Every Form 4 that TWFG INC (TWFG) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow TWFG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TWFG filings page.
TWFG, Inc. President and CEO Richard F. Bunch III reported that, on July 17, 2026, 17,733 Class A shares were withheld at $26.35 per share to satisfy tax withholding obligations related to vested RSUs. After this, he held 313,596 shares directly, plus separate indirect holdings through his wife, an LLC and two sons.
TWFG, Inc. reports that General Counsel and Secretary Julie E. Benes had 6,171 shares of Class A Common Stock withheld on July 17, 2026 to satisfy tax withholding obligations tied to the release of RSUs at $26.35 per share, leaving her with 37,454 directly held shares. This was a tax-withholding disposition, not an open-market sale.
TWFG, Inc. officer Charles Alexander Bunch reported a tax-withholding disposition of 6,163 shares of Class A Common Stock on July 17, 2026, at $26.35 per share. The shares were withheld to cover taxes on the release of restricted stock units. After this event he holds 36,523 shares directly and 72 shares indirectly through his son.
TWFG, Inc. Chief Operating Officer Katherine C. Nolan had 11,559 shares of Class A Common Stock withheld on July 17, 2026 at $26.35 per share to satisfy tax withholding obligations tied to RSU vesting, leaving 82,049 shares owned directly.
TWFG, Inc. Chief Financial Officer Janice E. Zwinggi reported a tax-withholding disposition of 7,710 shares of Class A Common Stock on 2026-07-17 at $26.35 per share. The shares were withheld to cover RSU-related tax obligations from the release of RSUs, leaving her with 57,314 shares held directly.
TWFG, Inc. director Michelle Caroline Bunch had 17,733 shares of Class A Common Stock withheld at $26.35 per share to satisfy tax withholding obligations in connection with the release of restricted stock units, at her election. Following this tax-withholding disposition, 313,596 shares are reported as indirectly held through her husband, with additional lines showing 15,967 shares held directly and further indirect interests, including holdings through an LLC and through each of her two sons, reflecting distinct forms of deemed pecuniary interest.
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.
TWFG, Inc. reporting persons, including entities associated with President and CEO Richard F. Bunch III, reported a series of bona fide gifts of LLC units in TWFG Holding and corresponding shares of Class C Common Stock on June 5, 2026.
The filing shows 14 gift transactions totaling 4,236,544 units and related Class C shares, involving transfers among Bunch Family Holdings LLC, Mr. and Ms. Bunch, and two spousal lifetime trusts. Bunch Family Holdings LLC continued to hold 33,364,242 LLC units after these transfers.
TWFG, Inc. director Michael Doak reported an open-market purchase of 7,865 shares of Class A Common Stock at $19.45 per share through indirectly owned entities. After this transaction, indirect holdings reported for him total 765,587 shares. He also holds 10,117 shares directly, including 4,000 restricted stock units that vest after one year of continued board service.
TWFG, Inc. director–associated entities increased their stake through open-market purchases of Class A Common Stock. Entities linked to director Michael Doak bought a total of 33,994 shares at prices between $18.62 and $19.09 per share, in two transactions on June 3 and June 4, 2026.
After these buys, indirect holdings reported for the entities totaled 757,722 shares, while Doak also reported 10,117 shares held directly. The direct holdings include 4,000 restricted stock units that vest in full on the first anniversary of their grant date, subject to his continued board service.
TWFG, Inc. director Michael Doak reported open-market purchases of a total of 33,000 shares of Class A Common Stock at prices of $19.25 and $19.33 per share. These shares are held indirectly through entities he is associated with, including Griffin Highline Capital LLC and Dallas Specialty Insurance Company, bringing their combined indirect holdings to 723,728 shares.
Doak also reports 10,117 shares held directly, which include 4,000 restricted stock units that vest on the first anniversary of their grant date if he continues serving as a director.
TWFG, Inc. director Michael Doak reported net open-market purchases of 22,330 shares of Class A Common Stock at $18.87 per share. The purchases were made through entities associated with him and are reported as indirect ownership.
After these transactions, indirect holdings total 690,728 shares and direct holdings are 10,117 shares. Direct holdings include 4,000 restricted stock units granted for his board service, which vest in full on the first anniversary of their grant date if he continues as a director.
According to the disclosure, 683,579 shares are held by Griffin Highline Capital LLC and 7,149 shares are held by Dallas Specialty Insurance Company, both controlled by Griffin Highline Capital LLC. Doak disclaims beneficial ownership of shares owned by these entities except to the extent of his pecuniary interests in them.
TWFG, Inc. director Michael Doak reported a series of open‑market purchases of Class A Common Stock through entities associated with him. On May 22, 26 and 27, 2026, these entities bought a total of 46,880 shares at prices between $18.62 and $19.23 per share, increasing their indirect holdings to 668,398 shares. Separately, Doak holds 10,117 shares directly, which include 4,000 restricted stock units that vest in full on the first anniversary of their grant date, subject to his continued service as a director.
Entities associated with TWFG, Inc. director Michael Doak bought a total of 33,283 shares of Class A Common Stock in open-market transactions at prices around $18.52–$18.79 per share. After these purchases, they held 621,518 indirect shares, while Doak also held 10,117 shares directly, including 4,000 RSUs that vest after one year of service.
TWFG, Inc. director, President and CEO Richard F. Bunch III reported equity compensation and related tax withholding in Class A Common Stock. He received 27,500 restricted stock units (RSUs) under the 2024 Omnibus Incentive Plan, vesting in three equal annual installments on March 31, 2027, 2028 and 2029, subject to continued service. To cover tax obligations from an RSU release, 2,133 shares were withheld at $18.39 per share, a non‑market disposition. After these entries, he directly holds 331,329 shares. Separately, his wife, serving as a director, was granted 4,000 RSUs that vest in full on the first anniversary of the grant date, and indirect holdings are reported for his wife, two sons and Bunch Family Holdings, LLC.
TWFG, Inc. director Michelle Caroline Bunch reported equity awards and related tax withholding involving Class A Common Stock. She received 4,000 restricted stock units (RSUs) as a director grant, bringing her direct holdings to 15,967 shares. These RSUs vest in full on the first anniversary of the grant date, subject to continued board service.
Her husband received 27,500 RSUs under the 2024 Omnibus Incentive Plan, vesting in three equal annual installments on March 31, 2027, March 31, 2028 and March 31, 2029, contingent on his continued service. In connection with RSU release, 2,133 shares were withheld at his election at $18.39 per share to satisfy tax withholding obligations, leaving 331,329 shares held indirectly through him. The filing also lists indirect holdings through two sons and Bunch Family Holdings, LLC on separate lines.
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.
TWFG, Inc. General Counsel and Secretary Julie E. Benes reported equity compensation activity in Class A Common Stock. On March 31, 2026, she received 5,000 restricted stock units (RSUs) granted under the 2024 Omnibus Incentive Plan, vesting in three equal annual installments on March 31, 2027, 2028, and 2029, subject to continued service. On the same date, 337 shares were withheld at $18.39 per share to satisfy tax withholding obligations tied to the RSU release. Following these transactions, she directly holds 43,625 shares of Class A Common Stock.
TWFG, Inc. Chief Accounting Officer Gene Padgett reported routine equity compensation activity in Class A Common Stock. He received a grant of 3,250 restricted stock units (RSUs) under the 2024 Omnibus Incentive Plan, which 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.
In connection with the release of RSUs, 224 shares were withheld at $18.39 per share to satisfy tax withholding obligations. After these transactions, Padgett directly holds 4,805 shares of Class A Common Stock.
TWFG, Inc. Chief Financial Officer Janice E. Zwinggi received 12,500 shares of Class A Common Stock in the form of restricted stock units (RSUs). These RSUs were granted under the 2024 Omnibus Incentive Plan and vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the company through each vesting date.
On the same date, 839 shares were withheld at her election to satisfy tax withholding obligations tied to the RSU release, rather than being sold in the open market. After these transactions, she directly holds 65,024 shares of Class A Common Stock.
McGuire Andrew Vincent reported acquisition or exercise transactions in this Form 4 filing.
TWFG, Inc. Chief Underwriting Officer Andrew Vincent McGuire received an equity grant of 4,000 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 through each vesting date. Following this grant, he holds 4,000 shares directly.
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.
TWFG, Inc. Chief Operating Officer Katherine C. Nolan received a grant of 12,500 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 her continued service.
In connection with the release of restricted stock units, 828 shares of Class A Common Stock were withheld at her election to satisfy tax withholding obligations at a price of $18.39 per share. Following these transactions, she directly owns 93,608 shares of Class A Common Stock.
Anderson Jonathan James reported acquisition or exercise transactions in this Form 4 filing.
TWFG, Inc. director Jonathan James Anderson reported an equity compensation grant involving 4,000 restricted stock units (RSUs) tied to the company’s Class A Common Stock. The RSUs were granted in his capacity as a director and will vest in full on the first anniversary of the grant date, contingent on his continued board service. Following this award, he holds 10,117 shares of Class A Common Stock directly.
DOAK MICHAEL reported acquisition or exercise transactions in this Form 4 filing.
TWFG, Inc. director Michael Doak received a grant of 4,000 restricted stock units of Class A Common Stock, awarded at a price of $0.00 per share. These RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director.
Following the grant, Doak directly holds 10,117 shares of Class A Common Stock. In addition, 588,235 shares are held indirectly through Griffin Highline Capital LLC, where he has sole voting and dispositive power, while disclaiming beneficial ownership beyond his pecuniary interest.
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.
Ferracone Robin A reported acquisition or exercise transactions in this Form 4 filing.
TWFG, Inc. director Robin A. Ferracone received an equity grant of 4,000 shares of Class A Common Stock in the form of restricted stock units. The RSUs were awarded as director compensation at a stated price of $0.00 per share and vest in full on the first anniversary of the grant date, contingent on her continued board service. Following this award, she directly holds 26,117 shares of Class A Common Stock.