Twfg, Inc. TWFG
We take great care to ensure that the data presented and summarized in this overview for TWFG, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Latest Institutional Activity in TWFG
Top Purchases
Top Sells
About TWFG
Insider Transactions at TWFG
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jul 17
2025
|
Julie E. Benes General Counsel and Secretary |
SELL
Payment of exercise price or tax liability
|
Direct |
6,187
-13.7%
|
$204,171
$33.16 P/Share
|
|
Jul 17
2025
|
Charles Alexander Bunch Chief Creative & Marketing Off |
SELL
Payment of exercise price or tax liability
|
Direct |
6,187
-14.0%
|
$204,171
$33.16 P/Share
|
|
Jul 17
2025
|
Janice E. Zwinggi Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
7,338
-12.09%
|
$242,154
$33.16 P/Share
|
|
Jul 17
2025
|
Katherine C Nolan Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,588
-12.39%
|
$382,404
$33.16 P/Share
|
|
Jul 17
2025
|
Richard F. Bunch Iii President and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
17,749
-5.48%
|
$585,717
$33.16 P/Share
|
|
Jul 17
2025
|
Michelle Caroline Bunch Director |
SELL
Payment of exercise price or tax liability
|
Indirect |
17,749
-5.48%
|
$585,717
$33.16 P/Share
|
|
Jul 17
2025
|
Richard F. Bunch Iii President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
147,058
+49.98%
|
-
|
|
Jul 17
2025
|
Michelle Caroline Bunch Director |
BUY
Grant, award, or other acquisition
|
Indirect |
147,058
+49.39%
|
-
|
|
Mar 31
2025
|
Richard F. Bunch Iii President and CEO |
BUY
Grant, award, or other acquisition
|
Indirect |
2,588
+17.78%
|
-
|
|
Mar 31
2025
|
Richard F. Bunch Iii President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
16,175
+4.76%
|
-
|
|
Mar 31
2025
|
Michelle Caroline Bunch Director |
BUY
Grant, award, or other acquisition
|
Indirect |
16,175
+4.76%
|
-
|
|
Mar 31
2025
|
Michelle Caroline Bunch Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,588
+17.78%
|
-
|
|
Mar 31
2025
|
Jonathan James Anderson Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,588
+29.73%
|
-
|
|
Mar 31
2025
|
Robin A Ferracone Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,588
+10.48%
|
-
|
|
Mar 31
2025
|
Julie E. Benes General Counsel and Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
2,588
+5.42%
|
-
|
|
Mar 31
2025
|
Katherine C Nolan Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
6,470
+6.47%
|
-
|
|
Mar 31
2025
|
Janice E. Zwinggi Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
6,470
+9.63%
|
-
|
|
Mar 31
2025
|
Michael Doak Director |
BUY
Grant, award, or other acquisition
|
Direct |
2,588
+29.73%
|
-
|
|
Mar 31
2025
|
Gene Padgett Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
1,779
+50.0%
|
-
|
|
Mar 31
2025
|
Charles Alexander Bunch Chief Creative & Marketing Off |
BUY
Grant, award, or other acquisition
|
Direct |
2,588
+5.53%
|
-
|
Last 12 Months Summary
Buy / Acquisition
363K
Shares
From
12
Insiders
| Grant, award, or other acquisition | 362K shares |
|---|---|
| Open market or private purchase | 950 shares |
Sell / Disposition
121K
Shares
From
6
Insiders
| Payment of exercise price or tax liability | 121K shares |
|---|