Stock Scorer
Stock Board CompareNew Screen Insiders ETFNew
Donate
…
Report Measures Companies Earnings calendar Insider buying Fund portfolios Congress trades ETFs
Sign in

TWFG, Inc. (TWFG) · Insider trading

What TWFG's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months
$3.35M
1 insider, 12 trades
Sold, 12 months
$0
0 insiders
Net, 12 months
+$3.35M
bought less sold
Latest filing
2026-07-21
filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

2024-11: $31,854 bought 2025-01 2025-07 2026-01 2026-05: $1.92M bought 2026-06: $1.43M bought 2026-07
Bought Sold Largest month: $1.92M

Who traded, two years

InsiderBoughtSold TradesLast tradeHolds after
Doak MichaelDirector $3.35M – 12 2026-06-05 –
Benes Julie E.General Counsel and Secretary $31,854 – 1 2024-11-26 49,008

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

DateInsiderTradeShares PriceValueHolds afterFiling
2026-06-05 Doak MichaelDirector Buyindirect 7,865 19.45 $152,974 765,587 Form 4
2026-06-04 Doak MichaelDirector Buyindirect 11,000 19.09 $209,990 757,722 Form 4
2026-06-03 Doak MichaelDirector Buyindirect 22,994 18.62 $428,148 746,722 Form 4
2026-06-02 Doak MichaelDirector Buyindirect 16,500 19.25 $317,625 723,728 Form 4
2026-06-01 Doak MichaelDirector Buyindirect 16,500 19.33 $318,945 707,228 Form 4
2026-05-29 Doak MichaelDirector Buyindirect 11,330 18.87 $213,797 690,728 Form 4
2026-05-28 Doak MichaelDirector Buyindirect 11,000 18.87 $207,570 679,398 Form 4
2026-05-27 Doak MichaelDirector Buyindirect 24,880 18.62 $463,266 668,398 Form 4
2026-05-26 Doak MichaelDirector Buyindirect 11,000 19.23 $211,530 643,518 Form 4
2026-05-22 Doak MichaelDirector Buyindirect 11,000 18.89 $207,790 632,518 Form 4
2026-05-21 Doak MichaelDirector Buyindirect 17,538 18.52 $324,804 621,518 Form 4
2026-05-20 Doak MichaelDirector Buyindirect 15,745 18.79 $295,849 603,980 Form 4
2024-11-26 Benes Julie E.General Counsel and Secretary Buy 950 33.53 $31,854 49,008 Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

29 × grant or award25 × shares withheld for tax14 × gift
Show them
DateInsiderWhatShares PriceHolds afterFiling
2026-07-17 Nolan Katherine CChief Operating Officer Shares withheld for tax F −11,559 26.35 82,049 Form 4
2026-07-17 Benes Julie E.General Counsel and Secretary Shares withheld for tax F −6,171 26.35 37,454 Form 4
2026-07-17 Bunch Michelle CarolineDirector Shares withheld for tax F −17,733 26.35 313,596 Form 4
2026-07-17 Bunch Richard F. IIIDirector, President and CEO, 10% owner Shares withheld for tax F −17,733 26.35 313,596 Form 4
2026-07-17 Bunch Charles AlexanderChief Creative & Marketing Off Shares withheld for tax F −6,163 26.35 36,523 Form 4
2026-07-17 Zwinggi Janice E.Chief Financial Officer Shares withheld for tax F −7,710 26.35 57,314 Form 4
2026-06-05 Bunch Richard F. IIIDirector, President and CEO, 10% owner Gift G −529,568 – 33,364,242 Form 4
2026-06-05 Bunch Richard F. IIIDirector, President and CEO, 10% owner Gift G +264,784 – 264,784 Form 4
2026-06-05 Bunch Richard F. IIIDirector, President and CEO, 10% owner Gift G +264,784 – 264,784 Form 4
2026-06-05 Bunch Richard F. IIIDirector, President and CEO, 10% owner Gift G −264,784 – 0 Form 4
2026-06-05 Bunch Richard F. IIIDirector, President and CEO, 10% owner Gift G −264,784 – 0 Form 4
2026-06-05 Bunch Richard F. IIIDirector, President and CEO, 10% owner Gift G +264,784 – 264,784 Form 4
2026-06-05 Bunch Richard F. IIIDirector, President and CEO, 10% owner Gift G +264,784 – 264,784 Form 4
2026-06-05 Bunch Michelle CarolineDirector Gift G −529,568 – 33,364,242 Form 4
2026-06-05 Bunch Michelle CarolineDirector Gift G +264,784 – 264,784 Form 4
2026-06-05 Bunch Michelle CarolineDirector Gift G +264,784 – 264,784 Form 4
2026-06-05 Bunch Michelle CarolineDirector Gift G −264,784 – 0 Form 4
2026-06-05 Bunch Michelle CarolineDirector Gift G −264,784 – 0 Form 4
2026-06-05 Bunch Michelle CarolineDirector Gift G +264,784 – 264,784 Form 4
2026-06-05 Bunch Michelle CarolineDirector Gift G +264,784 – 264,784 Form 4
2026-03-31 Ferracone Robin ADirector Grant or award A +4,000 – 26,117 Form 4
2026-03-31 Wong Janet S.Director Grant or award A +4,000 – 12,617 Form 4
2026-03-31 Doak MichaelDirector Grant or award A +4,000 – 10,117 Form 4
2026-03-31 Anderson Jonathan JamesDirector Grant or award A +4,000 – 10,117 Form 4
2026-03-31 Nolan Katherine CChief Operating Officer Grant or award A +12,500 – 94,436 Form 4
2026-03-31 Nolan Katherine CChief Operating Officer Shares withheld for tax F −828 18.39 93,608 Form 4
2026-03-31 Vijaya Gopal Mohan BabuChief Technology Officer Grant or award A +3,250 – 3,677 Form 4
2026-03-31 McGuire Andrew VincentChief Underwriting Officer Grant or award A +4,000 – 4,000 Form 4
2026-03-31 Zwinggi Janice E.Chief Financial Officer Grant or award A +12,500 – 65,863 Form 4
2026-03-31 Zwinggi Janice E.Chief Financial Officer Shares withheld for tax F −839 18.39 65,024 Form 4
2026-03-31 Padgett GeneChief Accounting Officer Grant or award A +3,250 – 5,029 Form 4
2026-03-31 Padgett GeneChief Accounting Officer Shares withheld for tax F −224 18.39 4,805 Form 4
2026-03-31 Benes Julie E.General Counsel and Secretary Grant or award A +5,000 – 43,962 Form 4
2026-03-31 Benes Julie E.General Counsel and Secretary Shares withheld for tax F −337 18.39 43,625 Form 4
2026-03-31 Bunch Charles AlexanderChief Creative & Marketing Off Grant or award A +5,000 – 43,012 Form 4
2026-03-31 Bunch Charles AlexanderChief Creative & Marketing Off Shares withheld for tax F −326 18.39 42,686 Form 4
2026-03-31 Bunch Michelle CarolineDirector Grant or award A +4,000 – 15,967 Form 4
2026-03-31 Bunch Michelle CarolineDirector Grant or award A +27,500 – 333,462 Form 4
2026-03-31 Bunch Michelle CarolineDirector Shares withheld for tax F −2,133 18.39 331,329 Form 4
2026-03-31 Bunch Richard F. IIIDirector, President and CEO, 10% owner Grant or award A +27,500 – 333,462 Form 4
2026-03-31 Bunch Richard F. IIIDirector, President and CEO, 10% owner Shares withheld for tax F −2,133 18.39 331,329 Form 4
2026-03-31 Bunch Richard F. IIIDirector, President and CEO, 10% owner Grant or award A +4,000 – 15,967 Form 4
2025-12-01 Vijaya Gopal Mohan BabuChief Technology Officer Grant or award A +427 – 427 Form 4
2025-07-17 Bunch Richard F. IIIDirector, President and CEO, 10% owner Shares withheld for tax F −17,749 33.16 305,962 Form 4
2025-07-17 Bunch Michelle CarolineDirector Shares withheld for tax F −17,749 33.16 305,962 Form 4
2025-07-17 Nolan Katherine CChief Operating Officer Shares withheld for tax F −11,588 33.16 81,936 Form 4
2025-07-17 Zwinggi Janice E.Chief Financial Officer Shares withheld for tax F −7,338 33.16 53,363 Form 4
2025-07-17 Benes Julie E.General Counsel and Secretary Shares withheld for tax F −6,187 33.16 38,962 Form 4
2025-07-17 Bunch Charles AlexanderChief Creative & Marketing Off Shares withheld for tax F −6,187 33.16 38,012 Form 4
2025-03-31 Wong Janet S.Director Grant or award A +2,588 – 8,617 Form 4
2025-03-31 Doak MichaelDirector Grant or award A +2,588 – 6,117 Form 4
2025-03-31 Padgett GeneChief Accounting Officer Grant or award A +1,779 – 1,779 Form 4
2025-03-31 Bunch Charles AlexanderChief Creative & Marketing Off Grant or award A +2,588 – 44,199 Form 4
2025-03-31 Nolan Katherine CChief Operating Officer Grant or award A +6,470 – 93,524 Form 4
2025-03-31 Zwinggi Janice E.Chief Financial Officer Grant or award A +6,470 – 60,701 Form 4
2025-03-31 Benes Julie E.General Counsel and Secretary Grant or award A +2,588 – 45,149 Form 4
2025-03-31 Ferracone Robin ADirector Grant or award A +2,588 – 22,117 Form 4
2025-03-31 Anderson Jonathan JamesDirector Grant or award A +2,588 – 6,117 Form 4
2025-03-31 Bunch Richard F. IIIDirector, President and CEO, 10% owner Grant or award A +16,175 – 323,711 Form 4
2025-03-31 Bunch Richard F. IIIDirector, President and CEO, 10% owner Grant or award A +2,588 – 11,967 Form 4
2025-03-31 Bunch Michelle CarolineDirector Grant or award A +2,588 – 11,967 Form 4
2025-03-31 Bunch Michelle CarolineDirector Grant or award A +16,175 – 323,711 Form 4
2025-01-17 Benes Julie E.General Counsel and Secretary Shares withheld for tax F −6,447 30.70 42,561 Form 4
2025-01-17 Nolan Katherine CChief Operating Officer Shares withheld for tax F −7,431 30.70 87,054 Form 4
2025-01-17 Zwinggi Janice E.Chief Financial Officer Shares withheld for tax F −7,592 30.70 54,231 Form 4
2025-01-17 Bunch Charles AlexanderChief Creative & Marketing Off Shares withheld for tax F −6,447 30.70 41,611 Form 4
2025-01-17 Bunch Richard F. IIIDirector, President and CEO, 10% owner Shares withheld for tax F −13,095 30.70 307,536 Form 4
2025-01-17 Bunch Michelle CarolineDirector Shares withheld for tax F −13,095 30.70 307,536 Form 4

How to read it

Buy, sale
Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan
A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after
The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value
Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

TWFG's scores and multiples ›