Michael Doak

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.

Director Doak buys 588,235 shares of TWFG for $10.0M at $17.00; 8 insiders bought within 14 days post-IPO

Michael Doak, a director of TWFG, purchased 588,235 shares for $10.0M at $17.00 on 2024-07-19, increasing his holdings from 1,231,999 shares to 1,820,234 shares (+47.7%). This large single acquisition occurred just 2 trading days after TWFG's recent listing, when limited historical valuation context is available. The transaction is particularly noteworthy because 8 other insiders also made purchases within the past 14 days, establishing a clear cluster buy pattern at and immediately after the IPO price point. The concurrent buying activity across multiple insiders in the early post-listing window suggests aligned appetite for the equity at the initial pricing, though the brevity of public trading history limits broader market validation of valuation.