Benes Julie E.
SEC CIK 2028272 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| TWFG | TWFG, Inc. | GC, Sec | 37.5K | $48.9K | — | 9 | 2024-07-17 | 2026-07-17 |
Most active insiders at TWFG, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | DOAK MICHAEL | Dir | $3.35M | — |
| 2 | McGuire Andrew Vincent | Chief Underwriting Off | — | — |
| 3 | Vijaya Gopal Mohan Babu | CTO | — | — |
| 4 | Anderson Jonathan James | Dir | — | — |
| 5 | Zwinggi Janice E. | CFO | — | — |
| 6 | Bunch Charles Alexander | Chief Creative, Marketing Off | — | — |
| 7 | Bunch Richard F. III | Pres, CEO, Dir, 10% | — | — |
| 8 | Bunch Michelle Caroline | Dir | — | — |
| 9 | Benes Julie E. | GC, Sec | — | — |
| 10 | Padgett Gene | CAO | — | — |
Transactions 9
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-21 17:59 | 2026-07-17 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | F - Tax | $26.35 | -6,171 | 37.5K | -14% | -$162.6K | |
| 2026-04-02 15:57 | 2026-03-31 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | A - Grant | $0.00 | +5,000 | 44.0K | +13% | $0 | |
| 2026-04-02 15:57 | 2026-03-31 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | F - Tax | $18.39 | -337 | 43.6K | -0.8% | -$6,197 | |
| 2025-07-21 | 2025-07-17 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | F - Tax | $33.16 | -6,187 | 39.0K | -14% | -$205.2K | |
| 2025-04-02 | 2025-03-31 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | A - Grant | $0.00 | +2,588 | 45.1K | +6% | $0 | |
| 2025-01-22 | 2025-01-17 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | F - Tax | $30.70 | -6,447 | 42.6K | -13% | -$197.9K | |
| 2024-11-26 | 2024-11-26 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | P - Purchase | $33.53 | +950 | 49.0K | +2% | +$31.9K | |
| 2024-07-19 | 2024-07-19 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | P - Purchase | $17.00 | +1,000 | 48.1K | +2% | +$17.0K | |
| 2024-07-19 | 2024-07-17 | TWFG | TWFG, Inc. | Benes Julie E. | GC, Sec | A - Grant | $0.00 | +47.1K | 47.1K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations