Richard F. Bunch III

Insider Reports History

Location
The Woodlands, TX
Signature
/s/ Julie E. Benes, as Attorney-in-Fact for Richard F. Bunch III
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Richard F. Bunch III:

Company Role Class Num Shares Value Price $ Report Date Ownership
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 342,362 $11,982,670 $35.00 17 Jul 2025 By LLC
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 305,962 $10,145,699 $33.16 17 Jul 2025 Direct
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 11,967 $418,845 $35.00 17 Jul 2025 By wife
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 5,850 $204,750 $35.00 17 Jul 2025 By first son
TWFG, Inc. President and CEO, Director, 10%+ Owner Class A Common Stock 5,850 $204,750 $35.00 17 Jul 2025 By second son

Insider Reports Filed by Richard F. Bunch III

Symbol Company Period Transactions Value $ Form Type Role Filing Time
TWFG TWFG, Inc. 17 Jul 2025 1 -$588,557 4 President and CEO, Director, 10%+ Owner 21 Jul 2025, 15:27
TWFG TWFG, Inc. 31 Mar 2025 2 $0 4 President and CEO, Director, 10%+ Owner 02 Apr 2025, 20:51
TWFG TWFG, Inc. 17 Jan 2025 1 -$402,016 4 President and CEO, Director, 10%+ Owner 22 Jan 2025, 19:02
TWFG TWFG, Inc. 17 Jul 2024 1 $0 4/A President and CEO, Director, 10%+ Owner 01 Aug 2024, 13:26
TWFG TWFG, Inc. 17 Jul 2024 0 $0 3 Chairman and CEO, Director, 10%+ Owner 17 Jul 2024, 18:14
TWFG TWFG, Inc. 19 Jul 2021 9 +$3,450,592 4 President and CEO, Director, 10%+ Owner 19 Jul 2024, 21:42