Twfg's top three insider shareholders as of May 23, 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 |
|---|---|---|---|---|
| Katherine C Nolan | Chief Operating Officer | 93,608 | 0 | 02 Apr, 2026 |
| Robin A Ferracone | - | 26,117 | 0 | 02 Apr, 2026 |
| Janet S. Wong | - | 12,617 | 0 | 02 Apr, 2026 |
| Michael Doak | - | 0 | 1,820,234 | 19 Jul, 2024 |
| Gene Padgett | Chief Accounting Officer | 4,805 | 0 | 02 Apr, 2026 |
| Julie E. Benes | General Counsel And Secretary | 43,625 | 0 | 02 Apr, 2026 |
| Michelle Caroline Bunch | - | 0 | 33,893,810 | 19 Jul, 2024 |
| Richard F. Iii Bunch | President And Ceo | 331,329 | 15,967 | 02 Apr, 2026 |
| Charles Alexander Bunch | Chief Creative Marketing Off | 42,686 | 0 | 02 Apr, 2026 |
| Janice E. Zwinggi | Chief Financial Officer | 65,024 | 0 | 02 Apr, 2026 |
| Jonathan James Anderson | - | 10,117 | 0 | 02 Apr, 2026 |
| Gopal Mohan Babu Vijaya | Chief Technology Officer | 3,677 | 0 | 02 Apr, 2026 |
| Andrew Vincent Mcguire | Chief Underwriting Officer | 4,000 | 0 | 02 Apr, 2026 |
* 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 | Richard F. Iii Bunch | Class A Common Stock | A | 27,500 | $0.00 | 333,462 | D | A |
| 31 Mar, 2026 | Janet S. Wong | Class A Common Stock | A | 4,000 | $0.00 | 12,617 | D | A |
| 31 Mar, 2026 | Robin A Ferracone | Class A Common Stock | A | 4,000 | $0.00 | 26,117 | D | A |
| 31 Mar, 2026 | Charles Alexander Bunch | Class A Common Stock | A | 5,000 | $0.00 | 43,012 | D | A |
| 31 Mar, 2026 | Julie E. Benes | Class A Common Stock | A | 5,000 | $0.00 | 43,962 | D | A |
| 31 Mar, 2026 | Janice E. Zwinggi | Class A Common Stock | A | 12,500 | $0.00 | 65,863 | D | A |
| 31 Mar, 2026 | Gene Padgett | Class A Common Stock | A | 3,250 | $0.00 | 5,029 | D | A |
| 31 Mar, 2026 | Jonathan James Anderson | Class A Common Stock | A | 4,000 | $0.00 | 10,117 | D | A |
| 31 Mar, 2026 | Andrew Vincent Mcguire | Class A Common Stock | A | 4,000 | $0.00 | 4,000 | D | A |
| 31 Mar, 2026 | Katherine C Nolan | Class A Common Stock | A | 12,500 | $0.00 | 94,436 | D | A |
| 31 Mar, 2026 | Janet S. Wong | Class A Common Stock | A | 4,000 | $0.00 | 12,617 | D | A |
| 31 Mar, 2026 | Michael Doak | Class A Common Stock | A | 4,000 | $0.00 | 10,117 | 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 | Michelle Caroline Bunch | Class A Common Stock | A | 4,000 | $0.00 | 15,967 | 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 | Gopal Mohan Babu Vijaya | Class A Common Stock | A | 3,250 | $0.00 | 3,677 | D | A |
| 31 Mar, 2026 | Janice E. Zwinggi | Class A Common Stock | A | 12,500 | $0.00 | 65,863 | D | A |
| 31 Mar, 2026 | Richard F. Iii Bunch | Class A Common Stock | D | 2,133 | $18.39 | 331,329 | D | F |
| 31 Mar, 2026 | Michelle Caroline Bunch | Class A Common Stock | A | 27,500 | $0.00 | 333,462 | I | A |
| 31 Mar, 2026 | Gene Padgett | Class A Common Stock | D | 224 | $18.39 | 4,805 | D | F |