TWFG, Inc. (TWFG) grants 4,000 RSUs to Chief Underwriting Officer

Rhea-AI Filing Summary

McGuire Andrew Vincent reported acquisition or exercise transactions in this Form 4 filing.

TWFG, Inc. Chief Underwriting Officer Andrew Vincent McGuire received an equity grant of 4,000 shares of Class A Common Stock in the form of restricted stock units under the 2024 Omnibus Incentive Plan. These RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, contingent on his continued service with the company through each vesting date. Following this grant, he holds 4,000 shares directly.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider McGuire Andrew Vincent

Role Chief Underwriting Officer

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	4,000	$0.00	--

Holdings After Transaction: Class A Common Stock — 4,000 shares (Direct)

Footnotes (1)

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Key Figures

RSU grant size: 4,000 RSUs First vesting date: March 31, 2027 Second vesting date: March 31, 2028 +2 more

5 metrics

RSU grant size 4,000 RSUs Restricted stock units of Class A Common Stock granted to Chief Underwriting Officer

First vesting date March 31, 2027 Initial annual installment vesting date for the RSU award

Second vesting date March 31, 2028 Second annual installment vesting date for the RSU award

Third vesting date March 31, 2029 Final annual installment vesting date for the RSU award

Shares after transaction 4,000 shares Total Class A Common Stock held directly by Andrew Vincent McGuire after the grant

Key Terms

restricted stock units, RSUs, 2024 Omnibus Incentive Plan, vest in three equal annual installments

4 terms

restricted stock units financial

"Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

RSUs financial

"Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan."

RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.

2024 Omnibus Incentive Plan financial

"Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan."

vest in three equal annual installments financial

"The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029."

Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

McGuire Andrew Vincent

(Last) (First) (Middle)

10055 GROGANS MILL RD

SUITE 500

(Street)

THE WOODLANDS TEXAS 77380

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	03/31/2026		A		4,000(1)	A	$0	4,000	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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.

Remarks:

	/s/ Julie E. Benes, as Attorney-in-Fact for Andrew McGuire	04/02/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did TWFG (TWFG) report for Andrew Vincent McGuire?

TWFG reported that Chief Underwriting Officer Andrew Vincent McGuire received a grant of 4,000 restricted stock units of Class A Common Stock. This is a compensation-related award under the company’s 2024 Omnibus Incentive Plan, not an open-market stock purchase or sale.

How many TWFG (TWFG) shares were granted in this Form 4 filing?

The filing shows a grant of 4,000 restricted stock units tied to TWFG Class A Common Stock. These units represent a future right to receive shares if vesting conditions are met, rather than an immediate cash transaction in the open market.

What is the vesting schedule of the 4,000 TWFG restricted stock units?

The 4,000 restricted stock units vest in three equal annual installments. Vesting dates are March 31, 2027, March 31, 2028, and March 31, 2029, and each installment requires Andrew Vincent McGuire to remain in service through the respective vesting date.

What role does Andrew Vincent McGuire hold at TWFG (TWFG) in this Form 4?

Andrew Vincent McGuire is identified as the Chief Underwriting Officer of TWFG, Inc. The reported transaction reflects an equity compensation grant associated with his executive role, aligning his interests with company performance through restricted stock units.

Is the TWFG Form 4 transaction a stock purchase or sale on the market?

No, the Form 4 describes a grant of restricted stock units, coded as an “A” transaction for grant or award. It is a compensation-related acquisition of equity, not an open-market buy or sell transaction involving cash paid or received.

What plan governs the restricted stock units granted to TWFG’s Chief Underwriting Officer?

The restricted stock units are granted under TWFG’s 2024 Omnibus Incentive Plan. This plan provides equity-based awards to key personnel, with vesting conditions such as continued service that must be satisfied before shares are actually delivered.