TWFG, Inc. (TWFG) COO has 11,559 shares withheld for RSU taxes

Rhea-AI Filing Summary

TWFG, Inc. Chief Operating Officer Katherine C. Nolan had 11,559 shares of Class A Common Stock withheld on July 17, 2026 at $26.35 per share to satisfy tax withholding obligations tied to RSU vesting, leaving 82,049 shares owned directly.

Insider Trade Summary

Net Seller: 11,559 shares

Net Sell 1 txn

Insider Nolan Katherine C

Role Chief Operating Officer

Type	Security	Shares	Price	Value
Tax Withholding	Class A Common Stock F1	11,559	$26.35	$305K

Holdings After Transaction: Class A Common Stock — 82,049 shares (Direct)

Footnotes (1)

1. F1. 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").

Key Figures

Shares withheld for taxes: 11,559 shares Tax withholding price per share: $26.35 Shares owned after transaction: 82,049 shares

3 metrics

Shares withheld for taxes 11,559 shares Class A Common Stock withheld on 2026-07-17 to satisfy tax withholding obligations

Tax withholding price per share $26.35 Per-share value applied to the 11,559 withheld shares

Shares owned after transaction 82,049 shares Direct Class A Common Stock holdings of Katherine C. Nolan after tax withholding disposition

Key Terms

Class A Common Stock, restricted stock units, tax withholding obligations

3 terms

Class A Common Stock financial

"Security title reported as Class A Common Stock for the insider transaction"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

restricted stock units financial

"Release of restricted stock units is linked to the withholding of shares"

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.

tax withholding obligations financial

"Shares are withheld to satisfy tax withholding obligations in connection with RSU release"

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/21/2026 - 05:59 PM Accepted by SEC EDGAR 07/21/2026 - 05:59 PM Learn about SEC filing dates

FAQ

What insider transaction did TWFG (TWFG) report for Katherine C. Nolan?

She reported a tax-related disposition where 11,559 shares of TWFG Class A Common Stock were withheld at $26.35 per share on July 17, 2026. The shares covered tax withholding from the release of restricted stock units, and she retained 82,049 shares directly afterward.

Was the TWFG (TWFG) COO’s Form 4 transaction a market sale of shares?

No, the transaction reflects shares withheld for taxes, not an open-market sale. 11,559 shares were delivered or withheld to satisfy tax withholding obligations linked to restricted stock unit vesting, with 82,049 shares remaining in her direct ownership.

How many TWFG (TWFG) shares does Katherine C. Nolan hold after this transaction?

Following the tax withholding disposition, Katherine C. Nolan directly holds 82,049 shares of TWFG Class A Common Stock. This figure reflects her position after 11,559 shares were withheld on July 17, 2026 to cover tax obligations associated with restricted stock units.

What price per share was used in the TWFG (TWFG) tax withholding event?

The tax withholding transaction used a per-share value of $26.35 for the 11,559 shares withheld. This per-share amount is applied to calculate the value of securities delivered to satisfy the COO’s tax withholding obligations related to the release of restricted stock units.

Why were Katherine C. Nolan’s TWFG (TWFG) shares withheld on July 17, 2026?

The shares were withheld at her election to satisfy tax withholding obligations arising from the release of restricted stock units. Instead of paying cash for taxes, 11,559 shares of Class A Common Stock were delivered or withheld, with 82,049 shares remaining directly owned.

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^*

Nolan Katherine C

(Last) (First) (Middle)

C/O TWFG, INC.

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 Operating Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/17/2026

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	07/17/2026		F		11,559(1)	D	$26.35	82,049	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. 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").

Remarks:

	/s/ Julie E. Benes, as Attorney-In-Fact for Katherine C. Nolan	07/21/2026
	** 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)