Twfg, Inc.
A national independent insurance distribution platform, TWFG (short for The Woodlands Financial Group) helps individuals and businesses find auto, home, life, health, and commercial coverage by connecting them with hundreds of different insurance carriers through its network of agents. Founder Richard "Gordy" Bunch III started the company in The Woodlands, Texas, in 2001 with a small amount of capital, just days before the September 11 attacks. The CEO has joked that the "G" in TWFG could stand for "Growth," reflecting how the small startup grew into a major national player that went public on the Nasdaq in 2024.
Granted 185.5K
Granted 185.5K
Granted 10.1K · Bought 765.6K
Granted 107.2K · Bought 6.3K
Granted 77.8K · Bought 3.0K
Granted 54.6K · Bought 1.9K
Granted 7.6K · Bought 144
Granted 10.1K · Bought 16.0K
Granted 10.1K · Bought 2.5K
Granted 10.1K
Granted 5.0K
Granted 4.0K
Granted 3.7K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Bunch Richard F. III +1 co-filer10% owner, President and CEO, Director, 10% owner · 15 transactions | — | 35.21M | 185.5K | — | — |
| Bunch Michelle CarolineDirector · 15 transactions | — | 35.21M | 185.5K | — | — |
| Doak MichaelDirector · 17 transactions | — | 1.36M | 10.1K | 765.6K | — |
| Nolan Katherine CChief Operating Officer · 7 transactions | — | 94.4K | 107.2K | 6.3K | — |
| Zwinggi Janice E.Chief Financial Officer · 7 transactions | — | 65.0K | 77.8K | 3.0K | — |
| Benes Julie E.General Counsel and Secretary · 8 transactions | — | 44.0K | 54.6K | 1.9K | — |
| Bunch Charles AlexanderChief Creative & Marketing Off · 7 transactions | — | 43.1K | 7.6K | 144 | — |
| Ferracone Robin ADirector · 4 transactions | — | 26.1K | 10.1K | 16.0K | — |
| Wong Janet S.Director · 4 transactions | — | 12.6K | 10.1K | 2.5K | — |
| Anderson Jonathan JamesDirector · 3 transactions | — | 10.1K | 10.1K | — | — |
| Padgett GeneChief Accounting Officer · 3 transactions | — | 4.8K | 5.0K | — | — |
| McGuire Andrew VincentChief Underwriting Officer · 1 transaction | — | 4.0K | 4.0K | — | — |
| Vijaya Gopal Mohan BabuChief Technology Officer · 2 transactions | — | 3.7K | 3.7K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 3 years: +795.4K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.