Dec. 31, 2019 3,129 Acquired
Dec. 31, 2018 TRUP Restricted Stock Unit (RSU) Restricted Stock Unit (RSU) (663) $28.01 Dec. 31, 2018 663 Disposed
Sept. 30, 2018 TRUP Restricted Stock Unit (RSU) Restricted Stock Unit (RSU) (663) $28.01 Dec. 31, 2018 663 Disposed
June 30, 2018 TRUP Restricted Stock Unit (RSU) Restricted Stock Unit (RSU) (663) $28.01 Dec. 31, 2018 663 Disposed
March 31, 2018 TRUP Restricted Stock Unit (RSU) Restricted Stock Unit (RSU) (662) $28.01 Dec. 31, 2018 662 Disposed
Feb. 20, 2018 TRUP Restricted Stock Unit (RSU) Restricted Stock Unit (RSU) (2,651) $28.01 Dec. 31, 2018 2,651 Acquired
Feb. 21, 2017 TRUP Stock Option (right to buy) Common Stock (12,688) $16.06 Feb. 21, 2027 12,688 Acquired
Feb. 5, 2016 TRUP Stock Option (right to buy) Common Stock (20,482) $8.57 Feb. 5, 2026 20,482 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 2 holdings

07

Securities held when first becoming an insider, per SEC Form 3.

DateTickerSecuritySharesOwnership
July 17, 2024 TWFG Class B LLC Units in TWFG Holding Company, LLC→ Class A Common Stock [F1,F2] · Indirect
July 17, 2014 TRUP Common Stock 0 Direct