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BCS

Changes in Beneficial Ownership · 4

TWFG, Inc.

TWFGNASDAQEQUITYCurrent

Changes in Beneficial Ownership

Filed Jul 21, 2026Accepted Jul 21, 2026, 5:59 PM EDTFiling CIK 2007596Accession 0001295727-26-000002
Share

Structured filing — 4

wk-form4_1784671137.xml

Open full document ↗

Filing details

Report period
2026-07-17
Issuer
TWFG, Inc.
Issuer CIK
0002007596
Trading symbol
TWFG

Reporting owner 1

Name
Nolan Katherine C
Reporting owner CIK
0001295727
Relationship
Officer
Officer title
Chief Operating Officer
Address
C/O TWFG, INC., 10055 GROGANS MILL RD, SUITE 500, THE WOODLANDS, TX, 77380

Non-derivative transactions

Non-derivative transactions · 1 reported row
SecurityTransaction dateCodeAmountA / DPrice (USD)Owned afterOwnership
Class A Common Stock2026-07-17F · Form 411,559[F1]D26.3582,049D
Table key
F · Form 4
Securities delivered or withheld for exercise price or tax liability under Rule 16b-3
D
Direct

Footnotes

F1
The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").↩ 1

Signature 1

Signed
/s/ Julie E. Benes, as Attorney-In-Fact for Katherine C. Nolan
Date
2026-07-21

Company context

Current securities

Recent company filings

  1. Regulation FD DisclosureNov 12, 2026
  2. 10-Q filingNov 5, 2026
  3. Results of Operations and Financial ConditionNov 4, 2026
  4. Entry into a Material Definitive Agreement · Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · Regulation FD DisclosureAug 13, 2026
  5. SCHEDULE 13G/A - filed by Capital International Investors regarding TWFG, Inc.Aug 12, 2026

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