TWFG, Inc. Form 3: CTO reports no securities beneficially owned

TWFG, Inc. filed a Form 3 initial statement for its Chief Technology Officer.

Rhea-AI Filing Summary

TWFG, Inc. filed a Form 3 initial statement for its Chief Technology Officer. The filing reports that no securities are beneficially owned by the reporting person. The event date is 11/07/2025. It is a single‑filer submission and was signed by an attorney‑in‑fact under Exhibit 24 (Power of Attorney).

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did TWFG (TWFG) disclose in this Form 3?

The initial statement reports that no securities are beneficially owned by the reporting person.

Who is the reporting person in TWFG’s Form 3?

An officer serving as Chief Technology Officer.

What is the event date in the TWFG Form 3?

The event date is 11/07/2025.

Is this Form 3 filed by multiple reporting persons?

No. It is filed by one reporting person.

Who signed the TWFG Form 3?

It was signed by Julie E. Benes as attorney‑in‑fact for the reporting person.

What authorizes the attorney‑in‑fact to sign?

An Exhibit 24 – Power of Attorney is referenced in the filing.

What is the issuer name and ticker?

The issuer is TWFG, Inc. with ticker TWFG.

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Accepted by SEC EDGAR 11/14/2025 - 04:14 PM EST Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
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hours per response:			0.5

1. Name and Address of Reporting Person^*

Vijaya Gopal Mohan Babu

(Last) (First) (Middle)

10055 GROGANS MILL RD

SUITE 500

(Street)

THE WOODLANDS TX 77380

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
11/07/2025

3. Issuer Name and Ticker or Trading Symbol
TWFG, Inc. [ TWFG ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Technology Officer

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit 24 - Power of Attorney

No securities are beneficially owned.

	/s/ Julie E. Benes, as Attorney-in-Fact for Mohan Babu Vijaya Gopal	11/14/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.