TWFG director granted 4,000 RSUs in stock award

Wong Janet S. reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Wong Janet S. reported acquisition or exercise transactions in this Form 4 filing.

TWFG, Inc. director Janet S. Wong received a grant of 4,000 restricted stock units (RSUs) of Class A Common Stock on March 31, 2026. The RSUs were awarded as compensation for her service as a director and carry a grant price of $0.00 per share.

The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through that vesting date. Following this award, she directly holds 12,617 shares of Class A Common Stock, including the granted RSUs.

Insider Trade Summary

Grant/Award: 4,000 shares

Grant/Award 1 txn

Insider Wong Janet S.

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	4,000	$0.00	$0.00

Holdings After Transaction: Class A Common Stock — 12,617 shares (Direct)

Footnotes (1)

1. F1. Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.

Key Figures

RSU grant size: 4,000 RSUs Grant price: $0.00 per share Total shares after grant: 12,617 shares +2 more

5 metrics

RSU grant size 4,000 RSUs Restricted stock units granted on March 31, 2026

Grant price $0.00 per share RSU award classified as compensation, not a purchase

Total shares after grant 12,617 shares Direct holdings of Class A Common Stock following award

Vesting schedule 1-year cliff vest RSUs vest in full on first anniversary of grant date

Transaction code A Classified as grant, award, or other acquisition

Key Terms

restricted stock units ("RSUs"), Class A Common Stock, vest in full, grant, award, or other acquisition

4 terms

restricted stock units ("RSUs") financial

"Represents restricted stock units ("RSUs") granted to the reporting person"

Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.

Class A Common Stock financial

"security_title": "Class A Common Stock""

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.

vest in full financial

"The RSUs vest in full on the first anniversary of the grant date"

grant, award, or other acquisition financial

"transaction_code_description": "Grant, award, or other acquisition""

FAQ

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

What did TWFG (TWFG) director Janet S. Wong report in this Form 4?

Janet S. Wong reported receiving 4,000 restricted stock units (RSUs) of TWFG Class A Common Stock as director compensation. These RSUs were granted at $0.00 per share and will convert into shares when they vest, increasing her equity-based stake in the company.

How many TWFG (TWFG) shares does Janet S. Wong hold after this RSU grant?

After the grant, Janet S. Wong directly holds 12,617 shares of TWFG Class A Common Stock, including the 4,000 RSUs. This figure represents her total direct ownership position as reflected in the Form 4 following the reported award transaction.

What are the vesting terms of the 4,000 TWFG RSUs granted to Janet S. Wong?

The 4,000 TWFG RSUs vest in full on the first anniversary of the March 31, 2026 grant date. Vesting is conditioned on her continued service as a director through that vesting date, aligning the award with ongoing board service.

Was Janet S. Wong’s TWFG Form 4 transaction an open-market stock purchase?

No. The Form 4 shows a grant of 4,000 restricted stock units (RSUs) at $0.00 per share, classified as a grant or award acquisition. This reflects equity compensation, not an open-market purchase of TWFG shares on a stock exchange.

What does a Form 4 RSU grant mean for TWFG (TWFG) investors?

A Form 4 RSU grant indicates equity compensation awarded to an insider, here a director, rather than a market trade. It shows part of the director’s pay is in stock units that vest over time, helping align her financial interests with TWFG shareholders.

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

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Accepted by SEC EDGAR 04/02/2026 - 03:45 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^*

Wong Janet S.

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

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		4,000(1)	A	$0	12,617	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 to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.

Remarks:

	/s/ Julie E. Benes, as Attorney-In-Fact for Janet Wong	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)