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
-
Janet S. Wong ยท DirectorSince 2024
-
Jonathan James Anderson ยท DirectorSince 2024
-
Michael Doak ยท DirectorSince 2024
-
Michelle Caroline Bunch ยท DirectorSince 2024
-
Richard F. Bunch III ยท Director ยท President and CEOSince 2024
-
Robin A. Ferracone ยท DirectorSince 2024
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.
- via Janet S. Wong
- via Janet S. Wong
- via Michael Doak
- via Janet S. Wong
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 | โ6,171 | $26.35 | $162,606 |
| Jul 17, 2026 | Bunch Charles Alexander Officer (Chief Creative & Marketing Off) | Shares withheld for tax | โ6,163 | $26.35 | $162,395 |
| Jul 17, 2026 | Richard F. Bunch III Director, Officer (President and CEO), 10% owner | Shares withheld for tax | โ17,733 | $26.35 | $467,265 |
| Jul 17, 2026 | Michelle Caroline Bunch Director | Shares withheld for tax | โ17,733 | $26.35 | $467,265 |
| Jul 17, 2026 | Nolan Katherine C Officer (Chief Operating Officer) | Shares withheld for tax | โ11,559 | $26.35 | $304,580 |
| Jul 17, 2026 | Zwinggi Janice E. Officer (Chief Financial Officer) | Shares withheld for tax | โ7,710 | $26.35 | $203,159 |
| Jun 5, 2026 | Michelle Caroline Bunch Director | Gift | โ529,568 | โ | โ |
| Jun 5, 2026 | Richard F. Bunch III Director, Officer (President and CEO), 10% owner | Gift | โ529,568 | 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 | โ264,784 | โ | โ |
| Jun 5, 2026 | Richard F. Bunch III Director, Officer (President and CEO), 10% owner | Gift | โ264,784 | โ | โ |
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