TWFG's three largest insider shareholders as of September 29, 2026 are Michelle Caroline Bunch (Director, 33.89Mn shares), Richard F. Iii Bunch (President And Ceo, 33.89Mn shares), Michael Doak (Director, 1.82Mn shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Richard F. Iii Bunch | President And Ceo | 313,596 | 33,893,810 | 34,207,406 | 48.0% | 21 Jul, 2026 |
| 2 | Michelle Caroline Bunch | Director | 0 | 34,207,406 | 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 | 82,049 | 0 | 82,049 | 0.1% | 21 Jul, 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 | Janet S. Wong | Director | 12,617 | 0 | 12,617 | 0.0% | 02 Apr, 2026 |
| 10 | Jonathan James Anderson | Director | 10,117 | 0 | 10,117 | 0.0% | 02 Apr, 2026 |
| 11 | Gene Padgett | Chief Accounting Officer | 4,805 | 0 | 4,805 | 0.0% | 02 Apr, 2026 |
| 12 | Andrew Vincent Mcguire | Chief Underwriting Officer | 4,000 | 0 | 4,000 | 0.0% | 02 Apr, 2026 |
| 13 | 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.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 17 Jul, 2026 | Charles Alexander Bunch | Chief Creative Marketing Off | Disposed F | 6,163 | $26.35 | $162.40K | 36,523 | Direct |
| 17 Jul, 2026 | Katherine C Nolan | Chief Operating Officer | Disposed F | 11,559 | $26.35 | $304.58K | 82,049 | Direct |
| 17 Jul, 2026 | Julie E. Benes | General Counsel And Secretary | Disposed F | 6,171 | $26.35 | $162.61K | 37,454 | Direct |
| 17 Jul, 2026 | Janice E. Zwinggi | Chief Financial Officer | Disposed F | 7,710 | $26.35 | $203.16K | 57,314 | Direct |
| 17 Jul, 2026 | Michelle Caroline Bunch | Director | Disposed F | 17,733 | $26.35 | $467.26K | 313,596 | Indirect |
| 17 Jul, 2026 | Richard F. Iii Bunch | President And Ceo | Disposed F | 17,733 | $26.35 | $467.26K | 313,596 | 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 | Michelle Caroline Bunch | Director | Acquired G | 264,784 | $0.00 | $0 | 264,784 | Direct |
| 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 | 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 | 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 | Direct |
| 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 | 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 | 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 |