| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Michael Doak | Director | $49,190,585 | 31 Mar 2025 | ||
| Michelle C. Bunch | Director | $22,956,714 | 17 Jul 2025 | ||
| Richard F. Bunch III | President and CEO, Director, 10%+ Owner | $22,956,714 | 17 Jul 2025 | ||
| Katherine C. Nolan | Chief Operating Officer | $2,716,997 | 17 Jul 2025 | ||
| Janice E. Zwinggi | Chief Financial Officer | $1,769,517 | 17 Jul 2025 | ||
| Julie E. Benes | General Counsel and Secretary | $1,291,979 | 17 Jul 2025 | ||
| Charles A. Bunch | Chief Creative & Marketing Off | $1,262,997 | 17 Jul 2025 | ||
| Robin A. Ferracone | Director | $678,992 | 31 Mar 2025 | ||
| Janet S. Wong | Director | $264,542 | 31 Mar 2025 | ||
| Jonathan James Anderson | Director | $187,792 | 31 Mar 2025 | ||
| Gene Padgett | Chief Accounting Officer | $54,615 | 31 Mar 2025 | ||
| Mohan Babu Vijaya Gopal | Chief Technology Officer | $10,568 | 01 Dec 2025 | ||
| Andrew Vincent McGuire | Chief Underwriting Officer | 06 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mohan Babu Vijaya Gopal | TWFG | Class A Common Stock | Award | 427 | 427 | 01 Dec 2025 | Direct | |||
| Charles A. Bunch | TWFG | Class A Common Stock | Tax liability | -14% | -6,187 | 38,012 | 17 Jul 2025 | Direct | ||
| Julie E. Benes | TWFG | Class A Common Stock | Tax liability | -13.7% | -6,187 | 38,962 | 17 Jul 2025 | Direct | ||
| Janice E. Zwinggi | TWFG | Class A Common Stock | Tax liability | -12.1% | -7,338 | 53,363 | 17 Jul 2025 | Direct | ||
| Katherine C. Nolan | TWFG | Class A Common Stock | Tax liability | -12.4% | -11,588 | 81,936 | 17 Jul 2025 | Direct | ||
| Michelle C. Bunch | TWFG | Class A Common Stock | Tax liability | -5.48% | -17,749 | 305,962 | 17 Jul 2025 | By husband | ||
| Richard F. Bunch III | TWFG | Class A Common Stock | Tax liability | -5.48% | -17,749 | 305,962 | 17 Jul 2025 | Direct | ||
| Richard F. Bunch III | TWFG | Class A Common Stock | Award | 147058% | 147,058 | 147,158 | 17 Jul 2025 | Direct | ||
| Michelle C. Bunch | TWFG | Class A Common Stock | Award | 4052.3% | 147,058 | 150,687 | 17 Jul 2025 | By husband | ||
| Michelle C. Bunch | TWFG | Class A Common Stock | Award | 5.26% | 16,175 | 323,711 | 31 Mar 2025 | By husband | ||
| Michelle C. Bunch | TWFG | Class A Common Stock | Award | 27.6% | 2,588 | 11,967 | 31 Mar 2025 | Direct | ||
| Richard F. Bunch III | TWFG | Class A Common Stock | Award | 27.6% | 2,588 | 11,967 | 31 Mar 2025 | By wife | ||
| Richard F. Bunch III | TWFG | Class A Common Stock | Award | 5.26% | 16,175 | 323,711 | 31 Mar 2025 | Direct | ||
| Jonathan James Anderson | TWFG | Class A Common Stock | Award | 73.3% | 2,588 | 6,117 | 31 Mar 2025 | Direct | ||
| Robin A. Ferracone | TWFG | Class A Common Stock | Award | 13.2% | 2,588 | 22,117 | 31 Mar 2025 | Direct | ||
| Julie E. Benes | TWFG | Class A Common Stock | Award | 6.08% | 2,588 | 45,149 | 31 Mar 2025 | Direct | ||
| Janice E. Zwinggi | TWFG | Class A Common Stock | Award | 11.9% | 6,470 | 60,701 | 31 Mar 2025 | Direct | ||
| Katherine C. Nolan | TWFG | Class A Common Stock | Award | 7.43% | 6,470 | 93,524 | 31 Mar 2025 | Direct | ||
| Charles A. Bunch | TWFG | Class A Common Stock | Award | 6.22% | 2,588 | 44,199 | 31 Mar 2025 | Direct | ||
| Gene Padgett | TWFG | Class A Common Stock | Award | 1,779 | 1,779 | 31 Mar 2025 | Direct | |||
| Michael Doak | TWFG | Class A Common Stock | Award | 73.3% | 2,588 | 6,117 | 31 Mar 2025 | Direct | ||
| Janet S. Wong | TWFG | Class A Common Stock | Award | 42.9% | 2,588 | 8,617 | 31 Mar 2025 | Direct |