CIK 0002007596 · <br>Emerging growth company
TWFG, Inc.
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- TWFG
- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- FY end
- Dec 31
- Incorporated
- DE
- Entity type
- operating
- Phone
- 281.367.3424
- Business address
- 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS, TX, 77380
- Open-market buys, last 90 days
- $0
- in 0 filings
- Open-market sales, last 90 days
- $0
- in 0 filings
Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.
| Date | Insider | Transaction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2024-07-19 | Bunch Richard F. III President and CEO | Option exercise | +342,262 | 492,949 | ||
| 2024-07-19 | Bunch Richard F. III President and CEO | Purchase | +185,426 | $17.00 | $3.2M | 678,375 |
| 2024-07-19 | Bunch Richard F. III President and CEO | Purchase | +5,850 | $17.00 | $99K | 684,225 |
| 2024-07-19 | Bunch Richard F. III President and CEO | Purchase | +5,850 | $17.00 | $99K | 690,075 |
| 2024-07-19 | Bunch Richard F. III President and CEO | Purchase | +5,850 | $17.00 | $99K | 695,925 |
| 2024-07-19 | Bunch Richard F. III President and CEO | Grant or award | +33,893,810 | 33,893,810 | ||
| 2024-07-19 | Bunch Charles Alexander Chf Creative & Marketing Off | Purchase | +1,000 | $17.00 | $17K | 48,058 |
| 2024-07-19 | Nolan Katherine C Chief Operating Officer | Purchase | +6,250 | $17.00 | $106K | 94,485 |
| 2024-07-19 | Benes Julie E. General Counsel and Secretary | Purchase | +1,000 | $17.00 | $17K | 48,058 |
| 2024-07-19 | Zwinggi Janice E. Chief Financial Officer | Purchase | +3,000 | $17.00 | $51K | 61,823 |
| 2024-07-19 | Wong Janet S. Director | Purchase | +2,500 | $17.00 | $43K | 6,029 |
| 2024-07-19 | Ferracone Robin A Director | Purchase | +16,000 | $17.00 | $272K | 19,529 |
| 2024-07-19 | DOAK MICHAEL Director | Purchase | +588,235 | $17.00 | $10.0M | 591,764 |
| 2024-07-19 | DOAK MICHAEL Director | Other acquisition | +1,820,234 | 1,820,234 | ||
| 2024-07-19 | DOAK MICHAEL Director | Other disposition · Class B LLC Units in TWFG Holding Company, LLC | −1,820,234 | 0 | ||
| 2024-07-19 | DOAK MICHAEL Director | Other acquisition · Class B LLC Units in TWFG Holding Company, LLC | +1,820,234 | 1,820,234 | ||
| 2024-07-19 | Bunch Michelle Caroline Director | Option exercise | +342,262 | 492,949 | ||
| 2024-07-19 | Bunch Michelle Caroline Director | Purchase | +5,850 | $17.00 | $99K | 498,799 |
| 2024-07-19 | Bunch Michelle Caroline Director | Purchase | +185,426 | $17.00 | $3.2M | 684,225 |
| 2024-07-19 | Bunch Michelle Caroline Director | Purchase | +5,850 | $17.00 | $99K | 690,075 |
Page 6 of 7 · 136 trades