TWFG, Inc. (TWFG)

Data as of Jul 21, 2026, from SEC Form 4 filings.

No open-market insider trades (90d)Watch TWFG

See up to 3 months of TWFG. The 7-day demo opens the 1M and 3M ranges and puts TWFG on your watchlist.

Latest TWFG insider trades

Michael Doak - Director
Open-market purchase$153K
Jun 5, 2026
Michael Doak - Director
Open-market purchase$428K
Jun 3, 2026

About TWFG, Inc. (TWFG)

The SEC lists TWFG, Inc. under CIK 0002007596, in insurance agents, brokers and service. It is grouped with Financials companies on this site.

Sector: Financials

SEC filings for TWFG on EDGAR

TWFG Form 4 activity by transaction type, last 90 days

Form 4 transaction type	Transactions	Shares	Total value
Tax withholding / forfeiture	6	67,069

Dollar totals cover purchases and sales only (codes P and S). Grants, option exercises, gifts and tax withholding are counted in shares, because none of them is a trade at a market price.

TWFG insider transactions (Form 4)

36 Form 4 filings on record, the earliest from Nov 26, 2024, newest first. Filing history page 1 of 2.

Date	Insider	Transaction	Security	Shares	Price	Value
Jul 17, 2026	Richard F. Bunch III - Officer	Tax withholding / forfeiture	Class A Common Stock	17,733^{footnote F1}	$26.35	$467K
Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").
Jul 17, 2026	Julie E. Benes - Officer	Tax withholding / forfeiture	Class A Common Stock	6,171^{footnote F1}	$26.35	$163K
Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").
Jul 17, 2026	Charles Alexander Bunch - Officer	Tax withholding / forfeiture	Class A Common Stock	6,163^{footnote F1}	$26.35	$162K
Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")
Jul 17, 2026	Katherine C. Nolan - Officer	Tax withholding / forfeiture	Class A Common Stock	11,559^{footnote F1}	$26.35	$305K
Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").
Jul 17, 2026	Janice E. Zwinggi - Officer	Tax withholding / forfeiture	Class A Common Stock	7,710^{footnote F1}	$26.35	$203K
Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")
Jul 17, 2026	Michelle Caroline Bunch - Director	Tax withholding / forfeiture	Class A Common Stock	17,733^{footnote F1}	$26.35	$467K
Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	Class C Common Stock	529,568	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	LLC Units in TWFG Holding	529,568	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Michelle Caroline Bunch - Director	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	Class C Common Stock	529,568	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	Class C Common Stock	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	LLC Units in TWFG Holding	529,568	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Richard F. Bunch III - Officer	Gift	LLC Units in TWFG Holding	264,784	$0.00	-
Jun 5, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	7,865	$19.45	$153K
Jun 3, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	22,994	$18.62	$428K
Jun 4, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	11,000	$19.09	$210K
Jun 1, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	16,500	$19.33	$319K
Jun 2, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	16,500	$19.25	$318K
May 29, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	11,330	$18.87	$214K
May 28, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	11,000	$18.87	$208K
May 22, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	11,000	$18.89	$208K
May 26, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	11,000	$19.23	$212K
May 27, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	24,880	$18.62	$463K
May 20, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	15,745	$18.79	$296K
May 21, 2026	Michael Doak - Director	Open-market purchase	Class A Common Stock	17,538	$18.52	$325K
Mar 31, 2026	Richard F. Bunch III - Officer	Grant or award	Class A Common Stock	27,500^{footnote F1}	$0.00	-
Mar 31, 2026	Richard F. Bunch III - Officer	Tax withholding / forfeiture	Class A Common Stock	2,133^{footnote F2}	$18.39	$39K
Mar 31, 2026	Richard F. Bunch III - Officer	Grant or award	Class A Common Stock	4,000^{footnote F3}	$0.00	-
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs. Footnote F3 (shares): Represents RSUs granted to the wife ("Mrs. Bunch") of the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to the continued service of Mrs. Bunch as a director through the vesting date.
Mar 31, 2026	Michelle Caroline Bunch - Director	Grant or award	Class A Common Stock	4,000^{footnote F1}	$0.00	-
Mar 31, 2026	Michelle Caroline Bunch - Director	Grant or award	Class A Common Stock	27,500^{footnote F2}	$0.00	-
Mar 31, 2026	Michelle Caroline Bunch - Director	Tax withholding / forfeiture	Class A Common Stock	2,133^{footnote F3}	$18.39	$39K
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date. Footnote F2 (shares): Represents RSUs granted to her husband ("Mr. Bunch") under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Footnote F3 (shares): Represents the shares withheld at the election of Mr. Bunch to satisfy tax withholding obligations in connection with the release of RSUs.
Mar 31, 2026	Charles Alexander Bunch - Officer	Grant or award	Class A Common Stock	5,000^{footnote F1}	$0.00	-
Mar 31, 2026	Charles Alexander Bunch - Officer	Tax withholding / forfeiture	Class A Common Stock	326^{footnote F2}	$18.39	$6K
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.
Mar 31, 2026	Julie E. Benes - Officer	Grant or award	Class A Common Stock	5,000^{footnote F1}	$0.00	-
Mar 31, 2026	Julie E. Benes - Officer	Tax withholding / forfeiture	Class A Common Stock	337^{footnote F2}	$18.39	$6K
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date. Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.
Mar 31, 2026	Gene Padgett - Officer	Grant or award	Class A Common Stock	3,250^{footnote F1}	$0.00	-
Mar 31, 2026	Gene Padgett - Officer	Tax withholding / forfeiture	Class A Common Stock	224^{footnote F2}	$18.39	$4K
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date. Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.
Mar 31, 2026	Janice E. Zwinggi - Officer	Grant or award	Class A Common Stock	12,500^{footnote F1}	$0.00	-
Mar 31, 2026	Janice E. Zwinggi - Officer	Tax withholding / forfeiture	Class A Common Stock	839^{footnote F2}	$18.39	$15K
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date. Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.
Mar 31, 2026	Andrew Vincent McGuire - Officer	Grant or award	Class A Common Stock	4,000^{footnote F1}	$0.00	-
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.
Mar 31, 2026	Gopal Mohan Babu Vijaya - Officer	Grant or award	Class A Common Stock	3,250^{footnote F1}	$0.00	-
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.
Mar 31, 2026	Katherine C. Nolan - Officer	Grant or award	Class A Common Stock	12,500^{footnote F1}	$0.00	-
Mar 31, 2026	Katherine C. Nolan - Officer	Tax withholding / forfeiture	Class A Common Stock	828^{footnote F2}	$18.39	$15K
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date. Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.
Mar 31, 2026	Jonathan James Anderson - Director	Grant or award	Class A Common Stock	4,000^{footnote F1}	$0.00	-
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date.
Mar 31, 2026	Michael Doak - Director	Grant or award	Class A Common Stock	4,000^{footnote F1}	$0.00	-
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date.
Mar 31, 2026	Janet S. Wong - Director	Grant or award	Class A Common Stock	4,000^{footnote F1}	$0.00	-
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.
Mar 31, 2026	Robin A. Ferracone - Director	Grant or award	Class A Common Stock	4,000^{footnote F1}	$0.00	-
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.
Dec 1, 2025	Gopal Mohan Babu Vijaya - Officer	Grant or award	Class A Common Stock	427^{footnote F1}	$0.00	-
Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on November 7, 2026, November 7, 2027, and November 7, 2028, subject to his continued service with the issuer through each vesting date.
Jul 17, 2025	Charles Alexander Bunch - Officer	Tax withholding / forfeiture	Class A Common Stock	6,187	$33.16	$205K
Jul 17, 2025	Julie E. Benes - Officer	Tax withholding / forfeiture	Class A Common Stock	6,187	$33.16	$205K

Recent TWFG Form 8-K filings

Read TWFG company news

Aug 13, 2026Item 1.01, 2.03, 7.01, 9.01

Read the filing on SEC EDGAR

Aug 5, 2026Item 2.02, 9.01

Read the filing on SEC EDGAR

Jul 24, 2026Item 5.02

Read the filing on SEC EDGAR

May 28, 2026Item 5.07, 9.01

TWFG insider trading FAQ

What is the latest insider trade for TWFG?

TWFG, Inc. (TWFG) had 6 insider filings in the last 90 days, with the most recent on 2026-07-21. The full record for TWFG runs to 36 Form 4 filings, the earliest from 2024-11-26. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.

How many insiders are buying TWFG stock?

No insider purchases of TWFG were filed in the last 90 days. 13 purchases are on record for this company.

How many insiders are selling TWFG stock?

No insider sales of TWFG were filed in the last 90 days.

Where can I see TWFG SEC filings (Form 4, 10-K, 10-Q, 8-K)?

This page collects TWFG Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.

More Financials companies with insider activity

Recent insider filings

The EDGAR links open each original Form 4, so you can check any number on this page against the filing it came from.

Jul 21, 2026 - Richard F. Bunch III view on EDGAR
Jul 21, 2026 - Julie E. Benes view on EDGAR
Jul 21, 2026 - Charles Alexander Bunch view on EDGAR
Jul 21, 2026 - Katherine C. Nolan view on EDGAR
Jul 21, 2026 - Janice E. Zwinggi view on EDGAR
Jul 21, 2026 - Michelle Caroline Bunch view on EDGAR
Jun 9, 2026 - Michelle Caroline Bunch view on EDGAR
Jun 9, 2026 - Richard F. Bunch III view on EDGAR
Jun 8, 2026 - Michael Doak view on EDGAR

Related companies with recent insider activity

Learn more

What the Form 4 transaction codes mean: Grants, option exercises, gifts and tax withholding are not trades on the market. The codes say which is which.
Insider activity in Financials: Where TWFG's peers are being bought and sold.
Every recent Form 4: The market-wide feed, updated as filings arrive from SEC EDGAR.

Follow TWFG with a 7-day demo

TWFG on your watchlist
Every TWFG Form 4 filing on record
Up to 3 months of TWFG price history
The daily trading plan of ranked insider buys, on a delay, with the plan archive

Start 7-day demoCard required. Your card is never charged for the demo.

Form 4 transaction type

Transactions

Total value

Tax withholding / forfeiture

67,069

Date

Insider

Transaction

Security

Price

Value

Jul 17, 2026

Richard F. Bunch III - Officer

Tax withholding / forfeiture

Class A Common Stock

17,733^{footnote F1}

$26.35

$467K

Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").

Jul 17, 2026

Julie E. Benes - Officer

Tax withholding / forfeiture

Class A Common Stock

6,171^{footnote F1}

$26.35

$163K

Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").

Jul 17, 2026

Charles Alexander Bunch - Officer

Tax withholding / forfeiture

Class A Common Stock

6,163^{footnote F1}

$26.35

$162K

Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")

Jul 17, 2026

Katherine C. Nolan - Officer

Tax withholding / forfeiture

Class A Common Stock

11,559^{footnote F1}

$26.35

$305K

Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU").

Jul 17, 2026

Janice E. Zwinggi - Officer

Tax withholding / forfeiture

Class A Common Stock

7,710^{footnote F1}

$26.35

$203K

Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")

Jul 17, 2026

Michelle Caroline Bunch - Director

Tax withholding / forfeiture

Class A Common Stock

17,733^{footnote F1}

$26.35

$467K

Footnote F1 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of restricted stock units ("RSU")

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

Class C Common Stock

529,568

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

LLC Units in TWFG Holding

529,568

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Michelle Caroline Bunch - Director

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

Class C Common Stock

529,568

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

Class C Common Stock

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

LLC Units in TWFG Holding

529,568

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Richard F. Bunch III - Officer

Gift

LLC Units in TWFG Holding

264,784

$0.00

Jun 5, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

7,865

$19.45

$153K

Jun 3, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

22,994

$18.62

$428K

Jun 4, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

11,000

$19.09

$210K

Jun 1, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

16,500

$19.33

$319K

Jun 2, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

16,500

$19.25

$318K

May 29, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

11,330

$18.87

$214K

May 28, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

11,000

$18.87

$208K

May 22, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

11,000

$18.89

$208K

May 26, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

11,000

$19.23

$212K

May 27, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

24,880

$18.62

$463K

May 20, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

15,745

$18.79

$296K

May 21, 2026

Michael Doak - Director

Open-market purchase

Class A Common Stock

17,538

$18.52

$325K

Mar 31, 2026

Richard F. Bunch III - Officer

Grant or award

Class A Common Stock

27,500^{footnote F1}

$0.00

Mar 31, 2026

Richard F. Bunch III - Officer

Tax withholding / forfeiture

Class A Common Stock

2,133^{footnote F2}

$18.39

$39K

Mar 31, 2026

Richard F. Bunch III - Officer

Grant or award

Class A Common Stock

4,000^{footnote F3}

$0.00

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.
Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.
Footnote F3 (shares): Represents RSUs granted to the wife ("Mrs. Bunch") of the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to the continued service of Mrs. Bunch as a director through the vesting date.

Mar 31, 2026

Michelle Caroline Bunch - Director

Grant or award

Class A Common Stock

4,000^{footnote F1}

$0.00

Mar 31, 2026

Michelle Caroline Bunch - Director

Grant or award

Class A Common Stock

27,500^{footnote F2}

$0.00

Mar 31, 2026

Michelle Caroline Bunch - Director

Tax withholding / forfeiture

Class A Common Stock

2,133^{footnote F3}

$18.39

$39K

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.
Footnote F2 (shares): Represents RSUs granted to her husband ("Mr. Bunch") under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.
Footnote F3 (shares): Represents the shares withheld at the election of Mr. Bunch to satisfy tax withholding obligations in connection with the release of RSUs.

Mar 31, 2026

Charles Alexander Bunch - Officer

Grant or award

Class A Common Stock

5,000^{footnote F1}

$0.00

Mar 31, 2026

Charles Alexander Bunch - Officer

Tax withholding / forfeiture

Class A Common Stock

326^{footnote F2}

$18.39

$6K

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.
Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.

Mar 31, 2026

Julie E. Benes - Officer

Grant or award

Class A Common Stock

5,000^{footnote F1}

$0.00

Mar 31, 2026

Julie E. Benes - Officer

Tax withholding / forfeiture

Class A Common Stock

337^{footnote F2}

$18.39

$6K

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date.
Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.

Mar 31, 2026

Gene Padgett - Officer

Grant or award

Class A Common Stock

3,250^{footnote F1}

$0.00

Mar 31, 2026

Gene Padgett - Officer

Tax withholding / forfeiture

Class A Common Stock

224^{footnote F2}

$18.39

$4K

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.
Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.

Mar 31, 2026

Janice E. Zwinggi - Officer

Grant or award

Class A Common Stock

12,500^{footnote F1}

$0.00

Mar 31, 2026

Janice E. Zwinggi - Officer

Tax withholding / forfeiture

Class A Common Stock

839^{footnote F2}

$18.39

$15K

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date.
Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.

Mar 31, 2026

Andrew Vincent McGuire - Officer

Grant or award

Class A Common Stock

4,000^{footnote F1}

$0.00

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.

Mar 31, 2026

Gopal Mohan Babu Vijaya - Officer

Grant or award

Class A Common Stock

3,250^{footnote F1}

$0.00

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to his continued service with the issuer through each vesting date.

Mar 31, 2026

Katherine C. Nolan - Officer

Grant or award

Class A Common Stock

12,500^{footnote F1}

$0.00

Mar 31, 2026

Katherine C. Nolan - Officer

Tax withholding / forfeiture

Class A Common Stock

828^{footnote F2}

$18.39

$15K

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on March 31, 2027, March 31, 2028, and March 31, 2029, subject to her continued service with the issuer through each vesting date.
Footnote F2 (shares): The shares are withheld at the election of the Reporting Person to satisfy tax withholding obligations in connection with the release of RSUs.

Mar 31, 2026

Jonathan James Anderson - Director

Grant or award

Class A Common Stock

4,000^{footnote F1}

$0.00

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date.

Mar 31, 2026

Michael Doak - Director

Grant or award

Class A Common Stock

4,000^{footnote F1}

$0.00

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in his capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to his continued service as a director through the vesting date.

Mar 31, 2026

Janet S. Wong - Director

Grant or award

Class A Common Stock

4,000^{footnote F1}

$0.00

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.

Mar 31, 2026

Robin A. Ferracone - Director

Grant or award

Class A Common Stock

4,000^{footnote F1}

$0.00

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted to the reporting person in her capacity as a director of the issuer. The RSUs vest in full on the first anniversary of the grant date, subject to her continued service as a director through the vesting date.

Dec 1, 2025

Gopal Mohan Babu Vijaya - Officer

Grant or award

Class A Common Stock

427^{footnote F1}

$0.00

Footnote F1 (shares): Represents restricted stock units ("RSUs") granted under the 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments on November 7, 2026, November 7, 2027, and November 7, 2028, subject to his continued service with the issuer through each vesting date.

Jul 17, 2025

Charles Alexander Bunch - Officer

Tax withholding / forfeiture

Class A Common Stock

6,187

$33.16

$205K

Jul 17, 2025

Julie E. Benes - Officer

Tax withholding / forfeiture

Class A Common Stock

6,187

$33.16

$205K