Insider Transactions Reported by 13 Insiders of TWFG, Inc.

Symbol
TWFG on Nasdaq
Location
The Woodlands, TX

There are no Buy or Sell transactions made by insiders since 12 Mar 2025

TWFG, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
MICHAEL DOAK Director $49,190,585 31 Mar 2025
Michelle Caroline 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 Alexander 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
Gopal Mohan Babu Vijaya Chief Technology Officer $10,568 01 Dec 2025
Andrew Vincent McGuire Chief Underwriting Officer 06 Mar 2026

Recent Insider Transactions by Companies or Individuals for TWFG, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Gopal Mohan Babu Vijaya TWFG Class A Common Stock Award 427 427 01 Dec 2025 Direct
Charles Alexander 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 Caroline 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 Caroline Bunch TWFG Class A Common Stock Award 4052.3% 147,058 150,687 17 Jul 2025 By husband
Michelle Caroline Bunch TWFG Class A Common Stock Award 5.26% 16,175 323,711 31 Mar 2025 By husband
Michelle Caroline 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 Alexander 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
Michelle Caroline Bunch TWFG Class A Common Stock Tax liability -4.08% -13,095 307,536 17 Jan 2025 By husband
Richard F. Bunch III TWFG Class A Common Stock Tax liability -4.08% -13,095 307,536 17 Jan 2025 Direct
Charles Alexander Bunch TWFG Class A Common Stock Tax liability -13.4% -6,447 41,611 17 Jan 2025 Direct
Janice E. Zwinggi TWFG Class A Common Stock Tax liability -12.3% -7,592 54,231 17 Jan 2025 Direct
Katherine C. Nolan TWFG Class A Common Stock Tax liability -7.86% -7,431 87,054 17 Jan 2025 Direct
Julie E. Benes TWFG Class A Common Stock Tax liability -13.2% -6,447 42,561 17 Jan 2025 Direct
Julie E. Benes TWFG Class A Common Stock Purchase 1.98% $31,854 $33.53 950 49,008 26 Nov 2024 Direct
Charles Alexander Bunch TWFG Class A Common Stock Purchase $2,448 $17.00 144 72 19 Jul 2024 By son
Richard F. Bunch III TWFG Class C Common Stock Award 33,893,810 33,893,810 19 Jul 2024 By LLC
Richard F. Bunch III TWFG Class A Common Stock Purchase 1.71% $198,900 $17.00 11,700 695,925 19 Jul 2024 By son
Richard F. Bunch III TWFG Class A Common Stock Purchase 0.86% $99,450 $17.00 5,850 684,225 19 Jul 2024 By wife
Richard F. Bunch III TWFG Class A Common Stock Purchase 37.6% $3,152,242 $17.00 185,426 678,375 19 Jul 2024 Direct
Richard F. Bunch III TWFG Class A Common Stock Options Exercise 227.1% 342,262 492,949 19 Jul 2024 By LLC
Katherine C. Nolan TWFG Class A Common Stock Purchase 7.08% $106,250 $17.00 6,250 94,485 19 Jul 2024 Direct
Julie E. Benes TWFG Class A Common Stock Purchase 2.13% $17,000 $17.00 1,000 48,058 19 Jul 2024 Direct
Janice E. Zwinggi TWFG Class A Common Stock Purchase 5.1% $51,000 $17.00 3,000 61,823 19 Jul 2024 Direct
Janet S. Wong TWFG Class A Common Stock Purchase 70.8% $42,500 $17.00 2,500 6,029 19 Jul 2024 Direct
Robin A. Ferracone TWFG Class A Common Stock Purchase 453.4% $272,000 $17.00 16,000 19,529 19 Jul 2024 Direct
MICHAEL DOAK TWFG Class B Common Stock Other 1,820,234 1,820,234 19 Jul 2024 By LLC
MICHAEL DOAK TWFG Class A Common Stock Purchase 16668.6% $9,999,995 $17.00 588,235 591,764 19 Jul 2024 By LLC
MICHAEL DOAK TWFG Class B LLC Units in TWFG Holding Company, LLC Other 1,820,234 1,820,234 19 Jul 2024 By LLC
MICHAEL DOAK TWFG Class B LLC Units in TWFG Holding Company, LLC Other -100% -1,820,234 0 19 Jul 2024 By LLC
Michelle Caroline Bunch TWFG Class C Common Stock Award 33,893,810 33,893,810 19 Jul 2024 By LLC
Michelle Caroline Bunch TWFG Class A Common Stock Purchase 1.71% $198,900 $17.00 11,700 695,925 19 Jul 2024 By son
Michelle Caroline Bunch TWFG Class A Common Stock Purchase 37.2% $3,152,242 $17.00 185,426 684,225 19 Jul 2024 By husband
Michelle Caroline Bunch TWFG Class A Common Stock Purchase 1.19% $99,450 $17.00 5,850 498,799 19 Jul 2024 Direct
Michelle Caroline Bunch TWFG Class A Common Stock Options Exercise 227.1% 342,262 492,949 19 Jul 2024 By LLC
Michelle Caroline Bunch TWFG LLC Units in TWFG Holding Company, LLC Options Exercise -1% -342,362 33,893,810 19 Jul 2024 By LLC
* An asterisk sign (*) next to the price indicates that the price is likely invalid.