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buyNotable cluster of 9

Michelle Caroline Bunch bought $3.5M of TWFG

director at TWFG, Inc.. 202,976 shares at an average of $17.00, traded Jul 19, 2024, filed Jul 19, 2024.

Conviction score
71
Value
$3.5M
202,976 shares
Holdings after
695,925
+41% from before
From 52-week low
+3%
low $22.01, close $22.61
From 52-week high
0%
high $22.61, as of Jul 19, 2024

Score components

  • Role
    Director
    +15
  • Trade size
    $3.5M at market
    +25
  • Relative to holdings
    Holdings up 41%
    +6
  • Price context
    3% above the 52-week low
    +10
  • Cluster
    9 insiders buying within 14 days
    +15
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +8.5%, 3m +32.8%, 6m +35.8%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

TWFGOct 9, 2026 · close 24.76
Since filing Jul 19, 2024: +9.5%SPY +45.4% · excess -35.9%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001628280-24-032369, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Jul 17, 2024AGrant or award
Class A Common Stock
+3,529$0.00$03,629Jul 19, 2024
Jul 17, 2025AGrant or award
Class A Common Stockindirect: By husband
+147,058$0.00$0150,687Jul 19, 2024
Jul 19, 2024MOption exercise
Class A Common Stockindirect: By LLC
+342,262--492,949Jul 19, 2024
Jul 19, 2024POpen-market purchase
Class A Common Stock
+5,850$17.00$99k498,799Jul 19, 2024
Jul 19, 2024POpen-market purchase
Class A Common Stockindirect: By husband
+185,426$17.00$3.2M684,225Jul 19, 2024
Jul 19, 2024POpen-market purchase
Class A Common Stockindirect: By son
+5,850$17.00$99k690,075Jul 19, 2024
Jul 19, 2024POpen-market purchase
Class A Common Stockindirect: By son
+5,850$17.00$99k695,925Jul 19, 2024
Jul 19, 2024AGrant or award
Class C Common Stockindirect: By LLC
+33,893,810--33,893,810Jul 19, 2024
Jul 19, 2024MOption exercise
LLC Units in TWFG Holding Company, LLCderivativeindirect: By LLC
-342,362--33,893,810Jul 19, 2024

Related signals

Other insiders at TWFG, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
39Weak
TWFGbuy
TWFG, Inc.
Michael Doak
director
$153k
7,865 shares
+1%
58Moderate
TWFGbuy
TWFG, Inc.
Michael Doak
director
$638k
33,994 shares
+5%
48Moderate
TWFGbuy
TWFG, Inc.
Michael Doak
director
$637k
33,000 shares
+5%
44Moderate
TWFGbuy
TWFG, Inc.
Michael Doak
director
$421k
22,330 shares
+3%
54Moderate
TWFGbuy
TWFG, Inc.
Michael Doak
director
$883k
46,880 shares
+8%
56Moderate
TWFGbuy
TWFG, Inc.
Michael Doak
director
$621k
33,283 shares
+6%
20Weak
TWFGbuy
TWFG, Inc.
Julie E. Benes
General Counsel and Secretary
$32k
950 shares
+2%
48Moderate
TWFGbuy 9
TWFG, Inc.
Charles Alexander Bunch
Chief Creative & Marketing Off
$2,448
144 shares
-
40Moderate
TWFGbuy 9
TWFG, Inc.
Julie E. Benes
General Counsel and Secretary
$17k
1,000 shares
+2%
40Moderate
TWFGbuy 9
TWFG, Inc.
Charles Alexander Bunch
Chf Creative & Marketing Off
$17k
1,000 shares
+2%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Michelle Caroline Bunch bought $3.5M of TWFG | InsiderTell