Insider · CIK 0002028282

Bunch Richard F. III

Reports to the SEC for 1 company · THE WOODLANDS, TX

sec.gov

Transactions

Companies

Filings

CIK

0002028282

Forms 4 and 5

Insider transactions

32 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-07-17	TWFGTWFG, Inc.F Tax Payment	Director, President and CEO, 10% Owner	FTax Payment	−17.7K sh	$26.35	−$467K	313,596
2026-06-05	TWFGTWFG, Inc.G Gift	Director, President and CEO, 10% Owner	GGift	−530K sh	—	—	33,364,242
2026-06-05	TWFGTWFG, Inc. · LLC Units in TWFG HoldingG Gift	Director, President and CEO, 10% Owner	GGift	−265K sh	—	—	0
2026-06-05	TWFGTWFG, Inc. · LLC Units in TWFG HoldingG Gift	Director, President and CEO, 10% Owner	GGift	−265K sh	—	—	0
2026-06-05	TWFGTWFG, Inc. · LLC Units in TWFG HoldingG Gift	Director, President and CEO, 10% Owner	GGift	+265K sh	—	—	264,784
2026-06-05	TWFGTWFG, Inc. · LLC Units in TWFG HoldingG Gift	Director, President and CEO, 10% Owner	GGift	+265K sh	—	—	264,784
2026-06-05	TWFGTWFG, Inc. · LLC Units in TWFG HoldingG Gift	Director, President and CEO, 10% Owner	GGift	−530K sh	—	—	33,364,242
2026-06-05	TWFGTWFG, Inc.G Gift	Director, President and CEO, 10% Owner	GGift	+265K sh	—	—	264,784
2026-06-05	TWFGTWFG, Inc.G Gift	Director, President and CEO, 10% Owner	GGift	+265K sh	—	—	264,784
2026-06-05	TWFGTWFG, Inc.G Gift	Director, President and CEO, 10% Owner	GGift	−265K sh	—	—	0
2026-06-05	TWFGTWFG, Inc.G Gift	Director, President and CEO, 10% Owner	GGift	−265K sh	—	—	0
2026-06-05	TWFGTWFG, Inc.G Gift	Director, President and CEO, 10% Owner	GGift	+265K sh	—	—	264,784
2026-06-05	TWFGTWFG, Inc.G Gift	Director, President and CEO, 10% Owner	GGift	+265K sh	—	—	264,784
2026-06-05	TWFGTWFG, Inc. · LLC Units in TWFG HoldingG Gift	Director, President and CEO, 10% Owner	GGift	+265K sh	—	—	264,784
2026-06-05	TWFGTWFG, Inc. · LLC Units in TWFG HoldingG Gift	Director, President and CEO, 10% Owner	GGift	+265K sh	—	—	264,784
2026-03-31	TWFGTWFG, Inc.A Award	Director, President and CEO, 10% Owner	AAward	+4,000 sh	—	—	15,967
2026-03-31	TWFGTWFG, Inc.A Award	Director, President and CEO, 10% Owner	AAward	+27.5K sh	—	—	333,462
2026-03-31	TWFGTWFG, Inc.F Tax Payment	Director, President and CEO, 10% Owner	FTax Payment	−2,133 sh	$18.39	−$39.2K	331,329
2025-07-17	TWFGTWFG, Inc.A Award	Director, President and CEO, 10% Owner	AAward	+147K sh	—	—	147,158
2025-07-17	TWFGTWFG, Inc.F Tax Payment	Director, President and CEO, 10% Owner	FTax Payment	−17.7K sh	$33.16	−$589K	305,962
2025-03-31	TWFGTWFG, Inc.A Award	Director, President and CEO, 10% Owner	AAward	+16.2K sh	—	—	323,711
2025-03-31	TWFGTWFG, Inc.A Award	Director, President and CEO, 10% Owner	AAward	+2,588 sh	—	—	11,967
2025-01-17	TWFGTWFG, Inc.F Tax Payment	Director, President and CEO, 10% Owner	FTax Payment	−13.1K sh	$30.70	−$402K	307,536
2024-07-19	TWFGTWFG, Inc.A Award	Director, President and CEO, 10% Owner	AAward	+33.9M sh	—	—	33,893,810
2024-07-19	TWFGTWFG, Inc.P Purchase	Director, President and CEO, 10% Owner	PPurchase	+5,850 sh	$17.00	+$99.5K	695,925
2024-07-19	TWFGTWFG, Inc.P Purchase	Director, President and CEO, 10% Owner	PPurchase	+5,850 sh	$17.00	+$99.5K	690,075
2024-07-19	TWFGTWFG, Inc.P Purchase	Director, President and CEO, 10% Owner	PPurchase	+5,850 sh	$17.00	+$99.5K	684,225
2024-07-19	TWFGTWFG, Inc.P Purchase	Director, President and CEO, 10% Owner	PPurchase	+185K sh	$17.00	+$3.15M	678,375
2024-07-19	TWFGTWFG, Inc.M Exercise/Conversion	Director, President and CEO, 10% Owner	MExercise/Conversion	+342K sh	—	—	492,949
2024-07-17	TWFGTWFG, Inc.A Award	Director, President and CEO, 10% Owner	AAward	+3,529 sh	—	—	150,687
2024-07-17	TWFGTWFG, Inc.A Award	Director, President and CEO, 10% Owner	AAward	+135K sh	—	—	135,205
2021-07-19	TWFGTWFG, Inc. · LLC Units in TWFG Holding Company, LLCM Exercise/Conversion	Director, President and CEO, 10% Owner	MExercise/Conversion	+342K sh	—	—	33,893,810

Recent filings

Accepted (ET)
Jul 214
Bunch Richard F. III0002028282-26-000005
SEC(opens sec.gov)
Jun 94
Bunch Richard F. III0001628280-26-041986
SEC(opens sec.gov)
Apr 24
Bunch Richard F. III0001628280-26-023162
SEC(opens sec.gov)
Jul 214
Bunch Richard F. III0002007596-25-000007
SEC(opens sec.gov)
Apr 24
Bunch Richard F. III0001628280-25-016365
SEC(opens sec.gov)

Companies

TWFG, Inc.Director, President and CEO, 10% OwnerTWFG

Address

C/O TWFG, INC. 10055 GROGANS MILL RD, STE 500

THE WOODLANDS, TX, 77380