TWFG, Inc.

Holding change · SEC EDGAR

This page reproduces a recorded source event. It is not a live quote, forecast, recommendation or legal conclusion.

Event type

insider.holding_change

Occurred

2026-07-17

Reported

2026-07-21

Disclosure lag

4 days

Context

links are based on the recorded entity type

Field	Recorded value
Entity	TWFG, Inc.
Source	SEC EDGAR ↗
Source identifier	0002028272-26-000003
Event ID	#798

Recorded payload

JSON payload as stored after parsing

{
  "accession": "0002028272-26-000003",
  "acquired_disposed": "D",
  "code": "F",
  "direct_or_indirect": "D",
  "form": "4",
  "is_derivative": false,
  "issuer_name": "TWFG, Inc.",
  "label": "Shares withheld for tax",
  "person_name": "Benes Julie E.",
  "price": 26.35,
  "role": "General Counsel and Secretary",
  "security": "Class A Common Stock",
  "shares": 6171,
  "shares_owned_after": 37454,
  "source_path": "edgar/data/2028272/0002028272-26-000003.txt",
  "ticker": "TWFG",
  "value": 162605.85
}

Source: Open recorded SEC filing

Source: SEC EDGAR · as of 2026-07-21T00:00:00Z