BUNCH RICHARD F. III

PrivateCIK: 2028282
Location

THE WOODLANDS, TX

BUNCH RICHARD F. III (Chairman and CEO) purchased 41.2% of their position (202.98K shares) of TWFG, INC. on the open market

Open‑market purchase worth $3.45M — a major conviction buy. The strongest form of insider conviction signal.

P · 4 purchases
InsiderBUNCH RICHARD F. IIICIK 2028282
IssuerTWFG, INC.CIK 2007596
DirectorOfficer10% Owner· Chairman and CEO
Since Jul 2024
+34.93M
Net shares
Net buyer
$3.45M
Total acquired
4
Open market trades
4B · 0S
9
Total transactions
34.93M acquired
Non-Derivative Transactions8

Class A Common Stock

Indirect
A · Award

Shares

+3.53K

Price / share

Trade value

% of position

2.4%
7/17/2024
147.16K150.69K

Class A Common Stock

Indirect
M · Option Exercise

Shares

+342.26K

Price / share

Trade value

% of position

227.1%
7/19/2024
150.69K492.95K

Class A Common Stock

Direct
P · Purchase

Shares

+185.43K

Price / share

$17.00

Trade value

$3.15M

% of position

37.6%
7/19/2024
492.95K678.38K

Class A Common Stock

Indirect
P · Purchase

Shares

+5.85K

Price / share

$17.00

Trade value

$99.45K

% of position

0.9%
7/19/2024
678.38K684.23K

Class A Common Stock

Indirect
P · Purchase

Shares

+5.85K

Price / share

$17.00

Trade value

$99.45K

% of position

0.9%
7/19/2024
684.23K690.08K

Class A Common Stock

Indirect
P · Purchase

Shares

+5.85K

Price / share

$17.00

Trade value

$99.45K

% of position

0.8%
7/19/2024
690.08K695.92K

Class C Common Stock

Indirect
A · Award

Shares

+33.89M

Price / share

Trade value

% of position

New position
7/19/2024
0.0033.89M

Class A Common Stock

Direct
A · Award

Shares

+147.06K

Price / share

Trade value

% of position

147058.0%
7/17/2025
100.00147.16K
Total

Net shares

+34.59M

Net value

$3.45M

Derivative Transactions1

LLC Units in TWFG Holding Company, LLC

Indirect
M · Option Exercise
Converts to

Class A Common Stock

342.36K shares

Shares

+342.36K

Strike price

Held after

33.89M

Exercisable

7/19/2021
BUNCH RICHARD F. III — Insider Transaction (Form 4) Filed Jul 19, 2024 | Finecho