TWFG

SEC source: 0002028282-26-000005 · wk-form4_1784671997.xml · nonDerivative · entry 1

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 313,596

F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").

SEC source: 0002028275-26-000003 · wk-form4_1784671080.xml · nonDerivative · entry 1

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By husband

Disclosed balance after: 313,596

F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")

SEC source: 0002028272-26-000003 · wk-form4_1784671173.xml · nonDerivative · entry 1

Benes Julie E. · CIK 0002028272 · General Counsel and Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,454

F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").

SEC source: 0002028304-26-000003 · wk-form4_1784671156.xml · nonDerivative · entry 1

Bunch Charles Alexander · CIK 0002028304 · Chief Creative & Marketing Off

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,523

F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")

SEC source: 0002028316-26-000003 · wk-form4_1784671111.xml · nonDerivative · entry 1

Zwinggi Janice E. · CIK 0002028316 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,314

F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")

SEC source: 0001295727-26-000002 · wk-form4_1784671137.xml · nonDerivative · entry 1

Nolan Katherine C · CIK 0001295727 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,049

F1 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").

SEC source: 0001628280-26-041706 · wk-form4_1780956062.xml · nonDerivative · entry 2

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 765,587

F2 · balance_after: 753,216 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 12,371 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · derivative · entry 14

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By MCB Trust

Disclosed balance after: 264,784

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F2 · ownership.nature: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · derivative · entry 13

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By RFB Trust

Disclosed balance after: 264,784

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · ownership.nature: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · derivative · entry 12

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By husband

Disclosed balance after: 0

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · derivative · entry 11

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · derivative · entry 10

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By husband

Disclosed balance after: 264,784

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · derivative · entry 9

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,784

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · derivative · entry 8

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 33,364,242

Underlying: Class C Common Stock · 529,568 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · nonDerivative · entry 7

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By MCB Trust

Disclosed balance after: 264,784

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F2 · ownership.nature: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · nonDerivative · entry 6

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By RFB Trust

Disclosed balance after: 264,784

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F1 · ownership.nature: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · nonDerivative · entry 5

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Husband

Disclosed balance after: 0

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · nonDerivative · entry 4

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · nonDerivative · entry 3

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Husband

Disclosed balance after: 264,784

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · nonDerivative · entry 2

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,784

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-041987 · wk-form4_1781041106.xml · nonDerivative · entry 1

Bunch Michelle Caroline · CIK 0002028275 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 33,364,242

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · derivative · entry 14

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By RFB Trust

Disclosed balance after: 264,784

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F2 · ownership.nature: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · derivative · entry 13

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By MCB Trust

Disclosed balance after: 264,784

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · ownership.nature: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · derivative · entry 12

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By wife

Disclosed balance after: 0

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · derivative · entry 11

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · derivative · entry 10

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By wife

Disclosed balance after: 264,784

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · derivative · entry 9

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,784

Underlying: Class C Common Stock · 264,784 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · derivative · entry 8

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 33,364,242

Underlying: Class C Common Stock · 529,568 shares

Expires not disclosed

F3 · derivative.exercise_price: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F3 · derivative.exercise_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

F3 · derivative.expiration_date: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · nonDerivative · entry 7

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By RFB Trust

Disclosed balance after: 264,784

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

F2 · ownership.nature: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · nonDerivative · entry 6

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By MCB Trust

Disclosed balance after: 264,784

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F1 · ownership.nature: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · nonDerivative · entry 5

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By wife

Disclosed balance after: 0

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · nonDerivative · entry 4

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · nonDerivative · entry 3

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By wife

Disclosed balance after: 264,784

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · nonDerivative · entry 2

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,784

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

SEC source: 0001628280-26-041986 · wk-form4_1781041072.xml · nonDerivative · entry 1

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By LLC

Disclosed balance after: 33,364,242

F1 · kind: On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").

F2 · kind: On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

SEC source: 0001628280-26-040963 · wk-form4_1780612216.xml · nonDerivative · entry 3

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 757,722

F2 · balance_after: 745,900 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 11,822 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-040963 · wk-form4_1780612216.xml · nonDerivative · entry 2

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 746,722

F2 · balance_after: 745,900 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 11,822 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-039848 · wk-form4_1780434093.xml · nonDerivative · entry 3

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 723,728

F2 · balance_after: 714,277 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 9,451 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-039848 · wk-form4_1780434093.xml · nonDerivative · entry 2

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 707,228

F2 · balance_after: 714,277 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 9,451 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-039241 · wk-form4_1780088909.xml · nonDerivative · entry 3

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 690,728

F2 · balance_after: 683,579 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 7,149 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-039241 · wk-form4_1780088909.xml · nonDerivative · entry 2

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 679,398

F2 · balance_after: 683,579 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 7,149 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-038557 · wk-form4_1779920305.xml · nonDerivative · entry 4

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 668,398

F2 · balance_after: 662,806 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 5,592 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-038557 · wk-form4_1779920305.xml · nonDerivative · entry 3

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 643,518

F2 · balance_after: 662,806 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 5,592 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-038557 · wk-form4_1779920305.xml · nonDerivative · entry 2

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 632,518

F2 · balance_after: 662,806 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 5,592 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-037841 · wk-form4_1779487565.xml · nonDerivative · entry 3

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 621,518

F2 · balance_after: 619,196 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 2,322 Shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-037841 · wk-form4_1779487565.xml · nonDerivative · entry 2

DOAK MICHAEL · CIK 0001611672 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 603,980

F2 · balance_after: 619,196 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 2,322 Shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

SEC source: 0001628280-26-023106 · wk-form4_1775159505.xml · nonDerivative · entry 1

Vijaya Gopal Mohan Babu · CIK 0002094629 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,677

F1 · shares: Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.

SEC source: 0001628280-26-023099 · wk-form4_1775159315.xml · nonDerivative · entry 1

Anderson Jonathan James · CIK 0002029453 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,117

F1 · shares: Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date.

SEC source: 0001628280-26-023162 · wk-form4_1775160847.xml · nonDerivative · entry 3

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · By wife

Disclosed balance after: 15,967

F3 · shares: Represents RSUs granted to the wife ("Mrs. Bunch") of the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to the continued service of Mrs. Bunch as a director through the vesting date.

F4 · balance_after: Represent shares of Class A Common Stock held by Mrs. Bunch, sons and Bunch Family Holdings, LLC. The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.

SEC source: 0001628280-26-023162 · wk-form4_1775160847.xml · nonDerivative · entry 2

Bunch Richard F. III · CIK 0002028282 · Director · President and CEO · 10% owner

Bunch Family Holdings, LLC · CIK 0002028482 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 331,329

F2 · shares: The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.