TWFG, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Vijaya Gopal Mohan Babu | Chief Technology Officer | Award / Grant | 427 | — | — | 427 | Dec 1, 2025 |
| Bunch Michelle Caroline | — | Purchase | 5,850 | $17.00 | $99,450 | 498,799 | Jul 17, 2025 |
| Bunch Charles Alexander | Chief Creative & Marketing Off | Tax Withholding | 6,187 | $33.16 | $205,161 | 38,012 | Jul 17, 2025 |
| Benes Julie E. | General Counsel and Secretary | Tax Withholding | 6,187 | $33.16 | $205,161 | 38,962 | Jul 17, 2025 |
| Zwinggi Janice E. | Chief Financial Officer | Tax Withholding | 7,338 | $33.16 | $243,328 | 53,363 | Jul 17, 2025 |
| Nolan Katherine C | Chief Operating Officer | Tax Withholding | 11,588 | $33.16 | $384,258 | 81,936 | Jul 17, 2025 |
| Bunch Michelle Caroline | — | Tax Withholding | 17,749 | $33.16 | $588,557 | 305,962 | Jul 17, 2025 |
| Bunch Family Holdings, LLC | — | Tax Withholding | 17,749 | $33.16 | $588,557 | 305,962 | Jul 17, 2025 |
| Bunch Michelle Caroline | — | Award / Grant | 16,175 | — | — | 323,711 | Mar 31, 2025 |
| Bunch Family Holdings, LLC | — | Award / Grant | 2,588 | — | — | 11,967 | Mar 31, 2025 |
| Anderson Jonathan James | — | Award / Grant | 2,588 | — | — | 6,117 | Mar 31, 2025 |
| Ferracone Robin A | — | Award / Grant | 2,588 | — | — | 22,117 | Mar 31, 2025 |
| Benes Julie E. | General Counsel and Secretary | Award / Grant | 2,588 | — | — | 45,149 | Mar 31, 2025 |
| Zwinggi Janice E. | Chief Financial Officer | Award / Grant | 6,470 | — | — | 60,701 | Mar 31, 2025 |
| Nolan Katherine C | Chief Operating Officer | Award / Grant | 6,470 | — | — | 93,524 | Mar 31, 2025 |
| Bunch Charles Alexander | Chief Creative & Marketing Off | Award / Grant | 2,588 | — | — | 44,199 | Mar 31, 2025 |
| Padgett Gene | Chief Accounting Officer | Award / Grant | 1,779 | — | — | 1,779 | Mar 31, 2025 |
| DOAK MICHAEL | — | Award / Grant | 2,588 | — | — | 6,117 | Mar 31, 2025 |
| Wong Janet S. | — | Award / Grant | 2,588 | — | — | 8,617 | Mar 31, 2025 |
| Benes Julie E. | General Counsel and Secretary | Tax Withholding | 6,447 | $30.70 | $197,923 | 42,561 | Jan 17, 2025 |
| Nolan Katherine C | Chief Operating Officer | Tax Withholding | 7,431 | $30.70 | $228,132 | 87,054 | Jan 17, 2025 |
| Zwinggi Janice E. | Chief Financial Officer | Tax Withholding | 7,592 | $30.70 | $233,074 | 54,231 | Jan 17, 2025 |
| Bunch Charles Alexander | Chief Creative & Marketing Off | Tax Withholding | 6,447 | $30.70 | $197,923 | 41,611 | Jan 17, 2025 |
| Bunch Family Holdings, LLC | — | Tax Withholding | 13,095 | $30.70 | $402,017 | 307,536 | Jan 17, 2025 |
| Bunch Michelle Caroline | — | Tax Withholding | 13,095 | $30.70 | $402,017 | 307,536 | Jan 17, 2025 |
| Benes Julie E. | General Counsel and Secretary | Purchase | 950 | $33.53 | $31,854 | 49,008 | Nov 26, 2024 |
| DOAK MICHAEL | — | Purchase | 588,235 | $17.00 | $9,999,995 | 591,764 | Jul 19, 2024 |
| Ferracone Robin A | — | Award / Grant | 3,529 | — | — | 3,529 | Jul 19, 2024 |
| Wong Janet S. | — | Award / Grant | 3,529 | — | — | 3,529 | Jul 19, 2024 |
| Benes Julie E. | General Counsel and Secretary | Award / Grant | 47,058 | — | — | 47,058 | Jul 19, 2024 |
| Nolan Katherine C | Chief Operating Officer | Award / Grant | 88,235 | — | — | 88,235 | Jul 19, 2024 |
| Bunch Charles Alexander | Chf Creative & Marketing Off | Award / Grant | 47,058 | — | — | 47,058 | Jul 19, 2024 |
| Bunch Richard F. III | President and CEO | Purchase | 5,850 | $17.00 | $99,450 | 695,925 | Jul 19, 2024 |
| Bunch Charles Alexander | Chief Creative & Marketing Off | Purchase | 72 | $17.00 | $1,224 | 72 | Jul 19, 2024 |
| Zwinggi Janice E. | Chief Financial Officer | Purchase | 3,000 | $17.00 | $51,000 | 61,823 | Jul 17, 2024 |
| Anderson Jonathan James | — | Award / Grant | 3,529 | — | — | 3,529 | Jul 17, 2024 |
| Bunch Family Holdings, LLC | — | Award / Grant | 135,205 | — | — | 135,205 | Jul 17, 2024 |
| Bunch Michelle Caroline | — | Award / Grant | 135,205 | — | — | 135,205 | Jul 17, 2024 |