TWFG, Inc.
For the period ended Dec 31, 2025. Filed Mar 10, 2026.
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A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2025 · Filed Mar 10, 2026
TWFG$26.79-4.7%Stored close · as of Nov 9, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
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Item 8. Financial Statements and Supplementary Data
Index to TWFG, Inc. Consolidated Financial Statements
| Page | |
|---|---|
| Report of Independent Registered Public Accounting Firm | 72 |
| Consolidated Statements of Income | 73 |
| Consolidated Statements of Comprehensive Income (Loss) | 74 |
| Consolidated Balance Sheets | 75 |
| Consolidated Statement of Changes in Redeemable Noncontrolling Interest and Stockholders’/Members’ Equity | 76 |
| Consolidated Statements of Cash Flows | 78 |
| Notes to the Consolidated Financial Statements | 80 |
| Note 1. Organization and Basis of Presentation | 80 |
| Note 2. Summary of Significant Accounting Policies | 81 |
| Note 3. Revenues | 89 |
| Note 4. Intangible Assets and Acquisitions | 90 |
| Note 5. Operating Leases | 92 |
| Note 6. Derivatives | 93 |
| Note 7. Other Current Liabilities | 93 |
| Note 8. Debt and Deferred Acquisition Payables | 94 |
| Note 9. Fair Value Measurements | 95 |
| Note 10. Stockholders’ Equity | 97 |
| Note 11. Stock-Based Compensation | 99 |
| Note 12. Income Taxes | 100 |
| Note 13. Defined Contribution Plan | 103 |
| Note 14. Related Party Transactions | 103 |
| Note 15. Earnings Per Share | 104 |
| Note 16. Discontinued Operation | 105 |
| Note 17. Litigation and Contingencies | 106 |
| Note 18. Segment | 106 |
| Note 19. Subsequent Events | 107 |
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