Highest-materiality recent filing
TWFG expands credit facility to $125M, extends maturity to 2031, with $75M accordion
$125M revolving credit facility with PNC Bank as admin agent; maturity Aug 12, 2031.
TWFG Q2 revenue $87.5M (+45%), net income $17.3M; guidance raised
Total revenues $87.5M, up 45.1% YoY; net income $17.3M, up 92% from $9.0M.
TWFG CAO Eugene Padgett resigns; CFO Janice Zwinggi assumes additional CAO role
Eugene N. Padgett resigned as Chief Accounting Officer effective July 21, 2026; no disagreement with company.
All six board nominees elected with votes 'for' ranging from 346.2M to 350.0M; withheld votes minimal and broker non-votes of 1.5M each.
TWFG Q1 2026: Revenue $72.8M (+35.3%), Adj. EBITDA $21.2M (+73.9%), net income $13.1M
Total revenues grew 35.3% to $72.8M; organic revenue growth rate 10.1%.
Q4 total revenue $68.8M (+33% YoY); net income $14.4M vs $8.2M; Adj. EBITDA $21.7M (+56.9%).
TWFG Q3 revenue up 21.3% to $64.1M; appoints Katherine Nolan as President
Total revenues $64.1M (up 21.3% YoY); net income $9.6M vs $6.9M; diluted EPS $0.11, adjusted diluted EPS $0.23.
TWFG Q2 2025 revenue $60.3M (+13.8%); adjusted EBITDA $15.1M (+40.7%)
Total revenues $60.3M, +13.8% YoY; net income $9.0M vs $6.9M; diluted EPS $0.13.
TWFG shareholders elect six directors and ratify Deloitte as auditor
All six director nominees elected: Bunch III, Doak, Anderson, Bunch, Ferracone, Wong; votes ranged from 351.7M to 356.5M for.
TWFG Q1 revenue up 16.6% to $53.8M; raises FY2025 guidance
Total revenues $53.8M (+16.6% YoY); total written premium $371.0M (+15.5%).
TWFG acquires two insurance agencies in TX and NC; hires Denise Davis as VP of Retail Operations
Acquired Denise Davis Insurance in Tomball, TX, converted to TWFG Corporate Branch effective April 1, 2025.
TWFG grants RSUs and PSUs to CEO, CFO, and COO under 2024 Incentive Plan
CEO Bunch III receives 16,175 RSUs (3yr vest) and 16,176 target PSUs (2yr performance period, 0-150% payout).
TWFG Q4 revenue up 30.8% to $51.7M, Adj. EBITDA +91.7%; guides FY2025 rev $235-250M
Q4 total revenue $51.7M (+30.8% YoY); net income $8.2M vs $5.2M.
TWFG prelim Q4 rev $49-51M (+24-29%), FY rev $201-203M (+16-18%)
Q4 revenue expected $49-51M, up 23.8-28.9% YoY; FY revenue $201-203M, up 16.5-18.2% YoY.
TWFG Insurance expands to 15 new states and adds 144 retail locations in 2024
New branch locations in CO, CT, ID, IN, MO, NV, NM, OR, SC, SD, TN, WA, UT, VT, and WY.
TWFG appoints Eugene Padgett as Chief Accounting Officer
Eugene Padgett, former SVP and CAO at U.S. Silica, named CAO effective January 20, 2025.
TWFG Q3 revenue up 14.5% to $54.6M; Adjusted EBITDA up 29.7% to $11.7M
Total Written Premium rose 13% to $400.1M; Organic Revenue Growth Rate 7.6%.
TWFG Q2 2024: Revenue up 17.4% to $53.3M; adj. EBITDA up 25.8% to $10.8M
Total written premium grew 20.3% YoY to $393.6M; total revenue $53.3M (+17.4% YoY).
TWFG prices IPO at $17.00 per share, sells 12.65M shares including overallotment
IPO priced at $17.00 per share; underwriters exercised overallotment in full for 1.65M additional shares.
On January 20, 2025, TWFG, Inc. (the “Company”) appointed Eugene N. Padgett, age 54, as the Company’s Principal Accounting Officer, effective January 20, 2025, where he will assume the role of Chief Accounting Officer.
On July 18, 2024, Janet S. Wong and Robin A. Ferracone were appointed to the Company’s board of directors.
On July 18, 2024, Janet S. Wong and Robin A. Ferracone were appointed to the Company’s board of directors.
Max materiality 0.85 · Median 0.65 · Most common event earnings