Insider Transactions and Holdings
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Entity Type
-
Individual
-
Role
-
President and CEO, Director, 10%+ Owner
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Stock Symbol
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TWFG on Nasdaq
Richard F. Bunch III - trading volume in the past year for TWFG, Inc.
Holdings reported by Richard F. Bunch III for TWFG, Inc.
Class |
Num Shares |
Value |
Price $ |
Transaction Date |
Ownership |
Underlying Class |
Underlying Amount |
LLC Units in TWFG Holding Company, LLC |
33.9M |
$576M |
$17.00 |
Jul 19, 2021 |
By LLC |
Class A Common Stock |
|
Class A Common Stock |
696K |
$11.8M |
$17.00 |
Jul 19, 2024 |
By son |
|
|
Class A Common Stock |
684K |
$11.6M |
$17.00 |
Jul 19, 2024 |
By wife |
|
|
Class A Common Stock |
678K |
$11.5M |
$17.00 |
Jul 19, 2024 |
Direct |
|
|
Class A Common Stock |
493K |
$8.38M |
$17.00 |
Jul 19, 2024 |
By LLC |
|
|
Class C Common Stock |
33.9M |
|
|
Jul 19, 2024 |
By LLC |
|
|
Transactions reported by Richard F. Bunch III for TWFG, Inc.
Sym |
Class |
Transaction |
% |
Value $ |
* Price $ |
Shares |
Shares After |
Date |
Ownership |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.