TWFGTWFG, Inc. Common StockFinancial Services · Insurance - Brokersas of 2026-09-16
Horizon

Issued 2026-09-16 at $27.05 · now $27.05 (2026-09-16, +0.0% since)

Based on its own history, a month from the 2026-09-16 close, TWFG has typically landed between $22.59 and $32.31 — a range of −16.5% to +19.4% from the issuance price $27.05.

Range of outcomes in historically similar periods — not a price prediction. Ranges are scored publicly on /methodology.
  • Actual close
  • Typical path (median)
  • Middle 50% of outcomes
  • 90% range

522 overlapping 1 month windows · 2024-07-182026-08-17 · basis climatology · forecast (batch). Probability up 53.9% (90% CI 51.756.1%, ≈1,408 obs).

The cone is anchored at the 2026-09-16 issuance close ($27.05) — the price the forecast resolves against on 2026-10-15, not the latest close. The drawn path shape is illustrative (bands widen with √t); every labeled number is real — the anchor, the scored batch p90/IQR endpoints, and the typical move.

Where TWFG has typically landed a month from the 2026-09-16 close of $27.05 — the range is history, not a prediction.

$22.59worst · -16.5%$32.31best · +19.4%
  • now $27.05 (+0.0%)
  • typicalThe typical outcome — half of similar past periods did better and half did worse (not an average, so a few wild periods don't skew it). $27.67 (+2.3%)
  • middle 50%The central range of outcomes — half of similar past periods landed inside it, a quarter finished above, a quarter below. $25.62$29.72
  • 90% rangeA nine-in-ten range — in about nine of every ten similar past periods the outcome stayed within these bounds. $22.59$32.31
Actual 1-month windows behind the coneiEvery overlapping 1-month window in this security's own price history was ranked by realized return; shown are the 3 worst and 3 best of 522 windows spanning 2024-07-18 to 2026-09-16. Not cherry-picked — these are the extremes of the full sample. Max drop / max rise are the deepest and highest points reached within each window. See /methodology.
StartReturnMax dropMax rise
3 worst
2026-01-23−34.1%−34.1%+4.0%
2026-01-22−33.5%−33.5%+3.9%
2026-01-26−33.3%−36.6%+0.0%
3 best
2026-06-04+37.3%+0.0%+37.3%
2026-06-03+35.1%+0.0%+38.7%
2026-06-02+35.1%−2.6%+35.1%

522 overlapping windows · 2024-07-182026-09-16 · not cherry-picked

Seasonality · by month iHow this security has tended to do in each calendar month historically — a frequency, never a prediction.

iFor each calendar month, the share of years this security closed higher than the month before, and the average month-over-month return, over ~3 years of its own price history. Cells are shaded by average return. This is historical frequency, not a prediction — no month is a signal.
Jan
0%
−10.0%
n=2
Feb
50%
−6.6%
n=2
Mar
50%
−3.7%
n=2
Apr
100%
+1.8%
n=2
May
100%
+5.8%
n=2
Jun
50%
+14.1%
n=2
Jul
50%
−0.2%
n=2
Aug
67%
+2.2%
n=3
Sep
33%
−2.6%
n=3
Oct
50%
+4.2%
n=2
Nov
100%
+12.7%
n=2
Dec
50%
−5.8%
n=2

Up-frequency and average month-over-month return · historical frequency, not a prediction

Reported insider & political trades

Every Form 4 the people closest to this company have filed with the SEC — plotted against the share price, aggregated by month, and shown with the gap between when each trade happened and when it was disclosed. A public record, not advice.

Share price & reported tradesMonthly open-market valueReporting lag — trade date to filing date2026-092026-082026-072026-062026-052026-042026-032026-022026-012025-122025-112025-102025-092025-08$31$172026-06-05: 1 insider purchase, $153K — DOAK MICHAEL2026-06-04: 1 insider purchase, $210K — DOAK MICHAEL2026-06-03: 1 insider purchase, $428K — DOAK MICHAEL2026-06-02: 1 insider purchase, $318K — DOAK MICHAEL2026-06-01: 1 insider purchase, $319K — DOAK MICHAEL2026-05-29: 1 insider purchase, $214K — DOAK MICHAEL2026-05-28: 1 insider purchase, $208K — DOAK MICHAEL2026-05-27: 1 insider purchase, $463K — DOAK MICHAEL2026-05-26: 1 insider purchase, $212K — DOAK MICHAEL2026-05-22: 1 insider purchase, $208K — DOAK MICHAEL2026-05-21: 1 insider purchase, $325K — DOAK MICHAEL2026-05-20: 1 insider purchase, $296K — DOAK MICHAEL2026-05: 7 open-market purchases, $1.9M2026-06: 5 open-market purchases, $1.4M↑ buys↓ salesdirector DOAK MICHAEL — Purchase on 2026-06-05, filed 3 days after the tradedirector DOAK MICHAEL — Purchase on 2026-06-04, filed same daydirector DOAK MICHAEL — Purchase on 2026-06-03, filed 1 day after the tradedirector DOAK MICHAEL — Purchase on 2026-06-02, filed same daydirector DOAK MICHAEL — Purchase on 2026-06-01, filed 1 day after the tradedirector DOAK MICHAEL — Purchase on 2026-05-29, filed same daydirector DOAK MICHAEL — Purchase on 2026-05-28, filed 1 day after the tradedirector DOAK MICHAEL — Purchase on 2026-05-27, filed same daydirector DOAK MICHAEL — Purchase on 2026-05-26, filed 1 day after the tradedirector DOAK MICHAEL — Purchase on 2026-05-22, filed 5 days after the tradedirector DOAK MICHAEL — Purchase on 2026-05-21, filed 1 day after the tradedirector DOAK MICHAEL — Purchase on 2026-05-20, filed 2 days after the trade
DatePersonRoleActionShares @ priceValueOwnership Δvs S&P 1mvs S&P 6mOwned afterFiling
2026-06-05DOAK MICHAELdirectorPurchase7,865 @ $19.45$153K+1.0% of holding+30.0%not yet — horizon still open765,587Form 4 · filed 3 days after the trade
2026-06-04DOAK MICHAELdirectorPurchase11,000 @ $19.09$210K+1.5% of holding+38.3%not yet — horizon still open757,722Form 4 · filed same day
2026-06-03DOAK MICHAELdirectorPurchase22,994 @ $18.62$428K+3.2% of holding+35.2%not yet — horizon still open746,722Form 4 · filed 1 day after the trade
2026-06-02DOAK MICHAELdirectorPurchase16,500 @ $19.25$318K+2.3% of holding+36.8%not yet — horizon still open723,728Form 4 · filed same day
2026-06-01DOAK MICHAELdirectorPurchase16,500 @ $19.33$319K+2.4% of holding+32.1%not yet — horizon still open707,228Form 4 · filed 1 day after the trade
2026-05-29DOAK MICHAELdirectorPurchase11,330 @ $18.87$214K+1.7% of holding+29.2%not yet — horizon still open690,728Form 4 · filed same day
2026-05-28DOAK MICHAELdirectorPurchase11,000 @ $18.87$208K+1.6% of holding+30.1%not yet — horizon still open679,398Form 4 · filed 1 day after the trade
2026-05-27DOAK MICHAELdirectorPurchase24,880 @ $18.62$463K+3.9% of holding+30.1%not yet — horizon still open668,398Form 4 · filed same day
2026-05-26DOAK MICHAELdirectorPurchase11,000 @ $19.23$212K+1.7% of holding+15.0%not yet — horizon still open643,518Form 4 · filed 1 day after the trade
2026-05-22DOAK MICHAELdirectorPurchase11,000 @ $18.89$208K+1.8% of holding+18.5%not yet — horizon still open632,518Form 4 · filed 5 days after the trade
2026-05-21DOAK MICHAELdirectorPurchase17,538 @ $18.52$325K+2.9% of holding+12.3%not yet — horizon still open621,518Form 4 · filed 1 day after the trade
2026-05-20DOAK MICHAELdirectorPurchase15,745 @ $18.79$296K+2.7% of holding+16.6%not yet — horizon still open603,980Form 4 · filed 2 days after the trade

The vs-S&P columns are a labeled look-back on what the stock did after each filing, measured against the index over the same window. Descriptive history, not a claim about the person or a reason to trade.

60 award / exercise / gift records — not counted as purchases

Awards, option exercises, gifts and tax-withholding disposals are shown separately and never counted as open-market purchases or sales — they carry no conviction information.

DatePersonRoleActionSharesOwned afterFiling
2026-07-17Bunch Richard F. IIIdirectorWithheld for tax17,733313,596Form 4
2026-07-17Bunch Michelle CarolinedirectorWithheld for tax17,733313,596Form 4
2026-07-17Nolan Katherine CofficerWithheld for tax11,55982,049Form 4
2026-07-17Zwinggi Janice E.officerWithheld for tax7,71057,314Form 4
2026-07-17Benes Julie E.officerWithheld for tax6,17137,454Form 4
2026-07-17Bunch Charles AlexanderofficerWithheld for tax6,16336,523Form 4
2026-06-05Bunch Michelle CarolinedirectorGift264,7840Form 4
2026-06-05Bunch Michelle CarolinedirectorGift529,56833,364,242Form 4
2026-06-05Bunch Michelle CarolinedirectorGift264,784264,784Form 4
2026-06-05Bunch Richard F. IIIdirectorGift529,56833,364,242Form 4
2026-06-05Bunch Richard F. IIIdirectorGift264,7840Form 4
2026-06-05Bunch Richard F. IIIdirectorGift264,784264,784Form 4
2026-03-31Bunch Michelle CarolinedirectorWithheld for tax2,133331,329Form 4
2026-03-31Bunch Richard F. IIIdirectorWithheld for tax2,133331,329Form 4
2026-03-31Zwinggi Janice E.officerWithheld for tax83965,024Form 4
2026-03-31Nolan Katherine CofficerWithheld for tax82893,608Form 4
2026-03-31Benes Julie E.officerWithheld for tax33743,625Form 4
2026-03-31Bunch Charles AlexanderofficerWithheld for tax32642,686Form 4
2026-03-31Padgett GeneofficerWithheld for tax2244,805Form 4
2026-03-31Bunch Richard F. IIIdirectorAward / grant4,00015,967Form 4
2026-03-31Benes Julie E.officerAward / grant5,00043,962Form 4
2026-03-31Anderson Jonathan JamesdirectorAward / grant4,00010,117Form 4
2026-03-31DOAK MICHAELdirectorAward / grant4,00010,117Form 4
2026-03-31Vijaya Gopal Mohan BabuofficerAward / grant3,2503,677Form 4
2026-03-31Wong Janet S.directorAward / grant4,00012,617Form 4
2026-03-31Zwinggi Janice E.officerAward / grant12,50065,863Form 4
2026-03-31Ferracone Robin AdirectorAward / grant4,00026,117Form 4
2026-03-31Nolan Katherine CofficerAward / grant12,50094,436Form 4
2026-03-31McGuire Andrew VincentofficerAward / grant4,0004,000Form 4
2026-03-31Padgett GeneofficerAward / grant3,2505,029Form 4
2026-03-31Bunch Charles AlexanderofficerAward / grant5,00043,012Form 4
2026-03-31Bunch Michelle CarolinedirectorAward / grant4,00015,967Form 4
2026-03-31Bunch Michelle CarolinedirectorAward / grant27,500333,462Form 4
2026-03-31Bunch Richard F. IIIdirectorAward / grant27,500333,462Form 4
2025-12-01Vijaya Gopal Mohan BabuofficerAward / grant427427Form 4
2025-07-17Bunch Michelle CarolinedirectorWithheld for tax17,749305,962Form 4
2025-07-17Bunch Richard F. IIIdirectorWithheld for tax17,749305,962Form 4
2025-07-17Nolan Katherine CofficerWithheld for tax11,58881,936Form 4
2025-07-17Zwinggi Janice E.officerWithheld for tax7,33853,363Form 4
2025-07-17Benes Julie E.officerWithheld for tax6,18738,962Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Across 2012–2021, stocks where a CEO, C-suite officer, or director had recently made an open-market common-stock purchase ran about +28 bp per month above the universe average (n=34,268 stock-weeks). A historical tendency, not a prediction.

Congressional disclosures

No congressional trades disclosed for this company.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.