BUNCH MICHELLE CAROLINE enters TWFG, INC. with 100.00 shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Indirect Derivatives
Filed: 7/17/2024ACC: 0001628280-24-032127
100.00
Baseline shares
0.00
Direct ownership
0 positions
34.24M
Derivative underlying
1 instrument
1
Security positions
100.00 indirect
Non-Derivative Holdings1
Class A Common Stock
IndirectShares owned100.00
Total
100.00 indirect100.00
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 100.00 | Indirect |
| Total | 100.00 | 100.00 indirect |
Derivative Holdings1
Class C LLC Units in TWFG Holding Company, LLC
IndirectUnderlying security
Class A Common Stock
Underlying shares
34.24M
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
34.24M
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Class C LLC Units in TWFG Holding Company, LLC Indirect | Class A Common Stock | — | — | 34.24M | N/A | |
| Total | 34.24M | 0.00 | ||||