Form 4: TWFG General Counsel Withholds Shares for Tax Obligations

Julie E. Benes, General Counsel and Secretary of TWFG, Inc., disposed of 6,187 shares of Class A Common Stock at $33.16 per share to cover tax withholding obligations related to restricted stock units.

Summary

• Julie E. Benes, the General Counsel and Secretary of TWFG, Inc., reported a transaction on July 17, 2025.
• The transaction involved the disposition of 6,187 shares of Class A Common Stock.
• These shares were disposed of at a price of $33.16 per share.
• The purpose of the disposition was to satisfy tax withholding obligations in connection with the release of restricted stock units (RSUs).
• Following this transaction, Julie E. Benes beneficially owns 38,962 shares of Class A Common Stock directly.

Sentiment

Score: 5

Explanation: The transaction is neutral as it represents a routine disposition of shares for tax withholding purposes, not a discretionary sale or purchase.

Future Outlook

NA

Industry Context

This is a routine insider transaction for tax purposes and does not provide broader industry context or trends.

Stakeholder Impact

• Shareholders: This is a routine, non-discretionary transaction for tax purposes and is unlikely to have a significant direct impact on shareholders.

Key Dates

Keywords

SEC Form 4, Insider Transaction, TWFG Inc., Julie E. Benes, Class A Common Stock, Tax Withholding, Restricted Stock Units, Officer, Corporate Governance