Ownership

Richard F. Bunch III - President and CEO, Director, 10%+ Owner at TWFG, Inc.

Insider Transactions and Holdings

Entity Type: Individual
Role: President and CEO, Director, 10%+ Owner
Stock Symbol: TWFG on Nasdaq
Industry: Insurance Agents, Brokers & Service
All Insider Reports: All Insider Reports

Richard F. Bunch III - trading volume in the past year for TWFG, Inc.

	Shares	%	Avg Price	Total $
Buys	+203K	100%	$17.00	+$3.45M
Sells
Net	+203K	100%		+$3.45M

Holdings reported by Richard F. Bunch III for TWFG, Inc.

Security	Num Shares	Value	Price $	Transaction Date	Ownership	Underlying Class	Underlying Amount
LLC Units in TWFG Holding Company, LLC	33.9M	$576M	$17.00	Jul 19, 2021	By LLC	Class A Common Stock
Class A Common Stock	342K	$10.5M	$30.70	Mar 31, 2025	By LLC
Class A Common Stock	324K	$9.94M	$30.70	Mar 31, 2025	Direct
Class A Common Stock	12K	$367K	$30.70	Mar 31, 2025	By wife
Class A Common Stock	5.85K	$180K	$30.70	Mar 31, 2025	By first son
Class A Common Stock	5.85K	$180K	$30.70	Mar 31, 2025	By second son
Class C Common Stock	33.9M			Jul 19, 2024	By LLC

Transactions reported by Richard F. Bunch III for TWFG, Inc.

Sym	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.