Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 342,362
- Estimated value
- $8,234,525
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- By LLC
Richard F. Bunch III - President and CEO, Director, 10%+ Owner at TWFG, Inc.
Issuer-level insider activity
- Role
- President and CEO, Director, 10%+ Owner
- Issuer ticker
- TWFG on Nasdaq
- Entity type
- Individual
- Source filing history
- Open source filing history
Identity
Names, identifiers, and filing context for this profile.
1 identity field
Source evidence
Original filing metadata and source links for verification.
1 source field
No buys or sells have been reported by Richard F. Bunch III since 20 Sep 2025
Reported holdings for Richard F. Bunch III in TWFG, Inc.
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 342,362
- Estimated value
- $8,234,525
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- By LLC
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 313,596
- Estimated value
- $7,542,642
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- Direct
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 313,596
- Estimated value
- $7,542,642
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- Direct
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 15,967
- Estimated value
- $384,039
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- By wife
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 15,967
- Estimated value
- $384,039
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- By wife
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 5,850
- Estimated value
- $140,704
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- By first son
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 5,850
- Estimated value
- $140,704
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- By first son
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 5,850
- Estimated value
- $140,704
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- By second son
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class A Common Stock
- Shares / value
- 5,850
- Estimated value
- $140,704
- Report date
- 17 Jul 2026
- Price
- $24.05
- Ownership
- By second son
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 33,364,242
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By LLC
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 33,364,242
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By LLC
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 33,364,242
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By LLC
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 33,364,242
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By LLC
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 264,784
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By MCB Trust
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 264,784
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By MCB Trust
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 264,784
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By RFB Trust
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 264,784
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By RFB Trust
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 264,784
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By MCB Trust
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 264,784
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By MCB Trust
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 264,784
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By RFB Trust
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 264,784
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By RFB Trust
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 0
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By wife
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 0
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By wife
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 0
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- Direct
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- Class C Common Stock
- Shares / value
- 0
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- Direct
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 0
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By wife
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 0
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- By wife
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
President and CEO, Director, 10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 0
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- Direct
- Underlying class
- Class C Common Stock
- Underlying amount
Form 4 holding
10%+ Owner
TWFG, Inc.
- Security class
- LLC Units in TWFG Holding
- Shares / value
- 0
- Estimated value
- Report date
- 05 Jun 2026
- Price
- Ownership
- Direct
- Underlying class
- Class C Common Stock
- Underlying amount
Transaction history for Richard F. Bunch III in TWFG, Inc.
| Sym | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares after | Date | Ownership |
|---|
* marks a reported price that did not pass the local price check.