Form 4 for TWFG TWFG, Inc.
Accepted 2025-04-02 00:00:00 ET · period of report 2025-03-31 · accession 0001628280-25-016365 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-02 | 2025-03-31 | TWFG | Bunch Family Holdings, LLC | 10% | A - Grant | $0.00 | +16.2K | 323.7K | +5% | $0 | |
| I | 2025-04-02 | 2025-03-31 | TWFG | Bunch Family Holdings, LLC | 10% | A - Grant | $0.00 | +2,588 | 12.0K | +28% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2025-03-31 | A | A | 16,175 | $0.00 | 323,711 | D By wife | — | — | (F1) Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2026, March 31, 2027 and March 31, 2028, subject to his continued services with the issuer through each vesting date. |
| 2 | Common | Class A Common Stock | 2025-03-31 | A | A | 2,588 | $0.00 | 11,967 | I | — | — | (F2) Represents RSUs granted to the wife ("Mrs. Bunch") of the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to the continued service of Mrs. Bunch as a director through the vesting date. |