TWFG's three largest insider shareholders as of April 25, 2026 are Michelle Caroline Bunch (Director, 33.89Mn shares), Michael Doak (Director, 1.82Mn shares), Michelle Caroline Bunch (Director, 1.19Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Michelle Caroline Bunch | - | 0 | 33,893,810 | 19 Jul, 2024 |
| Michael Doak | - | 0 | 1,820,234 | 19 Jul, 2024 |
| Michelle Caroline Bunch | - | 0 | 1,188,874 | 19 Jul, 2024 |
| Michael Doak | - | 0 | 591,764 | 19 Jul, 2024 |
| Michelle Caroline Bunch | - | 15,967 | 331,329 | 02 Apr, 2026 |
| Richard F. Iii Bunch | President And Ceo | 331,329 | 15,967 | 02 Apr, 2026 |
| Katherine C Nolan | Chief Operating Officer | 93,608 | 0 | 02 Apr, 2026 |
| Janice E. Zwinggi | Chief Financial Officer | 65,024 | 0 | 02 Apr, 2026 |
| Julie E. Benes | General Counsel And Secretary | 43,625 | 0 | 02 Apr, 2026 |
| Charles Alexander Bunch | Chief Creative Marketing Off | 42,686 | 0 | 02 Apr, 2026 |
| Robin A Ferracone | - | 26,117 | 0 | 02 Apr, 2026 |
| Janet S. Wong | - | 12,617 | 0 | 02 Apr, 2026 |
| Jonathan James Anderson | - | 10,117 | 0 | 02 Apr, 2026 |
| Michael Doak | - | 10,117 | 0 | 02 Apr, 2026 |
| Gene Padgett | Chief Accounting Officer | 4,805 | 0 | 02 Apr, 2026 |
| Andrew Vincent Mcguire | Chief Underwriting Officer | 4,000 | 0 | 02 Apr, 2026 |
| Gopal Mohan Babu Vijaya | Chief Technology Officer | 3,677 | 0 | 02 Apr, 2026 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | Jonathan James Anderson | Class A Common Stock | A | 4,000 | $0.00 | 10,117 | D | A |
| 31 Mar, 2026 | Julie E. Benes | Class A Common Stock | A | 5,000 | $0.00 | 43,962 | D | A |
| 31 Mar, 2026 | Katherine C Nolan | Class A Common Stock | A | 12,500 | $0.00 | 94,436 | D | A |
| 31 Mar, 2026 | Michelle Caroline Bunch | Class A Common Stock | A | 4,000 | $0.00 | 15,967 | D | A |
| 31 Mar, 2026 | Andrew Vincent Mcguire | Class A Common Stock | A | 4,000 | $0.00 | 4,000 | D | A |
| 31 Mar, 2026 | Michael Doak | Class A Common Stock | A | 4,000 | $0.00 | 10,117 | D | A |
| 31 Mar, 2026 | Charles Alexander Bunch | Class A Common Stock | A | 5,000 | $0.00 | 43,012 | D | A |
| 31 Mar, 2026 | Gene Padgett | Class A Common Stock | A | 3,250 | $0.00 | 5,029 | D | A |
| 31 Mar, 2026 | Richard F. Iii Bunch | Class A Common Stock | A | 27,500 | $0.00 | 333,462 | D | A |
| 31 Mar, 2026 | Robin A Ferracone | Class A Common Stock | A | 4,000 | $0.00 | 26,117 | D | A |
| 31 Mar, 2026 | Janice E. Zwinggi | Class A Common Stock | A | 12,500 | $0.00 | 65,863 | D | A |
| 31 Mar, 2026 | Janet S. Wong | Class A Common Stock | A | 4,000 | $0.00 | 12,617 | D | A |
| 31 Mar, 2026 | Gopal Mohan Babu Vijaya | Class A Common Stock | A | 3,250 | $0.00 | 3,677 | D | A |
| 31 Mar, 2026 | Michelle Caroline Bunch | Class A Common Stock | A | 27,500 | $0.00 | 333,462 | I | A |
| 31 Mar, 2026 | Richard F. Iii Bunch | Class A Common Stock | D | 2,133 | $18.39 | 331,329 | D | F |
| 31 Mar, 2026 | Gene Padgett | Class A Common Stock | D | 224 | $18.39 | 4,805 | D | F |
| 31 Mar, 2026 | Janice E. Zwinggi | Class A Common Stock | D | 839 | $18.39 | 65,024 | D | F |
| 31 Mar, 2026 | Julie E. Benes | Class A Common Stock | D | 337 | $18.39 | 43,625 | D | F |
| 31 Mar, 2026 | Katherine C Nolan | Class A Common Stock | D | 828 | $18.39 | 93,608 | D | F |
| 31 Mar, 2026 | Charles Alexander Bunch | Class A Common Stock | D | 326 | $18.39 | 42,686 | D | F |