Julie E. Benes

CIK: 0002028272

Transaction Breakdown

Open Market Buys (P)1 (14.3%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)2 (28.6%)

Compensation grants

Other (G, F, J, C, D, …)4 (57.1%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

TWFG

TWFG, Inc.

Officer

Discretionary Trading P&L

Holdings

Transaction History (7 total)

TWFG
TWFG, Inc.
Jul 17, 2026
Tax Payment(F)
Direct
6.2K shares at avg. $26.35$163K
TWFG
TWFG, Inc.
Mar 31, 2026
Award(A)
Direct
5K shares-
TWFG
TWFG, Inc.
Mar 31, 2026
Tax Payment(F)
Direct
337 shares at avg. $18.39$6K
TWFG
TWFG, Inc.
Jul 17, 2025
Tax Payment(F)
Direct
6.2K shares at avg. $33.16$205K
TWFG
TWFG, Inc.
Mar 31, 2025
Award(A)
Direct
2.6K shares-
TWFG
TWFG, Inc.
Jan 17, 2025
Tax Payment(F)
Direct
6.4K shares at avg. $30.70$198K
TWFG
TWFG, Inc.
Nov 26, 2024
Purchase(P)
Direct
950 shares at avg. $33.53$32K

		Type	Shares	Price		Ownership
Jul 17, 2026	TWFG TWFG, Inc.	Tax Payment(F)	6,171	$26.35	$162,606	Direct
Mar 31, 2026	TWFG TWFG, Inc.	Award(A)	5,000	-	$0	Direct
Mar 31, 2026	TWFG TWFG, Inc.	Tax Payment(F)	337	$18.39	$6,197	Direct
Jul 17, 2025	TWFG TWFG, Inc.	Tax Payment(F)	6,187	$33.16	$205,161	Direct
Mar 31, 2025	TWFG TWFG, Inc.	Award(A)	2,588	-	-	Direct
Jan 17, 2025	TWFG TWFG, Inc.	Tax Payment(F)	6,447	$30.70	$197,923	Direct
Nov 26, 2024	TWFG TWFG, Inc.	Purchase(P)	950	$33.53	$31,854	Direct

1-7 of 7 transactions

About Benes Julie E.

Benes Julie E. (SEC CIK 0002028272) files insider reports with the SEC as General Counsel and Secretary of TWFG, Inc. (TWFG).

Signal8 holds 6 ownership filings by Benes Julie E., all Form 4s, filed between Nov 26, 2024 and Jul 21, 2026. Those filings report 7 transactions, from Nov 26, 2024 to Jul 17, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Benes Julie E.'s filings is in THE WOODLANDS, TX.

Recent filings by Benes Julie E.

Jul 17, 2026: Tax withholding of TWFG shares (Form 4, code F).
Mar 31, 2026: Grant or award of TWFG shares (Form 4, code A).
Mar 31, 2026: Tax withholding of TWFG shares (Form 4, code F).
Jul 17, 2025: Tax withholding of TWFG shares (Form 4, code F).
Mar 31, 2025: Grant or award of TWFG shares (Form 4, code A).

Other insiders filing for TWFG, Inc. (TWFG)

Bunch Richard F. III, President and CEO
Bunch Charles Alexander, Chief Creative & Marketing Off
Nolan Katherine C, Chief Operating Officer
Zwinggi Janice E., Chief Financial Officer
Bunch Michelle Caroline, Director
DOAK MICHAEL, Director

How to read Form 4 transaction codes