Richard F. Bunch III - Mar 31, 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
Mar 31, 2025
Transactions value $
$0
Form type
4
Date filed
4/2/2025, 08:51 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 +16.2K +5.26% $0.00 324K Mar 31, 2025 Direct F1
transaction TWFG Class A Common Stock Award $0 +2.59K +27.59% $0.00 12K Mar 31, 2025 By wife F2
holding TWFG Class A Common Stock 342K Mar 31, 2025 By LLC F3
holding TWFG Class A Common Stock 5.85K Mar 31, 2025 By first son F3
holding TWFG Class A Common Stock 5.85K Mar 31, 2025 By second son F3
* 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 services with the issuer through each vesting date.
F2 Represents RSUs granted to the wife ("Mrs. Bunch") of the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to the continued service of Mrs. Bunch as a director through the vesting date.
F3 Represent shares of Class A Common Stock held by Mrs. Bunch, sons and Bunch Family Holdings, LLC. The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.