TWFG executive files initial ownership report

TWFG, Inc. filed an initial ownership report for Chief Underwriting Officer Andrew Vincent McGuire on Form 3.

Accepted by SEC EDGAR 03/12/2026 - 12:26 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

TWFG, Inc. filed an initial ownership report for Chief Underwriting Officer Andrew Vincent McGuire on Form 3. This filing identifies him as an executive subject to insider reporting rules but, in this excerpt, does not show any reported share transactions or derivative positions.

FAQ

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

What does the TWFG Form 3 filed for Andrew Vincent McGuire show?

The Form 3 for Andrew Vincent McGuire records his status as Chief Underwriting Officer of TWFG, Inc. It serves as his initial insider ownership report and, in this excerpt, does not list any specific share transactions or derivative positions.

Is Andrew Vincent McGuire an officer or director of TWFG (TWFG)?

Andrew Vincent McGuire is reported as an officer of TWFG, Inc., serving as Chief Underwriting Officer. The filing indicates he is not a director and not a ten percent owner, aligning him with executive management rather than board or controlling shareholder roles.

Does the TWFG Form 3 show any buy or sell transactions by Andrew Vincent McGuire?

The summary data in this Form 3 shows zero buy, sell, acquire, or dispose transactions for Andrew Vincent McGuire. All transaction-related counts and share totals are listed as zero, indicating no reported trades in the period covered by this initial statement.

What derivative positions are reported for Andrew Vincent McGuire in TWFG’s Form 3?

The derivative section of the filing is empty for Andrew Vincent McGuire, with zero derivative transactions and no remaining derivative positions listed. This means the excerpt does not show options, warrants, or other derivatives currently reported for this officer.

Why is TWFG’s Form 3 for Andrew Vincent McGuire important to investors?

This Form 3 establishes Andrew Vincent McGuire as a reportable insider at TWFG, Inc. Knowing which executives are insiders helps investors track future Form 4 or Form 5 filings that might disclose meaningful stock transactions or changes in beneficial ownership by key management.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

McGuire Andrew Vincent

(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)
03/06/2026

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 Underwriting 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 Andrew McGuire	03/12/2026
	** 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.