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: 7/21/2026ACC: 0002028282-26-000005
DirectorOfficer10% Owner· Chairman and CEO
Since Jul 2024
-17.73K
Net shares
Net seller
$467.3K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
17.73K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−17.73K
Price / share
$26.35
Trade value
$467.26K
% of position
5.4%
7/17/2026
331.33K→313.60K
Total
Net shares
−17.73K
Net value
-$467.26K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 7/17/2026 | F · Tax Withholding | −17.73K | $26.35 | $467.26K | 5.4% | 331.33K | 313.60K |
| Total | −17.73K | -$467.26K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)4
Class A Common Stock
IndirectShares owned15.97K
Class A Common Stock
IndirectShares owned5.85K
Class A Common Stock
IndirectShares owned342.36K
Class A Common Stock
IndirectShares owned5.85K
Total
370.03K indirect370.03K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 15.97K | Indirect |
| Class A Common Stock | 5.85K | Indirect |
| Class A Common Stock | 342.36K | Indirect |
| Class A Common Stock | 5.85K | Indirect |
| Total | 370.03K | 370.03K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported