Key facts
- This page summarizes Michelle Caroline Bunch's Form 4 filing for TWFG, Inc. (TWFG).
- 14 reported transactions and 7 derivative rows are listed below.
- Accepted by SEC: 09 Jun 2026, 17:38.
Michelle Caroline Bunch - 05 Jun 2026 Form 4 Insider Report for TWFG, Inc. (TWFG)
- Reporting relationship
- Director
- Issuer ticker
- TWFG
- Reported as of
- 05 Jun 2026
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 09 Jun 2026, 17:38:30 UTC
- Prior SEC filing
- 02 Apr 2026
- Next SEC filing
- 21 Jul 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Julie E. Benes, as Attorney-in-Fact for Michelle C. Bunch
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Michelle Caroline Bunch filed Form 4 for TWFG, Inc. (TWFG) on 09 Jun 2026.
Change
- Previous filing in this sequence was filed on 02 Apr 2026.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0002028275
Primary reporting owner
Bunch Michelle Caroline
- Relationship
- Director
- Address
- C/O, 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS
- Signature
- /s/ Julie E. Benes, as Attorney-in-Fact for Michelle C. Bunch
- Signature date
- 09 Jun 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
TWFG
transaction
Class C Common Stock
Gift
- Transaction value
- Shares
- -529,568
- Change %
- -1.6%
- Price
- $0.000000*
- Shares after
- 33,364,242
- Date
- 05 Jun 2026
- Ownership
- By LLC
- Footnotes
- F1, F2
TWFG
transaction
Class C Common Stock
Gift
- Transaction value
- Shares
- +264,784
- Change %
- Price
- $0.000000*
- Shares after
- 264,784
- Date
- 05 Jun 2026
- Ownership
- Direct
- Footnotes
- F1
TWFG
transaction
Class C Common Stock
Gift
- Transaction value
- Shares
- +264,784
- Change %
- Price
- $0.000000*
- Shares after
- 264,784
- Date
- 05 Jun 2026
- Ownership
- By Husband
- Footnotes
- F2
TWFG
transaction
Class C Common Stock
Gift
- Transaction value
- Shares
- -264,784
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 05 Jun 2026
- Ownership
- Direct
- Footnotes
- F1
TWFG
transaction
Class C Common Stock
Gift
- Transaction value
- Shares
- -264,784
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 05 Jun 2026
- Ownership
- By Husband
- Footnotes
- F2
TWFG
transaction
Class C Common Stock
Gift
- Transaction value
- Shares
- +264,784
- Change %
- Price
- $0.000000*
- Shares after
- 264,784
- Date
- 05 Jun 2026
- Ownership
- By RFB Trust
- Footnotes
- F1
TWFG
transaction
Class C Common Stock
Gift
- Transaction value
- Shares
- +264,784
- Change %
- Price
- $0.000000*
- Shares after
- 264,784
- Date
- 05 Jun 2026
- Ownership
- By MCB Trust
- Footnotes
- F2
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
TWFG
transaction
Derivative
LLC Units in TWFG Holding
Gift
- Transaction value
- Shares
- -529,568
- Change %
- -1.6%
- Price
- $0.000000*
- Shares after
- 33,364,242
- Date
- 05 Jun 2026
- Ownership
- By LLC
- Underlying class
- Class C Common Stock
- Underlying amount
- 529,568
- Exercise price
- Footnotes
- F1, F2, F3
TWFG
transaction
Derivative
LLC Units in TWFG Holding
Gift
- Transaction value
- Shares
- +264,784
- Change %
- Price
- $0.000000*
- Shares after
- 264,784
- Date
- 05 Jun 2026
- Ownership
- Direct
- Underlying class
- Class C Common Stock
- Underlying amount
- 264,784
- Exercise price
- Footnotes
- F1, F3
TWFG
transaction
Derivative
LLC Units in TWFG Holding
Gift
- Transaction value
- Shares
- +264,784
- Change %
- Price
- $0.000000*
- Shares after
- 264,784
- Date
- 05 Jun 2026
- Ownership
- By husband
- Underlying class
- Class C Common Stock
- Underlying amount
- 264,784
- Exercise price
- Footnotes
- F2, F3
TWFG
transaction
Derivative
LLC Units in TWFG Holding
Gift
- Transaction value
- Shares
- -264,784
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 05 Jun 2026
- Ownership
- Direct
- Underlying class
- Class C Common Stock
- Underlying amount
- 264,784
- Exercise price
- Footnotes
- F1, F3
TWFG
transaction
Derivative
LLC Units in TWFG Holding
Gift
- Transaction value
- Shares
- -264,784
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 05 Jun 2026
- Ownership
- By husband
- Underlying class
- Class C Common Stock
- Underlying amount
- 264,784
- Exercise price
- Footnotes
- F2, F3
TWFG
transaction
Derivative
LLC Units in TWFG Holding
Gift
- Transaction value
- Shares
- +264,784
- Change %
- Price
- $0.000000*
- Shares after
- 264,784
- Date
- 05 Jun 2026
- Ownership
- By RFB Trust
- Underlying class
- Class C Common Stock
- Underlying amount
- 264,784
- Exercise price
- Footnotes
- F1, F3
TWFG
transaction
Derivative
LLC Units in TWFG Holding
Gift
- Transaction value
- Shares
- +264,784
- Change %
- Price
- $0.000000*
- Shares after
- 264,784
- Date
- 05 Jun 2026
- Ownership
- By MCB Trust
- Underlying class
- Class C Common Stock
- Underlying amount
- 264,784
- Exercise price
- Footnotes
- F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").
Footnote F2
On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").
Footnote F3
Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.