Charles A. Bunch - Mar 31, 2025 Form 4 Insider Report for TWFG, Inc. (TWFG)

Role
Chief Creative & Marketing Off
Signature
/s/ Julie E. Benes, as Attorney-In-Fact for Charles A. Bunch
Stock symbol
TWFG
Transactions as of
Mar 31, 2025
Transactions value $
$0
Form type
4
Date filed
4/2/2025, 03:29 PM
Previous filing
Jan 22, 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 Award $0 +2.59K +6.22% $0.00 44.2K Mar 31, 2025 Direct F1
holding TWFG Class A Common Stock 72 Mar 31, 2025 By son F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027, and March 31, 2028, subject to his continued service with the issuer through each vesting date.
F2 Represent shares of Class A Common Stock held by his son. The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.

Remarks:

As of the date of this filing, the reporting person is no longer deemed to have an indirect pecuniary interest the shares of one of his sons.