Twfg, Inc.

TWFG·NASDAQ·$18.44Share Price as of 11/2·$269MMarket Cap as of 11/2

Financials

10-QQ2 ended 06/30/2608/06/26 10-QQ1 ended 03/31/2605/08/26 10-KFY 202503/10/26 10-QQ3 ended 09/30/2511/12/25 10-QQ2 ended 06/30/2508/13/25

Disclosures

8-KCurrent report08/13/26 8-KCurrent report08/05/26 8-KCurrent report07/24/26 8-KCurrent report05/28/26 8-KCurrent report05/07/26

Prospectuses and Registrations

S-3Shelf registration08/06/25 424B4Prospectus07/19/24 S-8Registration of securities for employees07/17/24 S-1/ARegistration statement (amended)07/15/24 S-1/ARegistration statement (amended)07/09/24

Proxies

DEF 14ADefinitive proxy04/10/26 DEFA14AAdditional proxy materials04/10/26 DEF 14ADefinitive proxy04/11/25 DEFA14AAdditional proxy materials04/11/25

Ownership

SC 13G/ABeneficial ownership (amended)08/14/26 SC 13G/ABeneficial ownership (amended)08/14/26 SC 13G/ABeneficial ownership (amended)08/12/26 SC 13GBeneficial ownership07/28/26 Form 4Insider transaction07/21/26

Other

ARSAnnual report to shareholders04/10/26 EFFECTRequest for effectiveness08/08/25 CORRESPCorrespondence with the SEC08/06/25 UPLOADLetter from the SEC08/04/25 DRSDRS07/25/25