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.

Who runs TWFG, Inc.

Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filed
Chief executive, as filed
Bunch Richard F. III
President and CEO. First filing Jul 2024, latest Jul 21, 2026, 1 filing in all.
Officers reporting now
8
of 13 people with a filing in the last fifteen months
Directors reporting now
5
13 people on the record since 2024
Officerssales are open-market, Nov 10, 2025 to Nov 10, 2026
NameTitle as filedFirst filingLatest filingSales, 12 months
Vijaya Gopal Mohan BabuChief Technology OfficerNov 2025Nov 10, 2026none
Bunch Richard F. IIIPresident and CEOJul 2024Jul 21, 2026none
Zwinggi Janice E.Chief Financial OfficerJul 2024Jul 21, 2026none
Nolan Katherine CChief Operating OfficerJul 2024Jul 21, 2026none
Bunch Charles AlexanderChief Creative & Marketing OffJul 2024Jul 21, 2026none
Benes Julie E.General Counsel and SecretaryJul 2024Jul 21, 2026none
Mcguire Andrew VincentChief Underwriting OfficerMar 2026Apr 2, 2026none
Padgett GeneChief Accounting OfficerJan 2025Apr 2, 2026none
Directorssales are open-market, Nov 10, 2025 to Nov 10, 2026
NameRoleFirst filingLatest filingSales, 12 months
Bunch Michelle CarolinedirectorJul 2024Jul 21, 2026none
Doak MichaeldirectorJul 2024Jun 8, 2026none
Anderson Jonathan JamesdirectorJul 2024Apr 2, 2026none
Ferracone Robin AdirectorJul 2024Apr 2, 2026none
Wong Janet S.directorJul 2024Apr 2, 2026none
Owners of more than 10% of a classsales are open-market, Nov 10, 2025 to Nov 10, 2026
NameRoleFirst filingLatest filingSales, 12 months
Bunch Family Holdings, LLC10% ownerJul 2024Jul 21, 2026none

A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.

SI Assistanton TWFG · research, not advice