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: 7/21/2025ACC: 0002007596-25-000007
DirectorOfficer10% Owner· Chairman and CEO
Since Jul 2024
-17.75K
Net shares
Net seller
$588.6K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
17.75K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−17.75K
Price / share
$33.16
Trade value
$588.56K
% of position
5.5%
7/17/2025
323.71K→305.96K
Total
Net shares
−17.75K
Net value
-$588.56K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 7/17/2025 | F · Tax Withholding | −17.75K | $33.16 | $588.56K | 5.5% | 323.71K | 305.96K |
| Total | −17.75K | -$588.56K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)4
Class A Common Stock
IndirectShares owned11.97K
Class A Common Stock
IndirectShares owned342.36K
Class A Common Stock
IndirectShares owned5.85K
Class A Common Stock
IndirectShares owned5.85K
Total
366.03K indirect366.03K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 11.97K | Indirect |
| Class A Common Stock | 342.36K | Indirect |
| Class A Common Stock | 5.85K | Indirect |
| Class A Common Stock | 5.85K | Indirect |
| Total | 366.03K | 366.03K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported