BUNCH RICHARD F. III (Chairman and CEO) reported 7 transactions at TWFG, INC.
Review the transaction codes below to understand the nature of each event.
Class C Common Stock
Shares
−529.57K
Price / share
—
Trade value
—
% of position
Class C Common Stock
Shares
+264.78K
Price / share
—
Trade value
—
% of position
Class C Common Stock
Shares
+264.78K
Price / share
—
Trade value
—
% of position
Class C Common Stock
Shares
−264.78K
Price / share
—
Trade value
—
% of position
Class C Common Stock
Shares
−264.78K
Price / share
—
Trade value
—
% of position
Class C Common Stock
Shares
+264.78K
Price / share
—
Trade value
—
% of position
Class C Common Stock
Shares
+264.78K
Price / share
—
Trade value
—
% of position
Net shares
+0.00
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class C Common Stock Indirect | 6/5/2026 | G · Gift | −529.57K | — | — | 1.6% | 33.89M | 33.36M |
| Class C Common Stock Direct | 6/5/2026 | G · Gift | +264.78K | — | — | New position | 0.00 | 264.78K |
| Class C Common Stock Indirect | 6/5/2026 | G · Gift | +264.78K | — | — | New position | 0.00 | 264.78K |
| Class C Common Stock Direct | 6/5/2026 | G · Gift | −264.78K | — | — | New position | 264.78K | 0.00 |
| Class C Common Stock Indirect | 6/5/2026 | G · Gift | −264.78K | — | — | New position | 264.78K | 0.00 |
| Class C Common Stock Indirect | 6/5/2026 | G · Gift | +264.78K | — | — | New position | 0.00 | 264.78K |
| Class C Common Stock Indirect | 6/5/2026 | G · Gift | +264.78K | — | — | New position | 0.00 | 264.78K |
| Total | +0.00 | $0.00 | ||||||
LLC Units in TWFG Holding
Class C Common Stock
529.57K shares
Shares
−529.57K
Strike price
Held after
33.36M
Exercisable
—
LLC Units in TWFG Holding
Class C Common Stock
264.78K shares
Shares
+264.78K
Strike price
Held after
264.78K
Exercisable
—
LLC Units in TWFG Holding
Class C Common Stock
264.78K shares
Shares
+264.78K
Strike price
Held after
264.78K
Exercisable
—
LLC Units in TWFG Holding
Class C Common Stock
264.78K shares
Shares
−264.78K
Strike price
Held after
0.00
Exercisable
—
LLC Units in TWFG Holding
Class C Common Stock
264.78K shares
Shares
−264.78K
Strike price
Held after
0.00
Exercisable
—
LLC Units in TWFG Holding
Class C Common Stock
264.78K shares
Shares
+264.78K
Strike price
Held after
264.78K
Exercisable
—
LLC Units in TWFG Holding
Class C Common Stock
264.78K shares
Shares
+264.78K
Strike price
Held after
264.78K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| LLC Units in TWFG Holding Indirect | Class C Common Stock529.57K shares | 6/5/2026 | G · Gift | −529.57K | — | 33.36M | |
| LLC Units in TWFG Holding Direct | Class C Common Stock264.78K shares | 6/5/2026 | G · Gift | +264.78K | — | 264.78K | |
| LLC Units in TWFG Holding Indirect | Class C Common Stock264.78K shares | 6/5/2026 | G · Gift | +264.78K | — | 264.78K | |
| LLC Units in TWFG Holding Direct | Class C Common Stock264.78K shares | 6/5/2026 | G · Gift | −264.78K | — | 0.00 | |
| LLC Units in TWFG Holding Indirect | Class C Common Stock264.78K shares | 6/5/2026 | G · Gift | −264.78K | — | 0.00 | |
| LLC Units in TWFG Holding Indirect | Class C Common Stock264.78K shares | 6/5/2026 | G · Gift | +264.78K | — | 264.78K | |
| LLC Units in TWFG Holding Indirect | Class C Common Stock264.78K shares | 6/5/2026 | G · Gift | +264.78K | — | 264.78K |