Richard F. Bunch III - 17 Jan 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
Issuer symbol
TWFG
Transactions as of
17 Jan 2025
Net transactions value
-$402,016
Form type
4
Filing time
22 Jan 2025, 19:02:55 UTC
Previous filing
17 Jul 2024
Next filing
02 Apr 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 $402,016 -13,095 -4.1% $30.70 307,536 17 Jan 2025 Direct F1
holding TWFG Class A Common Stock 342,362 17 Jan 2025 By LLC F2
holding TWFG Class A Common Stock 9,379 17 Jan 2025 By wife F2
holding TWFG Class A Common Stock 5,850 17 Jan 2025 By first son F2
holding TWFG Class A Common Stock 5,850 17 Jan 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.