Jonathan James Anderson - 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, 15:48:38 UTC
Prior SEC filing: 02 Apr 2025
Source filing: View source filing
Reporting owner signature: /s/ Julie E. Benes, as Attorney-In-Fact for Jonathan Anderson

Key filing fact

Jonathan James Anderson filed Form 4 for TWFG, Inc. (TWFG) on 02 Apr 2026.

Key facts

This page summarizes Jonathan James Anderson's Form 4 filing for TWFG, Inc. (TWFG).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 02 Apr 2026, 15:48.

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 0002029453 Primary reporting owner

Anderson Jonathan James

Relationship: Director
Address: C/O TWFG, INC., 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS
Signature: /s/ Julie E. Benes, as Attorney-In-Fact for Jonathan Anderson
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

^* 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

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.