Company Analysis

TWFG, Inc. (TWFG)

Nasdaq: TWFG · Insurance Agents, Brokers & Service · The Woodlands, TX · filing with the SEC since 2024
Grade6.5
◀ Past 6.7● Present 5.5▶ Future 7.8
1 est.

Filings

98 filings since 2017 beside 79 insider forms · Accelerated filer and emerging growth company · read from EDGAR on Nov 13, 2026
Due nextAccelerated filer and emerging growth company
10-K Annual report for the fiscal year ending Dec 31, 2026Accelerated filers have 75 days after the fiscal year ends. by Mar 16, 2027
10-Q Quarterly report for the quarter ending Mar 31, 2027Accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end. by May 10, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 35 days after the quarter ended. The proxy statement was last filed Apr 10, 2026.

Filings a yearinsider forms included
616254
202420252026

2026 counts to Nov 13, 2026.

Officer or director change (8-K item 5.02): 5 times in the last 36 months, the newest Jul 24, 2026.SEC letters: 13 in the last 36 months, the newest Aug 6, 2025.
Insider forms 79

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Nov 12, 2026 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
Nov 5, 2026 10-Q Quarterly report Sep 30, 2026
Nov 4, 2026 8-K items 2.02, 9.01 Results released · Current report
Aug 14, 2026 SCHEDULE 13G/A Large holder update, amended
Aug 14, 2026 SCHEDULE 13G/A Large holder update, amended
Aug 13, 2026 8-K items 1.01, 2.03, 7.01, 9.01 Major agreement signed; New debt or obligation taken on; Investor disclosure (Regulation FD) · Current report Aug 12, 2026
Aug 12, 2026 SCHEDULE 13G/A Large holder update, amended
Aug 6, 2026 10-Q Quarterly report Jun 30, 2026
Aug 5, 2026 8-K items 2.02, 9.01 Results released · Current report
Jul 28, 2026 SCHEDULE 13G Large holder notice
Jul 24, 2026 8-K item 5.02 Officer or director change · Current report Jul 21, 2026
Jul 8, 2026 SCHEDULE 13G/A Large holder update, amended
May 28, 2026 8-K items 5.07, 9.01 Shareholder vote · Current report
May 18, 2026 SCHEDULE 13G/A Large holder update, amended
May 15, 2026 SCHEDULE 13G/A Large holder update, amended
May 15, 2026 SCHEDULE 13G/A Large holder update, amended
May 8, 2026 10-Q Quarterly report Mar 31, 2026
May 7, 2026 8-K item 2.02 Results released · Current report May 4, 2026
May 6, 2026 SCHEDULE 13G/A Large holder update, amended
Apr 10, 2026 ARS Annual report to shareholders Dec 31, 2025
Apr 10, 2026 DEFA14A Extra proxy material
Apr 10, 2026 DEF 14A Proxy statement May 27, 2026
Mar 10, 2026 10-K Annual report Dec 31, 2025
Feb 25, 2026 8-K items 2.02, 8.01, 9.01 Results released; Other event · Current report
Feb 13, 2026 SCHEDULE 13G Large holder notice
Nov 14, 2025 SCHEDULE 13G/A Large holder update, amended
Nov 12, 2025 10-Q Quarterly report Sep 30, 2025
Nov 12, 2025 8-K items 2.02, 5.02 Results released; Officer or director change · Current report
Nov 5, 2025 SCHEDULE 13G/A Large holder update, amended
Aug 14, 2025 SCHEDULE 13G/A Large holder update, amended
Aug 13, 2025 10-Q Quarterly report Jun 30, 2025
Aug 13, 2025 SCHEDULE 13G/A Large holder update, amended
Aug 12, 2025 8-K items 2.02, 9.01 Results released · Current report
Aug 8, 2025 EFFECT Registration effective
Aug 6, 2025 CORRESP Reply to the SEC
Aug 6, 2025 S-3 Shelf registration
Aug 4, 2025 UPLOAD SEC comment letter
Jul 25, 2025 DRS Draft registration, confidential
May 28, 2025 8-K item 5.07 Shareholder vote · Current report
May 14, 2025 SCHEDULE 13G/A Large holder update, amended
40 of 98 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton TWFG · research, not advice