TWFG exec granted 5,000 RSUs; shares withheld for tax

TWFG, Inc. reported that Chief Creative & Marketing Officer Charles Alexander Bunch received an award of 5,000 shares of Class A Common Stock in the form of restricted stock units under the 2024 Omnibus Incentive Plan.

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Rhea-AI Filing Summary

TWFG, Inc. reported that Chief Creative & Marketing Officer Charles Alexander Bunch received an award of 5,000 shares of Class A Common Stock in the form of restricted stock units 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 company.

On the same date, 326 shares of Class A Common Stock were withheld at a price of $18.39 per share to satisfy tax withholding obligations in connection with the release of RSUs. Following these transactions, Bunch directly holds 42,686 shares of Class A Common Stock and has an additional 72 shares held indirectly by his son.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Bunch Charles Alexander

Role Chief Creative & Marketing Off

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	5,000	$0.00	$0.00
Exercise Price or Tax Liability	Class A Common Stock	326	$18.39	$6K
holding	Class A Common Stock	--	--	--

Holdings After Transaction: Class A Common Stock — 42,686 shares (Direct); Class A Common Stock — 72 shares (Indirect, By son)

Footnotes (2)

F1. 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.
F2. The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.

Key Figures

RSU grant size: 5,000 shares Tax withholding shares: 326 shares Tax withholding price: $18.39 per share +2 more

5 metrics

RSU grant size 5,000 shares Restricted stock units granted on March 31, 2026

Tax withholding shares 326 shares Shares withheld to cover tax obligations on RSU release

Tax withholding price $18.39 per share Value used for shares withheld for taxes

Direct holdings after transactions 42,686 shares Class A Common Stock directly held by Bunch after March 31, 2026

Indirect holdings after transactions 72 shares Class A Common Stock held indirectly by son

Key Terms

restricted stock units ("RSUs"), 2024 Omnibus Incentive Plan, tax withholding obligations, Class A Common Stock

4 terms

restricted stock units ("RSUs") financial

"Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan."

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.

2024 Omnibus Incentive Plan financial

"Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan."

tax withholding obligations financial

"The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs."

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.

FAQ

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

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

TWFG reported that Chief Creative & Marketing Officer Charles Alexander Bunch received 5,000 restricted stock units of Class A Common Stock as an equity award. These RSUs were granted at no cash cost and represent part of his long-term incentive compensation under the 2024 Omnibus Incentive Plan.

How do the new RSUs for TWFG (TWFG) vest for Charles Alexander Bunch?

The 5,000 restricted stock units granted to Charles Alexander Bunch vest in three equal annual installments. Vesting occurs on March 31, 2027, March 31, 2028, and March 31, 2029, and is conditional on his continued service with TWFG through each respective vesting date.

Why were 326 TWFG (TWFG) shares disposed of in this Form 4 filing?

The 326 shares of TWFG Class A Common Stock were withheld to satisfy tax withholding obligations related to the release of RSUs. This F-code transaction is a tax-withholding disposition, not an open-market sale, and occurs as part of the equity compensation settlement process.

How many TWFG (TWFG) shares does Charles Alexander Bunch hold after these transactions?

After the reported transactions, Charles Alexander Bunch directly holds 42,686 shares of TWFG Class A Common Stock. In addition, 72 shares are held indirectly by his son, reflecting a small indirect ownership position alongside his primary direct holdings.

What compensation plan governs the RSU grant reported by TWFG (TWFG)?

The restricted stock units granted to Charles Alexander Bunch were issued under TWFG’s 2024 Omnibus Incentive Plan. This plan provides equity-based awards, such as RSUs, that align executive compensation with long-term shareholder interests through service-based vesting conditions.

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

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 04/02/2026 - 03:58 PM EDT

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)
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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Class A Common Stock	03/31/2026		A		5,000⁽¹⁾	A	$0	43,012	D
Class A Common Stock	03/31/2026		F		326⁽²⁾	D	$18.39	42,686	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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.

2. The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.

Remarks:

	/s/ Julie E. Benes, as Attorney-In-Fact for Charles A. Bunch	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)

Source: View Original Filing on SEC EDGAR