Insider Ledger

TWFG insider buying and SEC filings, explained

TWFG, Inc. · CIK 2007596

Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov

Insider activity in the last 12 months

Bought
$3.4M
Insiders who bought
1
Sold (not marked 10b5-1)
$0
Planned sales (10b5-1)
$0

Insider purchases and sales, last 12 months

TradedTypeWhat was filedSource
Jun 5, 2026Purchase (code P)Michael Doak (Director) bought 7,865 shares indirectly at $19.45 ($153K), reported as a purchase (code P). Indirect holdings up 1% to 765,587 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jun 8, 2026
Jun 3–4, 2026Purchase (code P)Michael Doak (Director) bought 33,994 shares indirectly between Jun 3 and Jun 4 at about $18.77 ($638K), reported as a purchase (code P). Indirect holdings up 5% to 757,722 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jun 4, 2026
Jun 1–2, 2026Purchase (code P)Michael Doak (Director) bought 33,000 shares indirectly between Jun 1 and Jun 2 at about $19.29 ($637K), reported as a purchase (code P). Indirect holdings up 5% to 723,728 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed Jun 2, 2026
May 28–29, 2026Purchase (code P)Michael Doak (Director) bought 22,330 shares indirectly between May 28 and May 29 at $18.87 ($421K), reported as a purchase (code P). Indirect holdings up 3% to 690,728 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed May 29, 2026
May 22–27, 2026Purchase (code P)Michael Doak (Director) bought 46,880 shares indirectly between May 22 and May 27 at about $18.83 ($883K), reported as a purchase (code P). Indirect holdings up 8% to 668,398 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed May 27, 2026
May 20–21, 2026Purchase (code P)Michael Doak (Director) bought 33,283 shares indirectly between May 20 and May 21 at about $18.65 ($621K), reported as a purchase (code P). Indirect holdings up 6% to 621,518 shares. Not marked as a 10b5-1 plan trade.SEC filing
Filed May 22, 2026

22 routine transactions (such as grants, option exercises or tax withholding) are not listed.

Cluster buys

No cluster buys in the last 12 months.

Red flags

No red flags in the last 12 months.

Key events

No key events in the last 12 months.

8-K filings, last 12 months

No 8-K filings in the last 12 months.

Red flags are objective triggers only: the item or form filed, never an opinion.

Follow TWFG in the Insider Ledger app

A plain-English brief of insider purchases, 8-Ks and red flags at the companies you pick. No account needed.

Get the app