$ Value
$0
Shares
27,500
Price
$0
Filed
Apr 2
Insider
Name
Bunch Richard F. III
Title
President and CEO
CIK
0002028282
Roles
Transaction Details
Transaction Date
2026-03-31
Code
A
Table
Non-Derivative
Ownership
Direct
Equity Swap
No
Shares After
333,462
Footnotes
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. | The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs. | 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. | 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.
Filing Info
Bunch Richard F. III's History
| Date | Ticker | Type | Value |
|---|---|---|---|
| 2026-03-31 | TWFG | A | $0 |
| 2026-03-31 | TWFG | F | $39K |
| 2026-03-31 | TWFG | A | $0 |
| 2025-07-17 | TWFG | F | $589K |
Other Insiders at TWFG (90d)
| Insider | Bought | Sold | Last |
|---|---|---|---|
|
Nolan Katherine C
Chief Operating Officer
|
— | — | 2026-03-31 |
| Ferracone Robin A | — | — | 2026-03-31 |
| Wong Janet S. | — | — | 2026-03-31 |
| DOAK MICHAEL | — | — | 2026-03-31 |
|
Padgett Gene
Chief Accounting Officer
|
— | — | 2026-03-31 |
|
Benes Julie E.
General Counsel and Secretary
|
— | — | 2026-03-31 |
| Bunch Michelle Caroline | — | — | 2026-03-31 |
|
Bunch Richard F. III
President and CEO
|
— | — | 2026-03-31 |
|
Bunch Charles Alexander
Chief Creative & Marketing Off
|
— | — | 2026-03-31 |
|
Zwinggi Janice E.
Chief Financial Officer
|
— | — | 2026-03-31 |
| Anderson Jonathan James | — | — | 2026-03-31 |
|
Vijaya Gopal Mohan Babu
Chief Technology Officer
|
— | — | 2026-03-31 |
|
McGuire Andrew Vincent
Chief Underwriting Officer
|
— | — | 2026-03-31 |