TWFG (TWFG) Proxy filing summary

Voting matters and shareholder proposals

• Six director nominees are up for election to serve one-year terms at the annual meeting scheduled for May 27, 2026.

• Shareholders are asked to ratify Deloitte & Touche, LLP as the independent registered public accounting firm for the year ending December 31, 2026.

• Additional business may be addressed if properly brought before the meeting or any adjournment.

Board of directors and corporate governance

• The board recommends voting in favor of all six director nominees: Richard F. ("Gordy") Bunch III, Michael Doak, Michelle Caroline Bunch, Robin A. Ferracone, Jonathan Anderson, and Janet S. Wong.

Audit committee and external auditor matters

• Deloitte & Touche, LLP is proposed for ratification as the independent registered public accounting firm for the upcoming fiscal year.