TWFG · Insider Trading
TWFG, Inc. Common Stock
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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-21 | Charles Alexander Bunch | Chief Creative & Marketing Off | F | −6,163 | −$162.40K |
| 2026-07-21 | Julie E. Benes | General Counsel and Secretary | F | −6,171 | −$162.61K |
| 2026-07-21 | Janice E. Zwinggi | Chief Financial Officer | F | −7,710 | −$203.16K |
| 2026-07-21 | Michelle Caroline Bunch | Director | F | −17,733 | −$467.26K |
| 2026-07-21 | Katherine C Nolan | Chief Operating Officer | F | −11,559 | −$304.58K |
| 2026-07-21 | Richard F. Bunch III | President and CEO | F | −35,466 | −$934.53K |
| 2026-06-09 | Richard F. Bunch III | President and CEO | G | — | — |
| 2026-06-09 | Michelle Caroline Bunch | Director | G | — | — |
| 2026-06-08 | Michael Doak | Director | Buy | +7,865 | +$152.97K |
| 2026-06-04 | Michael Doak | Director | Buy | +33,994 | +$638.14K |
| 2026-06-02 | Michael Doak | Director | Buy | +33,000 | +$636.57K |
| 2026-05-29 | Michael Doak | Director | Buy | +22,330 | +$421.37K |
| 2026-05-27 | Michael Doak | Director | Buy | +46,880 | +$882.59K |
| 2026-05-22 | Michael Doak | Director | Buy | +33,283 | +$620.65K |
| 2026-04-02 | Robin A Ferracone | Director | A | +4,000 | — |
| 2026-04-02 | Jonathan James Anderson | Director | A | +4,000 | — |
| 2026-04-02 | Andrew Vincent McGuire | Chief Underwriting Officer | A | +4,000 | — |
| 2026-04-02 | Gopal Mohan Babu Vijaya | Chief Technology Officer | A | +3,250 | — |
| 2026-04-02 | Katherine C Nolan | Chief Operating Officer | MIXED | +11,672 | −$15.23K |
| 2026-04-02 | Julie E. Benes | General Counsel and Secretary | MIXED | +4,663 | −$6.20K |
| 2026-04-02 | Michael Doak | Director | A | +4,000 | — |
| 2026-04-02 | Gene Padgett | Chief Accounting Officer | MIXED | +3,026 | −$4.12K |
| 2026-04-02 | Janice E. Zwinggi | Chief Financial Officer | MIXED | +11,661 | −$15.43K |
| 2026-04-02 | Michelle Caroline Bunch | Director | MIXED | +29,367 | −$39.23K |
| 2026-04-02 | Janet S. Wong | Director | A | +4,000 | — |
| 2026-04-02 | Charles Alexander Bunch | Chief Creative & Marketing Off | MIXED | +4,674 | −$6.00K |
| 2026-04-02 | Bunch Family Holdings, LLC | 10%+ Owner | MIXED | +58,734 | −$78.45K |
| 2025-12-02 | Gopal Mohan Babu Vijaya | Chief Technology Officer | A | +427 | — |
| 2025-07-21 | Julie E. Benes | General Counsel and Secretary | F | −6,187 | −$205.16K |
| 2025-07-21 | Janice E. Zwinggi | Chief Financial Officer | F | −7,338 | −$243.33K |
| 2025-07-21 | Charles Alexander Bunch | Chief Creative & Marketing Off | F | −6,187 | −$205.16K |
| 2025-07-21 | Katherine C Nolan | Chief Operating Officer | F | −11,588 | −$384.26K |
| 2025-07-21 | Michelle Caroline Bunch | Director | F | −17,749 | −$588.56K |
| 2025-07-21 | Richard F. Bunch III | President and CEO | F | −35,498 | −$1.18M |
| 2025-04-02 | Katherine C Nolan | Chief Operating Officer | A | +6,470 | — |
| 2025-04-02 | Janice E. Zwinggi | Chief Financial Officer | A | +6,470 | — |
| 2025-04-02 | Julie E. Benes | General Counsel and Secretary | A | +2,588 | — |
| 2025-04-02 | Janet S. Wong | Director | A | +2,588 | — |
| 2025-04-02 | Jonathan James Anderson | Director | A | +2,588 | — |
| 2025-04-02 | Gene Padgett | Chief Accounting Officer | A | +1,779 | — |
| 2025-04-02 | Charles Alexander Bunch | Chief Creative & Marketing Off | A | +2,588 | — |
| 2025-04-02 | Michael Doak | Director | A | +2,588 | — |
| 2025-04-02 | Robin A Ferracone | Director | A | +2,588 | — |
| 2025-04-02 | Michelle Caroline Bunch | Director | A | +18,763 | — |
| 2025-04-02 | Bunch Family Holdings, LLC | 10%+ Owner | A | +37,526 | — |
| 2025-01-22 | Janice E. Zwinggi | Chief Financial Officer | F | −7,592 | −$233.07K |
| 2025-01-22 | Katherine C Nolan | Chief Operating Officer | F | −7,431 | −$228.13K |
| 2025-01-22 | Julie E. Benes | General Counsel and Secretary | F | −6,447 | −$197.92K |
| 2025-01-22 | Michelle Caroline Bunch | Director | F | −13,095 | −$402.02K |
| 2025-01-22 | Charles Alexander Bunch | Chief Creative & Marketing Off | F | −6,447 | −$197.92K |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Michael Doak | Director | 775,704 | $19.21M |
| Bunch Family Holdings, LLC | 10%+ Owner | 339,312 | $8.40M |
| Richard F. Bunch III | President and CEO | 319,446 | $7.91M |
| Katherine C Nolan | Chief Operating Officer | 82,049 | $2.03M |
| Janice E. Zwinggi | Chief Financial Officer | 57,314 | $1.42M |
| Julie E. Benes | General Counsel and Secretary | 37,454 | $927.36K |
| Charles Alexander Bunch | Chief Creative & Marketing Off | 36,595 | $906.09K |
| Robin A Ferracone | Director | 26,117 | $646.66K |
| Michelle Caroline Bunch | Director | 21,817 | $540.19K |
| Janet S. Wong | Director | 12,617 | $312.40K |
| Jonathan James Anderson | Director | 10,117 | $250.50K |
| Gene Padgett | Chief Accounting Officer | 5,029 | $124.52K |
| Andrew Vincent McGuire | Chief Underwriting Officer | 4,000 | $99.04K |
| Gopal Mohan Babu Vijaya | Chief Technology Officer | 3,677 | $91.04K |
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.
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.