Charles Alexander Bunch - 17 Jan 2025 Form 4 Insider Report for TWFG, Inc. (TWFG)

Role
Chief Creative & Marketing Off
Signature
/s/ Julie E. Benes, as Attorney-In-Fact for Charles A. Bunch
Issuer symbol
TWFG
Transactions as of
17 Jan 2025
Net transactions value
-$197,923
Form type
4
Filing time
22 Jan 2025, 16:08:23 UTC
Previous filing
26 Sep 2024
Next filing
02 Apr 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TWFG Class A Common Stock Tax liability $197,923 -6,447 -13% $30.70 41,611 17 Jan 2025 Direct F1
holding TWFG Class A Common Stock 72 17 Jan 2025 By first son F2
holding TWFG Class A Common Stock 72 17 Jan 2025 By second 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.