Form 4 for TWFG TWFG, Inc.
Accepted 2025-04-02 00:00:00 ET · period of report 2025-03-31 · accession 0001628280-25-016367 · 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 Michelle Caroline | Dir | A - Grant | $0.00 | +2,588 | 12.0K | +28% | $0 | |
| I | 2025-04-02 | 2025-03-31 | TWFG | Bunch Michelle Caroline | Dir | A - Grant | $0.00 | +16.2K | 323.7K | +5% | $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 | 2,588 | $0.00 | 11,967 | D By husband | — | — | (F1) Represents restricted stock units ("RSUs") granted to 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 her continued service as a director through the vesting date. |
| 2 | Common | Class A Common Stock | 2025-03-31 | A | A | 16,175 | $0.00 | 323,711 | I | — | — | (F2) Represents RSUs granted to her husband ("Mr. Bunch") 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 the continued services of Mr. Bunch with the issuer through each vesting date. |