Michelle C. Bunch - Jul 17, 2025 Form 4 Insider Report for TWFG, Inc. (TWFG)

Role
Director
Signature
/s/ Julie E. Benes, as Attorney-in-Fact for Michelle C. Bunch
Stock symbol
TWFG
Transactions as of
Jul 17, 2025
Transactions value $
-$588,557
Form type
4
Date filed
7/21/2025, 03:29 PM
Previous filing
Apr 2, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Bunch Michelle Caroline Director C/O, 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS /s/ Julie E. Benes, as Attorney-in-Fact for Michelle C. Bunch 2025-07-21 0002028275

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TWFG Class A Common Stock Tax liability -$589K -17.7K -5.48% $33.16 306K Jul 17, 2025 By husband F1
holding TWFG Class A Common Stock 12K Jul 17, 2025 Direct
holding TWFG Class A Common Stock 342K Jul 17, 2025 By LLC F2
holding TWFG Class A Common Stock 5.85K Jul 17, 2025 By second son F2
holding TWFG Class A Common Stock 5.85K Jul 17, 2025 By first 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.