SEC Form 4 · accession 0002028282-26-000005
TWFG, Inc. · TWFG
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owners
Richard F. Bunch III
Officer — President and CEO · Director · 10% Owner
Bunch Family Holdings, LLC
10% Owner
Period of report
Jul 17, 2026
Accepted (ET)
Jul 21, 2026 · 6:13 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0002007596
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Class A Common StockF1 | Jul 17, 2026 | F | 17,733 | $26.35 | D | 313,596 | D | |
| Class A Common StockF2 | holding | — | — | — | 15,967 | I | By wife | |
| Class A Common StockF2 | holding | — | — | — | 342,362 | I | By LLC | |
| Class A Common StockF2 | holding | — | — | — | 5,850 | I | By first son | |
| Class A Common StockF2 | holding | — | — | — | 5,850 | I | By second son |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The 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").
- F2The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.