Welcome to our dedicated page for TWFG SEC filings (Ticker: TWFG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The TWFG, Inc. (NASDAQ: TWFG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as an insurance distribution business in the financial services sector. TWFG files reports with the U.S. Securities and Exchange Commission that describe its operations as a high-growth, independent distribution platform for personal and commercial insurance in the United States, representing hundreds of carriers that underwrite personal and commercial lines risks.
Investors can review TWFG’s periodic reports, such as Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q, to understand its insurance distribution model, agency and managing general agency (MGA) platforms, non-GAAP performance measures, liquidity, and risk factors. These filings often elaborate on topics referenced in press releases, including Organic Revenue, Organic Revenue Growth, Adjusted Net Income, Adjusted Net Income Margin, Adjusted Diluted Earnings Per Share, Adjusted EBITDA, Adjusted EBITDA Margin, and Adjusted Free Cash Flow.
Current Reports on Form 8-K are particularly relevant for tracking material events. For TWFG, recent 8-K filings have furnished press releases announcing quarterly financial and operating results and have disclosed leadership changes, such as the appointment of a President. These filings provide timely context on the company’s performance, capital resources, and corporate governance developments.
On Stock Titan, TWFG’s SEC filings are supplemented with AI-powered summaries that help explain the key points in dense regulatory documents. Users can quickly see what each filing covers, from earnings details and non-GAAP reconciliations to updates on executive roles. The page also facilitates monitoring of ongoing disclosure activity, enabling users to follow TWFG’s reporting history and understand how its insurance distribution business evolves over time.
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.
T. Rowe Price Investment Management, Inc. reports beneficial ownership of 753,680 shares of TWFG Inc. common stock, representing 5.8% of the class as of 06/30/2026. The position is reported on Amendment No. 6 to a Schedule 13G/A and the filing was signed on 07/08/2026.
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.