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[Form 4] TWFG, Inc. Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

TWFG, Inc. director Michelle Caroline Bunch reported a series of bona fide gifts involving 4,236,544 equity interests on June 5, 2026. The transactions cover both Class C Common Stock of TWFG, Inc. and LLC Units in TWFG Holding Company, LLC, with no cash consideration reported.

Gifts were made among Bunch Family Holdings LLC, Ms. Bunch, her husband, and two spousal lifetime trusts, reallocating ownership across these related entities. Following these transactions, an indirect holding of 33,364,242 shares of Class C Common Stock and corresponding LLC Units remains through Bunch Family Holdings LLC.

Each LLC Unit of TWFG Holding held by the reporting person is exchangeable on a one-for-one basis into shares of Class A Common Stock of TWFG, Inc., and upon such exchange, an equivalent number of Class C shares held by the reporting person will be cancelled.

Positive

  • None.

Negative

  • None.
Insider Bunch Michelle Caroline
Role null
Type Security Shares Price Value
Gift LLC Units in TWFG Holding 529,568 $0.00 --
Gift LLC Units in TWFG Holding 264,784 $0.00 --
Gift LLC Units in TWFG Holding 264,784 $0.00 --
Gift LLC Units in TWFG Holding 264,784 $0.00 --
Gift LLC Units in TWFG Holding 264,784 $0.00 --
Gift LLC Units in TWFG Holding 264,784 $0.00 --
Gift LLC Units in TWFG Holding 264,784 $0.00 --
Gift Class C Common Stock 529,568 $0.00 --
Gift Class C Common Stock 264,784 $0.00 --
Gift Class C Common Stock 264,784 $0.00 --
Gift Class C Common Stock 264,784 $0.00 --
Gift Class C Common Stock 264,784 $0.00 --
Gift Class C Common Stock 264,784 $0.00 --
Gift Class C Common Stock 264,784 $0.00 --
Holdings After Transaction: LLC Units in TWFG Holding — 33,364,242 shares (Indirect, By LLC); LLC Units in TWFG Holding — 264,784 shares (Direct, null); Class C Common Stock — 33,364,242 shares (Indirect, By LLC); Class C Common Stock — 264,784 shares (Direct, null)
Footnotes (1)
  1. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust"). On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust"). Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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 Michelle Caroline
(Last)(First)(Middle)
C/O
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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class C Common Stock06/05/2026G(1)(2)529,568D$033,364,242IBy LLC
Class C Common Stock06/05/2026G(1)264,784A$0264,784D
Class C Common Stock06/05/2026G(2)264,784A$0264,784IBy Husband
Class C Common Stock06/05/2026G(1)264,784D$00D
Class C Common Stock06/05/2026G(2)264,784D$00IBy Husband
Class C Common Stock06/05/2026G(1)264,784A$0264,784IBy RFB Trust(1)
Class C Common Stock06/05/2026G(2)264,784A$0264,784IBy MCB Trust(2)
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
LLC Units in TWFG Holding(3)06/05/2026G(1)(2)529,568 (3) (3)Class C Common Stock529,568$033,364,242IBy LLC
LLC Units in TWFG Holding(3)06/05/2026G(1)264,784 (3) (3)Class C Common Stock264,784$0264,784D
LLC Units in TWFG Holding(3)06/05/2026G(2)264,784 (3) (3)Class C Common Stock264,784$0264,784IBy husband
LLC Units in TWFG Holding(3)06/05/2026G(1)264,784 (3) (3)Class C Common Stock264,784$00D
LLC Units in TWFG Holding(3)06/05/2026G(2)264,784 (3) (3)Class C Common Stock264,784$00IBy husband
LLC Units in TWFG Holding(3)06/05/2026G(1)264,784 (3) (3)Class C Common Stock264,784$0264,784IBy RFB Trust(1)
LLC Units in TWFG Holding(3)06/05/2026G(2)264,784 (3) (3)Class C Common Stock264,784$0264,784IBy MCB Trust(2)
Explanation of Responses:
1. On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").
2. On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").
3. Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.
Remarks:
/s/ Julie E. Benes, as Attorney-in-Fact for Michelle C. Bunch06/09/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR