TWFG, Inc. SEC filings TWFG
TWFG, Inc. has 175 filings in SEC EDGAR's recent list, going back to Jan 19, 2024. Its latest annual report, Form ARS, was filed on Apr 10, 2026 for the period ended Dec 31, 2025. The latest quarterly report (Form 10-Q) was filed on Nov 5, 2026, covering the quarter ended Sep 30, 2026. The most recent current report (Form 8-K) was filed on Nov 4, 2026 (results of operations). The company's fiscal year ends on December 31.
| Form | Description | Filed | Period |
|---|---|---|---|
| 10-Q | Quarterly report | Nov 5, 2026 | Sep 30, 2026 |
| 8-K |
Current report
Results of operations
|
Nov 4, 2026 | Nov 4, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 14, 2026 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 14, 2026 | — |
| 8-K |
Current report
Material agreement, New debt, Regulation FD disclosure
|
Aug 13, 2026 | Aug 12, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 12, 2026 | — |
| 10-Q | Quarterly report | Aug 6, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Results of operations
|
Aug 5, 2026 | Aug 5, 2026 |
| SCHEDULE 13G | Ownership over 5% (passive) | Jul 28, 2026 | — |
| 8-K |
Current report
Officer or director change
|
Jul 24, 2026 | Jul 21, 2026 |
| 4 | Insider transaction | Jul 21, 2026 | Jul 17, 2026 |
| 4 | Insider transaction | Jul 21, 2026 | Jul 17, 2026 |
| 4 | Insider transaction | Jul 21, 2026 | Jul 17, 2026 |
| 4 | Insider transaction | Jul 21, 2026 | Jul 17, 2026 |
| 4 | Insider transaction | Jul 21, 2026 | Jul 17, 2026 |
| 4 | Insider transaction | Jul 21, 2026 | Jul 17, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Jul 8, 2026 | — |
| 4 | Insider transaction | Jun 9, 2026 | Jun 5, 2026 |
| 4 | Insider transaction | Jun 9, 2026 | Jun 5, 2026 |
| 4 | Insider transaction | Jun 8, 2026 | Jun 5, 2026 |
| 4 | Insider transaction | Jun 4, 2026 | Jun 3, 2026 |
| 4 | Insider transaction | Jun 2, 2026 | Jun 1, 2026 |
| 4 | Insider transaction | May 29, 2026 | May 28, 2026 |
| 8-K |
Current report
Shareholder vote results
|
May 28, 2026 | May 28, 2026 |
| 4 | Insider transaction | May 27, 2026 | May 22, 2026 |
| 4 | Insider transaction | May 22, 2026 | May 20, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 18, 2026 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 15, 2026 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 15, 2026 | — |
| 10-Q | Quarterly report | May 8, 2026 | Mar 31, 2026 |
| 8-K |
Current report
Results of operations
|
May 7, 2026 | May 4, 2026 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 6, 2026 | — |
| ARS | Annual report to shareholders | Apr 10, 2026 | Dec 31, 2025 |
| DEFA14A | Additional proxy material | Apr 10, 2026 | — |
| DEF 14A | Proxy statement | Apr 10, 2026 | May 27, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 4 | Insider transaction | Apr 2, 2026 | Mar 31, 2026 |
| 3 | Initial insider ownership | Mar 12, 2026 | Mar 6, 2026 |
| 10-K | Annual report | Mar 10, 2026 | Dec 31, 2025 |
| 8-K |
Current report
Results of operations, Other events
|
Feb 25, 2026 | Feb 25, 2026 |
| SCHEDULE 13G | Ownership over 5% (passive) | Feb 13, 2026 | — |
| 4 | Insider transaction | Dec 2, 2025 | Dec 1, 2025 |
| 3 | Initial insider ownership | Nov 14, 2025 | Nov 7, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Nov 14, 2025 | — |
| 10-Q | Quarterly report | Nov 12, 2025 | Sep 30, 2025 |
| 8-K |
Current report
Results of operations, Officer or director change
|
Nov 12, 2025 | Nov 12, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Nov 5, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 14, 2025 | — |
| 10-Q | Quarterly report | Aug 13, 2025 | Jun 30, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 13, 2025 | — |
| 8-K |
Current report
Results of operations
|
Aug 12, 2025 | Aug 12, 2025 |
| EFFECT | Filing | Aug 8, 2025 | — |
| CORRESP | Letter to the SEC | Aug 6, 2025 | — |
| S-3 | Shelf registration | Aug 6, 2025 | — |
| UPLOAD | Letter from the SEC | Aug 4, 2025 | — |
| DRS | Filing | Jul 25, 2025 | — |
| 4 | Insider transaction | Jul 21, 2025 | Jul 17, 2025 |
| 4 | Insider transaction | Jul 21, 2025 | Jul 17, 2025 |
| 4 | Insider transaction | Jul 21, 2025 | Jul 17, 2025 |
| 4 | Insider transaction | Jul 21, 2025 | Jul 17, 2025 |
| 4 | Insider transaction | Jul 21, 2025 | Jul 17, 2025 |
| 4 | Insider transaction | Jul 21, 2025 | Jul 17, 2025 |
| 8-K |
Current report
Shareholder vote results
|
May 28, 2025 | May 28, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 14, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 14, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 14, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 14, 2025 | — |
| 10-Q | Quarterly report | May 13, 2025 | Mar 31, 2025 |
| 8-K |
Current report
Results of operations
|
May 13, 2025 | May 13, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 12, 2025 | — |
| 8-K |
Current report
Regulation FD disclosure
|
May 2, 2025 | May 1, 2025 |
| ARS | Annual report to shareholders | Apr 11, 2025 | Dec 31, 2024 |
| DEFA14A | Additional proxy material | Apr 11, 2025 | — |
| DEF 14A | Proxy statement | Apr 11, 2025 | Dec 31, 2024 |
| 8-K |
Current report
Officer or director change
|
Apr 8, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 4 | Insider transaction | Apr 2, 2025 | Mar 31, 2025 |
| 10-K | Annual report | Mar 27, 2025 | Dec 31, 2024 |
| 8-K |
Current report
Results of operations
|
Mar 19, 2025 | Mar 19, 2025 |
| 8-K |
Current report
Results of operations
|
Mar 4, 2025 | Mar 3, 2025 |
| SCHEDULE 13G | Ownership over 5% (passive) | Feb 14, 2025 | — |
| SCHEDULE 13G | Ownership over 5% (passive) | Feb 14, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Feb 13, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Feb 12, 2025 | — |
| 8-K |
Current report
Regulation FD disclosure
|
Jan 29, 2025 | Jan 29, 2025 |
| 3 | Initial insider ownership | Jan 29, 2025 | Jan 20, 2025 |
| 8-K |
Current report
Officer or director change, Regulation FD disclosure
|
Jan 23, 2025 | Jan 20, 2025 |
| 4 | Insider transaction | Jan 22, 2025 | Jan 17, 2025 |
| 4 | Insider transaction | Jan 22, 2025 | Jan 17, 2025 |
| 4 | Insider transaction | Jan 22, 2025 | Jan 17, 2025 |
| 4 | Insider transaction | Jan 22, 2025 | Jan 17, 2025 |
| 4 | Insider transaction | Jan 22, 2025 | Jan 17, 2025 |
| 4 | Insider transaction | Jan 22, 2025 | Jan 17, 2025 |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Jan 8, 2025 | — |
| 4 | Insider transaction | Nov 26, 2024 | Nov 26, 2024 |
| SCHEDULE 13G | Ownership over 5% (passive) | Nov 15, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 14, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 14, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 14, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 14, 2024 | — |
| 10-Q | Quarterly report | Nov 13, 2024 | Sep 30, 2024 |
| 8-K |
Current report
Results of operations
|
Nov 12, 2024 | Nov 12, 2024 |
| SC 13G | Ownership over 5% (passive) | Nov 12, 2024 | — |
| SC 13G | Ownership over 5% (passive) | Nov 12, 2024 | — |
| 4/A | Form 4/a | Sep 26, 2024 | Jul 17, 2024 |
| 10-Q | Quarterly report | Aug 30, 2024 | Jun 30, 2024 |
| 8-K |
Current report
Results of operations
|
Aug 27, 2024 | Aug 27, 2024 |
| 4/A | Form 4/a | Aug 1, 2024 | Jul 17, 2024 |
| 4/A | Form 4/a | Aug 1, 2024 | Jul 17, 2024 |
| 8-K |
Current report
Material agreement, Unregistered share sale, Change to shareholder rights, Officer or director change, Bylaw or fiscal year change
|
Jul 23, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 19, 2021 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 4 | Insider transaction | Jul 19, 2024 | Jul 17, 2024 |
| 424B4 | Prospectus | Jul 19, 2024 | — |
| 3 | Initial insider ownership | Jul 18, 2024 | Jul 18, 2024 |
| 3 | Initial insider ownership | Jul 18, 2024 | Jul 18, 2024 |
| EFFECT | Filing | Jul 17, 2024 | — |
| 3 | Initial insider ownership | Jul 17, 2024 | Jul 17, 2024 |
| 3 | Initial insider ownership | Jul 17, 2024 | Jul 17, 2024 |
| 3 | Initial insider ownership | Jul 17, 2024 | Jul 17, 2024 |
| 3 | Initial insider ownership | Jul 17, 2024 | Jul 17, 2024 |
| 3 | Initial insider ownership | Jul 17, 2024 | Jul 17, 2024 |
| 3 | Initial insider ownership | Jul 17, 2024 | Jul 17, 2024 |
| 3 | Initial insider ownership | Jul 17, 2024 | Jul 17, 2024 |
| 3 | Initial insider ownership | Jul 17, 2024 | Jul 17, 2024 |
| S-8 | Employee stock plan registration | Jul 17, 2024 | — |
| CERT | Filing | Jul 17, 2024 | — |
| 8-A12B | Filing | Jul 15, 2024 | — |
| CORRESP | Letter to the SEC | Jul 15, 2024 | — |
| CORRESP | Letter to the SEC | Jul 15, 2024 | — |
| CORRESP | Letter to the SEC | Jul 15, 2024 | — |
| S-1/A | Amended registration statement | Jul 15, 2024 | — |
| CORRESP | Letter to the SEC | Jul 12, 2024 | — |
| UPLOAD | Letter from the SEC | Jul 12, 2024 | — |
| CORRESP | Letter to the SEC | Jul 9, 2024 | — |
| S-1/A | Amended registration statement | Jul 9, 2024 | — |
| UPLOAD | Letter from the SEC | Jul 3, 2024 | — |
| CORRESP | Letter to the SEC | Jun 24, 2024 | — |
| S-1 | Registration statement | Jun 24, 2024 | — |
| UPLOAD | Letter from the SEC | Jun 24, 2024 | — |
| DRS/A | Filing | Jun 3, 2024 | — |
| DRSLTR | Filing | Jun 3, 2024 | — |
| UPLOAD | Letter from the SEC | May 8, 2024 | — |
| DRSLTR | Filing | Apr 12, 2024 | — |
| DRS/A | Filing | Apr 12, 2024 | — |
| UPLOAD | Letter from the SEC | Feb 19, 2024 | — |
| DRSLTR | Filing | Jan 19, 2024 | — |
| DRS | Filing | Jan 19, 2024 | — |
Showing 175 filings. Main filings leave out insider and ownership forms such as Form 4; choose a type above to see them. Each form opens on SEC.gov. Older filings are on SEC EDGAR.
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Company profile
- Industry
- Insurance Agents, Brokers & Service (SIC 6411)
- Listed as
- TWFG (Nasdaq)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- The Woodlands, TX
- SEC filer status
- Accelerated filer, Emerging growth company
- SEC CIK
- 2007596
Other Insurance Agents, Brokers & Service companies
Source: SEC EDGAR filings. This is company-reported data, not investment advice.