Bunch Richard F. III sold TWFG

June 5, 2026 · Form 4 insider transaction

Bunch Richard F. III sold 529,568 shares of TWFG, Inc. at $0.00 per share, a transaction worth N/A. The trade was recorded as gift and disclosed on an SEC Form 4, filed 4 days after the transaction.

Direction
Disposed (sell-side)
Shares
529,568
Price
$0.00
Total value
N/A
Role—
SecurityClass C Common Stock
Transaction codeG: Gift
Transaction dateJune 5, 2026
Filing dateJune 9, 2026
Shares owned after33,364,242
OwnershipIndirect
10b5-1 planNo
AmendedNo

Footnotes

On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").; On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding Company, LLC, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").

View the original Form 4 on SEC EDGAR