TWFG, Inc.

TWFG· Nasdaq

Since Oct 4, 2025

Transactions: 12
Purchases: 12
Sales: 0
Purchase value: $3.35M
Sale value: $0.00

Values are shares multiplied by reported price when both were supplied, each trade counted once however many filers reported it.

Doak MichaelDirector

Filed Jun 8, 2026Period of report Jun 5, 20260001628280-26-041706

Transaction	Security	Shares	Price	ValueValue (shares × price)	Held after	Ownership
PurchaseJun 5, 2026	Class A Common Stock^F2	7,865	$19.45	$152.97K	765,587	IndirectSee Footnote 2

Filing footnotes · 2

F1Shares of Class A Common Stock reported herein include 4,000 restricted stock units ("RSUs") previously granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of their grant date, subject to his continued service as a director through the vesting date.
F2753,216 shares of Class A Common Stock reported herein are held directly by Griffin Highline Capital LLC. Mr. Michael Doak is the Chief Executive Officer, Co-Chairman and Manager of Griffin Highline Capital LLC and has sole voting and dispositive power over the shares held by Griffin Highline Capital LLC. 12,371 shares of Class A Common Stock reported herein are directly held by Dallas Specialty Insurance Company, which is controlled by Griffin Highline Capital LLC. Mr. Doak disclaims beneficial ownership of any units or shares owned by either Griffin Highline Capital LLC or Dallas Specialty Insurance Company, except to the extent of his pecuniary interests therein.

Open on SEC EDGAR

Doak MichaelDirector

Filed Jun 4, 2026Period of report Jun 3, 20260001628280-26-040963

Transaction	Security	Shares	Price	ValueValue (shares × price)	Held after	Ownership
PurchaseJun 4, 2026	Class A Common Stock^F2	11,000	$19.09	$209.99K	757,722	Indirect

Doak MichaelDirector

Filed Jun 2, 2026Period of report Jun 1, 20260001628280-26-039848

Transaction	Security	Shares	Price	ValueValue (shares × price)	Held after	Ownership
PurchaseJun 2, 2026	Class A Common Stock^F2	16,500	$19.25	$317.63K	723,728	Indirect

Doak MichaelDirector

Filed May 29, 2026Period of report May 28, 20260001628280-26-039241

Transaction	Security	Shares	Price	ValueValue (shares × price)	Held after	Ownership
PurchaseMay 29, 2026	Class A Common Stock^F2	11,330	$18.87	$213.80K	690,728	Indirect

Doak MichaelDirector

Filed May 27, 2026Period of report May 22, 20260001628280-26-038557

Transaction	Security	Shares	Price	ValueValue (shares × price)	Held after	Ownership
PurchaseMay 27, 2026	Class A Common Stock^F2	24,880	$18.62	$463.27K	668,398	Indirect

Doak MichaelDirector

Filed May 22, 2026Period of report May 20, 20260001628280-26-037841

Transaction	Security	Shares	Price	ValueValue (shares × price)	Held after	Ownership
PurchaseMay 21, 2026	Class A Common Stock^F2	17,538	$18.52	$324.80K	621,518	Indirect

P and S transaction codes only. Grants, gifts, option exercises, tax withholding, and Form 144 notices are not counted as purchases or sales. A row whose filed price fails a plausibility check, or that is not common stock, is listed but left out of the values; a trade reported by several filers is counted once.