TWFG · TWFG, Inc.
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
Insider Sentiment Score
Peer-relative 0–100 rank of how aggressively insiders accumulated over the trailing 90 days. See the full ranking.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-07-17 | Bunch Michelle Caroline |
Director |
Tax↓
Filing footnotes — Class A Common Stock (Indirect)
The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU") |
Class A Common Stock
(I)
|
17,733 |
| 2026-07-17 | Bunch Charles Alexander |
Chief Creative & Marketing Off |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU") |
Class A Common Stock
|
6,163 |
| 2026-07-17 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). |
Class A Common Stock
|
17,733 |
| 2026-07-17 | Nolan Katherine C |
Chief Operating Officer |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). |
Class A Common Stock
|
11,559 |
| 2026-07-17 | Benes Julie E. |
General Counsel and Secretary |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU"). |
Class A Common Stock
|
6,171 |
| 2026-07-17 | Zwinggi Janice E. |
Chief Financial Officer |
Tax↓
Filing footnotes — Class A Common Stock (Direct)
The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU") |
Class A Common Stock
|
7,710 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↓
Filing footnotes — LLC Units in TWFG Holding (Direct)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
LLC Units in TWFG Holding
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↑
Filing footnotes — LLC Units in TWFG Holding (Direct)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
LLC Units in TWFG Holding
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↓
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
Class C Common Stock
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↑
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
LLC Units in TWFG Holding
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↓
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
LLC Units in TWFG Holding
(I)
|
529,568 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↑
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
Class C Common Stock
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↑
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
Class C Common Stock
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↓
Filing footnotes — LLC Units in TWFG Holding (Direct)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
LLC Units in TWFG Holding
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↓
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
LLC Units in TWFG Holding
(I)
|
529,568 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↓
Filing footnotes — Class C Common Stock (Direct)
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
Class C Common Stock
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↑
Filing footnotes — LLC Units in TWFG Holding (Direct)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
LLC Units in TWFG Holding
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↓
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
Class C Common Stock
(I)
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↑
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
LLC Units in TWFG Holding
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↑
Filing footnotes — Class C Common Stock (Direct)
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
Class C Common Stock
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↑
Filing footnotes — Class C Common Stock (Direct)
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
Class C Common Stock
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↑
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
LLC Units in TWFG Holding
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↓
Filing footnotes — Class C Common Stock (Direct)
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
Class C Common Stock
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↑
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
Class C Common Stock
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↑
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
Class C Common Stock
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↓
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
LLC Units in TWFG Holding
(I)
|
264,784 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↓
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
Class C Common Stock
(I)
|
529,568 |
| 2026-06-05 | Bunch Richard F. III |
Director, President and CEO, 10% Owner |
Gift↑
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
LLC Units in TWFG Holding
(I)
|
264,784 |
| 2026-06-05 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
753,216 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 12,371 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
7,865 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↑
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
Class C Common Stock
(I)
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↑
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
LLC Units in TWFG Holding
(I)
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↓
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
LLC Units in TWFG Holding
(I)
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↓
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
Class C Common Stock
(I)
|
529,568 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↑
Filing footnotes — LLC Units in TWFG Holding (Indirect)
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). |
LLC Units in TWFG Holding
(I)
|
264,784 |
| 2026-06-05 | Bunch Michelle Caroline |
Director |
Gift↑
Filing footnotes — Class C Common Stock (Indirect)
On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). |
Class C Common Stock
(I)
|
264,784 |
| 2026-06-04 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
745,900 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 11,822 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
11,000 |
| 2026-06-03 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
745,900 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 11,822 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
22,994 |
| 2026-06-02 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
714,277 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 9,451 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
16,500 |
| 2026-06-01 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
714,277 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 9,451 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
16,500 |
| 2026-05-29 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
683,579 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 7,149 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
11,330 |
| 2026-05-28 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
683,579 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 7,149 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
11,000 |
| 2026-05-27 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
662,806 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 5,592 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
24,880 |
| 2026-05-26 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
662,806 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 5,592 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
11,000 |
| 2026-05-22 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
662,806 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 5,592 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
11,000 |
| 2026-05-21 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
619,196 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 2,322 Shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
17,538 |
| 2026-05-20 | DOAK MICHAEL |
Director |
Buy↑
Filing footnotes — Class A Common Stock (Indirect)
619,196 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 2,322 Shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein. |
Class A Common Stock
(I)
|
15,745 |
| 2026-03-31 | Zwinggi Janice E. |
Chief Financial Officer |
Award↑
Filing footnotes — Class A Common Stock (Direct)
Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date. |
Class A Common Stock
|
12,500 |
| 2026-03-31 | DOAK MICHAEL |
Director |
Award↑
Filing footnotes — Class A Common Stock (Direct)
Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date. |
Class A Common Stock
|
4,000 |
| 2026-03-31 | Bunch Charles Alexander |
Chief Creative & Marketing Off |
Award↑
Filing footnotes — Class A Common Stock (Direct)
Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. |
Class A Common Stock
|
5,000 |
| 2026-03-31 | Vijaya Gopal Mohan Babu |
Chief Technology Officer |
Award↑
Filing footnotes — Class A Common Stock (Direct)
Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. |
Class A Common Stock
|
3,250 |