Benes Julie E.
SEC insider (Form 3/4/5 filer). CIK 0002028272. General Counsel and Secretary at TWFG, Inc. (TWFG). 7 reported Form 4/5 transactions since Sep 2024; latest on Jul 17, 2026. Located in THE WOODLANDS, TX.
Companies Benes Julie E. has filed insider reports for
- TWFG, Inc. (TWFG): Officer, General Counsel and Secretary
Benes Julie E.
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)
- Jul 17, 2026TWFG
TWFG, Inc.
Tax PaymentDirect6.2K shares at avg. $26.35$163K - Mar 31, 2026TWFG
TWFG, Inc.
AwardDirect5K shares- - Mar 31, 2026TWFG
TWFG, Inc.
Tax PaymentDirect337 shares at avg. $18.39$6K - Jul 17, 2025TWFG
TWFG, Inc.
Tax PaymentDirect6.2K shares at avg. $33.16$205K - Mar 31, 2025TWFG
TWFG, Inc.
AwardDirect2.6K shares- - Jan 17, 2025TWFG
TWFG, Inc.
Tax PaymentDirect6.4K shares at avg. $30.70$198K - Nov 26, 2024TWFG
TWFG, Inc.
PurchaseDirect950 shares at avg. $33.53$32K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jul 17, 2026 | TWFG TWFG, Inc. | Tax Payment | 6,171 | $26.35 | $162,606 | Direct |
| Mar 31, 2026 | TWFG TWFG, Inc. | Award | 5,000 | - | $0 | Direct |
| Mar 31, 2026 | TWFG TWFG, Inc. | Tax Payment | 337 | $18.39 | $6,197 | Direct |
| Jul 17, 2025 | TWFG TWFG, Inc. | Tax Payment | 6,187 | $33.16 | $205,161 | Direct |
| Mar 31, 2025 | TWFG TWFG, Inc. | Award | 2,588 | - | - | Direct |
| Jan 17, 2025 | TWFG TWFG, Inc. | Tax Payment | 6,447 | $30.70 | $197,923 | Direct |
| Nov 26, 2024 | TWFG TWFG, Inc. | Purchase | 950 | $33.53 | $31,854 | Direct |
1-7 of 7 transactions