Benes Julie E.
CIK 2028272 · General Counsel and Secretary · last filed 2026-04-02
Benes Julie E. is a General Counsel and Secretary who has filed 6 SEC Form 4 insider transactions across 1 company since 2024. The most recent filing, for TWFG, was dated Apr 2, 2026. Across all open-market trades the lifetime net is +$48.9K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $907.8K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$907.8K
1
6
$48.9K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| TWFG | General Counsel and Secretary | 43,962 | $20.65 | $907.8K | $48.9K | 6 | 2026-04-02 |
Recent Filings
6 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-04-02 | TWFG | Mixed | +4,663 | -$6.2K | EDGAR |
| 2025-07-21 | TWFG | Tax (F) | −6,187 | -$205.2K | EDGAR |
| 2025-04-02 | TWFG | Grant (A) | +2,588 | $0 | EDGAR |
| 2025-01-22 | TWFG | Tax (F) | −6,447 | -$197.9K | EDGAR |
| 2024-11-26 | TWFG | Buy (P) | +950 | $31.9K | EDGAR |
| 2024-07-19 | TWFG | Mixed | +48,058 | $17.0K | EDGAR |