内部人交易雷达

美国 · SEC Form 4 · 快照日期： 2026-10-18 · 构建时间： 2026-10-18 · English

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美国 · SEC FORM 4

TWFG, Inc.

TWFG · Nasdaq · CIK 0002007596 · Financial Services · Insurance Brokers

内部人信号

59.1 / 100

1 位买方 · 12 条买入交易行 · $3.4M 买入总额

为什么有这个信号？

买方广度较低
买入规模较强
角色较强
近期性较低
确信度较强
评分构成

每条进度条表示其对当前分数的贡献；权重和公式保持不变。

Cluster+7.0 / 35
买入规模+21.1 / 25
角色+20.0 / 20
近期性+1.1 / 10
确信度+10.0 / 10

哪些因素限制了当前分数？

  • ⚠ Cluster breadth is moderate · 1 insider(s), not 4+
  • ⚠ Purchase activity is becoming less recent
  • ✓ 角色得分高 · 买入者中职位最高的是：Director

Purchase-size comments are relative to the model scale. Average daily volume is a separate market-context diagnostic.

US-v1.2 按当前 180 天规则给合资格的股票买入打分。分数只表示研究的先后，不是收益预测或概率。回测没有显示美国分数越高、之后的表现越好。

内部人活动时间轴

申报人轨道展示最近 180 天。符号形状区分交易类型；卖出仅作为背景。

AprMayJunJulAugSepOct
DOAK MICHAELDirector
●●●●●●●●●●●●
Bunch Michelle CarolineDirector
○○
Bunch Family Holdings, LLC; Bunch Richard F. IIIPresident and CEO
○○
Benes Julie E.General Counsel and Secretary
○
Bunch Charles AlexanderChief Creative & Marketing Off
○
Nolan Katherine CChief Operating Officer
○
● 买入▼ 卖出○ 其他

Showing the six most active owners; 1 additional owner(s) remain in Form 4 申报证据.

买方广度与集中度

合资格买方1
买入集中度100%最大买方： DOAK MICHAEL · $3.4M
聚集买入 · 15天1 insider峰值活动： 2026-05-20–2026-06-04

Roles in the peak window: Director. Concentration uses priced qualifying P lines only and does not change the saved score.

信号历史

59.1 / 100

最新留档分数

↓ -0.1 pts相对上一个留档快照
  1. 59.2
  2. 59.3
  3. 59.3
  4. 59.2
  5. 59.1

Only scores saved when a full US scoring run completed are shown; gaps are not reconstructed.

近期 Form 4 活动

12买入
0卖出
11其他 Form 4 交易行
15SEC 申报 · 365天
买入12 qualifying P line(s) · 180 days
卖出0 sale line(s) · 仅供背景
其他10 exercise / withholding / award / gift / other lines
10b5-1／计划交易Not assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

市场背景

市场背景补充近期价格表现与风险信息，不影响内部人信号。

价格表现

1M
-8.1%
3M
-5.2%
6M
+38.2%
12M
-10.0%

波动率与流动性

波动率
43.4%
Beta
—
平均每日成交额
USD 3.9M

估值

市值
—
P/E
—

基本面

利润率
16.6%
ROE
49.4%
细分行业
Insurance Brokers

市场数据

价格数据截至：2026-10-11 · 价格来源：OpenBB/yfinance; 成交量来自 本机价格缓存 (yfinance) · 来自 SEC 申报文件：利润率, ROE · 财年截止日：2025-12-31 · Status: PASS

空头余额

空头余额是券商向 FINRA 申报的外部背景数据，不影响内部人信号。

空头股数
834,677
上期报告
732,074
日均成交量
178,335
回补天数
4.7

FINRA 结算日：2026-09-30 · 获取日期 2026-10-12 · FINRA 股票空头余额 ↗. 这是股数，每月两个结算日之后约一周公布；不是占已发行股份的比例。

历史股票买入

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting owner类型证券股数平均价格估算金额来源
2026-06-05DOAK MICHAEL买入 (P)Class A Common Stock7,865USD 19.45USD 152,974SEC 申报 ↗
2026-06-04DOAK MICHAEL买入 (P)Class A Common Stock11,000USD 19.09USD 209,990SEC 申报 ↗
2026-06-03DOAK MICHAEL买入 (P)Class A Common Stock22,994USD 18.62USD 428,148SEC 申报 ↗
2026-06-02DOAK MICHAEL买入 (P)Class A Common Stock16,500USD 19.25USD 317,625SEC 申报 ↗
2026-06-01DOAK MICHAEL买入 (P)Class A Common Stock16,500USD 19.33USD 318,945SEC 申报 ↗
2026-05-29DOAK MICHAEL买入 (P)Class A Common Stock11,330USD 18.87USD 213,797SEC 申报 ↗
2026-05-28DOAK MICHAEL买入 (P)Class A Common Stock11,000USD 18.87USD 207,570SEC 申报 ↗
2026-05-27DOAK MICHAEL买入 (P)Class A Common Stock24,880USD 18.62USD 463,266SEC 申报 ↗
2026-05-26DOAK MICHAEL买入 (P)Class A Common Stock11,000USD 19.23USD 211,530SEC 申报 ↗
2026-05-22DOAK MICHAEL买入 (P)Class A Common Stock11,000USD 18.89USD 207,790SEC 申报 ↗
2026-05-21DOAK MICHAEL买入 (P)Class A Common Stock17,538USD 18.52USD 324,804SEC 申报 ↗
2026-05-20DOAK MICHAEL买入 (P)Class A Common Stock15,745USD 18.79USD 295,849SEC 申报 ↗
2024-11-26Benes Julie E.买入 (P)Class A Common Stock950USD 33.53USD 31,854SEC 申报 ↗
2024-07-19Bunch Charles Alexander买入 (P)Class A Common Stock72USD 17.00USD 1,224SEC 申报 ↗
2024-07-19Zwinggi Janice E.买入 (P)Class A Common Stock3,000USD 17.00USD 51,000SEC 申报 ↗

Form 4 申报证据

23 transaction lines in the latest 365-day window; 80 in local history.

日期申报人类型证券股数平均价格估算金额来源
2026-07-17Zwinggi Janice E.代扣税 (F)Class A Common Stock7,710USD 26.35USD 203,158SEC 申报 ↗
2026-07-17Nolan Katherine C代扣税 (F)Class A Common Stock11,559USD 26.35USD 304,580SEC 申报 ↗
2026-07-17Bunch Michelle Caroline代扣税 (F)Class A Common Stock17,733USD 26.35USD 467,265SEC 申报 ↗
展开近期 Form 4 证据 (21 grouped rows)
日期申报人类型证券股数平均价格估算金额来源
2026-07-17Zwinggi Janice E.代扣税 (F)Class A Common Stock7,710USD 26.35USD 203,158SEC 申报 ↗
2026-07-17Nolan Katherine C代扣税 (F)Class A Common Stock11,559USD 26.35USD 304,580SEC 申报 ↗
2026-07-17Bunch Michelle Caroline代扣税 (F)Class A Common Stock17,733USD 26.35USD 467,265SEC 申报 ↗
2026-07-17Bunch Family Holdings, LLC; Bunch Richard F. III代扣税 (F)Class A Common Stock17,733USD 26.35USD 467,265SEC 申报 ↗
2026-07-17Bunch Charles Alexander代扣税 (F)Class A Common Stock6,163USD 26.35USD 162,395SEC 申报 ↗
2026-07-17Benes Julie E.代扣税 (F)Class A Common Stock6,171USD 26.35USD 162,606SEC 申报 ↗
2026-06-05Bunch Michelle Caroline赠与 (G)Class C Common Stock794,352USD 0.00USD 0SEC 申报 ↗
2026-06-05Bunch Family Holdings, LLC; Bunch Richard F. III赠与 (G)Class C Common Stock794,352USD 0.00USD 0SEC 申报 ↗
2026-06-05DOAK MICHAEL买入 (P)Class A Common Stock7,865USD 19.45USD 152,974SEC 申报 ↗
2026-06-04DOAK MICHAEL买入 (P)Class A Common Stock11,000USD 19.09USD 209,990SEC 申报 ↗
2026-06-03DOAK MICHAEL买入 (P)Class A Common Stock22,994USD 18.62USD 428,148SEC 申报 ↗
2026-06-02DOAK MICHAEL买入 (P)Class A Common Stock16,500USD 19.25USD 317,625SEC 申报 ↗
2026-06-01DOAK MICHAEL买入 (P)Class A Common Stock16,500USD 19.33USD 318,945SEC 申报 ↗
2026-05-29DOAK MICHAEL买入 (P)Class A Common Stock11,330USD 18.87USD 213,797SEC 申报 ↗
2026-05-28DOAK MICHAEL买入 (P)Class A Common Stock11,000USD 18.87USD 207,570SEC 申报 ↗
2026-05-27DOAK MICHAEL买入 (P)Class A Common Stock24,880USD 18.62USD 463,266SEC 申报 ↗
2026-05-26DOAK MICHAEL买入 (P)Class A Common Stock11,000USD 19.23USD 211,530SEC 申报 ↗
2026-05-22DOAK MICHAEL买入 (P)Class A Common Stock11,000USD 18.89USD 207,790SEC 申报 ↗
2026-05-21DOAK MICHAEL买入 (P)Class A Common Stock17,538USD 18.52USD 324,804SEC 申报 ↗
2026-05-20DOAK MICHAEL买入 (P)Class A Common Stock15,745USD 18.79USD 295,849SEC 申报 ↗
2025-12-01Vijaya Gopal Mohan Babu奖励／授予 (A)Class A Common Stock427USD 0.00USD 0SEC 申报 ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

快照与身份

快照日期2026-10-18
排名版本US-v1.2
数据质量PASS ELIGIBLE · —
股票代码TWFG
CIK0002007596
行业Financial Services
细分行业Insurance Brokers Yahoo Finance
SEC SIC6411 Insurance Agents, Brokers & Service
交易所Nasdaq

数据覆盖

本地 Form 4 历史80 transaction lines from 2024-07-17 to 2026-07-17
25 P purchase lines · 0 S sale lines · 55 other lines
SEC 公司申报打开 SEC 申报 ↗

Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.