TWFG Inc.

Last updated September 27, 2026

Organization details

Legal name
TWFG Inc.
Ownership
Public
Status
Active
Sector (GICS)
Financials
SIC code
6411 — Insurance Agents, Brokers & Service
Jurisdiction of incorporation
Delaware
Headquarters city
The Woodlands
Headquarters state / province
Texas
Headquarters country
United States
Fiscal year end
December
Ticker symbol
TWFG
Primary stock exchange
Nasdaq

Identifiers

SEC CIK
0002007596

Board of directors

Chief executives

Richard F. Bunch III · President and CEO
Since July 2024
100 CEO score

Outstanding · grade A+

Out of 100, from shareholder return, dividends, growth and acquisitions.

Partial: only 20% of the scoring weight is on file.

Revenue growth 20%
100

20.2% a year in revenue

20% of the scoring weight is on file. Figures cover December 2023 – December 2025.

Director election results

Annual meeting of May 28, 2026. Support is votes for as a share of votes for and against (or withheld). Below 80% is a clear protest.

Board connections

2 of this board's directors also sit on 4 other boards. 1 is in the same sector.

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
Nov 9, 2026 Vijaya Gopal Mohan Babu Officer (Chief Technology Officer) Shares withheld for tax −43 $28.11 $1,209
Jul 17, 2026 Benes Julie E. Officer (General Counsel and Secretary) Shares withheld for tax −6,171 $26.35 $162,606
Jul 17, 2026 Bunch Charles Alexander Officer (Chief Creative & Marketing Off) Shares withheld for tax −6,163 $26.35 $162,395
Jul 17, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Shares withheld for tax −17,733 $26.35 $467,265
Jul 17, 2026 Michelle Caroline Bunch Director Shares withheld for tax −17,733 $26.35 $467,265
Jul 17, 2026 Nolan Katherine C Officer (Chief Operating Officer) Shares withheld for tax −11,559 $26.35 $304,580
Jul 17, 2026 Zwinggi Janice E. Officer (Chief Financial Officer) Shares withheld for tax −7,710 $26.35 $203,159
Jun 5, 2026 Michelle Caroline Bunch Director Gift −529,568 — —
Jun 5, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Gift −529,568 — —
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 — —
Jun 5, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Gift +264,784 — —
Jun 5, 2026 Michelle Caroline Bunch Director Gift +264,784 — —
Jun 5, 2026 Richard F. Bunch III Director, Officer (President and CEO), 10% owner Gift +264,784 — —
Jun 5, 2026 Michelle Caroline Bunch Director Gift −264,784 — —

Organizations in the same sector, closest in location and size first.

Questions about TWFG Inc.

Who is the CEO of TWFG Inc.?

Richard F. Bunch III has been TWFG Inc.'s President and CEO since July 2024.

How many directors are on TWFG Inc.'s board?

TWFG Inc.'s board has 6 directors: Janet S. Wong, Jonathan James Anderson, Michael Doak, Michelle Caroline Bunch, Richard F. Bunch III and Robin A. Ferracone.

Are TWFG Inc. insiders buying or selling shares?

Over the last 12 months, TWFG Inc. insiders bought $3.4 million of shares in 12 purchases and made no open-market sales on the open market, as reported to the SEC on Forms 4 and 5.

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