InsiderTrades

Bunch Richard F. III

SEC CIK 2028282 · EDGAR

Buying vs selling by month open-market trades, last 27 months, TWFG
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
TWFGTWFG, Inc.Pres, CEO, Dir, 10% 313.6K $3.45M — 112024-07-172026-07-17

Most active insiders at TWFG, 12 months

#InsiderTitleBoughtSold
1 DOAK MICHAELDir $3.35M—
2 McGuire Andrew VincentChief Underwriting Off ——
3 Vijaya Gopal Mohan BabuCTO ——
4 Anderson Jonathan JamesDir ——
5 Zwinggi Janice E.CFO ——
6 Bunch Charles AlexanderChief Creative, Marketing Off ——
7 Bunch Richard F. IIIPres, CEO, Dir, 10% ——
8 Bunch Michelle CarolineDir ——
9 Benes Julie E.GC, Sec ——
10 Padgett GeneCAO ——

Transactions 11

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
2026-07-21 18:13 2026-07-17 TWFG TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% F - Tax $26.35 -17.7K 313.6K -5% -$467.3K
DMI 2026-06-09 17:37 2026-06-05 TWFG TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% G - Gift $0.00 0 264.8K New $0
DM 2026-06-09 17:37 2026-06-05 TWFG TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% G - Gift $0.00 0 0 New $0
2026-04-02 16:14 2026-03-31 TWFG TWFG, Inc. 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 TWFG, Inc. 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 TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% A - Grant $0.00 +4,000 16.0K +33% $0
DMI 2024-07-19 2024-07-17+ TWFG TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% A - Grant $0.00 +33.90M 150.7K New $0
D 2024-07-19 2025-07-17 TWFG TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% A - Grant $0.00 +147.1K 147.2K +147,058% $0
DI 2024-07-19 2024-07-19 TWFG TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% M - OptEx — +342.3K 492.9K +227% —
D 2024-07-19 2024-07-19 TWFG TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% P - Purchase $17.00 +185.4K 678.4K +38% +$3.15M
DMI 2024-07-19 2024-07-19 TWFG TWFG, Inc. Bunch Richard F. III Pres, CEO, Dir, 10% P - Purchase $17.00 +17.6K 695.9K +3% +$298.4K

Purchase Sale Sale after option exercise All abbreviations