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TWFG research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

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Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-23 · 8022 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 8-K · Current report

    Report date 2026-08-12 · 0002007596-26-000014 · Items 1.01,2.03,7.01,9.01

  2. 10-Q · Quarterly report

    Report date 2026-06-30 · 0002007596-26-000012

  3. 8-K · Current report

    Report date 2026-08-05 · 0002007596-26-000011 · Items 2.02,9.01

  4. 8-K · Current report

    Report date 2026-07-21 · 0002007596-26-000008 · Items 5.02

  5. 4 · Ownership change

    Report date 2026-07-17 · 0002028316-26-000003

  6. 4 · Ownership change

    Report date 2026-07-17 · 0002028304-26-000003

  7. 4 · Ownership change

    Report date 2026-07-17 · 0002028282-26-000005

  8. 4 · Ownership change

    Report date 2026-07-17 · 0002028275-26-000003

  9. 4 · Ownership change

    Report date 2026-07-17 · 0002028272-26-000003

  10. 4 · Ownership change

    Report date 2026-07-17 · 0001295727-26-000002

  11. 4 · Ownership change

    Report date 2026-06-05 · 0001628280-26-041987

  12. 4 · Ownership change

    Report date 2026-06-05 · 0001628280-26-041986

  13. 8-K · Current report

    Report date 2026-05-28 · 0001628280-26-038800 · Items 5.07,9.01

  14. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001628280-26-032845

  15. 8-K · Current report

    Report date 2026-05-04 · 0001628280-26-032140 · Items 2.02

  16. DEF 14A · Proxy statement

    Report date 2026-05-27 · 0001628280-26-024692

  17. 10-K · Annual report

    Report date 2025-12-31 · 0001628280-26-016162

  18. 8-K · Current report

    Report date 2026-02-25 · 0001628280-26-011644 · Items 2.02,8.01,9.01

  19. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001628280-25-051591

  20. 8-K · Current report

    Report date 2025-11-12 · 0001628280-25-051588 · Items 2.02,5.02

  21. 10-Q · Quarterly report

    Report date 2025-06-30 · 0002007596-25-000024

  22. 8-K · Current report

    Report date 2025-08-12 · 0002007596-25-000021 · Items 2.02,9.01

  23. 8-K · Current report

    Report date 2025-05-28 · 0001628280-25-028188 · Items 5.07

  24. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001628280-25-025142

  25. 8-K · Current report

    Report date 2025-05-13 · 0001628280-25-025115 · Items 2.02

  26. 8-K · Current report

    Report date 2025-05-01 · 0001628280-25-021633 · Items 7.01,9.01

  27. DEF 14A · Proxy statement

    Report date 2024-12-31 · 0001628280-25-017483

  28. 8-K · Current report

    Report date 2025-03-31 · 0001628280-25-017074 · Items 5.02,9.01

  29. 10-K · Annual report

    Report date 2024-12-31 · 0001628280-25-015138

  30. 8-K · Current report

    Report date 2025-03-19 · 0001628280-25-013822 · Items 2.02

  31. 8-K · Current report

    Report date 2025-03-03 · 0001628280-25-009535 · Items 2.02,9.01

  32. 8-K · Current report

    Report date 2025-01-29 · 0001628280-25-003007 · Items 7.01

  33. 8-K · Current report

    Report date 2025-01-20 · 0001628280-25-002369 · Items 5.02,7.01,9.01

  34. SC 13G · Ownership disclosure

    0001897612-24-002012

  35. SC 13G · Ownership disclosure

    0000930413-24-003163

  36. SC 13G · Ownership disclosure

    0000930413-24-003162

  37. SC 13G · Ownership disclosure

    0000080255-24-001488

  38. 10-Q · Quarterly report

    Report date 2024-09-30 · 0002007596-24-000013

  39. 8-K · Current report

    Report date 2024-11-12 · 0002007596-24-000010 · Items 2.02

  40. SC 13G · Ownership disclosure

    0001011438-24-000583

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-23 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 0 transaction rows0SGrant / award: 0 transaction rows0AExercise / conversion: 0 transaction rows0MTax / exercise payment: 6 transaction rows6FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

6 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-07-17
2026-07-21
Zwinggi Janice E.F · Tax / exercise payment
Disposed
Class A Common Stock7710.026.35
2026-07-17
2026-07-21
Bunch Charles AlexanderF · Tax / exercise payment
Disposed
Class A Common Stock6163.026.35
2026-07-17
2026-07-21
Bunch Family Holdings, LLC; Bunch Richard F. IIIF · Tax / exercise payment
Disposed
Class A Common Stock17733.026.35
2026-07-17
2026-07-21
Bunch Michelle CarolineF · Tax / exercise payment
Disposed
Class A Common Stock17733.026.35
2026-07-17
2026-07-21
Benes Julie E.F · Tax / exercise payment
Disposed
Class A Common Stock6171.026.35
2026-07-17
2026-07-21
Nolan Katherine CF · Tax / exercise payment
Disposed
Class A Common Stock11559.026.35

Identity & relationships

Wikidata structured data · retrieved 2026-10-23 · 1658 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0002007596TWFG, Inc.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-23 · 1197 checked identities; 0 unavailable records

Search names and former names

    Revenue in constant purchasing power

    USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

    Year endedReported USD revenueCPI-adjusted USD revenue
    2024-12-31$203.76M$218.86M
    2023-12-31$172.04M$190.23M
    2022-12-31$153.88M$177.13M

    Bureau of Labor Statistics · retrieved 2026-10-23 · 9 selected series; gaps remain missing

    Explore the CPI history ↗