TWFG insider transaction filings

TWFG, Inc. — 45 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-07-21. Screen TWFG transaction legs live →

FiledFormInsiderReported transactionsSource
2026-07-214Zwinggi Janice E. — Chief Financial OfficerTax withholding (F): 7,710 @ $26.35EDGAR
2026-07-214Bunch Charles Alexander — Chief Creative & Marketing OffTax withholding (F): 6,163 @ $26.35EDGAR
2026-07-214Bunch Richard F. III — President and CEO, Director, 10% owner
Bunch Family Holdings, LLC — 10% owner
Tax withholding (F): 17,733 @ $26.35EDGAR
2026-07-214Bunch Michelle Caroline — DirectorTax withholding (F): 17,733 @ $26.35EDGAR
2026-07-214Benes Julie E. — General Counsel and SecretaryTax withholding (F): 6,171 @ $26.35EDGAR
2026-07-214Nolan Katherine C — Chief Operating OfficerTax withholding (F): 11,559 @ $26.35EDGAR
2026-06-094Bunch Michelle Caroline — DirectorGift (G): 529,568 @ $0 · Gift (G): 264,784 @ $0 · Gift (G): 264,784 @ $0 · Gift (G): 264,784 @ $0 · Gift (G): 264,784 @ $0 · Gift (G): 264,784 @ $0 · +8 moreEDGAR
2026-06-094Bunch Richard F. III — President and CEO, Director, 10% owner
Bunch Family Holdings, LLC — 10% owner
Gift (G): 529,568 @ $0 · Gift (G): 264,784 @ $0 · Gift (G): 264,784 @ $0 · Gift (G): 264,784 @ $0 · Gift (G): 264,784 @ $0 · Gift (G): 264,784 @ $0 · +8 moreEDGAR
2026-06-084DOAK MICHAEL — DirectorPurchase (P): 7,865 @ $19.45EDGAR
2026-06-044DOAK MICHAEL — DirectorPurchase (P): 22,994 @ $18.62 · Purchase (P): 11,000 @ $19.09EDGAR
2026-06-024DOAK MICHAEL — DirectorPurchase (P): 16,500 @ $19.33 · Purchase (P): 16,500 @ $19.25EDGAR
2026-05-294DOAK MICHAEL — DirectorPurchase (P): 11,000 @ $18.87 · Purchase (P): 11,330 @ $18.87EDGAR
2026-05-274DOAK MICHAEL — DirectorPurchase (P): 11,000 @ $18.89 · Purchase (P): 11,000 @ $19.23 · Purchase (P): 24,880 @ $18.62EDGAR
2026-05-224DOAK MICHAEL — DirectorPurchase (P): 15,745 @ $18.79 · Purchase (P): 17,538 @ $18.52EDGAR
2026-04-024Bunch Richard F. III — President and CEO, Director, 10% owner
Bunch Family Holdings, LLC — 10% owner
Grant/award (A): 27,500 @ $0 · Tax withholding (F): 2,133 @ $18.39 · Grant/award (A): 4,000 @ $0EDGAR
2026-04-024Bunch Michelle Caroline — DirectorGrant/award (A): 4,000 @ $0 · Grant/award (A): 27,500 @ $0 · Tax withholding (F): 2,133 @ $18.39EDGAR
2026-04-024Bunch Charles Alexander — Chief Creative & Marketing OffGrant/award (A): 5,000 @ $0 · Tax withholding (F): 326 @ $18.39EDGAR
2026-04-024Benes Julie E. — General Counsel and SecretaryGrant/award (A): 5,000 @ $0 · Tax withholding (F): 337 @ $18.39EDGAR
2026-04-024Zwinggi Janice E. — Chief Financial OfficerGrant/award (A): 12,500 @ $0 · Tax withholding (F): 839 @ $18.39EDGAR
2026-04-024McGuire Andrew Vincent — Chief Underwriting OfficerGrant/award (A): 4,000 @ $0EDGAR
2026-04-024Vijaya Gopal Mohan Babu — Chief Technology OfficerGrant/award (A): 3,250 @ $0EDGAR
2026-04-024Anderson Jonathan James — DirectorGrant/award (A): 4,000 @ $0EDGAR
2026-04-024Padgett Gene — Chief Accounting OfficerGrant/award (A): 3,250 @ $0 · Tax withholding (F): 224 @ $18.39EDGAR
2026-04-024DOAK MICHAEL — DirectorGrant/award (A): 4,000 @ $0EDGAR
2026-04-024Wong Janet S. — DirectorGrant/award (A): 4,000 @ $0EDGAR
2026-04-024Ferracone Robin A — DirectorGrant/award (A): 4,000 @ $0EDGAR
2026-04-024Nolan Katherine C — Chief Operating OfficerGrant/award (A): 12,500 @ $0 · Tax withholding (F): 828 @ $18.39EDGAR
2025-12-024Vijaya Gopal Mohan Babu — Chief Technology OfficerGrant/award (A): 427 @ $0EDGAR
2025-07-214Bunch Charles Alexander — Chief Creative & Marketing OffTax withholding (F): 6,187 @ $33.16EDGAR
2025-07-214Benes Julie E. — General Counsel and SecretaryTax withholding (F): 6,187 @ $33.16EDGAR
2025-07-214Zwinggi Janice E. — Chief Financial OfficerTax withholding (F): 7,338 @ $33.16EDGAR
2025-07-214Bunch Michelle Caroline — DirectorTax withholding (F): 17,749 @ $33.16EDGAR
2025-07-214Bunch Richard F. III — President and CEO, Director, 10% owner
Bunch Family Holdings, LLC — 10% owner
Tax withholding (F): 17,749 @ $33.16EDGAR
2025-07-214Nolan Katherine C — Chief Operating OfficerTax withholding (F): 11,588 @ $33.16EDGAR
2025-04-024Bunch Michelle Caroline — DirectorGrant/award (A): 2,588 @ $0 · Grant/award (A): 16,175 @ $0EDGAR
2025-04-024Bunch Richard F. III — President and CEO, Director, 10% owner
Bunch Family Holdings, LLC — 10% owner
Grant/award (A): 16,175 @ $0 · Grant/award (A): 2,588 @ $0EDGAR
2025-04-024Anderson Jonathan James — DirectorGrant/award (A): 2,588 @ $0EDGAR
2025-04-024Benes Julie E. — General Counsel and SecretaryGrant/award (A): 2,588 @ $0EDGAR
2025-04-024Zwinggi Janice E. — Chief Financial OfficerGrant/award (A): 6,470 @ $0EDGAR
2025-04-024Bunch Charles Alexander — Chief Creative & Marketing OffGrant/award (A): 2,588 @ $0EDGAR
2025-04-024Padgett Gene — Chief Accounting OfficerGrant/award (A): 1,779 @ $0EDGAR
2025-04-024DOAK MICHAEL — DirectorGrant/award (A): 2,588 @ $0EDGAR
2025-04-024Wong Janet S. — DirectorGrant/award (A): 2,588 @ $0EDGAR
2025-04-024Ferracone Robin A — DirectorGrant/award (A): 2,588 @ $0EDGAR
2025-04-024Nolan Katherine C — Chief Operating OfficerGrant/award (A): 6,470 @ $0EDGAR

Recent 8-K events — TWFG, Inc.

FiledFormItems reportedSource
2026-08-138-K1.01 — Entry into a Material Definitive Agreement
2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
7.01 — Regulation FD Disclosure
9.01 — Financial Statements and Exhibits
EDGAR
2026-08-058-K2.02 — Results of Operations and Financial Condition
9.01 — Financial Statements and Exhibits
EDGAR
2026-07-248-K5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain OfficersEDGAR
2026-05-288-K5.07 — Submission of Matters to a Vote of Security Holders
9.01 — Financial Statements and Exhibits
EDGAR
2026-05-078-K2.02 — Results of Operations and Financial ConditionEDGAR
2026-02-258-K2.02 — Results of Operations and Financial Condition
8.01 — Other Events
9.01 — Financial Statements and Exhibits
EDGAR
2025-11-128-K2.02 — Results of Operations and Financial Condition
5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
EDGAR
2025-08-128-K2.02 — Results of Operations and Financial Condition
9.01 — Financial Statements and Exhibits
EDGAR
2025-05-288-K5.07 — Submission of Matters to a Vote of Security HoldersEDGAR
2025-05-138-K2.02 — Results of Operations and Financial ConditionEDGAR
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