Method
Level · gp.fundamentals.cash
Raw value $73.7M · CORE
· Insurance Agents, Brokers & Service
RESEARCH SNAPSHOTTWFG, Inc.'s latest supported as-filed period reports revenue of $87.5M, 45.1% above the comparable as-filed period. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Level · gp.fundamentals.cash
Raw value $73.7M · CORE
Level · gp.fundamentals.gross_debt
Raw value $3.0M · OPTIONAL
Yoy · gp.fundamentals.net_income
Raw value 21.15% · CORE
Yoy · gp.fundamentals.revenue
Raw value 45.11% · CORE
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Cash & equivalents changed -53.9% from the comparable as-filed period.
Debt changed -68.7% from the comparable as-filed period.
Net income changed +21.2% from the comparable as-filed period.
Revenue changed +45.1% from the comparable as-filed period.
Each point keeps the date investors could first observe it and its accession.
TWFG · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0002007596-26-000014SEC ↗10-QAug 6, 2026Period Jun 30, 20260002007596-26-000012SEC ↗8-KAug 5, 2026Period Aug 5, 20260002007596-26-000011SEC ↗8-KJul 24, 2026Period Jul 21, 20260002007596-26-000008SEC ↗4Jul 21, 2026Period Jul 17, 20260002028282-26-000005SEC ↗4Jul 21, 2026Period Jul 17, 20260002028272-26-000003SEC ↗4Jul 21, 2026Period Jul 17, 20260002028304-26-000003SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Jul 17, 2026Filed Jul 21, 2026 | Bunch Richard F. IIIPresident and CEO | Tax WithholdingDirect | 17,733 | $26 | $467,265 | Form 4 ↗ |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-06-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001295727-26-000002