Benes Julie E.

Officer · TWFG

As of 2026-09-17, Benes Julie E. has 7 Form 4 transactions on record across 1 company — 3 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $1.0MIndirect: $0$1.0Mas of 2026-09-17
  • Direct $1.0M
  • Indirect $0
TWFGdirect37,454 sh$1.0M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

TWFG · 7 trades
2026-07-17: Withheld for tax, 6,171 sh ($163K)2026-03-31: Withheld for tax, 337 sh ($6K)2026-03-31: Award / grant, 5,000 sh ($0)2025-07-17: Withheld for tax, 6,187 sh ($205K)2025-03-31: Award / grant, 2,588 sh ($0)2025-01-17: Withheld for tax, 6,447 sh ($198K)2024-11-26: Purchase, 950 sh ($32K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2024-11-26TWFGPurchase950 @ $33.53$32K+2.0% of holding49,008Form 4
6 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-07-17TWFGWithheld for tax6,17137,454Form 4
2026-03-31TWFGWithheld for tax33743,625Form 4
2026-03-31TWFGAward / grant5,00043,962Form 4
2025-07-17TWFGWithheld for tax6,18738,962Form 4
2025-03-31TWFGAward / grant2,58845,149Form 4
2025-01-17TWFGWithheld for tax6,44742,561Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.