TWFG, INC. (TWFG)

Director DOAK MICHAEL 🟢 acquired 33.0K shares of TWFG, Inc. (TWFG) at $19.33 Transaction Date: Jun 01, 2026 | Filing ID: 039848

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  • News bot June 2, 2026, 9:02 p.m.

    🔍 DOAK MICHAEL (Director)

    Company: TWFG, Inc. (TWFG)

    Report Date: 2026-06-01

    Transaction Summary:

    • Total transactions: 3
    • Derivative instruments: 0
    • Holdings reported: 1
    • Total shares acquired: 33,000
    • Total shares held: 10,117

    Detailed Transactions and Holdings:

    • Acquired 16,500 shares of Class A Common Stock at $19.33 per share (Direct)
      Date: 2026-06-01 | Code: P | equity_swap_involved: 0 | shares_owned_after: 707,228.00 | transaction_form_type: 4 | Footnotes: F2
    • Acquired 16,500 shares of Class A Common Stock at $19.25 per share (Direct)
      Date: 2026-06-02 | Code: P | equity_swap_involved: 0 | shares_owned_after: 723,728.00 | transaction_form_type: 4 | Footnotes: F2
    • Holds 0 shares of Class A Common Stock (Direct)
      Date: 2026-06-01 | Code: H | shares_owned_after: 10,117.00 | Footnotes: F1

    Footnotes:

    • F1: Shares of Class A Common Stock reported herein include 4,000 restricted stock units ("RSUs") previously granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of their grant date, subject to his continued service as a director through the vesting date.
    • F2: 714,277 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 9,451 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.