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Strong support at TWFG (NASDAQ: TWFG) 2026 meeting for directors and Deloitte

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

TWFG, Inc. held its 2026 Annual Meeting of Stockholders on May 27, 2026, where stockholders voted on director elections and auditor ratification. Total voting power of 352,200,156 votes was present in person or by proxy, representing approximately 85.15% of the 360,422,035 votes entitled to vote.

Stockholders elected all six nominees to the board of directors, with each receiving over 346 million votes in favor and broker non-votes of 1,514,551. They also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 352,121,435 votes for, 28,096 against, and 50,625 abstentions.

Positive

  • None.

Negative

  • None.
Item 5.07 Submission of Matters to a Vote of Security Holders Governance
Results of a shareholder vote on proposals at an annual or special meeting.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Voting power present 352,200,156 votes Present in person or by proxy at 2026 Annual Meeting
Voting power participation 85.15% Of 360,422,035 votes entitled to vote at meeting
Class A shares 55,377,745 shares Class A common stock at one vote per share
Class B shares 7,277,651 shares Class B common stock at one vote per share
Class C shares 33,893,810 shares Class C common stock at ten votes per share
Votes for auditor 352,121,435 votes For ratification of Deloitte & Touche LLP
Votes against auditor 28,096 votes Against ratification of Deloitte & Touche LLP
Broker non-votes (directors) 1,514,551 votes Broker non-votes recorded for each director nominee
broker non-votes financial
"NOMINEES | FOR | WITHHELD | BROKER NON-VOTES"
Broker non-votes occur when a brokerage firm is unable to vote on a shareholder’s behalf during a company election or decision because the shareholder has not given specific voting instructions, and the broker is not allowed or chooses not to vote on certain matters. They are important because they can affect the outcome of votes, especially when the results are close, by effectively reducing the total number of votes cast.
independent registered public accounting firm financial
"Ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm"
An independent registered public accounting firm is an outside accounting company officially registered with the government regulator to examine and report on a public company's financial records and controls. Investors treat its reports like an impartial inspector’s certificate — they add credibility to financial statements, help spot errors or misleading claims, and reduce the risk that shareholders are relying on unchecked or biased numbers.
Annual Meeting of Stockholders financial
"The 2026 Annual Meeting of Stockholders (the “Annual Meeting”) of TWFG, INC."
voting power financial
"the total voting power of 352,200,156 shares"
Voting power is the ability shareholders have to influence a company's major decisions—like electing the board, approving mergers, or changing corporate rules—based on the voting rights attached to the shares they hold. For investors it matters because greater voting power is like holding more keys to a building: it gives you a stronger say over management choices and the company’s strategy, which can affect future value and risk.
emerging growth company regulatory
"Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
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10055 Grogans Mill RoadSuite 500The WoodlandsTexasFALSE000200759600020075962026-02-252026-02-2500020075962026-05-282026-05-28

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K 
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): May 27, 2026
TWFG, Inc.
(Exact name of registrant as specified in its charter)
Delaware001-4217799-0603906
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
10055 Grogans Mill Road
Suite 500
The Woodlands, Texas
77380
(Address of principal executive offices)(Zip Code)
(281) 367-3424
(Registrant’s telephone number, including area code)
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading
Symbol(s)
Name of each exchange
on which registered
Class A Common Stock, $0.01 par valueTWFGThe Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.



Item 5.07 Submission of Matters to a Vote of Security Holders.
The 2026 Annual Meeting of Stockholders (the “Annual Meeting”) of TWFG, INC. (the “Company”) was held on May 27, 2026. At the Annual Meeting, the total voting power of 352,200,156 shares, consisting of 55,377,745 shares of Class A common stock ($0.01 par value) at one vote per share, 7,277,651 shares of Class B common stock ($0.00001 par value) at one vote per share, and 33,893,810 shares of Class C common stock ($0.00001 par value) at 10 votes per share, representing approximately 85.15% of the 55,377,745 issued and outstanding shares entitled to vote (voting power of 360,422,035), were present in person or by proxy.

The final results of the voting on each matter of business at the Annual Meeting are as follows:

Proposal 1 - Election of Directors.

NOMINEESFORWITHHELDBROKER NON-VOTES
Richard F. ("Gordy") Bunch III349,827,885857,7201,514,551
Michael Doak348,197,9642,487,6411,514,551
Jonathan Anderson348,767,2651,918,3401,514,551
Michelle Caroline Bunch346,229,9634,455,6421,514,551
Robin A. Ferracone350,002,933682,6721,514,551
Janet S. Wong350,002,932682,6731,514,551

Proposal 2 – Ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for fiscal year ending December 31, 2026.

FORAGAINSTABSTAIN
352,121,43528,09650,625

Item 9.01. Financial Statements and Exhibits.
None.





SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
TWFG, INC.
Date: May 28, 2026By:/s/ Richard F. Bunch III
Name:Richard F. Bunch III
Title:Chief Executive Officer


FAQ

What was voted on at TWFG (TWFG) 2026 Annual Meeting?

Stockholders at TWFG’s 2026 Annual Meeting voted on electing six directors and ratifying Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. Both the director slate and auditor ratification received strong support.

How many votes were represented at TWFG (TWFG) 2026 Annual Meeting?

The meeting had 352,200,156 votes present in person or by proxy, representing approximately 85.15% of the 360,422,035 votes entitled to vote. This reflects a high level of participation by holders of TWFG’s Class A, Class B, and Class C common stock.

Were TWFG (TWFG) director nominees elected at the 2026 meeting?

All six TWFG director nominees were elected. Each nominee, including Richard F. Bunch III and other board members, received more than 346 million votes for, with comparatively small withheld votes and 1,514,551 broker non-votes recorded for each director election.

Did TWFG (TWFG) stockholders ratify Deloitte & Touche LLP in 2026?

Yes. Stockholders ratified Deloitte & Touche LLP as TWFG’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 352,121,435 votes for, 28,096 against, and 50,625 abstentions, indicating broad support for the auditor selection.

What classes of TWFG (TWFG) stock were entitled to vote in 2026?

The voting power included 55,377,745 Class A shares at one vote per share, 7,277,651 Class B shares at one vote per share, and 33,893,810 Class C shares at ten votes per share, combining to a total voting power of 360,422,035 votes entitled to vote.

Filing Exhibits & Attachments

3 documents