Bunch Charles Alexander 4

What Happened

• Charles Alexander Bunch, Chief Creative & Marketing Officer of TWFG, was granted 5,000 restricted stock units (RSUs) on March 31, 2026 (reported as an award, code A). To satisfy tax withholding when those RSUs were released, 326 shares were withheld (reported as code F) at $18.39 per share, totaling about $5,995.

Key Details

• Transaction date: March 31, 2026; filing date: April 2, 2026 (filed promptly after the transaction).
• Grant: 5,000 RSUs granted under the 2024 Omnibus Incentive Plan (reported value $0 in the filing because these are units, not a cash purchase).
• Tax withholding: 326 shares withheld at $18.39/share, proceeds ≈ $5,995.
• Shares owned after the transaction: Not specified in the filing.
• Footnotes: F1 — RSUs vest in three equal annual installments on 3/31/2027, 3/31/2028 and 3/31/2029, subject to continued service. F2 — the 326 shares were withheld at the reporting person's election to cover tax withholding.
• Transaction codes: A = Award/Grant; F = shares withheld to satisfy tax obligations (routine).

Context

• This was a grant of RSUs (an award), not a market purchase or sale; the withholding of shares to cover taxes is a common, administrative step and not necessarily a market sentiment signal. The RSUs vest over the next three years if the officer remains employed.