TWFG Inc.

06/09/2026 | Press release | Distributed by Public on 06/09/2026 15:38

Statement of Changes in Beneficial Ownership (Form 4)

FORM 4
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
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(Print or Type Responses)
1. Name and Address of Reporting Person *
Bunch Michelle Caroline
2. Issuer Name and Ticker or Trading Symbol
TWFG, Inc. [TWFG]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
__X__ Director _____ 10% Owner
_____ Officer (give title below) _____ Other (specify below)
(Last) (First) (Middle)
C/O, 10055 GROGANS MILL RD, SUITE 500
3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026
(Street)
THE WOODLANDS, TX 77380
4. If Amendment, Date Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
_X_ Form filed by One Reporting Person
___ Form filed by More than One Reporting Person
(City) (State) (Zip)
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1.Title of Security
(Instr. 3)
2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code
(Instr. 8)
4. Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4 and 5)
5. Amount of Securities Beneficially Owned Following Reported Transaction(s)
(Instr. 3 and 4)
6. Ownership Form: Direct (D) or Indirect (I)
(Instr. 4)
7. Nature of Indirect Beneficial Ownership
(Instr. 4)
Code V Amount (A) or (D) Price
Class C Common Stock 06/05/2026 G(1)(2) 529,568 D $ 0 33,364,242 I By LLC
Class C Common Stock 06/05/2026 G(1) 264,784 A $ 0 264,784 D
Class C Common Stock 06/05/2026 G(2) 264,784 A $ 0 264,784 I By Husband
Class C Common Stock 06/05/2026 G(1) 264,784 D $ 0 0 D
Class C Common Stock 06/05/2026 G(2) 264,784 D $ 0 0 I By Husband
Class C Common Stock 06/05/2026 G(1) 264,784 A $ 0 264,784 I By RFB Trust(1)
Class C Common Stock 06/05/2026 G(2) 264,784 A $ 0 264,784 I By MCB Trust(2)
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. SEC 1474 (9-02)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security
(Instr. 3)
2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code
(Instr. 8)
5. Number of Derivative Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4, and 5)
6. Date Exercisable and Expiration Date
(Month/Day/Year)
7. Title and Amount of Underlying Securities
(Instr. 3 and 4)
8. Price of Derivative Security
(Instr. 5)
9. Number of Derivative Securities Beneficially Owned Following Reported Transaction(s)
(Instr. 4)
10. Ownership Form of Derivative Security: Direct (D) or Indirect (I)
(Instr. 4)
11. Nature of Indirect Beneficial Ownership
(Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
LLC Units in TWFG Holding (3) 06/05/2026 G(1)(2) 529,568 (3) (3) Class C Common Stock 529,568 $ 0 33,364,242 I By LLC
LLC Units in TWFG Holding (3) 06/05/2026 G(1) 264,784 (3) (3) Class C Common Stock 264,784 $ 0 264,784 D
LLC Units in TWFG Holding (3) 06/05/2026 G(2) 264,784 (3) (3) Class C Common Stock 264,784 $ 0 264,784 I By husband
LLC Units in TWFG Holding (3) 06/05/2026 G(1) 264,784 (3) (3) Class C Common Stock 264,784 $ 0 0 D
LLC Units in TWFG Holding (3) 06/05/2026 G(2) 264,784 (3) (3) Class C Common Stock 264,784 $ 0 0 I By husband
LLC Units in TWFG Holding (3) 06/05/2026 G(1) 264,784 (3) (3) Class C Common Stock 264,784 $ 0 264,784 I By RFB Trust(1)
LLC Units in TWFG Holding (3) 06/05/2026 G(2) 264,784 (3) (3) Class C Common Stock 264,784 $ 0 264,784 I By MCB Trust(2)

Reporting Owners

Reporting Owner Name / Address Relationships
Director 10% Owner Officer Other
Bunch Michelle Caroline
C/O
10055 GROGANS MILL RD, SUITE 500
THE WOODLANDS, TX 77380
X

Signatures

/s/ Julie E. Benes, as Attorney-in-Fact for Michelle C. Bunch 06/09/2026
**Signature of Reporting Person Date

Explanation of Responses:

* If the form is filed by more than one reporting person, see Instruction 4(b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
(1) On June 5, 2026, Bunch Family Holdings LLC (the "LLC") transferred 264,784 common units of TWFG Holding Company, LLC ("TWFG Holding"), together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Michelle C. Bunch. On the same date, Ms. Bunch transferred such common units and corresponding shares to RFB Spousal Lifetime Trust U/T/A 8/25/2025, Richard F. Bunch III, Trustee ("RFB Trust").
(2) On June 5, 2026, Bunch Family Holdings LLC transferred 264,784 common units of TWFG Holding, together with the corresponding shares of Class C Common Stock of TWFG, Inc., to Richard F. Bunch III. On the same date, Mr. Bunch transferred such common units and corresponding shares to MCB Spousal Lifetime Trust U/T/A 6/19/2025, Michelle C. Bunch, Trustee ("MCB Trust").
(3) Each LLC Unit of TWFG Holding held by the Reporting Person is exchangeable for shares of Class A Common Stock of TWFG, Inc. on a one-for-one basis, and, upon such exchange, an equivalent number of shares of Class C shares of TWFG, Inc. held by the Reporting Person will be cancelled.
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Potential persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB number.
TWFG Inc. published this content on June 09, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on June 09, 2026 at 21:39 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]