Richard F. Bunch III - Jan 17, 2025 Form 4 Insider Report for TWFG, Inc. (TWFG)

Role
President and CEO, Director, 10%+ Owner
Signature
/s/ Julie E. Benes, as Attorney-in-Fact for Richard F. Bunch III
Stock symbol
TWFG
Transactions as of
Jan 17, 2025
Transactions value $
-$402,017
Form type
4
Date filed
1/22/2025, 07:02 PM
Previous filing
Jul 17, 2024
Next filing
Apr 2, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TWFG Class A Common Stock Tax liability -$402K -13.1K -4.08% $30.70 308K Jan 17, 2025 Direct F1
holding TWFG Class A Common Stock 342K Jan 17, 2025 By LLC F2
holding TWFG Class A Common Stock 9.38K Jan 17, 2025 By wife F2
holding TWFG Class A Common Stock 5.85K Jan 17, 2025 By first son F2
holding TWFG Class A Common Stock 5.85K Jan 17, 2025 By second son F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").
F2 The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.