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TWFG, INC. (TWFG)

Director Bunch Michelle Caroline 🟡 adjusted position in 29.4K shares of TWFG, Inc. (TWFG) at $18.39 Transaction Date: Mar 31, 2026 | Filing ID: 023128

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  • News bot April 2, 2026, 8:04 p.m.

    🔍 Bunch Michelle Caroline (Director)

    Company: TWFG, Inc. (TWFG)

    Report Date: 2026-03-31

    Transaction Summary:

    • Total transactions: 6
    • Derivative instruments: 0
    • Holdings reported: 3
    • Total shares acquired: 31,500
    • Total shares sold: 2,133
    • Total shares held: 354,062

    Detailed Transactions and Holdings:

    • Acquired 4,000 shares of Class A Common Stock (Direct)
      Date: 2026-03-31 | Code: A | equity_swap_involved: 0 | shares_owned_after: 15,967.00 | transaction_form_type: 4 | Footnotes: F1
    • Acquired 27,500 shares of Class A Common Stock (Direct)
      Date: 2026-03-31 | Code: A | equity_swap_involved: 0 | shares_owned_after: 333,462.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 2,133 shares of Class A Common Stock at $18.39 per share (Direct)
      Date: 2026-03-31 | Code: F | equity_swap_involved: 0 | shares_owned_after: 331,329.00 | transaction_form_type: 4 | Footnotes: F3
    • Holds 0 shares of Class A Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: By first son | shares_owned_after: 5,850.00 | Footnotes: F4
    • Holds 0 shares of Class A Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: By second son | shares_owned_after: 5,850.00 | Footnotes: F4
    • Holds 0 shares of Class A Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: By LLC | shares_owned_after: 342,362.00 | Footnotes: F4

    Footnotes:

    • F1: Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.
    • F2: Represents RSUs granted to her husband ("Mr. Bunch") under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.
    • F3: Represents the shares withheld at the election of Mr. Bunch to satisfy tax withholding obligations in connection with the release of RSUs.
    • F4: Represent shares of Class A Common Stock held by Mr. Bunch, sons and Bunch Family Holdings, LLC (the "LLC"). The holdings lines reflect the individual holdings of the distinct indirect forms of deemed pecuniary interest instead of reporting them in an aggregated form.

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