Charles A. Bunch - 31 Mar 2026 Form 4 Insider Report for TWFG, Inc. (TWFG)

Reporting relationship: Chief Creative & Marketing Off
Issuer ticker: TWFG
Reported as of: 31 Mar 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 02 Apr 2026, 15:58:33 UTC
Prior SEC filing: 21 Jul 2025
Source filing: View source filing
Reporting owner signature: /s/ Julie E. Benes, as Attorney-In-Fact for Charles A. Bunch

Key filing fact

Charles A. Bunch filed Form 4 for TWFG, Inc. (TWFG) on 02 Apr 2026.

Key facts

This page summarizes Charles A. Bunch's Form 4 filing for TWFG, Inc. (TWFG).
2 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 02 Apr 2026, 15:58.

Change

Previous filing in this sequence was filed on 21 Jul 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 0002028304 Primary reporting owner

Bunch Charles Alexander

Relationship: Chief Creative & Marketing Off
Address: C/O TWFG, INC., 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS
Signature: /s/ Julie E. Benes, as Attorney-In-Fact for Charles A. Bunch
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: +5,000
Change %: +13%
Price: $0.000000^*
Shares after: 43,012
Date: 31 Mar 2026
Ownership: Direct
Footnotes: F1

TWFG transaction

Class A Common Stock

Tax liability

Transaction value
Shares: -326
Change %: -0.76%
Price: $18.39^*
Shares after: 42,686
Date: 31 Mar 2026
Ownership: Direct
Footnotes: F2

TWFG holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 72
Date: 31 Mar 2026
Ownership: By son

^* 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 under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.

Footnote F2

The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.