Twfg TWFG Insider Ownership

NASDAQ TWFG
$27.05 -1.17 (-4.15%)
As of: Sep 9, 2026 · 3:59 PM EDT

Insider Holdings by Owner

71.27Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
21.28%
0% pp QoQ
Shares Held by Insiders
3.21Mn
filed for Sep 2026
0.00% QoQ
Shares Outstanding
15.10Mn
15,100,655 shares
Direct Holdings
36.23K
Indirect: 3.18Mn
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
12
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter
Net over range
Buying quarters

Insider Ownership Summary

Quarter ending 30 Sep, 2026

Twfg's three largest insider shareholders as of September 09, 2026 are Richard F. Iii Bunch (President And Ceo, 33.89Mn shares), Michelle Caroline Bunch (Director, 33.89Mn shares), Michael Doak (Director, 1.82Mn shares).

Form 4 Holdings

Insiders Holding TWFG

Insiders 12
Shares held 71.27Mn
Of outstanding 471.99%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Michelle Caroline Bunch Director 0 34,207,406 34,207,406 48.0% 21 Jul, 2026
2 Richard F. Iii Bunch President And Ceo 313,596 33,893,810 34,207,406 48.0% 21 Jul, 2026
3 Michael Doak Director 0 2,585,821 2,585,821 3.6% 08 Jun, 2026
4 Katherine C Nolan Chief Operating Officer 93,608 0 93,608 0.1% 02 Apr, 2026
5 Janice E. Zwinggi Chief Financial Officer 57,314 0 57,314 0.1% 21 Jul, 2026
6 Julie E. Benes General Counsel And Secretary 37,454 0 37,454 0.1% 21 Jul, 2026
7 Charles Alexander Bunch Chief Creative Marketing Off 36,523 0 36,523 0.1% 21 Jul, 2026
8 Robin A Ferracone Director 26,117 0 26,117 0.0% 02 Apr, 2026
9 Jonathan James Anderson Director 10,117 0 10,117 0.0% 02 Apr, 2026
10 Gene Padgett Chief Accounting Officer 4,805 0 4,805 0.0% 02 Apr, 2026
11 Andrew Vincent Mcguire Chief Underwriting Officer 4,000 0 4,000 0.0% 02 Apr, 2026
12 Gopal Mohan Babu Vijaya Chief Technology Officer 3,677 0 3,677 0.0% 02 Apr, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

126 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
17 Jul, 2026 Julie E. Benes General Counsel And Secretary Disposed F 6,171 $26.35 $162.61K 37,454 Direct
17 Jul, 2026 Charles Alexander Bunch Chief Creative Marketing Off Disposed F 6,163 $26.35 $162.40K 36,523 Direct
17 Jul, 2026 Richard F. Iii Bunch President And Ceo Disposed F 17,733 $26.35 $467.26K 313,596 Direct
17 Jul, 2026 Michelle Caroline Bunch Director Disposed F 17,733 $26.35 $467.26K 313,596 Indirect
17 Jul, 2026 Janice E. Zwinggi Chief Financial Officer Disposed F 7,710 $26.35 $203.16K 57,314 Direct
05 Jun, 2026 Richard F. Iii Bunch President And Ceo Disposed G 529,568 $0.00 $0 33,364,242 Indirect
05 Jun, 2026 Michelle Caroline Bunch Director Disposed G 529,568 $0.00 $0 33,364,242 Indirect
05 Jun, 2026 Richard F. Iii Bunch President And Ceo Acquired G 264,784 $0.00 $0 264,784 Direct
05 Jun, 2026 Michelle Caroline Bunch Director Acquired G 264,784 $0.00 $0 264,784 Direct
05 Jun, 2026 Michelle Caroline Bunch Director Acquired G 264,784 $0.00 $0 264,784 Indirect
05 Jun, 2026 Richard F. Iii Bunch President And Ceo Acquired G 264,784 $0.00 $0 264,784 Indirect
05 Jun, 2026 Richard F. Iii Bunch President And Ceo Disposed G 264,784 $0.00 $0 0 Direct
05 Jun, 2026 Michelle Caroline Bunch Director Disposed G 264,784 $0.00 $0 0 Direct
05 Jun, 2026 Richard F. Iii Bunch President And Ceo Disposed G 264,784 $0.00 $0 0 Indirect
05 Jun, 2026 Michelle Caroline Bunch Director Disposed G 264,784 $0.00 $0 0 Indirect
05 Jun, 2026 Richard F. Iii Bunch President And Ceo Acquired G 264,784 $0.00 $0 264,784 Indirect
05 Jun, 2026 Michelle Caroline Bunch Director Acquired G 264,784 $0.00 $0 264,784 Indirect
05 Jun, 2026 Richard F. Iii Bunch President And Ceo Acquired G 264,784 $0.00 $0 264,784 Indirect
05 Jun, 2026 Michelle Caroline Bunch Director Acquired G 264,784 $0.00 $0 264,784 Indirect
05 Jun, 2026 Michelle Caroline Bunch Director Disposed G 529,568 $0.00 $0 33,364,242 Indirect