Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TWFG, Inc.TWFG · Entity 5723 | Director · President and CEO · 10% owner | July 17, 2026 | July 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TWFG, Inc.
Report date July 17, 2026 · Filed July 21, 2026
Jointly reported with Bunch Family Holdings, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 313,596 |
Reported balance
After 2026-07-17 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-07-17 · Tax withholding · Disposed 17,733 · Balance 313,596 F1: 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"). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy wife | 15,967 |
Reported balance
Holding disclosure · report date 2026-07-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,967 F2: The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy LLC | 342,362 |
Reported balance
Holding disclosure · report date 2026-07-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 342,362 F2: The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy first son | 5,850 |
Reported balance
Holding disclosure · report date 2026-07-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,850 F2: The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy second son | 5,850 |
Reported balance
Holding disclosure · report date 2026-07-17 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,850 F2: The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form. |
Filing footnotes · ownership attribution and instrument terms
F1: 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").
F2: The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 17, 2026 Filed Jul 21, 2026 22:13 UTC | TWFG, Inc. TWFG · Entity 5723 | Tax withholdingClass A Common Stock | 17,733 | $26.35 | $467,264.55 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftLLC Units in TWFG Holding · Derivative | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftLLC Units in TWFG Holding · Derivative | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftLLC Units in TWFG Holding · Derivative | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftLLC Units in TWFG Holding · Derivative | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftLLC Units in TWFG Holding · Derivative | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftLLC Units in TWFG Holding · Derivative | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftLLC Units in TWFG Holding · Derivative | 529,568 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftClass C Common Stock | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftClass C Common Stock | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftClass C Common Stock | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftClass C Common Stock | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftClass C Common Stock | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftClass C Common Stock | 264,784 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 21:37 UTC | TWFG, Inc. TWFG · Entity 5723 | GiftClass C Common Stock | 529,568 | $0.00 | $0.00 |
DisclosureSEC 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"). Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:14 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:14 UTC | TWFG, Inc. TWFG · Entity 5723 | Tax withholdingClass A Common Stock | 2,133 | $18.39 | $39,225.87 |
DisclosureSEC 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. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:14 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023162 · wk-form4_1775160847.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: 333,462 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. Read SEC document |
| July 17, 2025 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 147,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.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: 147,158 Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 19:27 UTC | TWFG, Inc. TWFG · Entity 5723 | Tax withholdingClass A Common Stock | 17,749 | $33.16 | $588,556.84 |
DisclosureSEC source: 0002007596-25-000007 · wk-form4_1753126036.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: 305,962 F1 · acquired: 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"). Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 00:51 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 2,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016365 · wk-form4_1743641457.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: Indirect · By wife Disclosed balance after: 11,967 F2 · 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. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 00:51 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 16,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016365 · wk-form4_1743641457.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: 323,711 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, 2026, March 31, 2027 and March 31, 2028, subject to his continued services with the issuer through each vesting date. Read SEC document |
| January 17, 2025 Filed Jan 23, 2025 00:02 UTC | TWFG, Inc. TWFG · Entity 5723 | Tax withholdingClass A Common Stock | 13,095 | $30.70 | $402,016.50 |
DisclosureSEC source: 0001628280-25-002257 · wk-form4_1737590568.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: 307,536 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"). Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass C Common Stock | 33,893,810 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.xml · nonDerivative · 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: 33,893,810 F1 · shares: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F1 · price: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F2 · ownership.nature: The shares of Class A common Stock of the Issuer and the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") are owned directly by Bunch Family Holdings LLC ("Bunch Holdings"), a ten percent owner of the Issuer, and indirectly by Richard F. Bunch III, who is sole member of Bunch Holdings. Richard F. Bunch III is a director, officer and ten percent owner of the Issuer. Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | PurchaseClass A Common Stock | 5,850 | $17.00 | $99,450.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.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 son Disclosed balance after: 695,925 F3 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | PurchaseClass A Common Stock | 5,850 | $17.00 | $99,450.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.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 son Disclosed balance after: 690,075 F3 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | PurchaseClass A Common Stock | 5,850 | $17.00 | $99,450.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.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: 684,225 F3 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | PurchaseClass A Common Stock | 185,426 | $17.00 | $3,152,242.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.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: 678,375 F3 · kind: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. Read SEC document |
| July 19, 2024 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | Exercise / conversionClass A Common Stock | 342,262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.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 LLC Disclosed balance after: 492,949 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F1 · price: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F2 · ownership.nature: The shares of Class A common Stock of the Issuer and the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") are owned directly by Bunch Family Holdings LLC ("Bunch Holdings"), a ten percent owner of the Issuer, and indirectly by Richard F. Bunch III, who is sole member of Bunch Holdings. Richard F. Bunch III is a director, officer and ten percent owner of the Issuer. Read SEC document |
| July 17, 2024 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 3,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.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: Indirect · By wife Disclosed balance after: 150,687 Read SEC document |
| July 17, 2024 Filed Aug 1, 2024 17:26 UTC Amendment | TWFG, Inc. TWFG · Entity 5723 | GrantClass A Common Stock | 135,205 | $0.00 | $0.00 |
DisclosureSEC source: 0002028282-24-000002 · wk-form4a_1722533171.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: 135,205 Read SEC document |
| July 19, 2021 Filed Jul 20, 2024 01:42 UTC | TWFG, Inc. TWFG · Entity 5723 | Exercise / conversionLLC Units in TWFG Holding Company, LLC · Derivative | 342,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-032383 · wk-form4_1721439750.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: Indirect · By LLC Disclosed balance after: 33,893,810 Underlying: Class A Common Stock · 342,362 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F1 · derivative.exercise_price: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F1 · price: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F1 · derivative.exercise_date: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F1 · derivative.expiration_date: Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled. F2 · ownership.nature: The shares of Class A common Stock of the Issuer and the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") are owned directly by Bunch Family Holdings LLC ("Bunch Holdings"), a ten percent owner of the Issuer, and indirectly by Richard F. Bunch III, who is sole member of Bunch Holdings. Richard F. Bunch III is a director, officer and ten percent owner of the Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.