TWFG officer reports 6,163-share tax withholding

TWFG, Inc. officer Charles Alexander Bunch reported a tax-withholding disposition of 6,163 shares of Class A Common Stock on July 17, 2026, at $26.35 per share.

Rhea-AI Filing Summary

TWFG, Inc. officer Charles Alexander Bunch reported a tax-withholding disposition of 6,163 shares of Class A Common Stock on July 17, 2026, at $26.35 per share. The shares were withheld to cover taxes on the release of restricted stock units. After this event he holds 36,523 shares directly and 72 shares indirectly through his son.

Insider Trade Summary

Tax Withholding: 6,163 shares

Tax Withholding 2 txns

Insider Bunch Charles Alexander

Role Chief Creative & Marketing Off

Type	Security	Shares	Price	Value
Tax Withholding	Class A Common Stock F1	6,163	$26.35	$162K
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Class A Common Stock — 36,523 shares (Direct); Class A Common Stock — 72 shares (Indirect, By son)

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 used for tax withholding: 6,163 shares Per-share value for withholding: $26.35 per share Direct holdings after transaction: 36,523 shares +2 more

5 metrics

Shares used for tax withholding 6,163 shares Class A Common Stock withheld on July 17, 2026 to satisfy tax obligations

Per-share value for withholding $26.35 per share Applied to 6,163 Class A shares used for tax withholding

Direct holdings after transaction 36,523 shares Class A Common Stock directly owned by Charles Alexander Bunch after the disposition

Indirect holdings after transaction 72 shares Class A Common Stock held indirectly by son after the reported transaction

Tax-liability-related shares 6,163 shares Shares associated with payment of tax liability under transaction code F

Key Terms

restricted stock units ("RSU"), tax withholding obligations, indirect ownership

3 terms

restricted stock units ("RSU") financial

"tax withholding obligations in connection with the release of restricted stock units ("RSU")"

tax withholding obligations financial

"shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations"

indirect ownership financial

"Class A Common Stock reported as indirect ownership, nature of ownership "By son""

FAQ

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

What insider transaction did TWFG (TWFG) report for Charles Alexander Bunch?

Charles Alexander Bunch reported a tax-withholding disposition of 6,163 shares of TWFG Class A Common Stock. The shares were delivered to satisfy tax obligations arising from the release of restricted stock units.

At what price were the TWFG (TWFG) shares used for tax withholding?

The withheld shares were valued at $26.35 per share. This price was applied to 6,163 shares of Class A Common Stock that were used to cover tax withholding tied to restricted stock unit vesting.

How many TWFG (TWFG) shares does Charles Alexander Bunch hold after the reported transaction?

After the transaction, Bunch holds 36,523 TWFG Class A shares directly. He also has 72 additional shares reported as indirect ownership, held through his son, according to the ownership table.

What is the purpose of the 6,163 TWFG (TWFG) shares disposed of by Charles Alexander Bunch?

The 6,163 shares were withheld at Bunch’s election to satisfy tax withholding obligations. These obligations arose in connection with the release of restricted stock units (RSUs) granted to him as equity compensation.

Does the reported TWFG (TWFG) transaction represent an open-market sale by Charles Alexander Bunch?

No, the transaction is described as a tax-withholding disposition under code F. Shares were used to cover tax liabilities related to RSU vesting rather than sold as a discretionary open-market trade.

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

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

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^*

Bunch Charles Alexander

(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 Creative & Marketing Off

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		6,163(1)	D	$26.35	36,523	D
Class A Common Stock								72	I	By son

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 Charles Alexander Bunch	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)