4//SEC Filing
Bunch Michelle Caroline 4
Accession 0001628280-25-016367
CIK 0002007596other
Filed
Apr 1, 8:00 PM ET
Accepted
Apr 2, 8:52 PM ET
Size
9.2 KB
Accession
0001628280-25-016367
Insider Transaction Report
Form 4
TWFG, Inc.TWFG
Bunch Michelle Caroline
Director
Transactions
- Award
Class A Common Stock
2025-03-31+16,175→ 323,711 total(indirect: By Spouse) - Award
Class A Common Stock
2025-03-31+2,588→ 11,967 total
Holdings
- 342,362(indirect: By LLC)
Class A Common Stock
- 5,850(indirect: By first son)
Class A Common Stock
- 5,850(indirect: By second son)
Class A Common Stock
Footnotes (3)
- [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.
- [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.
- [F3]Represent shares of Class A Common Stock held by Mr. Bunch, sons and Bunch Family Holdings, LLC (the "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.
Documents
Issuer
TWFG, Inc.
CIK 0002007596
Entity typeother
Related Parties
1- filerCIK 0002028275
Filing Metadata
- Form type
- 4
- Filed
- Apr 1, 8:00 PM ET
- Accepted
- Apr 2, 8:52 PM ET
- Size
- 9.2 KB