TWFG's three largest insider shareholders as of March 23, 2026 are Michael Doak (Director, 1.82Mn shares), Richard F. Iii Bunch (President And Ceo, 305.96K shares), Michelle Caroline Bunch (Director, 305.96K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michael Doak | 0 | 1,820,234 | 19 Jul, 2024 | |
| Richard F. Iii Bunch | President And Ceo | 305,962 | 0 | 21 Jul, 2025 |
| Michelle Caroline Bunch | 0 | 305,962 | 21 Jul, 2025 | |
| Janice E. Zwinggi | Chief Financial Officer | 53,363 | 0 | 21 Jul, 2025 |
| Julie E. Benes | General Counsel And Secretary | 38,962 | 0 | 21 Jul, 2025 |
| Charles Alexander Bunch | Chief Creative Marketing Off | 38,012 | 0 | 21 Jul, 2025 |
| Robin A Ferracone | 22,117 | 0 | 02 Apr, 2025 | |
| Michelle Caroline Bunch | 11,967 | 0 | 02 Apr, 2025 | |
| Richard F. Iii Bunch | President And Ceo | 0 | 11,967 | 02 Apr, 2025 |
| Janet S. Wong | 8,617 | 0 | 02 Apr, 2025 | |
| Michael Doak | 6,117 | 0 | 02 Apr, 2025 | |
| Jonathan James Anderson | 6,117 | 0 | 02 Apr, 2025 | |
| Gene Padgett | Chief Accounting Officer | 1,779 | 0 | 02 Apr, 2025 |
| Gopal Mohan Babu Vijaya | Chief Technology Officer | 427 | 0 | 02 Dec, 2025 |
| Charles Alexander Bunch | Chief Creative Marketing Off | 0 | 72 | 26 Sep, 2024 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 01 Dec, 2025 | Gopal Mohan Babu Vijaya | Class A Common Stock | A | 427 | $0.00 | 427 | D | A |
| 17 Jul, 2025 | Richard F. Iii Bunch | Class A Common Stock | D | 17,749 | $33.16 | 305,962 | D | F |
| 17 Jul, 2025 | Julie E. Benes | Class A Common Stock | D | 6,187 | $33.16 | 38,962 | D | F |
| 17 Jul, 2025 | Michelle Caroline Bunch | Class A Common Stock | D | 17,749 | $33.16 | 305,962 | I | F |
| 17 Jul, 2025 | Charles Alexander Bunch | Class A Common Stock | D | 6,187 | $33.16 | 38,012 | D | F |
| 17 Jul, 2025 | Janice E. Zwinggi | Class A Common Stock | D | 7,338 | $33.16 | 53,363 | D | F |
| 31 Mar, 2025 | Richard F. Iii Bunch | Class A Common Stock | A | 16,175 | $0.00 | 323,711 | D | A |
| 31 Mar, 2025 | Janice E. Zwinggi | Class A Common Stock | A | 6,470 | $0.00 | 60,701 | D | A |
| 31 Mar, 2025 | Jonathan James Anderson | Class A Common Stock | A | 2,588 | $0.00 | 6,117 | D | A |
| 31 Mar, 2025 | Robin A Ferracone | Class A Common Stock | A | 2,588 | $0.00 | 22,117 | D | A |
| 31 Mar, 2025 | Janet S. Wong | Class A Common Stock | A | 2,588 | $0.00 | 8,617 | D | A |
| 31 Mar, 2025 | Gene Padgett | Class A Common Stock | A | 1,779 | $0.00 | 1,779 | D | A |
| 31 Mar, 2025 | Julie E. Benes | Class A Common Stock | A | 2,588 | $0.00 | 45,149 | D | A |
| 31 Mar, 2025 | Michelle Caroline Bunch | Class A Common Stock | A | 2,588 | $0.00 | 11,967 | D | A |
| 31 Mar, 2025 | Michael Doak | Class A Common Stock | A | 2,588 | $0.00 | 6,117 | D | A |
| 31 Mar, 2025 | Charles Alexander Bunch | Class A Common Stock | A | 2,588 | $0.00 | 44,199 | D | A |
| 31 Mar, 2025 | Michelle Caroline Bunch | Class A Common Stock | A | 16,175 | $0.00 | 323,711 | I | A |
| 31 Mar, 2025 | Richard F. Iii Bunch | Class A Common Stock | A | 2,588 | $0.00 | 11,967 | I | A |
| 17 Jan, 2025 | Richard F. Iii Bunch | Class A Common Stock | D | 13,095 | $30.70 | 307,536 | D | F |
| 17 Jan, 2025 | Michelle Caroline Bunch | Class A Common Stock | D | 13,095 | $30.70 | 307,536 | I | F |