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Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
2007596	Twfg Inc.	TWFG	Insurance Agents, Brokers & Service (6411)	000000000

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
2028275	Caroline Michelle Bunch	C/O Twfg, Inc. 1201 Lake Woodlands Drive, Suite 4020 The Woodlands TX 77380		Yes	No	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Acquisiton	2024-07-17	3,529	$0.00	3,629	No	4	A	Direct
Class A Common Stock	Acquisiton	2025-07-17	147,058	$0.00	150,687	No	4	A	Indirect	By husband
Class A Common Stock	Acquisiton	2024-07-19	342,262	$0.00	492,949	No	4	M	Indirect	By LLC
Class A Common Stock	Acquisiton	2024-07-19	5,850	$17.00	498,799	No	4	P	Direct
Class A Common Stock	Acquisiton	2024-07-19	185,426	$17.00	684,225	No	4	P	Indirect	By husband
Class A Common Stock	Acquisiton	2024-07-19	5,850	$17.00	690,075	No	4	P	Indirect	By son
Class A Common Stock	Acquisiton	2024-07-19	5,850	$17.00	695,925	No	4	P	Indirect	By son
Class C Common Stock	Acquisiton	2024-07-19	33,893,810	$0.00	33,893,810	No	4	A	Indirect	By LLC

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	A	Direct
No	4	A	Indirect	By husband
No	4	M	Indirect	By LLC
No	4	P	Direct
No	4	P	Indirect	By husband
No	4	P	Indirect	By son
No	4	P	Indirect	By son
No	4	A	Indirect	By LLC

Reported Derivative Transactions

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Class A Common Stock	LLC Units in TWFG Holding Company, LLC	Disposition	2024-07-19	342,362	$0.00	342,362	$0.00

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
33,893,810			No	4	M	Indirect

Footnotes

Pursuant to the "reorganization transactions" (as defined in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-280439)), as part of the Issuer's initial public offering, (i) the Class C LLC Units of TWFG Holding Company, LLC ("TWFG Holding") held by Bunch Family Holdings LLC ("Bunch Holdings") were reclassified as LLC Units of TWFG Holding, (ii) Bunch Holdings exchanged 342,362 LLC Units of TWFG Holding for 342,362 shares of Class A Common Stock of the Issuer, and (iii) Bunch Holdings continued to hold 33,893,810 LLC Units of TWFG Holdings and was issued a corresponding number of shares of Class C Common Stock of the Issuer. Each LLC Unit of TWFG Holdings held by the Reporting Persons is exchangeable for shares of Class A Common Stock of the Issuer on a one-for-one basis, and upon such exchange, an equivalent number of shares of Class C Common Stock of the Issuer held by the Reporting Persons will be canceled.
The shares of Class A Common Stock of the Issuer and the Class C LLC Units of TWFG Holding are owned directly by Bunch Holdings, a ten percent owner of the Issuer, and indirectly by Richard F. Bunch III, who is sole member of Bunch Holdings. Richard F. Bunch III is a director, officer and ten percent owner of the Issuer.
Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering.