[Form 4] TWFG, Inc. Insider Trading Activity

Rhea-AI Filing Summary

Vijaya Gopal Mohan Babu reported acquisition or exercise transactions in this Form 4 filing.

TWFG, Inc. Chief Technology Officer Vijaya Gopal Mohan Babu received a grant of 3,250 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. Following this award, he directly holds 3,677 shares of Class A common stock.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Vijaya Gopal Mohan Babu

Role Chief Technology Officer

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	3,250	$0.00	--

Holdings After Transaction: Class A Common Stock — 3,677 shares (Direct)

Footnotes (1)

1. [object Object]

Key Figures

RSU grant size: 3,250 shares Post-grant holdings: 3,677 shares Grant price: $0.00 per share

3 metrics

RSU grant size 3,250 shares Restricted stock units of Class A common stock granted to CTO

Post-grant holdings 3,677 shares Total Class A shares directly held by CTO after transaction

Grant price $0.00 per share Stated transaction price for RSU award

Key Terms

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

3 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.

2024 Omnibus Incentive Plan financial

"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^*

Vijaya Gopal Mohan Babu

(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 Technology 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		3,250(1)	A	$0	3,677	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 Mohan Babu Vijaya Gopal	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)