Twfg Insider Ownership

NASDAQ TWFG
$26.39 +0.65 (+2.53%)
At close: Oct 21, 2026 · 4:00 PM EDT

Insider Holdings by Owner

71.28Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
69.37%
▼-0.091% pp QoQ
Shares Held by Insiders
37.44Mn
filed for Sep 2026
▼-0.13% QoQ
Shares Outstanding
53.97Mn
53,968,573 shares
Direct Holdings
300.76K
Indirect: 37.14Mn
Net Shares Traded (QoQ)
-49.34K
net selling in Sep 2026
Insiders Holding Shares
13
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

In the last 12 months, insiders at TWFG made open-market purchases of $3.35 million (177.35K shares) and sold no shares on the open market.

Form 4 Holdings

Insiders Holding TWFG

Insiders 13
Shares held 71.28Mn
Of outstanding 132.07%
# 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.

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 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