Insider holders · CIK 0002007596
TWFG, Inc. · TWFG
Every insider with a reported Table I holding at this company, ranked by their last-reported share count. A balance is only as fresh as its filing — the report date sits next to every row on purpose. ← Back to activity
| Insider | Direct shares | Indirect shares | Total reported | Last report (ET) | From |
|---|---|---|---|---|---|
| Michael DoakDirector | 10,117 | 765,587 | 775,704 | Jun 8, 2026 · 6:01 pm EDT | Form 4 |
| Bunch Family Holdings, LLC10% Owner | 313,596 | 5,850 | 319,446 | Jul 21, 2026 · 6:13 pm EDT | Form 4 |
| Richard F. Bunch IIIPresident and CEO | 313,596 | 5,850 | 319,446 | Jul 21, 2026 · 6:13 pm EDT | Form 4 |
| Katherine C NolanChief Operating Officer | 82,049 | — | 82,049 | Jul 21, 2026 · 5:59 pm EDT | Form 4 |
| Janice E. ZwinggiChief Financial Officer | 57,314 | — | 57,314 | Jul 21, 2026 · 5:58 pm EDT | Form 4 |
| Julie E. BenesGeneral Counsel and Secretary | 37,454 | — | 37,454 | Jul 21, 2026 · 5:59 pm EDT | Form 4 |
| Charles Alexander BunchChief Creative & Marketing Off | 36,523 | 72 | 36,595 | Jul 21, 2026 · 5:59 pm EDT | Form 4 |
| Michelle Caroline BunchDirector | 15,967 | 5,850 | 21,817 | Jul 21, 2026 · 5:58 pm EDT | Form 4 |
Balances come from each insider’s most recent filing that reports a Table I holding; an insider who left the company years ago still appears with their last-known figure and its date. Indirect totals collapse multiple vehicles (trusts, LLCs) into one number — open the filing for the breakdown. Shares as filed, not split-adjusted.