🕵️ TWFG, Inc. ($TWFG)
SEC insider & ownership activity, last 12 months · CIK 2007596 · every row links its SEC filing
Over the last 12 months insiders bought $3.4M with no open-market selling against it. Doak Michael bought $3.4M (May–Jun). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, $3.4M (12 lots) · 0 sellers, $0 (0 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Doak Michael | 12 | $3.4M | 0 | – | Jun 5, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Baron Capital Group, Inc. | 8.7% | Class A | 13G | Aug 14, 2026 | filing ↗ |
| Ronald Baron | 8.7% | Class A | 13G | Aug 14, 2026 | filing ↗ |
| Bamco Inc /NY/ | 7.3% | Class A | 13G | Aug 14, 2026 | filing ↗ |
| Baron Discovery Fund | 7.2% | Class A | 13G | Aug 14, 2026 | filing ↗ |
| Franklin Resources, Inc. | 6.0% | Class A | 13G | Jul 28, 2026 | filing ↗ |
| Franklin Mutual Advisers, LLC | 6.0% | Class A | 13G | Jul 28, 2026 | filing ↗ |
| T. ROWE Price Investment Management, Inc. | 5.8% | 13G | Jul 8, 2026 | filing ↗ |
Planned insider sales (Form 144)
No sale notices filed in the last 12 months.
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Material agreement (1.01) | Aug 12, 2026 | filing ↗ |
| New financial obligation (2.03) | Aug 12, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 12, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 12, 2026 | filing ↗ |
| Earnings (2.02) | Aug 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 5, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jul 21, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 28, 2026 | filing ↗ |
| Earnings (2.02) | May 4, 2026 | filing ↗ |
| Earnings (2.02) | Feb 25, 2026 | filing ↗ |
| Other events (8.01) | Feb 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 25, 2026 | filing ↗ |
| Earnings (2.02) | Nov 12, 2025 | filing ↗ |
| Officer/director changes (5.02) | Nov 12, 2025 | filing ↗ |