secwatch / observer

TWFG, Inc. — fact timeline

Source-grounded facts extracted from TWFG, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

TWFG TWFG, Inc. JSON
Shareholder Votes

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.

“FOR AGAINST ABSTAIN 352,121,435 28,096 50,625”
Shareholder Votes

TWFG, Inc. shareholders approved Election of Directors at the 2026-05-27 meeting.

“NOMINEES FOR WITHHELD BROKER NON-VOTES Richard F. ("Gordy") Bunch III 349,827,885 857,720 1,514,551 Michael Doak 348,197,964 2,487,641 1,514,551 Jonathan Anderson 348,767,265 1,918,340 1,514,551 Michelle Caroline Bunch 346,229,963 4,455,642 1,514,551 Robin A. Ferracone 350,002,933 682,672 1,514,551 Janet S. Wong 350,002,932 682,673 1,514,551”
Earnings Releases

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.

“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”

Eugene N. Padgett was appointed as Chief Accounting Officer at TWFG, Inc..

“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.”

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

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

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

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

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.