TWFG director Bunch gifts 529,568 units to trusts
TWFG, Inc. director Michelle Caroline Bunch reported a series of bona fide gifts involving 4,236,544 equity interests on June 5, 2026.
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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.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | LLC Units in TWFG Holding | 529,568 | $0.00 | $0.00 |
| Gift | LLC Units in TWFG Holding | 264,784 | $0.00 | $0.00 |
| Gift | LLC Units in TWFG Holding | 264,784 | $0.00 | $0.00 |
| Gift | LLC Units in TWFG Holding | 264,784 | $0.00 | $0.00 |
| Gift | LLC Units in TWFG Holding | 264,784 | $0.00 | $0.00 |
| Gift | LLC Units in TWFG Holding | 264,784 | $0.00 | $0.00 |
| Gift | LLC Units in TWFG Holding | 264,784 | $0.00 | $0.00 |
| Gift | Class C Common Stock | 529,568 | $0.00 | $0.00 |
| Gift | Class C Common Stock | 264,784 | $0.00 | $0.00 |
| Gift | Class C Common Stock | 264,784 | $0.00 | $0.00 |
| Gift | Class C Common Stock | 264,784 | $0.00 | $0.00 |
| Gift | Class C Common Stock | 264,784 | $0.00 | $0.00 |
| Gift | Class C Common Stock | 264,784 | $0.00 | $0.00 |
| Gift | Class C Common Stock | 264,784 | $0.00 | $0.00 |
Footnotes (3)
- F1. 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").
- F2. 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").
- F3. 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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