On August 12, 2026, TWFG, Inc. entered into an Amended and Restated Credit Agreement with PNC Bank, National Association as administrative agent. The agreement establishes a $125 million revolving credit facility, including $12.5 million swingline and letter of credit sub-facilities, maturing on August 12, 2031. Interest rates are based on SOFR plus a margin between 1.75% and 2.75%, or the Base Rate for swingline loans. The facility includes an uncommitted accordion feature allowing the company to seek up to $75 million in additional commitments, potentially increasing total capacity to $200 million. Obligations are secured by substantially all assets of TWFG Holding Company, LLC and its guarantors. The filing includes financial covenants regarding debt service coverage and leverage ratios. TWFG operates as an insurance distribution platform providing personal and commercial property and casualty insurance, life insurance, and other financial products through a network of agents.

TWFG, Inc. reported second quarter 2026 financial results for the period ended June 30, 2026. Total revenues increased 45.1% to $87.5 million, driven by a 47.8% rise in commission income to $80.6 million and total written premium growth of 26.6% to $569.9 million. Net income rose to $17.3 million from $9.0 million in the prior year period, with diluted earnings per share reaching $0.18. Adjusted EBITDA expanded 75.8% to $26.6 million, resulting in an adjusted EBITDA margin of 30.4%. The company raised its full-year 2026 guidance, projecting total revenues between $300 million and $320 million and organic revenue growth of 13-17%. Approximately $42.9 million was used to repurchase shares under an existing authorization. TWFG operates as a high-growth insurance distribution platform in the United States.

On July 21, 2026, Eugene N. Padgett resigned as Chief Accounting Officer of TWFG, Inc. Janice Zwinggi, the current Chief Financial Officer, will assume the role of Chief Accounting Officer in addition to her current position. TWFG, Inc. is an insurance company providing various types of insurance coverage.