Through the 90-day period concluding January 14, 2026, TWFG's top three insider stakeholders include Director Michael Doak (1.83Mn shares), President And Ceo Richard F. Iii Bunch (317.93K shares), Director Michelle Caroline Bunch (317.93K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Michael Doak | 1,826,351 | 02 Apr, 2025 | |
| Richard F. Iii Bunch | President And Ceo | 317,929 | 21 Jul, 2025 |
| Michelle Caroline Bunch | 317,929 | 02 Apr, 2025 | |
| Katherine C Nolan | Chief Operating Officer | 81,936 | 21 Jul, 2025 |
| Janice E. Zwinggi | Chief Financial Officer | 53,363 | 21 Jul, 2025 |
| Julie E. Benes | General Counsel And Secretary | 38,962 | 21 Jul, 2025 |
| Charles Alexander Bunch | Chief Creative & Marketing Off | 38,084 | 21 Jul, 2025 |
| Robin A Ferracone | 22,117 | 02 Apr, 2025 | |
| Janet S. Wong | 8,617 | 02 Apr, 2025 | |
| Jonathan James Anderson | 6,117 | 02 Apr, 2025 | |
| Gene Padgett | Chief Accounting Officer | 1,779 | 02 Apr, 2025 |
| Gopal Mohan Babu Vijaya | Chief Technology Officer | 427 | 02 Dec, 2025 |
* 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 | Katherine C Nolan | Class A Common Stock | D | 11,588 | $33.16 | 81,936 | 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 | - | - | 150,687 | I | |||
| 17 Jul, 2025 | Michelle Caroline Bunch | Class A Common Stock | A | 147,058 | $0.00 | 150,687 | I | A |
| 17 Jul, 2025 | Michelle Caroline Bunch | Class A Common Stock | D | 17,749 | $33.16 | 305,962 | I | F |
| 17 Jul, 2025 | Richard F. Iii Bunch | Class A Common Stock | D | 17,749 | $33.16 | 305,962 | D | 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 |
| 17 Jul, 2025 | Janice E. Zwinggi | - | - | 53,363 | D | |||
| 31 Mar, 2025 | Katherine C Nolan | Class A Common Stock | A | 6,470 | $0.00 | 93,524 | 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 | Michael Doak | Class A Common Stock | A | 2,588 | $0.00 | 6,117 | D | A |
| 31 Mar, 2025 | Gene Padgett | - | - | 1,779 | D | |||
| 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 | Michelle Caroline Bunch | Class A Common Stock | A | 16,175 | $0.00 | 323,711 | I | A |
| 31 Mar, 2025 | Richard F. Iii Bunch | - | - | 11,967 | I |