Michelle Caroline Bunch - 17 Jul 2026 Form 4 Insider Report for TWFG, Inc. (TWFG)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
21 Jul 2026, 17:58:03 UTC
Prior SEC filing
09 Jun 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Julie E. Benes, as Attorney-in-Fact for Michelle Caroline Bunch

Key filing fact

Michelle Caroline Bunch filed Form 4 for TWFG, Inc. (TWFG) on 21 Jul 2026.

Key facts

  • This page summarizes Michelle Caroline Bunch's Form 4 filing for TWFG, Inc. (TWFG).
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 21 Jul 2026, 17:58.

Change

  • Previous filing in this sequence was filed on 09 Jun 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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

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 Caroline Bunch
Signature date
21 Jul 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

TWFG transaction

Class A Common Stock

Tax liability

Transaction value
Shares
-17,733
Change %
-5.4%
Price
$26.35*
Shares after
313,596
Date
17 Jul 2026
Ownership
By husband
Footnotes
F1
TWFG holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
15,967
Date
17 Jul 2026
Ownership
Direct
TWFG holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
342,362
Date
17 Jul 2026
Ownership
By LLC
Footnotes
F2
TWFG holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
5,850
Date
17 Jul 2026
Ownership
By first son
Footnotes
F2
TWFG holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
5,850
Date
17 Jul 2026
Ownership
By second son
Footnotes
F2
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote 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")

Footnote 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.

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