Doak Michael's Form 4 filing
TWFG, Inc. (TWFG) · filed Jul 19, 2024
- Accession no.
- 0001628280-24-032372
- Filed
- Jul 19, 2024
- Trade date
- Jul 17-19, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions and 2 derivative transactions. Open-market purchases total $10.0M. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Doak MichaelCIK 0001611672 | Director |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jul 17, 2024 | Class A Common Stock | AGrant or awardAcquired | +3,529 | $0.00 | $0 | 3,529 | Direct | |
| Jul 19, 2024 | Class A Common Stock | PPurchaseAcquired | +588,235 | $17.00 | +$9,999,995 | 591,764 | Indirect | |
| Jul 19, 2024 | Class B Common Stock | JOtherAcquired | +1,820,234 | – | – | 1,820,234 | Indirect |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jul 19, 2024 | Class A Common Stock | JOtherDisposed | −1,820,234 | – | – | 0 | Indirect | |
| Jul 19, 2024 | Class A Common Stock | JOtherAcquired | +1,820,234 | – | – | 1,820,234 | Indirect |
Footnotes
Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.