# EDGAR Filing Document

**Accession Number:** 0002007596
**File Stem:** 0001628280-26-041987
**Filing Date:** 2026-6
**Character Count:** 8644
**Document Hash:** 9db5e83de1a273aa17ba22aa03a51268
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001628280-26-041987.hdr.sgml**: 20260609

**ACCESSION NUMBER**: 0001628280-26-041987

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260605

**FILED AS OF DATE**: 20260609

**DATE AS OF CHANGE**: 20260609

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Bunch Michelle Caroline
- **CENTRAL INDEX KEY:** 0002028275

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42177
- **FILM NUMBER:** 261077287

**MAIL ADDRESS:**
- **STREET 1:** 1201 LAKE WOODLANDS DR.
- **STREET 2:** SUITE 4020
- **CITY:** THE WOODLANDS
- **STATE:** TX
- **ZIP:** 77380
**ISSUER**: 

**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

**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

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] 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 for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Bunch Michelle Caroline<br><sub>(Last) (First) (Middle)</sub><br>C/O<br>10055 GROGANS MILL RD, SUITE 500<br><sub>(Street)</sub><br>THE WOODLANDS, TX 77380<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2026-06-05 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director [ ] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>TWFG, Inc. [ TWFG ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| Class C Common Stock | 2026-06-05 |  | G<sup>(1)(2)</sup> |  | 529568 | D | $0 | 33364242 | I | By LLC |
| Class C Common Stock | 2026-06-05 |  | G<sup>(1)</sup> |  | 264784 | A | $0 | 264784 | D |  |
| Class C Common Stock | 2026-06-05 |  | G<sup>(2)</sup> |  | 264784 | A | $0 | 264784 | I | By Husband |
| Class C Common Stock | 2026-06-05 |  | G<sup>(1)</sup> |  | 264784 | D | $0 | 0 | D |  |
| Class C Common Stock | 2026-06-05 |  | G<sup>(2)</sup> |  | 264784 | D | $0 | 0 | I | By Husband |
| Class C Common Stock | 2026-06-05 |  | G<sup>(1)</sup> |  | 264784 | A | $0 | 264784 | I | By RFB Trust<sup>(1)</sup> |
| Class C Common Stock | 2026-06-05 |  | G<sup>(2)</sup> |  | 264784 | A | $0 | 264784 | I | By MCB Trust<sup>(2)</sup> |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| LLC Units in TWFG Holding | <sup>(3)</sup> | 2026-06-05 |  | G<sup>(1)(2)</sup> |  |  | 529568 | <sup>(3)</sup> | <sup>(3)</sup> | Class C Common Stock | 529568 | $0 | 33364242 | I | By LLC |
| LLC Units in TWFG Holding | <sup>(3)</sup> | 2026-06-05 |  | G<sup>(1)</sup> |  | 264784 |  | <sup>(3)</sup> | <sup>(3)</sup> | Class C Common Stock | 264784 | $0 | 264784 | D |  |
| LLC Units in TWFG Holding | <sup>(3)</sup> | 2026-06-05 |  | G<sup>(2)</sup> |  | 264784 |  | <sup>(3)</sup> | <sup>(3)</sup> | Class C Common Stock | 264784 | $0 | 264784 | I | By husband |
| LLC Units in TWFG Holding | <sup>(3)</sup> | 2026-06-05 |  | G<sup>(1)</sup> |  |  | 264784 | <sup>(3)</sup> | <sup>(3)</sup> | Class C Common Stock | 264784 | $0 | 0 | D |  |
| LLC Units in TWFG Holding | <sup>(3)</sup> | 2026-06-05 |  | G<sup>(2)</sup> |  |  | 264784 | <sup>(3)</sup> | <sup>(3)</sup> | Class C Common Stock | 264784 | $0 | 0 | I | By husband |
| LLC Units in TWFG Holding | <sup>(3)</sup> | 2026-06-05 |  | G<sup>(1)</sup> |  | 264784 |  | <sup>(3)</sup> | <sup>(3)</sup> | Class C Common Stock | 264784 | $0 | 264784 | I | By RFB Trust<sup>(1)</sup> |
| LLC Units in TWFG Holding | <sup>(3)</sup> | 2026-06-05 |  | G<sup>(2)</sup> |  | 264784 |  | <sup>(3)</sup> | <sup>(3)</sup> | Class C Common Stock | 264784 | $0 | 264784 | I | By MCB Trust<sup>(2)</sup> |

---

### Footnotes:

(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.

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

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* 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).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**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 Number.**