Bunch Michelle Caroline sold TWFG

June 5, 2026 · Form 4 insider transaction

Bunch Michelle Caroline 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 ("TWFG Holding"), 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").; On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, 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").

View the original Form 4 on SEC EDGAR