Charles A. Bunch - 17 Jul 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 Jul 2025
Net transactions value
-$205,161
Form type
4
Filing time
21 Jul 2025, 15:42:33 UTC
Previous filing
02 Apr 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Bunch Charles Alexander Chief Creative & Marketing Off C/O TWFG, INC., 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS /s/ Julie E. Benes, as Attorney-In-Fact for Charles A. Bunch 21 Jul 2025 0002028304

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction TWFG Class A Common Stock Tax liability $205,161 -6,187 -14% $33.16 38,012 17 Jul 2025 Direct F1
holding TWFG Class A Common Stock 72 17 Jul 2025 By 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 Represents shares of Class A Common Stock held by his son.