Palomar Holdings, Inc. (PLMR) SEC Filings

Palomar Holdings, Inc. (PLMR) reported that CEO and Chairman Mac Armstrong, through the Armstrong Family Trust, sold a total of 3,500 shares of common stock on August 21, 2026 in three open-market transactions at weighted average prices of $129.6514, $130.4942, and $131.3684. The sales occurred in multiple trades within stated price ranges and are affirmed as made pursuant to a Rule 10b5-1 trading plan. Separately, Armstrong directly holds 160,068 shares of common stock, which includes 2,754 shares acquired through the 2019 Employee Stock Purchase Plan.

Palomar Holdings, Inc. (PLMR) received a notice that the ARMSTRONG FAMILY TRUST U/A DTD 04/07/2011 intends to sell 3,500 shares of Palomar common stock under Rule 144 through Morgan Stanley Smith Barney LLC Executive Financial Services on NASDAQ. The shares relate to Performance Stock Units acquired from the issuer on 07/15/2026. The trust has also reported prior 10b5-1 plan sales of Palomar common stock during the past three months.

Palomar Holdings, Inc. (PLMR) reported insider equity activity by Chief Risk Officer Jonathan Knutzen on 2026-08-18. Knutzen exercised 612 Restricted Stock Units, converting them into 612 shares of common stock at $0.00 per share as part of a previously granted RSU award. On the same date, 296 of these shares were automatically sold by the company under a mandatory sell-to-cover provision to satisfy minimum statutory tax withholding obligations, at a price of $127.7456 per share. A footnote also states that his direct holdings include 1,410 shares acquired through the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan.

Palomar Holdings, Inc. (PLMR) reported that Chief Financial Officer T Christopher Uchida exercised 1,530 Restricted Stock Units into 1,530 shares of Common Stock on August 18, 2026. Of these, 791 shares were automatically sold by the company under a mandatory sell-to-cover provision to satisfy minimum statutory tax withholding obligations upon vesting. The RSUs are part of an original 30,594-share grant from November 18, 2021, with a multi-year, updated vesting schedule.

Palomar Holdings, Inc. (PLMR) reported insider equity activity by its President, Jon Christianson. On 2026-08-18, 1,020 RSUs vested and were converted into common stock, and 528 shares were then automatically sold under a mandatory sell-to-cover provision at $127.7463 per share to satisfy minimum statutory tax withholding obligations. The RSUs relate to an original 20,396-share grant from 2021 that vests over several years, and the President’s holdings also include 2,471 shares purchased through the company’s 2019 Employee Stock Purchase Plan.

Palomar Holdings, Inc. (PLMR) insider Jon Christianson filed a notice of proposed sale of common stock under Rule 144. The filing lists 1,020 common shares of restricted stock, held through Morgan Stanley Smith Barney LLC, to be sold on or after August 18, 2026 as shares acquired as compensation.

The notice also reports prior Rule 144 sales of Palomar common stock by Jon Christianson over the past three months, including 522 shares on May 18, 2026, 6,863 shares on July 2, 2026, and 3,000 shares on July 20, 2026. The common stock is listed on NASDAQ.

Palomar Holdings, Inc. (PLMR) has a filing indicating that insider Chris Uchida plans to sell common stock through Morgan Stanley Smith Barney LLC’s Executive Financial Services. The planned sale covers 918 shares of common stock, with the securities listed on NASDAQ, and references prior restricted stock compensation and a recent sale of shares.

Palomar Holdings, Inc. updated its investor presentation, highlighting strong second-quarter 2026 financial performance and an increased outlook. For the quarter ended June 30, 2026, the company reported gross written premiums of $630.5 million, up 27% year over year, and net earned premiums of $286.9 million, up 59.5%. Net income was $52.6 million, while adjusted net income reached $63.8 million, a 31.4% increase. The adjusted combined ratio was 76.7% and annualized adjusted return on equity was 26.3%.

Palomar emphasized 15 consecutive quarters of beating consensus adjusted EPS, repurchased 368.7 thousand shares for $41 million, and announced its first quarterly dividend of $0.45 per share, payable September 2, 2026. The company raised full-year 2026 adjusted net income guidance to $270–$280 million, implying 27% growth at the midpoint, and continues to target adjusted ROE above 20%. Its reinsurance program provides approximately $3.92 billion of total earthquake coverage, including $1.23 billion via the Torrey Pines Re catastrophe bond program, supporting margin stability and growth.

Palomar Holdings, Inc., a specialty property and casualty insurer, reported growth for the quarter ended June 30, 2026. Gross written premiums were 630,456 and net earned premiums 286,951, leading to total revenues of 314,423. Net income rose to 52,592, with diluted earnings per share of 1.94; for the first six months, revenues were 593,361 and net income 95,539.

Total assets increased to 3,964,165, driven by a larger investment portfolio and goodwill and intangible assets of 236,756 tied to the FIA, AAP and Gray Surety acquisitions. A term loan of 295,773 was added to the capital structure, while stockholders’ equity reached 980,942.

Operating cash flow for the six months was 214,197, offset by significant cash used for securities purchases and acquisitions. The company repurchased shares for $27.3 million under its 2025 program and $36.8 million under its 2026 program, with approximately $163.2 million of authorization remaining. Loss reserves gross of reinsurance were 944,737, reflecting business growth, $24.7 million of favorable prior-year development, and $18.5 million of losses on livestock commodity derivatives used for risk management.