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 |
|---|---|---|---|
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 14, 2026 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 14, 2026 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 12, 2026 | — |
| SCHEDULE 13G | Ownership over 5% (passive) | Jul 28, 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 |
| 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 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 6, 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 |
| 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 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Nov 5, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 14, 2025 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | Aug 13, 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 |
| 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 | — |
| SCHEDULE 13G/A | Amended ownership over 5% (passive) | May 12, 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 |
| 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 | — |
| 3 | Initial insider ownership | Jan 29, 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 | — |
| 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 |
| 4/A | Form 4/a | Aug 1, 2024 | Jul 17, 2024 |
| 4/A | Form 4/a | Aug 1, 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 |
| 3 | Initial insider ownership | Jul 18, 2024 | Jul 18, 2024 |
| 3 | Initial insider ownership | Jul 18, 2024 | Jul 18, 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 |
Showing 109 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.