Bunch Richard F. III 4
4 · TWFG, Inc. · Filed Apr 2, 2025
Insider Transaction Report
Form 4
TWFG, Inc.TWFG
Bunch Richard F. III
DirectorPresident and CEO10% Owner
Transactions
- Award
Class A Common Stock
2025-03-31+16,175→ 323,711 total - Award
Class A Common Stock
2025-03-31+2,588→ 11,967 total(indirect: By Spouse)
Holdings
- 5,850(indirect: By first son)
Class A Common Stock
- 342,362(indirect: By LLC)
Class A Common Stock
- 5,850(indirect: By second son)
Class A Common Stock
Footnotes (3)
- [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.
- [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.
- [F3]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.