TWFG Inc.

Last updated September 27, 2026

Organization details

Legal name
TWFG Inc.
Ownership
Public
Status
Active
Headquarters country
United States
Ticker symbol
TWFG
Primary stock exchange
Nasdaq

Identifiers

SEC CIK
0002007596

Board of directors

Chief executives

Richard F. Bunch III ยท President and CEO
Since July 2024

Board connections

2 of this board's directors also sit on 4 other boards.

Network of TWFG Inc.'s board connections Lucid Group Inc. Lucid Group Inc. Lumentum Holdings Inc. Lumentum Holdings Inc. Trupanion Inc. Trupanion Inc. Valvoline Inc. Valvoline Inc. Janet S. Wong Janet S. Wong Michael Doak Michael Doak TWFG Inc.
Shared director Other board Same sector

Insider trades

All notable trades →

From SEC Forms 4 and 5. Open-market purchases and sales are highlighted; grants, option exercises and shares withheld for tax are routine.

Bought, last 12 months
$3,352,288
12 purchases by 1 insider
Sold, last 12 months
$0
0 sales by 0 insiders
Date Insider Transaction Shares Price Value
Jul 17, 2026 Benes Julie E. Officer (General Counsel and Secretary) Shares withheld for tax โˆ’6,171 $26.35 $162,606
Jul 17, 2026 Bunch Charles Alexander Officer (Chief Creative & Marketing Off) Shares withheld for tax โˆ’6,163 $26.35 $162,395
Jul 17, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Shares withheld for tax โˆ’17,733 $26.35 $467,265
Jul 17, 2026 Michelle Caroline Bunch Director Shares withheld for tax โˆ’17,733 $26.35 $467,265
Jul 17, 2026 Nolan Katherine C Officer (Chief Operating Officer) Shares withheld for tax โˆ’11,559 $26.35 $304,580
Jul 17, 2026 Zwinggi Janice E. Officer (Chief Financial Officer) Shares withheld for tax โˆ’7,710 $26.35 $203,159
Jun 5, 2026 Michelle Caroline Bunch Director Gift โˆ’529,568 โ€” โ€”
Jun 5, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Gift โˆ’529,568 โ€” โ€”
Jun 5, 2026 Michael Doak Director Open-market purchase +7,865 $19.45 $152,974
Jun 5, 2026 Michelle Caroline Bunch Director Gift +264,784 โ€” โ€”
Jun 5, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Gift +264,784 โ€” โ€”
Jun 5, 2026 Michelle Caroline Bunch Director Gift +264,784 โ€” โ€”
Jun 5, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Gift +264,784 โ€” โ€”
Jun 5, 2026 Michelle Caroline Bunch Director Gift โˆ’264,784 โ€” โ€”
Jun 5, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Gift โˆ’264,784 โ€” โ€”

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