Richard F. Bunch III

Insider Reports History

Entity
Individual
Location
1201 Lake Woodlands Dr., Suite 4020, The Woodlands, TX
Signature
/s/ Julie E. Benes, as Attorney-in-Fact for Richard F. Bunch III
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Richard F. Bunch III:

Stock Role Class Num Shares Value Price $ Report Date Ownership
TWFG, Inc. President and CEO, Director, 10%+ Owner LLC Units in TWFG Holding Company, LLC 33.9M $576M $17.00 Jul 19, 2021 By LLC
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 342K $10.5M $30.70 Mar 31, 2025 By LLC
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 324K $9.94M $30.70 Mar 31, 2025 Direct
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 12K $367K $30.70 Mar 31, 2025 By wife
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 5.85K $180K $30.70 Mar 31, 2025 By first son
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 5.85K $180K $30.70 Mar 31, 2025 By second son
TWFG, Inc. President and CEO, Director, 10%+ Owner Class C Common Stock 33.9M Jul 19, 2024 By LLC

Insider Reports Filed by Richard F. Bunch III

Symbol Company Period Transactions Value $ Form Type Date Filed Role
TWFG TWFG, Inc. Mar 31, 2025 2 $0 4 Apr 2, 2025 President and CEO, Director, 10%+ Owner
TWFG TWFG, Inc. Jan 17, 2025 1 -$402K 4 Jan 22, 2025 President and CEO, Director, 10%+ Owner
TWFG TWFG, Inc. Jul 17, 2024 1 $0 4/A Aug 1, 2024 President and CEO, Director, 10%+ Owner
TWFG TWFG, Inc. Jul 17, 2024 0 $0 3 Jul 17, 2024 Chairman and CEO, Director, 10%+ Owner
TWFG TWFG, Inc. Jul 19, 2021 9 $3.45M 4 Jul 19, 2024 President and CEO, Director, 10%+ Owner