secwatch.observer — SEC 8-K summary
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Issuer:     TWFG, Inc. (TWFG)
CIK:        0002007596
Form:       8-K
Filed at:   2025-04-08T23:59:59+00:00
Accession:  0001628280-25-017074
Event type: other_material
Sentiment:  neutral
Materiality: 0.45
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2007596/000162828025017074/0001628280-25-017074-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2007596/000162828025017074/twfg-20250331.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-017074

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer