{"@context":{"@vocab":"https://schema.org/","dcterms":"http://purl.org/dc/terms/","prov":"http://www.w3.org/ns/prov#"},"@type":"ItemList","@id":"https://api.morvs.ai/api/v1/entity/TWFG/timeline","_source":{"data_provider":"AI Analytics","brand_name":"MORVS","brand_url":"https://morvs.ai/","data_provider_url":"https://api.morvs.ai","license":"https://api.morvs.ai/license","usage_info":"https://api.morvs.ai/license","rights":"Source-specific terms apply; free or keyless access does not alter them.","generated_at":"2026-10-15T10:13:10.015Z","methodology_url":"https://api.morvs.ai/datasets/","primary_sources":{"sec.*":"https://www.sec.gov/edgar","fda.*":"https://api.fda.gov/","contracts":"https://api.usaspending.gov/","clinical.trials":"https://clinicaltrials.gov/","lobbying.filings":"https://lda.senate.gov/","epa.facilities":"https://echo.epa.gov/","court.dockets":"https://www.courtlistener.com/","cfpb.complaints":"https://www.consumerfinance.gov/data-research/consumer-complaints/","nih.grants":"https://api.reporter.nih.gov/","fed.enforcement":"https://www.federalreserve.gov/supervisionreg/enforcementactions.htm","nhtsa.recalls":"https://api.nhtsa.gov/recalls/"}},"entity":{"entity_id":10716,"canonical_name":"TWFG, Inc.","cik":"0002007596","uei":null,"lei":null,"duns":null,"ticker":"TWFG"},"window_days":180,"min_importance":0,"sources_queried":["sec.filings","sec.insider","sec.form144","sec.13dg","fda.recalls","fda.labels","contracts","clinical.trials","lobbying.filings","epa.facilities","uspto.patents","court.dockets","cfpb.complaints","nih.grants","fed.enforcement","nhtsa.recalls","doj.press","dol.form5500"],"importance_reference":{"fda.recall Class I":100,"clinical trial terminated":80,"securities class action":80,"antitrust suit":75,"schedule 13D":75,"patent litigation":70,"form144 large ($50M+)":75,"10-K restatement":75,"phase3 trial completed":70,"EPA significant violator":70,"phase3 trial in progress":60,"insider purchase":50,"phase2 trial":45,"8-K":35,"lobbying filing":30,"fda.label":30,"phase1 trial":30,"fda.recall Class III":25},"vertical_counts":{"sec":46},"count":46,"timeline":[{"ts":"2026-08-14","kind":"sec.filing","form_type":"SCHEDULE 13G/A","title":"SCHEDULE 13G/A — TWFG, Inc. — 2026-08-14","url_slug":"/sec/cik-0002007596/schedule-13g-a/0002028282-26-000007","accession_number":"0002028282-26-000007","importance":30},{"ts":"2026-08-13","kind":"sec.filing","form_type":"8-K","title":"8-K — TWFG, Inc. — 2026-08-13","url_slug":"/sec/cik-0002007596/8-k/0002007596-26-000014","accession_number":"0002007596-26-000014","importance":35},{"ts":"2026-08-06","kind":"sec.filing","form_type":"10-Q","title":"10-Q — TWFG, Inc. — 2026-08-06","url_slug":"/sec/cik-0002007596/10-q/0002007596-26-000012","accession_number":"0002007596-26-000012","importance":45},{"ts":"2026-08-05","kind":"sec.filing","form_type":"8-K","title":"8-K — TWFG, Inc. — 2026-08-05","url_slug":"/sec/cik-0002007596/8-k/0002007596-26-000011","accession_number":"0002007596-26-000011","importance":35},{"ts":"2026-07-28","kind":"sec.filing","form_type":"SCHEDULE 13G","title":"SCHEDULE 13G — TWFG, Inc. — 2026-07-28","url_slug":"/sec/cik-0002007596/schedule-13g/0000038777-26-000211","accession_number":"0000038777-26-000211","importance":55},{"ts":"2026-07-24","kind":"sec.filing","form_type":"8-K","title":"8-K — TWFG, Inc. — 2026-07-24","url_slug":"/sec/cik-0002007596/8-k/0002007596-26-000008","accession_number":"0002007596-26-000008","importance":35},{"ts":"2026-07-21","kind":"sec.filing","form_type":"4","title":"4 — TWFG, Inc. — 2026-07-21","url_slug":"/sec/cik-0002007596/4/0002028272-26-000003","accession_number":"0002028272-26-000003","importance":30},{"ts":"2026-07-21","kind":"sec.filing","form_type":"4","title":"4 — TWFG, Inc. — 2026-07-21","url_slug":"/sec/cik-0002007596/4/0002028275-26-000003","accession_number":"0002028275-26-000003","importance":30},{"ts":"2026-07-21","kind":"sec.filing","form_type":"4","title":"4 — TWFG, Inc. — 2026-07-21","url_slug":"/sec/cik-0002007596/4/0002028282-26-000005","accession_number":"0002028282-26-000005","importance":30},{"ts":"2026-07-21","kind":"sec.filing","form_type":"4","title":"4 — TWFG, Inc. — 2026-07-21","url_slug":"/sec/cik-0002007596/4/0002028304-26-000003","accession_number":"0002028304-26-000003","importance":30},{"ts":"2026-07-21","kind":"sec.filing","form_type":"4","title":"4 — TWFG, Inc. — 2026-07-21","url_slug":"/sec/cik-0002007596/4/0002028316-26-000003","accession_number":"0002028316-26-000003","importance":30},{"ts":"2026-07-17","kind":"sec.insider.f","reporter":"Bunch Michelle Caroline","title":null,"shares":17733,"price_per_share":26.35,"usd_value":467265,"security_title":"Class A Common Stock","importance":15.46726455},{"ts":"2026-07-17","kind":"sec.insider.f","reporter":"Bunch Richard F. III","title":"President and CEO","shares":17733,"price_per_share":26.35,"usd_value":467265,"security_title":"Class A Common Stock","importance":15.46726455},{"ts":"2026-07-17","kind":"sec.insider.f","reporter":"Bunch Family Holdings, LLC","title":null,"shares":17733,"price_per_share":26.35,"usd_value":467265,"security_title":"Class A Common Stock","importance":15.46726455},{"ts":"2026-07-17","kind":"sec.insider.f","reporter":"Nolan Katherine C","title":"Chief Operating Officer","shares":11559,"price_per_share":26.35,"usd_value":304580,"security_title":"Class A Common Stock","importance":15.30457965},{"ts":"2026-07-17","kind":"sec.insider.f","reporter":"Zwinggi Janice E.","title":"Chief Financial Officer","shares":7710,"price_per_share":26.35,"usd_value":203159,"security_title":"Class A Common Stock","importance":15.2031585},{"ts":"2026-07-17","kind":"sec.insider.f","reporter":"Benes Julie E.","title":"General Counsel and Secretary","shares":6171,"price_per_share":26.35,"usd_value":162606,"security_title":"Class A Common Stock","importance":15.16260585},{"ts":"2026-07-17","kind":"sec.insider.f","reporter":"Bunch Charles Alexander","title":"Chief Creative & Marketing Off","shares":6163,"price_per_share":26.35,"usd_value":162395,"security_title":"Class A Common Stock","importance":15.16239505},{"ts":"2026-06-09","kind":"sec.filing","form_type":"4","title":"4 — TWFG, Inc. — 2026-06-09","url_slug":"/sec/cik-0002007596/4/0001628280-26-041986","accession_number":"0001628280-26-041986","importance":30},{"ts":"2026-06-09","kind":"sec.filing","form_type":"4","title":"4 — TWFG, Inc. — 2026-06-09","url_slug":"/sec/cik-0002007596/4/0001628280-26-041987","accession_number":"0001628280-26-041987","importance":30},{"ts":"2026-06-05","kind":"sec.insider.p","reporter":"DOAK MICHAEL","title":null,"shares":7865,"price_per_share":19.45,"usd_value":152974,"security_title":"Class A Common Stock","importance":50.15297425},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Richard F. III","title":"President and CEO","shares":529568,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Family Holdings, LLC","title":null,"shares":529568,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Richard F. III","title":"President and CEO","shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Family Holdings, LLC","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Richard F. III","title":"President and CEO","shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Family Holdings, LLC","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Richard F. III","title":"President and CEO","shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Family Holdings, LLC","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Richard F. III","title":"President and CEO","shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Family Holdings, LLC","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Richard F. III","title":"President and CEO","shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Family Holdings, LLC","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Richard F. III","title":"President and CEO","shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Family Holdings, LLC","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Michelle Caroline","title":null,"shares":529568,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Michelle Caroline","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Michelle Caroline","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Michelle Caroline","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Michelle Caroline","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Michelle Caroline","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-05","kind":"sec.insider.g","reporter":"Bunch Michelle Caroline","title":null,"shares":264784,"price_per_share":0,"usd_value":0,"security_title":"Class C Common Stock","importance":15},{"ts":"2026-06-04","kind":"sec.insider.p","reporter":"DOAK MICHAEL","title":null,"shares":11000,"price_per_share":19.09,"usd_value":209990,"security_title":"Class A Common Stock","importance":50.20999},{"ts":"2026-06-03","kind":"sec.insider.p","reporter":"DOAK MICHAEL","title":null,"shares":22994,"price_per_share":18.62,"usd_value":428148,"security_title":"Class A Common Stock","importance":50.42814828},{"ts":"2026-06-02","kind":"sec.insider.p","reporter":"DOAK MICHAEL","title":null,"shares":16500,"price_per_share":19.25,"usd_value":317625,"security_title":"Class A Common Stock","importance":50.317625},{"ts":"2026-06-01","kind":"sec.insider.p","reporter":"DOAK MICHAEL","title":null,"shares":16500,"price_per_share":19.33,"usd_value":318945,"security_title":"Class A Common Stock","importance":50.318945}]}