Filer Snapshot

Richard F. Bunch III

CIK 0002028282. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

11

Latest filing

14 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for TWFG. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

TWFG

30 Jun 2026 · 0.7% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 14 Aug 2026 for CIK 0002028282.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$16.44M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$16.44M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

TWFG

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

TWFG
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1201 Lake Woodlands Dr., Suite 4020, The Woodlands, TX, 77380

Filer intelligence

What SEC filings say about Richard F. Bunch III

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 1 recent 13D/G stake row found; top row is TWFG at 0.7% ownership.
  • Forms 3/4/5 show insider context for TWFG worth $16.44M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

TWFG

30 Jun 2026 · Class A Common Stock, par value $0.01 par value per share

0.7%
Issuer page 13D/G history

Forms 3/4/5 insider context

TWFG

17 Jul 2026 · President and CEO · 10% owner

$16.44M
Issuer page Owner page

Latest update

What changed recently for Richard F. Bunch III

New filing available

Latest Schedule 13D/G period: 30 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Aug 2026

Page type

Filer profile

Latest period

30 Jun 2026

Schedule 13D/G context is visible from filings filed on 14 Aug 2026.

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SEC filing record

CIK 0002028282 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
11
First seen
17 Jul 2024
Latest filing
14 Aug 2026
Entity
Individual

Observed form types

SCHEDULE 13G/A 4 SC 13G 4/A 3

CIK-linked evidence first

Richard F. Bunch III SEC filings Richard F. Bunch III 13D/G history Richard F. Bunch III owner filings Open SEC filing index

Latest Filings

Showing the latest 11 of 11 SEC filings for Richard F. Bunch III.

SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
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4 File 001-42177

FORM 4

Filing date
21 Jul 2026
Reporting date
17 Jul 2026
SEC evidence
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4 File 001-42177

FORM 4

Filing date
09 Jun 2026
Reporting date
05 Jun 2026
SEC evidence
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4 File 001-42177

FORM 4

Filing date
02 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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4 File 001-42177

FORM 4

Filing date
21 Jul 2025
Reporting date
17 Jul 2025
SEC evidence
Open document Open filing
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4 File 001-42177

FORM 4

Filing date
02 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
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4 File 001-42177

FORM 4

Filing date
22 Jan 2025
Reporting date
17 Jan 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G

SC 13G filing

Filing date
12 Nov 2024
Reporting date
Not listed
SEC evidence
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4/A File 001-42177

FORM 4/A

Filing date
01 Aug 2024
Reporting date
17 Jul 2024
SEC evidence
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4 File 001-42177

FORM 4

Filing date
19 Jul 2024
Reporting date
19 Jul 2021
SEC evidence
Open document Open filing
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3 File 001-42177

FORM 3

Filing date
17 Jul 2024
Reporting date
17 Jul 2024
SEC evidence
Open document Open filing
Next action
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