Michael Doak - 31 Mar 2026 Form 4 Insider Report for TWFG, Inc. (TWFG)

Reporting relationship: Director
Issuer ticker: TWFG
Reported as of: 31 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 02 Apr 2026, 15:46:58 UTC
Prior SEC filing: 02 Apr 2025
Next SEC filing: 22 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Julie E. Benes, as Attorney-in-Fact for Michael Doak

Key filing fact

Michael Doak filed Form 4 for TWFG, Inc. (TWFG) on 02 Apr 2026.

Key facts

This page summarizes Michael Doak's Form 4 filing for TWFG, Inc. (TWFG).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 02 Apr 2026, 15:46.

Change

Previous filing in this sequence was filed on 02 Apr 2025.
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 0001611672 Primary reporting owner

DOAK MICHAEL

Relationship: Director
Address: 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS
Signature: /s/ Julie E. Benes, as Attorney-in-Fact for Michael Doak
Signature date: 02 Apr 2026

Reported non-derivative transactions

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

TWFG transaction

Class A Common Stock

Award

Transaction value
Shares: +4,000
Change %: +65%
Price: $0.000000^*
Shares after: 10,117
Date: 31 Mar 2026
Ownership: Direct
Footnotes: F1

TWFG holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 588,235
Date: 31 Mar 2026
Ownership: Griffin Highline Capital LLC
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

Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date.

Footnote F2

Represents shares of Class A Common Stock held by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by Griffin Highline Capital LLC, except to the extent of his pecuniary interest therein. The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.