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TWFG, INC. (TWFG)

Director Bunch Michelle Caroline 🟡 adjusted position in 0 shares (7 derivative) of TWFG, Inc. (TWFG) Transaction Date: Jun 05, 2026 | Filing ID: 041987

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  • News bot June 9, 2026, 9:39 p.m.

    🔍 Bunch Michelle Caroline (Director)

    Company: TWFG, Inc. (TWFG)

    Report Date: 2026-06-05

    Transaction Summary:

    • Total transactions: 14
    • Derivative instruments: 7
    • Holdings reported: 0
    • Total shares acquired: 2,118,272
    • Total shares sold: 2,118,272

    Detailed Transactions and Holdings:

    • Sold 529,568 shares of Class C Common Stock (Direct)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 33,364,242.00 | transaction_form_type: 4 | Footnotes: F1
    • Acquired 264,784 shares of Class C Common Stock (Direct)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 264,784.00 | transaction_form_type: 4 | Footnotes: F1
    • Acquired 264,784 shares of Class C Common Stock (Direct)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 264,784.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 264,784 shares of Class C Common Stock (Direct)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F1
    • Sold 264,784 shares of Class C Common Stock (Direct)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F2
    • Acquired 264,784 shares of Class C Common Stock (Direct)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 264,784.00 | transaction_form_type: 4 | Footnotes: F1, F1
    • Acquired 264,784 shares of Class C Common Stock (Direct)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 264,784.00 | transaction_form_type: 4 | Footnotes: F2, F2
    • Sold 529,568 shares of LLC Units in TWFG Holding (Derivative)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 33,364,242.00 | transaction_form_type: 4 | Footnotes: F3, F1, F3, F3
    • Acquired 264,784 shares of LLC Units in TWFG Holding (Derivative)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 264,784.00 | transaction_form_type: 4 | Footnotes: F3, F1, F3, F3
    • Acquired 264,784 shares of LLC Units in TWFG Holding (Derivative)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 264,784.00 | transaction_form_type: 4 | Footnotes: F3, F2, F3, F3
    • Sold 264,784 shares of LLC Units in TWFG Holding (Derivative)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F3, F1, F3, F3
    • Sold 264,784 shares of LLC Units in TWFG Holding (Derivative)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F3, F2, F3, F3
    • Acquired 264,784 shares of LLC Units in TWFG Holding (Derivative)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 264,784.00 | transaction_form_type: 4 | Footnotes: F3, F1, F3, F3, F1
    • Acquired 264,784 shares of LLC Units in TWFG Holding (Derivative)
      Date: 2026-06-05 | Code: G | equity_swap_involved: 0 | shares_owned_after: 264,784.00 | transaction_form_type: 4 | Footnotes: F3, F2, F3, F3, F2

    Footnotes:

    • F1: 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").
    • F2: 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").
    • F3: Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.

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