0001628280-24-032377.txt : 20240719 0001628280-24-032377.hdr.sgml : 20240719 20240719210709 ACCESSION NUMBER: 0001628280-24-032377 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240717 FILED AS OF DATE: 20240719 DATE AS OF CHANGE: 20240719 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Nolan Katherine C CENTRAL INDEX KEY: 0001295727 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-42177 FILM NUMBER: 241129090 MAIL ADDRESS: STREET 1: 4450 SOJOURN DRIVE STREET 2: SUITE 500 CITY: ADDISON STATE: TX ZIP: 75001 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: TWFG, Inc. CENTRAL INDEX KEY: 0002007596 STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411] ORGANIZATION NAME: 02 Finance IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 1201 LAKE WOODLANDS DRIVE STREET 2: SUITE 4020 CITY: THE WOODLANDS STATE: TX ZIP: 77380 BUSINESS PHONE: 281.367.3424 MAIL ADDRESS: STREET 1: 1201 LAKE WOODLANDS DRIVE STREET 2: SUITE 4020 CITY: THE WOODLANDS STATE: TX ZIP: 77380 4 1 wk-form4_1721437622.xml FORM 4 X0508 4 2024-07-17 0 0002007596 TWFG, Inc. TWFG 0001295727 Nolan Katherine C C/O TWFG, INC. 1201 LAKE WOODLANDS DRIVE, SUITE 4020 THE WOODLANDS TX 77380 0 1 0 0 Chief Operating Officer 0 Class A Common Stock 2024-07-17 4 A 0 88235 0 A 88235 D Class A Common Stock 2024-07-19 4 P 0 6250 17 A 94485 D Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering. /s/ Julie E. Benes, as Attorney-In-Fact for Katherine C. Nolan 2024-07-19