Form 4 for TWFG TWFG, Inc.

Accepted 2026-04-02 16:14:11 ET · period of report 2026-03-31 · accession 0001628280-26-023162 · 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
	2026-04-02 16:14	2026-03-31	TWFG	Bunch Richard F. III	Pres, CEO, Dir, 10%	A - Grant	$0.00	+27.5K	333.5K	+9%	$0
	2026-04-02 16:14	2026-03-31	TWFG	Bunch Richard F. III	Pres, CEO, Dir, 10%	F - Tax	$18.39	-2,133	331.3K	-0.6%	-$39.2K
I	2026-04-02 16:14	2026-03-31	TWFG	Bunch Richard F. III	Pres, CEO, Dir, 10%	A - Grant	$0.00	+4,000	16.0K	+33%	$0

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Class A Common Stock	2026-03-31	A	A	27,500	$0.00	333,462	D	—	—	(F1) Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.
2	Common	Class A Common Stock	2026-03-31	F	D	2,133	$18.39	331,329	D	—	—	(F2) The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.
3	Common	Class A Common Stock	2026-03-31	A	A	4,000	$0.00	15,967	I By wife	—	—	(F3) 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. (F4) Represent shares of Class A Common Stock held by Mrs. Bunch, sons and Bunch Family Holdings, LLC. The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.