Bunch Richard F. III's Form 4 filing
TWFG, Inc. (TWFG) · filed Jul 19, 2024
- Accession no.
- 0001628280-24-032383
- Filed
- Jul 19, 2024, 9:42 PM ET
- Trade date
- Jul 19, 2021-Jul 19, 2024
- Filing delay
- 1,096 daysLate
- Rule 10b5-1 plan
- Not checked
This filing lists 8 non-derivative transactions and 1 derivative transaction. Open-market purchases total $3.45M. It was filed 1096 days after the trade, past the 2-business-day deadline.
This filing was later replaced by the amendment 0002028282-24-000002 (Aug 1, 2024). Trade tables on this site use the amended version.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Bunch Richard F. IIICIK 0002028282 | Director, Officer (President and CEO), 10% Owner |
| Bunch Family Holdings, LLCCIK 0002028482 | 10% Owner |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| – | Class A Common Stock | AGrant or awardAcquired | +147,058 | $0.00 | $0 | 147,158 | Direct | Invalid date |
| Jul 17, 2024 | Class A Common Stock | AGrant or awardAcquired | +3,529 | $0.00 | $0 | 150,687 | Indirect | |
| Jul 19, 2024 | Class A Common Stock | MOption exerciseAcquired | +342,262 | – | – | 492,949 | Indirect | |
| Jul 19, 2024 | Class A Common Stock | PPurchaseAcquired | +185,426 | $17.00 | +$3,152,242 | 678,375 | Direct | |
| Jul 19, 2024 | Class A Common Stock | PPurchaseAcquired | +5,850 | $17.00 | +$99,450 | 684,225 | Indirect | |
| Jul 19, 2024 | Class A Common Stock | PPurchaseAcquired | +5,850 | $17.00 | +$99,450 | 690,075 | Indirect | |
| Jul 19, 2024 | Class A Common Stock | PPurchaseAcquired | +5,850 | $17.00 | +$99,450 | 695,925 | Indirect | |
| Jul 19, 2024 | Class C Common Stock | AGrant or awardAcquired | +33,893,810 | – | – | 33,893,810 | Indirect |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jul 19, 2021 | Class A Common Stock | MOption exerciseAcquired | +342,362 | – | – | 33,893,810 | Indirect |
Footnotes
Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.