TWFG TWFG, Inc. Insider Trading

TWFG Director Michael Doak buys 7,865 shares at $19.45; stock -45.9% from 52-week high; 4 of 5 prior TWFG buys well-timed.

Michael Doak purchased 7,865 shares of TWFG at $19.45 on 2026-06-05, increasing his holdings to 765.6K shares (+1.0%). This buy occurs while the stock trades at $19.89 current price, down -45.9% from its 52-week high of $36.79, representing a significant pullback from peak levels. Doak's prior transaction history at TWFG shows a strong timing pattern: 4 of his 5 prior buys at this ticker exhibited positive 90-day returns (well-timed), with purchases on 2026-05-27, 2026-05-28, 2026-05-29 each returning +3.1%, +1.8%, +1.8% respectively over 90 days. His cross-ticker track record reinforces this capability, showing 8 prior buys across all tickers with 87.50% 90-day win rate and average 90d return of +10.7%. The company's fundamentals show revenue growth of +22.0% year-over-year at $72.8M quarterly revenue, though net income of $1.8M remains modest against a P/E of 37.53, suggesting elevated valuation relative to current earnings.

Director Michael Doak purchases 33,994 shares ($638.1K) across 2 tranches; stock -48.6% from 52-week high with 4 of 5 prior TWFG buys well-timed.

Michael Doak, a Director at TWFG, executed 2 separate purchases totaling 33,994 shares for $638,138.28 on June 3-4, 2026, at prices of $18.62 and $19.09 (blended average $18.77). The stock has declined -8.9% over the prior 90 days and trades at -48.6% from its 52-week high of $36.85, creating a lower entry point than recent months. His prior 5 trades at TWFG show a pattern of 4 out of 5 buys that were well-timed at the 90-day mark, suggesting his historical timing at this specific ticker has been accurate. The accumulation increases his stake by 33,994 shares (+4.7% vs pre-transaction holdings of 723.7K shares), and he now holds 757.7K shares, representing a material increase at depressed prices relative to recent history.

Director Michael Doak purchases 33,000 shares for $636,570.00 at TWFG; prior 5 trades at this ticker show 4 of 5 well-timed at 90-day mark.

Michael Doak (Director) executed 2 separate purchases totaling 33,000 shares (33.0K shares) for $636,570.00 ($636.6K) on June 1-2, 2026, at prices of $19.33 and $19.25, raising his holdings to 723,728 shares (723.7K shares). His prior 5 trades at TWFG show 4 of 5 were well-timed at the 90-day mark, indicating a consistent pattern of entry timing at this ticker. The current stock price of $19.10 sits 48.2% below the 52-week high of $36.85, while annual revenue growth stands at +22.0% and the P/E remains elevated at 36.04—creating a disconnect between fundamentals and valuation. This buy adds to a sequence of recent accumulation activity at this same ticker (buys on May 22, 26, 27, 28, 29), suggesting sustained conviction at current price levels despite the stock's significant distance from recent peaks.

Director Michael Doak purchases 22,330 shares at $18.87 across two transactions for $421,367.10 at TWFG

Michael Doak, a director at TWFG, executed 2 separate purchases totaling 22,330 shares for $421,367.10 at a blended average price of $18.87 on May 28–29, 2026. The purchase occurred as the stock trades at $18.77, down 49.1% from its 52-week high of $36.85, and down 7.8% over the prior 90 days. His prior buy at this ticker on 2024-07-19 delivered a 90d return of +71.8%, indicating a historical pattern of well-timed entry at TWFG. The company shows solid growth fundamentals with annual revenue growth of +22.0% and latest quarterly revenue of $72,841,000.00, though the P/E ratio of 35.42 remains elevated. This accumulation adds 22,330 shares to his post-transaction holding of 690,728 shares, representing a +3.3% increase in his position.

Director Michael Doak purchases 46,880 shares across 3 transactions for $882,585.60, raising stake 7.5% to 668,398 shares

Michael Doak, a Director at TWFG, executed 3 separate purchases totaling 46,880 shares for $882,585.60 between May 22–27, 2026, at prices ranging from $18.62 to $19.23, with a blended average of $18.83. This increases his total holdings by 7.5% to 668,398 shares. The current price of $18.57 sits -49.6% below the 52-week high of $36.85, suggesting the stock has declined materially since earlier in the year. His prior buy at TWFG on 2024-07-19 posted strong 90-day returns of +71.8%, demonstrating a pattern of well-timed entries at this ticker; however, the current transaction occurs during a sustained downtrend and trades below the prior entry price, warranting examination of whether valuation or company fundamentals have deteriorated. The company reported $72.8M quarterly revenue with +22.0% annual growth and a P/E of 35.04, providing context for whether the lower price reflects a recalibration in market expectations or genuine operational concern.

Director Michael Doak purchases 33,283 shares at avg $18.65 for $620,652.31 in two transactions.

Michael Doak, Director at TWFG, executed 2 separate purchases totaling 33,283 shares (33.3K shares) for $620,652.31 on May 20-21, 2026, raising his holdings from 588,235 to 621,518 shares (+5.7% increase). The purchases occurred at $18.79 and $18.52 per share, with a blended average of $18.65, while the stock currently trades at $18.86 — slightly above the transaction prices but significantly depressed at -48.8% from its 52-week high of $36.85. Notably, Doak's prior buy at TWFG on 2024-07-19 posted a +71.8% return over 90 days, and his cross-ticker track record shows 100% win rate with +71.8% average 90-day return on prior buys, suggesting a pattern of timing acquisitions favorably. The company shows 22% annual revenue growth and $72.8M in latest quarterly revenue, though the 35.58 P/E ratio and modest net income of $1.8M warrant attention to valuation relative to recent price decline.

General Counsel Julie E. Benes buys 950 TWFG shares at $33.53; repeat buyer with 100% win rate on prior trades

Julie E. Benes, General Counsel and Secretary of TWFG, purchased 950 shares at $33.53 on 2024-11-26, increasing her holdings to 49,008 shares. This represents her second open-market purchase at TWFG; her prior buy on 2024-07-19 at this ticker delivered a 90d return of +71.8%, a well-timed entry. Across her entire cross-ticker trading history, Benes has executed 1 prior buy with a 100% 90-day win rate and an average 90d return of +71.8%, indicating consistent execution in timing accumulations. The current stock price of $33.71 sits +10.5% above the 30-day average and +27.3% above the 90-day average, reflecting sustained upward momentum since her last purchase; her repeat accumulation at a higher absolute price but still within the 52-week range suggests confidence in current valuation relative to recent gains.

Director Bunch Michelle Caroline bought 202,976 shares (203.0K shares) for $3,450,592.00 on 2024-07-19; 8 other insiders also bought within 14 days.

Director Bunch Michelle Caroline executed 4 separate purchases totaling 202,976 shares for $3,450,592.00 at $17.00 per share on 2024-07-19, adding 0.6% to her existing 33.69M share position. The filing occurs within a 14-day window in which 8 other insiders at TWFG also purchased shares, indicating a coordinated or independently-motivated cluster buy pattern. The current market price of $22.61 represents a 32.9% premium to the transaction price of $17.00. This multi-transaction filing during a period of broad insider accumulation warrants monitoring to understand whether the purchases reflect fundamental developments or anticipation of near-term capital events, particularly given the company's recent listing status (2 trading days as of the filing date).

CFO Zwinggi bought 3,000 shares of TWFG at $17.00 on 2024-07-19; 8 other insiders also bought in past 14 days

Zwinggi Janice E. (Chief Financial Officer) purchased 3,000 shares at $17.00, raising her holdings to 61,823 shares (+5.1% net change). This transaction occurs within a cluster pattern: 8 other insiders also bought within the past 14 days. The stock is in a recent listing phase (2 trading days), and the current price of $22.61 is notably above the transaction price, though historical trend metrics are not yet meaningful. The coordinated buying activity among multiple insiders in a newly listed company warrants attention as a potential signal of management confidence in the offering and valuation.

TWFG CEO Bunch Richard F. III bought 202,976 shares for $3,450,592 on 2024-07-19; 8 other insiders also bought within 14 days

Richard F. Bunch III, President and CEO, made 4 separate purchases totaling 202,976 shares (203.0K shares) for $3,450,592.00 at $17.00 per share on 2024-07-19, increasing his holdings from 33,690,834 to 33,893,810 shares. The transaction occurred at a recent listing (2 trading days after IPO), with current price at $22.61 reflecting post-launch trading. Notably, 8 other insiders also purchased shares within the past 14 days, forming a broad pattern of insider accumulation across the leadership team. This cluster buying by multiple executives in the early trading phase following a recent listing provides visibility into insider positioning as the market establishes price discovery.