BUNCH RICHARD F. III (Chairman and CEO) reported 1 transaction at TWFG, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 1/22/2025ACC: 0001628280-25-002257
DirectorOfficer10% Owner· Chairman and CEO
Since Jul 2024
-13.10K
Net shares
Net seller
$402.0K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
13.10K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−13.10K
Price / share
$30.70
Trade value
$402.02K
% of position
4.1%
1/17/2025
320.63K→307.54K
Total
Net shares
−13.10K
Net value
-$402.02K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 1/17/2025 | F · Tax Withholding | −13.10K | $30.70 | $402.02K | 4.1% | 320.63K | 307.54K |
| Total | −13.10K | -$402.02K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)4
Class A Common Stock
IndirectShares owned5.85K
Class A Common Stock
IndirectShares owned342.36K
Class A Common Stock
IndirectShares owned5.85K
Class A Common Stock
IndirectShares owned9.38K
Total
363.44K indirect363.44K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 5.85K | Indirect |
| Class A Common Stock | 342.36K | Indirect |
| Class A Common Stock | 5.85K | Indirect |
| Class A Common Stock | 9.38K | Indirect |
| Total | 363.44K | 363.44K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported