Julie E. Benes - 17 Jul 2026 Form 4 Insider Report for TWFG, Inc. (TWFG)

Reporting relationship: General Counsel and Secretary
Issuer ticker: TWFG
Reported as of: 17 Jul 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 21 Jul 2026, 17:59:36 UTC
Prior SEC filing: 02 Apr 2026
Source filing: View source filing
Reporting owner signature: /s/ Julie E. Benes

Key filing fact

Julie E. Benes filed Form 4 for TWFG, Inc. (TWFG) on 21 Jul 2026.

Key facts

This page summarizes Julie E. Benes's Form 4 filing for TWFG, Inc. (TWFG).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 21 Jul 2026, 17:59.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0002028272 Primary reporting owner

Benes Julie E.

Relationship: General Counsel and Secretary
Address: C/O TWFG, INC., 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS
Signature: /s/ Julie E. Benes
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: -6,171
Change %: -14%
Price: $26.35^*
Shares after: 37,454
Date: 17 Jul 2026
Ownership: Direct
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

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").