TWFG, Inc.
TWFGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How TWFG, Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 4 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 9, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-05 | DOAK MICHAEL · Director | Class A Common Stock | P — Open market or private purchase | +7,865 | 19.45 | SEC filing |
| 2026-06-04 | DOAK MICHAEL · Director | Class A Common Stock | P — Open market or private purchase | +11,000 | 19.09 | SEC filing |
| 2026-06-03 | DOAK MICHAEL · Director | Class A Common Stock | P — Open market or private purchase | +22,994 | 18.62 | SEC filing |
| 2026-06-02 | DOAK MICHAEL · Director | Class A Common Stock | P — Open market or private purchase | +16,500 | 19.25 | SEC filing |
| 2026-06-01 | DOAK MICHAEL · Director | Class A Common Stock | P — Open market or private purchase | +16,500 | 19.33 | SEC filing |
| 2026-05-29 | DOAK MICHAEL · Director | Class A Common Stock | P — Open market or private purchase | +11,330 | 18.87 | SEC filing |
| 2026-05-28 | DOAK MICHAEL · Director | Class A Common Stock | P — Open market or private purchase | +11,000 | 18.87 | SEC filing |
| 2026-05-27 | DOAK MICHAEL · Director | Class A Common Stock | P — Open market or private purchase | +24,880 | 18.62 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-05 | Bunch Richard F. III · President and CEO | Class C Common Stock | G — Bona fide gift | +264,784 | SEC filing |
| 2026-06-05 | Bunch Michelle Caroline · Director | LLC Units in TWFG Holding | G — Bona fide gift | −264,784 | SEC filing |
| 2026-06-05 | Bunch Michelle Caroline · Director | LLC Units in TWFG Holding | G — Bona fide gift | −264,784 | SEC filing |
| 2026-06-05 | Bunch Michelle Caroline · Director | LLC Units in TWFG Holding | G — Bona fide gift | +264,784 | SEC filing |
| 2026-06-05 | Bunch Richard F. III · President and CEO | Class C Common Stock | G — Bona fide gift | −264,784 | SEC filing |
| 2026-06-05 | Bunch Michelle Caroline · Director | LLC Units in TWFG Holding | G — Bona fide gift | −529,568 | SEC filing |
| 2026-06-05 | Bunch Richard F. III · President and CEO | Class C Common Stock | G — Bona fide gift | +264,784 | SEC filing |
| 2026-06-05 | Bunch Michelle Caroline · Director | Class C Common Stock | G — Bona fide gift | +264,784 | SEC filing |
Showing 8 of 34 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-07-19 | DOAK MICHAEL · Director | Class B Common Stock | J — Other acquisition or disposition | +1,820,234 | SEC filing |
| 2024-07-19 | DOAK MICHAEL · Director | Class B LLC Units in TWFG Holding Company, LLC | J — Other acquisition or disposition | −1,820,234 | SEC filing |
| 2024-07-19 | DOAK MICHAEL · Director | Class B LLC Units in TWFG Holding Company, LLC | J — Other acquisition or disposition | +1,820,234 | SEC filing |
Showing 3 of 3 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.