# EDGAR Filing Document

**Accession Number:** 0002007596
**File Stem:** 0001628280-26-038800
**Filing Date:** 2026-5
**Character Count:** 5592
**Document Hash:** 360512ba69e65c7089085e86f459de89
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001628280-26-038800.hdr.sgml**: 20260528

**ACCESSION NUMBER**: 0001628280-26-038800

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 11

**CONFORMED PERIOD OF REPORT**: 20260528

**ITEM INFORMATION**: Submission of Matters to a Vote of Security Holders

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260528

**DATE AS OF CHANGE**: 20260528

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TWFG, Inc.
- **CENTRAL INDEX KEY:** 0002007596
- **STANDARD INDUSTRIAL CLASSIFICATION:** INSURANCE AGENTS BROKERS & SERVICES [6411]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42177
- **FILM NUMBER:** 261035636

**BUSINESS ADDRESS:**
- **STREET 1:** 10055 GROGANS MILL RD
- **STREET 2:** SUITE 500
- **CITY:** THE WOODLANDS
- **STATE:** TX
- **ZIP:** 77380
- **BUSINESS PHONE:** 281.367.3424

**MAIL ADDRESS:**
- **STREET 1:** 10055 GROGANS MILL RD
- **STREET 2:** SUITE 500
- **CITY:** THE WOODLANDS
- **STATE:** TX
- **ZIP:** 77380

?xml version='1.0' encoding='ASCII'? twfg-20260527

**UNITED STATES** 

**SECURITIES AND EXCHANGE COMMISSION** 

**Washington, D.C. 20549**

**FORM 8-K** 

**CURRENT REPORT** 

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934** 

**Date of Report (Date of earliest event reported): May 27, 2026**

**TWFG, Inc.** 

**(Exact name of registrant as specified in its charter)** 

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| | | |
|:---|:---|:---|
| **Delaware** | **001-42177** | **99-0603906** |
| **(State or other jurisdiction**<br>**of incorporation)** | **(Commission<br>File Number)** | **(IRS Employer**<br>**Identification No.)** |
| | **10055 Grogans Mill Road**<br>**Suite 500**<br>**The Woodlands, Texas** | **77380** |
| | **(Address of principal executive offices)** | **(Zip Code)** |

---

**(281) 367-3424**

**(Registrant's telephone number, including area code)** 

**Not Applicable** 

**(Former name or former address, if changed since last report.)** 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

**Securities registered pursuant to Section 12(b) of the Act:** 

---

| | | |
|:---|:---|:---|
| **Title of each class** | **Trading<br>Symbol(s)** | **Name of each exchange<br>on which registered** |
| **Class A Common Stock, $0.01 par value** | **TWFG** | **The Nasdaq Stock Market LLC** |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

☒ Emerging growth company

☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

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**Item 5.07 Submission of Matters to a Vote of Security Holders.**

The 2026 Annual Meeting of Stockholders (the "Annual Meeting") of TWFG, INC. (the "Company") was held on May 27, 2026. At the Annual Meeting, the total voting power of 352,200,156 shares, consisting of 55,377,745 shares of Class A common stock ($0.01 par value) at one vote per share, 7,277,651 shares of Class B common stock ($0.00001 par value) at one vote per share, and 33,893,810 shares of Class C common stock ($0.00001 par value) at 10 votes per share, representing approximately 85.15% of the 55,377,745 issued and outstanding shares entitled to vote (voting power of 360,422,035), were present in person or by proxy.

The final results of the voting on each matter of business at the Annual Meeting are as follows:

**<u>Proposal 1 - Election of Directors.</u>**

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| | | | |
|:---|:---|:---|:---|
| <u>NOMINEES</u> | <u>FOR</u> | <u>WITHHELD</u> | <u>BROKER NON-VOTES</u> |
| Richard F. ("Gordy") Bunch III | 349827885 | 857720 | 1514551 |
| Michael Doak | 348197964 | 2487641 | 1514551 |
| Jonathan Anderson | 348767265 | 1918340 | 1514551 |
| Michelle Caroline Bunch | 346229963 | 4455642 | 1514551 |
| Robin A. Ferracone | 350002933 | 682672 | 1514551 |
| Janet S. Wong | 350002932 | 682673 | 1514551 |

---

**<u>Proposal 2 – Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for fiscal year ending December 31, 2026.</u>**

<u>FOR</u> <u>AGAINST</u> <u>ABSTAIN</u> <br> <u>352,121,435</u> <u>28,096</u> <u>50,625</u>

**Item 9.01. Financial Statements and Exhibits.** 

None.

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**SIGNATURES** 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | |
|:---|:---|:---|
| | TWFG, INC. | TWFG, INC. |
| Date: May 28, 2026 | By: | /s/ Richard F. Bunch III |
|  | Name: | Richard F. Bunch III |
|  | Title: | Chief Executive Officer |

---