Bunch Richard F. III — SEC Form 4 filings
SEC reporting owner CIK 2028282. 8 Form 4 filings on record with FilingPulse; latest filed 2026-07-21.
Transaction summary — filings shown
Covers all 8 filings on record, filed 2024-07-19 to 2026-07-21. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 4 legs across 1 filing — 202,976 shares, $3,450,592 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 28.
- Largest priced transaction: purchase of 185,426 shares @ $17.00 ($3,152,242) in TWFG, Inc., filed 2024-07-19.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| TWFG, Inc. (TWFG) | President and CEO, Director, 10% owner | 8 | 4 legs · 202,976 sh · $3,450,592 | — | 28 |
Form 4 filings — Bunch Richard F. III
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-21 | 4 | TWFG, Inc. (TWFG) jointly with Bunch Family Holdings, LLC | Tax withholding (F): 17,733 @ $26.35 | EDGAR |
| 2026-06-09 | 4 | TWFG, Inc. (TWFG) jointly with Bunch Family Holdings, LLC | 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 |
| 2026-04-02 | 4 | TWFG, Inc. (TWFG) jointly with Bunch Family Holdings, LLC | Grant/award (A): 27,500 @ $0 · Tax withholding (F): 2,133 @ $18.39 · Grant/award (A): 4,000 @ $0 | EDGAR |
| 2025-07-21 | 4 | TWFG, Inc. (TWFG) jointly with Bunch Family Holdings, LLC | Tax withholding (F): 17,749 @ $33.16 | EDGAR |
| 2025-04-02 | 4 | TWFG, Inc. (TWFG) jointly with Bunch Family Holdings, LLC | Grant/award (A): 16,175 @ $0 · Grant/award (A): 2,588 @ $0 | EDGAR |
| 2025-01-22 | 4 | TWFG, Inc. (TWFG) jointly with Bunch Family Holdings, LLC | Tax withholding (F): 13,095 @ $30.70 | EDGAR |
| 2024-08-01 | 4/A | TWFG, Inc. (TWFG) jointly with Bunch Family Holdings, LLC | Grant/award (A): 135,205 @ $0 | EDGAR |
| 2024-07-19 | 4 | TWFG, Inc. (TWFG) jointly with Bunch Family Holdings, LLC | Grant/award (A): 147,058 @ $0 · Grant/award (A): 3,529 @ $0 · Option exercise (M): 342,262 · Purchase (P): 185,426 @ $17 · Purchase (P): 5,850 @ $17 · Purchase (P): 5,850 @ $17 · +3 more | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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