---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-017074"
form_type: "8-K"
ticker: "TWFG"
cik: "0002007596"
company_name: "TWFG, Inc."
filed_at: "2025-04-08T23:59:59+00:00"
generated_at: "2026-05-23T19:12:56.287307+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.45
calibrated_materiality_score: 0.45
confidence: "high"
source: SEC EDGAR
---

# TWFG grants RSUs and PSUs to CEO, CFO, and COO under 2024 Incentive Plan

## Summary
- CEO Bunch III receives 16,175 RSUs (3yr vest) and 16,176 target PSUs (2yr performance period, 0-150% payout).
- CFO Zwinggi and COO Nolan each receive 6,470 RSUs and 6,470 target PSUs.
- PSUs based on cumulative EBITDA and revenue goals through Dec 31, 2026; service requirement through Mar 31, 2028.
- Awards approved by compensation committee on March 31, 2025; forms filed as exhibits.

## SEC filing metadata
- accession: 0001628280-25-017074
- form_type: 8-K
- ticker: TWFG
- cik: 0002007596
- company_name: TWFG, Inc.
- filed_at: 2025-04-08T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.45
- calibrated_materiality_score: 0.45
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2007596/000162828025017074/0001628280-25-017074-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2007596/000162828025017074/twfg-20250331.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-017074
- JSON: https://secwatch.observer/filing/0001628280-25-017074.json
- Plain text: https://secwatch.observer/filing/0001628280-25-017074.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.