81,485 XNAS Volume
XNAS 21 Mar, 2025 5:30 PM (EDT)
Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
---|---|---|---|---|---|---|---|---|---|
Michelle Caroline Bunch | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.70 per share. | 17 Jan 2025 | 13,095 | 307,536 | - | 30.7 | 402,017 | Class A Common Stock |
Charles Alexander Bunch | Chief Creative & Marketing Off | Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.70 per share. | 17 Jan 2025 | 6,447 | 41,611 | - | 30.7 | 197,923 | Class A Common Stock |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.70 per share. | 17 Jan 2025 | 13,095 | 307,536 | - | 30.7 | 402,017 | Class A Common Stock |
Julie E. Benes | General Counsel and Secretary | Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.70 per share. | 17 Jan 2025 | 6,447 | 42,561 | - | 30.7 | 197,923 | Class A Common Stock |
Janice E. Zwinggi | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.70 per share. | 17 Jan 2025 | 7,592 | 54,231 | - | 30.7 | 233,074 | Class A Common Stock |
Katherine C. Nolan | Chief Operating Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.70 per share. | 17 Jan 2025 | 7,431 | 87,054 | - | 30.7 | 228,132 | Class A Common Stock |
Julie E. Benes | General Counsel and Secretary | Purchase of securities on an exchange or from another person at price $ 33.53 per share. | 26 Nov 2024 | 950 | 49,008 | - | 33.5 | 31,854 | Class A Common Stock |
Julie E. Benes | General Counsel and Secretary | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 47,058 | 47,058 | - | 0 | Class A Common Stock | |
Janice E. Zwinggi | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 58,823 | 58,823 | - | 0 | Class A Common Stock | |
Julie E. Benes | General Counsel and Secretary | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 1,000 | 48,058 | - | 17 | 17,000 | Class A Common Stock |
Jonathan Anderson | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 3,529 | 3,529 | - | 0 | Class A Common Stock | |
Michelle Caroline Bunch | Director | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 185,426 | 684,225 | - | 17 | 3,152,242 | Class A Common Stock |
Michelle Caroline Bunch | Director | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 5,850 | 695,925 | - | 17 | 99,450 | Class A Common Stock |
Michelle Caroline Bunch | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 33,893,810 | 33,893,810 | - | - | Class C Common Stock | |
Michelle Caroline Bunch | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Jul 2024 | 342,362 | 33,893,810 | - | - | LLC Units in TWFG Holding Company, LLC | |
Michelle Caroline Bunch | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 3,529 | 3,629 | - | 0 | Class A Common Stock | |
Michelle Caroline Bunch | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 147,058 | 150,687 | - | 0 | Class A Common Stock | |
Michelle Caroline Bunch | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Jul 2024 | 342,262 | 492,949 | - | - | Class A Common Stock | |
Michelle Caroline Bunch | Director | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 5,850 | 498,799 | - | 17 | 99,450 | Class A Common Stock |
Michelle Caroline Bunch | Director | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 5,850 | 690,075 | - | 17 | 99,450 | Class A Common Stock |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 135,205 | 135,205 | - | 0 | Class A Common Stock | |
Michelle Caroline Bunch | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 135,205 | 135,205 | - | 0 | Class A Common Stock | |
Charles Alexander Bunch | Chief Creative & Marketing Off | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 72 | 72 | - | 17 | 1,224 | Class A Common Stock |
Charles Alexander Bunch | Chief Creative & Marketing Off | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 72 | 72 | - | 17 | 1,224 | Class A Common Stock |
Janice E. Zwinggi | Chief Financial Officer | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 3,000 | 61,823 | - | 17 | 51,000 | Class A Common Stock |
Katherine C. Nolan | Chief Operating Officer | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 6,250 | 94,485 | - | 17 | 106,250 | Class A Common Stock |
Katherine C. Nolan | Chief Operating Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 88,235 | 88,235 | - | 0 | Class A Common Stock | |
Robin A. Ferracone | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 3,529 | 3,529 | - | 0 | Class A Common Stock | |
Robin A. Ferracone | Director | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 16,000 | 19,529 | - | 17 | 272,000 | Class A Common Stock |
Michael Doak | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 3,529 | 3,529 | - | 0 | Class A Common Stock | |
Michael Doak | Director | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 588,235 | 591,764 | - | 17 | 9,999,995 | Class A Common Stock |
Michael Doak | Director | Other type of transaction at price $ 0.00 per share. | 17 Jul 2024 | 1,820,234 | 1,820,234 | - | - | Class B Common Stock | |
Michael Doak | Director | Other type of transaction at price $ 0.00 per share. | 17 Jul 2024 | 1,820,234 | 0 | - | - | Class B LLC Units in TWFG Holding Company, LLC | |
Michael Doak | Director | Other type of transaction at price $ 0.00 per share. | 17 Jul 2024 | 1,820,234 | 1,820,234 | - | - | Class B LLC Units in TWFG Holding Company, LLC | |
Janet S. Wong | Director | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 2,500 | 6,029 | - | 17 | 42,500 | Class A Common Stock |
Janet S. Wong | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 3,529 | 3,529 | - | 0 | Class A Common Stock | |
Charles Alexander Bunch | Chf Creative & Marketing Off | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Jul 2024 | 47,058 | 47,058 | - | 0 | Class A Common Stock | |
Charles Alexander Bunch | Chf Creative & Marketing Off | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 17 Jul 2024 | 1,000 | 48,058 | - | 17 | 17,000 | Class A Common Stock |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Jul 2021 | 147,058 | 147,158 | - | 0 | Class A Common Stock | |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 19 Jul 2021 | 342,362 | 33,893,810 | - | - | LLC Units in TWFG Holding Company, LLC | |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Jul 2021 | 33,893,810 | 33,893,810 | - | - | Class C Common Stock | |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 19 Jul 2021 | 5,850 | 695,925 | - | 17 | 99,450 | Class A Common Stock |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 19 Jul 2021 | 5,850 | 690,075 | - | 17 | 99,450 | Class A Common Stock |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 19 Jul 2021 | 5,850 | 684,225 | - | 17 | 99,450 | Class A Common Stock |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Purchase of securities on an exchange or from another person at price $ 17.00 per share. | 19 Jul 2021 | 185,426 | 678,375 | - | 17 | 3,152,242 | Class A Common Stock |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 19 Jul 2021 | 342,262 | 492,949 | - | - | Class A Common Stock | |
Richard F. Bunch III | Director, President and CEO, Ten Percent Owner | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 19 Jul 2021 | 3,529 | 150,687 | - | 0 | Class A Common Stock |