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 →
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-21 | 4 | Zwinggi Janice E. — Chief Financial Officer | Tax withholding (F): 7,710 @ $26.35 | EDGAR |
| 2026-07-21 | 4 | Bunch Charles Alexander — Chief Creative & Marketing Off | Tax withholding (F): 6,163 @ $26.35 | EDGAR |
| 2026-07-21 | 4 | Bunch Richard F. III — President and CEO, Director, 10% owner Bunch Family Holdings, LLC — 10% owner | Tax withholding (F): 17,733 @ $26.35 | EDGAR |
| 2026-07-21 | 4 | Bunch Michelle Caroline — Director | Tax withholding (F): 17,733 @ $26.35 | EDGAR |
| 2026-07-21 | 4 | Benes Julie E. — General Counsel and Secretary | Tax withholding (F): 6,171 @ $26.35 | EDGAR |
| 2026-07-21 | 4 | Nolan Katherine C — Chief Operating Officer | Tax withholding (F): 11,559 @ $26.35 | EDGAR |
| 2026-06-09 | 4 | Bunch Michelle Caroline — Director | 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 more | EDGAR |
| 2026-06-09 | 4 | Bunch 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 more | EDGAR |
| 2026-06-08 | 4 | DOAK MICHAEL — Director | Purchase (P): 7,865 @ $19.45 | EDGAR |
| 2026-06-04 | 4 | DOAK MICHAEL — Director | Purchase (P): 22,994 @ $18.62 · Purchase (P): 11,000 @ $19.09 | EDGAR |
| 2026-06-02 | 4 | DOAK MICHAEL — Director | Purchase (P): 16,500 @ $19.33 · Purchase (P): 16,500 @ $19.25 | EDGAR |
| 2026-05-29 | 4 | DOAK MICHAEL — Director | Purchase (P): 11,000 @ $18.87 · Purchase (P): 11,330 @ $18.87 | EDGAR |
| 2026-05-27 | 4 | DOAK MICHAEL — Director | Purchase (P): 11,000 @ $18.89 · Purchase (P): 11,000 @ $19.23 · Purchase (P): 24,880 @ $18.62 | EDGAR |
| 2026-05-22 | 4 | DOAK MICHAEL — Director | Purchase (P): 15,745 @ $18.79 · Purchase (P): 17,538 @ $18.52 | EDGAR |
| 2026-04-02 | 4 | Bunch 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 @ $0 | EDGAR |
| 2026-04-02 | 4 | Bunch Michelle Caroline — Director | Grant/award (A): 4,000 @ $0 · Grant/award (A): 27,500 @ $0 · Tax withholding (F): 2,133 @ $18.39 | EDGAR |
| 2026-04-02 | 4 | Bunch Charles Alexander — Chief Creative & Marketing Off | Grant/award (A): 5,000 @ $0 · Tax withholding (F): 326 @ $18.39 | EDGAR |
| 2026-04-02 | 4 | Benes Julie E. — General Counsel and Secretary | Grant/award (A): 5,000 @ $0 · Tax withholding (F): 337 @ $18.39 | EDGAR |
| 2026-04-02 | 4 | Zwinggi Janice E. — Chief Financial Officer | Grant/award (A): 12,500 @ $0 · Tax withholding (F): 839 @ $18.39 | EDGAR |
| 2026-04-02 | 4 | McGuire Andrew Vincent — Chief Underwriting Officer | Grant/award (A): 4,000 @ $0 | EDGAR |
| 2026-04-02 | 4 | Vijaya Gopal Mohan Babu — Chief Technology Officer | Grant/award (A): 3,250 @ $0 | EDGAR |
| 2026-04-02 | 4 | Anderson Jonathan James — Director | Grant/award (A): 4,000 @ $0 | EDGAR |
| 2026-04-02 | 4 | Padgett Gene — Chief Accounting Officer | Grant/award (A): 3,250 @ $0 · Tax withholding (F): 224 @ $18.39 | EDGAR |
| 2026-04-02 | 4 | DOAK MICHAEL — Director | Grant/award (A): 4,000 @ $0 | EDGAR |
| 2026-04-02 | 4 | Wong Janet S. — Director | Grant/award (A): 4,000 @ $0 | EDGAR |
| 2026-04-02 | 4 | Ferracone Robin A — Director | Grant/award (A): 4,000 @ $0 | EDGAR |
| 2026-04-02 | 4 | Nolan Katherine C — Chief Operating Officer | Grant/award (A): 12,500 @ $0 · Tax withholding (F): 828 @ $18.39 | EDGAR |
| 2025-12-02 | 4 | Vijaya Gopal Mohan Babu — Chief Technology Officer | Grant/award (A): 427 @ $0 | EDGAR |
| 2025-07-21 | 4 | Bunch Charles Alexander — Chief Creative & Marketing Off | Tax withholding (F): 6,187 @ $33.16 | EDGAR |
| 2025-07-21 | 4 | Benes Julie E. — General Counsel and Secretary | Tax withholding (F): 6,187 @ $33.16 | EDGAR |
| 2025-07-21 | 4 | Zwinggi Janice E. — Chief Financial Officer | Tax withholding (F): 7,338 @ $33.16 | EDGAR |
| 2025-07-21 | 4 | Bunch Michelle Caroline — Director | Tax withholding (F): 17,749 @ $33.16 | EDGAR |
| 2025-07-21 | 4 | Bunch Richard F. III — President and CEO, Director, 10% owner Bunch Family Holdings, LLC — 10% owner | Tax withholding (F): 17,749 @ $33.16 | EDGAR |
| 2025-07-21 | 4 | Nolan Katherine C — Chief Operating Officer | Tax withholding (F): 11,588 @ $33.16 | EDGAR |
| 2025-04-02 | 4 | Bunch Michelle Caroline — Director | Grant/award (A): 2,588 @ $0 · Grant/award (A): 16,175 @ $0 | EDGAR |
| 2025-04-02 | 4 | Bunch 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 @ $0 | EDGAR |
| 2025-04-02 | 4 | Anderson Jonathan James — Director | Grant/award (A): 2,588 @ $0 | EDGAR |
| 2025-04-02 | 4 | Benes Julie E. — General Counsel and Secretary | Grant/award (A): 2,588 @ $0 | EDGAR |
| 2025-04-02 | 4 | Zwinggi Janice E. — Chief Financial Officer | Grant/award (A): 6,470 @ $0 | EDGAR |
| 2025-04-02 | 4 | Bunch Charles Alexander — Chief Creative & Marketing Off | Grant/award (A): 2,588 @ $0 | EDGAR |
| 2025-04-02 | 4 | Padgett Gene — Chief Accounting Officer | Grant/award (A): 1,779 @ $0 | EDGAR |
| 2025-04-02 | 4 | DOAK MICHAEL — Director | Grant/award (A): 2,588 @ $0 | EDGAR |
| 2025-04-02 | 4 | Wong Janet S. — Director | Grant/award (A): 2,588 @ $0 | EDGAR |
| 2025-04-02 | 4 | Ferracone Robin A — Director | Grant/award (A): 2,588 @ $0 | EDGAR |
| 2025-04-02 | 4 | Nolan Katherine C — Chief Operating Officer | Grant/award (A): 6,470 @ $0 | EDGAR |
Recent 8-K events — TWFG, Inc.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-08-13 | 8-K | 1.01 — 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 |
| 2026-08-05 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-07-24 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers | EDGAR |
| 2026-05-28 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-07 | 8-K | 2.02 — Results of Operations and Financial Condition | EDGAR |
| 2026-02-25 | 8-K | 2.02 — Results of Operations and Financial Condition 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-11-12 | 8-K | 2.02 — 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 |
| 2025-08-12 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-05-28 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2025-05-13 | 8-K | 2.02 — Results of Operations and Financial Condition | EDGAR |
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