Benes Julie E. — SEC Form 4 filings
SEC reporting owner CIK 2028272. 7 Form 4 filings on record with FilingPulse; latest filed 2026-07-21.
Transaction summary — filings shown
Covers all 7 filings on record, filed 2024-07-19 to 2026-07-21. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 2 legs across 2 filings — 1,950 shares, $48,854 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 7.
- Largest priced transaction: purchase of 950 shares @ $33.53 ($31,854) in TWFG, Inc., filed 2024-11-26.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| TWFG, Inc. (TWFG) | General Counsel and Secretary | 7 | 2 legs · 1,950 sh · $48,854 | — | 7 |
Form 4 filings — Benes Julie E.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-21 | 4 | TWFG, Inc. (TWFG) | Tax withholding (F): 6,171 @ $26.35 | EDGAR |
| 2026-04-02 | 4 | TWFG, Inc. (TWFG) | Grant/award (A): 5,000 @ $0 · Tax withholding (F): 337 @ $18.39 | EDGAR |
| 2025-07-21 | 4 | TWFG, Inc. (TWFG) | Tax withholding (F): 6,187 @ $33.16 | EDGAR |
| 2025-04-02 | 4 | TWFG, Inc. (TWFG) | Grant/award (A): 2,588 @ $0 | EDGAR |
| 2025-01-22 | 4 | TWFG, Inc. (TWFG) | Tax withholding (F): 6,447 @ $30.70 | EDGAR |
| 2024-11-26 | 4 | TWFG, Inc. (TWFG) | Purchase (P): 950 @ $33.53 | EDGAR |
| 2024-07-19 | 4 | TWFG, Inc. (TWFG) | Grant/award (A): 47,058 @ $0 · Purchase (P): 1,000 @ $17 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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