{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-17T04:49:53.975348+00:00","company":{"ticker":"TWFG","cik":2007596,"company_name":"TWFG, Inc."},"pagination":{"limit":100,"returned":6,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{},"facts":[{"fact_type":"shareholder_vote","fact_key":"5d0cb7a09f2bd6c0991c52b2d32a938eebccba8a","cik":2007596,"ticker":"TWFG","company_name":"TWFG, Inc.","filed_at":"2026-05-28T20:07:10+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-27","outcome":"passed","proposal_text":"Ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for fiscal year ending December 31, 2026","proposal_type":"auditor_ratification","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":"50,625","votes_against":"28,096","votes_for":"352,121,435","votes_withheld":null}]},"claim":"TWFG, Inc. shareholders approved Ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for fiscal year ending December 31, 2026 at the 2026-05-27 meeting.","evidence_excerpt":"FOR AGAINST ABSTAIN 352,121,435 28,096 50,625","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-038800","anchor_url":"https://secwatch.observer/filing/0001628280-26-038800#claim-5d0cb7a09f2bd6c0991c52b2d32a938eebccba8a","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/2007596/000162828026038800/0001628280-26-038800-index.htm"},{"fact_type":"shareholder_vote","fact_key":"b1ea535a8df984d80c452828db1fc4462ab86046","cik":2007596,"ticker":"TWFG","company_name":"TWFG, Inc.","filed_at":"2026-05-28T20:07:10+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-05-27","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","results":[{"broker_non_votes":"1,514,551","subject":"Richard F. (\"Gordy\") Bunch III","votes_abstain":null,"votes_against":null,"votes_for":"349,827,885","votes_withheld":"857,720"},{"broker_non_votes":"1,514,551","subject":"Michael Doak","votes_abstain":null,"votes_against":null,"votes_for":"348,197,964","votes_withheld":"2,487,641"},{"broker_non_votes":"1,514,551","subject":"Jonathan Anderson","votes_abstain":null,"votes_against":null,"votes_for":"348,767,265","votes_withheld":"1,918,340"},{"broker_non_votes":"1,514,551","subject":"Michelle Caroline Bunch","votes_abstain":null,"votes_against":null,"votes_for":"346,229,963","votes_withheld":"4,455,642"},{"broker_non_votes":"1,514,551","subject":"Robin A. Ferracone","votes_abstain":null,"votes_against":null,"votes_for":"350,002,933","votes_withheld":"682,672"},{"broker_non_votes":"1,514,551","subject":"Janet S. 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Wong 350,002,932 682,673 1,514,551","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-038800","anchor_url":"https://secwatch.observer/filing/0001628280-26-038800#claim-b1ea535a8df984d80c452828db1fc4462ab86046","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/2007596/000162828026038800/0001628280-26-038800-index.htm"},{"fact_type":"earnings_release","fact_key":"0adca22a7e842be73c87b22c8739dcf46d97ec47","cik":2007596,"ticker":"TWFG","company_name":"TWFG, Inc.","filed_at":"2026-05-07T23:59:59+00:00","payload":{"eps_text":"$0.12","guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":"$13.1 million","period_text":"the first quarter ended March 31, 2026","report_date":"2026-05-07","result_type":"reported_results","revenue_text":"$72.8 million"},"claim":"TWFG, Inc. reported the first quarter ended March 31, 2026 results: revenue $72.8 million, net income $13.1 million, EPS $0.12. Guidance reaffirmed.","evidence_excerpt":"Total revenues for the quarter increased 35.3% to $72.8 million, compared to $53.8 million in the prior year period • Commission income for the quarter increased 37.4% to $67.1 million, compared to $48.8 million in the prior year period • Net income for the quarter was $13.1 million, compared to $6.9 million in the prior year period, and net income margin for the quarter was 18.0% • Diluted Earnings Per Share for the quarter was $0.12","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-032140","anchor_url":"https://secwatch.observer/filing/0001628280-26-032140#claim-0adca22a7e842be73c87b22c8739dcf46d97ec47","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/2007596/000162828026032140/0001628280-26-032140-index.htm"},{"fact_type":"executive_change","fact_key":"c0ac2a502a","cik":2007596,"ticker":"TWFG","company_name":"TWFG, Inc.","filed_at":"2025-01-23T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-01-20","interim":false,"role":"Chief Accounting Officer","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"Eugene N. Padgett was appointed as Chief Accounting Officer at TWFG, Inc..","evidence_excerpt":"On January 20, 2025, TWFG, Inc. (the “Company”) appointed Eugene N. 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Ferracone were appointed to the Company’s board of directors.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001628280-24-032599","anchor_url":"https://secwatch.observer/filing/0001628280-24-032599#claim-e3618c95b6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/2007596/000162828024032599/0001628280-24-032599-index.htm"},{"fact_type":"executive_change","fact_key":"432086095d","cik":2007596,"ticker":"TWFG","company_name":"TWFG, Inc.","filed_at":"2024-07-23T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-07-18","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Janet S. Wong was appointed as Director at TWFG, Inc..","evidence_excerpt":"On July 18, 2024, Janet S. Wong and Robin A. 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