TWFG (TWFG, Inc. Common Stock)
Insider Trading Activity
Every open-market purchase and sale reported by TWFG officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-21 | Charles Alexander Bunch | Chief Creative & Marketing Off | F | — | — |
| 2026-07-21 | Julie E. Benes | General Counsel and Secretary | F | — | — |
| 2026-07-21 | Janice E. Zwinggi | Chief Financial Officer | F | — | — |
| 2026-07-21 | Michelle Caroline Bunch | Director | F | — | — |
| 2026-07-21 | Katherine C Nolan | Chief Operating Officer | F | — | — |
| 2026-07-21 | Richard F. III Bunch | President and CEO | F | — | — |
| 2026-06-09 | Richard F. III Bunch | President and CEO | G | — | — |
| 2026-06-09 | Michelle Caroline Bunch | Director | G | — | — |
| 2026-06-08 | MICHAEL DOAK | Director | Buy | — | — |
| 2026-06-04 | MICHAEL DOAK | Director | Buy | — | — |
| 2026-06-02 | MICHAEL DOAK | Director | Buy | — | — |
| 2026-05-29 | MICHAEL DOAK | Director | Buy | — | — |
| 2026-05-27 | MICHAEL DOAK | Director | Buy | — | — |
| 2026-05-22 | MICHAEL DOAK | Director | Buy | — | — |
| 2026-04-02 | Robin A Ferracone | Director | A | — | — |
| 2026-04-02 | Jonathan James Anderson | Director | A | — | — |
| 2026-04-02 | Andrew Vincent McGuire | Chief Underwriting Officer | A | — | — |
| 2026-04-02 | Gopal Mohan Babu Vijaya | Chief Technology Officer | A | — | — |
| 2026-04-02 | Katherine C Nolan | Chief Operating Officer | MIXED | — | — |
| 2026-04-02 | Julie E. Benes | General Counsel and Secretary | MIXED | — | — |
| 2026-04-02 | MICHAEL DOAK | Director | A | — | — |
| 2026-04-02 | Gene Padgett | Chief Accounting Officer | MIXED | — | — |
| 2026-04-02 | Janice E. Zwinggi | Chief Financial Officer | MIXED | — | — |
| 2026-04-02 | Michelle Caroline Bunch | Director | MIXED | — | — |
| 2026-04-02 | Janet S. Wong | Director | A | — | — |
| 2026-04-02 | Charles Alexander Bunch | Chief Creative & Marketing Off | MIXED | — | — |
| 2026-04-02 | Bunch Family Holdings, LLC | 10%+ Owner | MIXED | — | — |
| 2025-12-02 | Gopal Mohan Babu Vijaya | Chief Technology Officer | A | — | — |
| 2025-07-21 | Julie E. Benes | General Counsel and Secretary | F | — | — |
| 2025-07-21 | Janice E. Zwinggi | Chief Financial Officer | F | — | — |
| 2025-07-21 | Charles Alexander Bunch | Chief Creative & Marketing Off | F | — | — |
| 2025-07-21 | Katherine C Nolan | Chief Operating Officer | F | — | — |
| 2025-07-21 | Michelle Caroline Bunch | Director | F | — | — |
| 2025-07-21 | Richard F. III Bunch | President and CEO | F | — | — |
| 2025-04-02 | Katherine C Nolan | Chief Operating Officer | A | — | — |
| 2025-04-02 | Janice E. Zwinggi | Chief Financial Officer | A | — | — |
| 2025-04-02 | Julie E. Benes | General Counsel and Secretary | A | — | — |
| 2025-04-02 | Janet S. Wong | Director | A | — | — |
| 2025-04-02 | Jonathan James Anderson | Director | A | — | — |
| 2025-04-02 | Gene Padgett | Chief Accounting Officer | A | — | — |
| 2025-04-02 | Charles Alexander Bunch | Chief Creative & Marketing Off | A | — | — |
| 2025-04-02 | MICHAEL DOAK | Director | A | — | — |
| 2025-04-02 | Robin A Ferracone | Director | A | — | — |
| 2025-04-02 | Michelle Caroline Bunch | Director | A | — | — |
| 2025-04-02 | Bunch Family Holdings, LLC | 10%+ Owner | A | — | — |
| 2025-01-22 | Janice E. Zwinggi | Chief Financial Officer | F | — | — |
| 2025-01-22 | Katherine C Nolan | Chief Operating Officer | F | — | — |
| 2025-01-22 | Julie E. Benes | General Counsel and Secretary | F | — | — |
| 2025-01-22 | Michelle Caroline Bunch | Director | F | — | — |
| 2025-01-22 | Charles Alexander Bunch | Chief Creative & Marketing Off | F | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | Director | 775,704 | — |
| — | 10%+ Owner | 339,312 | — |
| — | President and CEO | 319,446 | — |
| — | Chief Operating Officer | 82,049 | — |
| — | Chief Financial Officer | 57,314 | — |
| — | General Counsel and Secretary | 37,454 | — |
| — | Chief Creative & Marketing Off | 36,595 | — |
| — | Director | 26,117 | — |
| — | Director | 21,817 | — |
| — | Director | 12,617 | — |
| — | Director | 10,117 | — |
| — | Chief Accounting Officer | 5,029 | — |
| — | Chief Underwriting Officer | 4,000 | — |
| — | Chief Technology Officer | 3,677 | — |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the TWFG quote page; the site-wide leaderboard is on the insider transactions hub.