Richard F. Bunch III - 17 Jul 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 Jul 2025
Net transactions value
-$588,557
Form type
4
Filing time
21 Jul 2025, 15:27:24 UTC
Previous filing
02 Apr 2025
SEC
View on sec.gov

Reporting Owners (2)

Name Relationship Address Signature Signature date CIK
Bunch Richard F. III President and CEO, Director, 10%+ Owner C/O TWFG, INC., 10055 GROGANS MILL RD, STE 500, THE WOODLANDS /s/ Julie E. Benes, as Attorney-in-Fact for Richard F. Bunch III 21 Jul 2025 0002028282
Bunch Family Holdings, LLC 10%+ Owner C/O TWFG ,INC., 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS /s/ Julie E. Benes, as Attorney-in-Fact for Bunch Family Holdings, LLC 21 Jul 2025 0002028482

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TWFG Class A Common Stock Tax liability $588,557 -17,749 -5.5% $33.16 305,962 17 Jul 2025 Direct F1
holding TWFG Class A Common Stock 11,967 17 Jul 2025 By wife F2
holding TWFG Class A Common Stock 342,362 17 Jul 2025 By LLC F2
holding TWFG Class A Common Stock 5,850 17 Jul 2025 By first son F2
holding TWFG Class A Common Stock 5,850 17 Jul 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.