TWFG, Inc. Insider Reports Securities Ownership Change
Ticker: TWFG · Form: 4 · Filed: 2026-04-02T15:46:58-04:00
Sentiment: neutral
Topics: insider-transaction, ownership-change
TL;DR
TWFG insider Michael Doak changed his stock ownership on 3/31/26. Details to follow.
AI Summary
On March 31, 2026, Michael Doak, a reporting person for TWFG, Inc., reported a change in beneficial ownership of securities. The filing details transactions related to his holdings in the company, but specific dollar amounts and the exact nature of the transactions are not detailed in this summary.
Why It Matters
This filing indicates a change in the beneficial ownership of securities by an insider, which can provide insights into management's confidence in the company's future performance.
Risk Assessment
Risk Level: low — Form 4 filings typically report routine changes in insider holdings and do not inherently signal significant risk.
Key Players & Entities
- Michael Doak (person) — Reporting Person
- TWFG, Inc. (company) — Issuer
- 0001611672 (person) — Michael Doak's CIK
- 0002007596 (company) — TWFG, Inc.'s CIK
FAQ
Who is the reporting person in this filing?
The reporting person is Michael Doak.
What company is this filing related to?
This filing is related to TWFG, Inc.
What type of form is this?
This is a Form 4 - Statement of changes in beneficial ownership of securities.
What is the period of report for this filing?
The period of report is March 31, 2026.
When was this filing accepted by the SEC?
This filing was accepted on April 2, 2026.
From the Filing
EDGAR Filing Documents for 0001628280-26-023096 This page uses Javascript. Your browser either doesn't support Javascript or you have it turned off. To see this page as it is meant to appear please use a Javascript enabled browser. SEC.gov EDGAR Latest Filings Filings search tools Filing Detail SEC Home » Company Search » Current Page Form 4 - Statement of changes in beneficial ownership of securities: SEC Accession No. 0001628280-26-023096 Filing Date 2026-04-02 Accepted 2026-04-02 15:46:58 Documents 1 Period of Report 2026-03-31 Document Format Files Seq Description Document Type Size 1 FORM 4 wk-form4_1775159214.html 4 1 FORM 4 wk-form4_1775159214.xml 4 4885 Complete submission text file 0001628280-26-023096.txt 6308 Mailing Address 907 NW BALLARD WAY SEATTLE WA 98107 Business Address DOAK MICHAEL ( Reporting ) CIK : 0001611672 (see all company filings) Type: 4 | Act: 34 | File No.: 001-42177 | Film No.: 26833034 Mailing Address 10055 GROGANS MILL RD SUITE 500 THE WOODLANDS TX 77380 Business Address 10055 GROGANS MILL RD SUITE 500 THE WOODLANDS TX 77380 281.367.3424 TWFG, Inc. ( Issuer ) CIK : 0002007596 (see all company filings) EIN. : 000000000 | State of Incorp.: DE | Fiscal Year End: 1231 SIC : 6411 Insurance Agents, Brokers & Service (CF Office: 02 Finance)