TWFG prices IPO at $17.00 per share, sells 12.65M shares including overallotment

TWFG, Inc.

IPO priced at $17.00 per share; underwriters exercised overallotment in full for 1.65M additional shares.
Gross proceeds to TWFG approximately $215M; shares began trading July 19, 2024 on Nasdaq under ticker TWFG.
Janet S. Wong and Robin A. Ferracone appointed to board of directors effective July 18, 2024.
Company adopted 2024 Omnibus Incentive Plan and entered into indemnification agreements with directors and officers.
In connection with IPO, amended charter and bylaws, entered into tax receivable agreement and registration rights agreement.

item 1.01 item 3.02 item 3.03 item 5.03 item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Janet S. Wong

Director

TWFG · TWFG, Inc.

Effective: 2024-07-18
Filed: July 23, 2024, 7:59 PM ET

On July 18, 2024, Janet S. Wong and Robin A. Ferracone were appointed to the Company’s board of directors.

Appointed

Robin A. Ferracone

Director

TWFG · TWFG, Inc.

Effective: 2024-07-18
Filed: July 23, 2024, 7:59 PM ET

On July 18, 2024, Janet S. Wong and Robin A. Ferracone were appointed to the Company’s board of directors.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Janet S. Wong was appointed as Director at TWFG, Inc..

Action: appointed
Role: Director

Exact text from the filing

On July 18, 2024, Janet S. Wong and Robin A. Ferracone were appointed to the Company’s board of directors.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Robin A. Ferracone was appointed as Director at TWFG, Inc..

Action: appointed
Role: Director

Exact text from the filing

On July 18, 2024, Janet S. Wong and Robin A. Ferracone were appointed to the Company’s board of directors.

View on SEC.gov

TWFG, Inc. filing history →

Source: SEC EDGAR

accession 0001628280-24-032599

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