Tapewire

Nasdaq · USD

SKWD

Skyward Specialty Insurance Group, Inc.

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Tapewire entity
4400
SEC CIK
0001519449
Parsed reports
210

Last 12 months

Inside the activity.

11 purchase rows · 9 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202504
Jan 202600
Feb 202651
Mar 202630
Apr 202600
May 202633
Jun 202601
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 07, 2025 Filed May 9, 2025 16:05 UTC
RYAN PATRICIA A.GENERAL COUNSEL & SECRETARY
Grant2025 LTIP - PSUs · Derivative 1,048 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012469 · form4-05092025_040506.xml · derivative · entry 3

RYAN PATRICIA A. · CIK 0001883071 · GENERAL COUNSEL & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,048

Underlying: Common Stock · 1,048 shares

Expires not disclosed

F4 · derivative.exercise_price: On May 7, 2025, the Reporting Person was granted 1,048 PSUs. Each PSU is equivalent to one share of the Company's Common Stock. The number of units subject to vest under this award can range from 0% to 150% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2027.

F4 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted 1,048 PSUs. Each PSU is equivalent to one share of the Company's Common Stock. The number of units subject to vest under this award can range from 0% to 150% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2027.

F4 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted 1,048 PSUs. Each PSU is equivalent to one share of the Company's Common Stock. The number of units subject to vest under this award can range from 0% to 150% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2027.

Read SEC document
May 07, 2025 Filed May 9, 2025 16:05 UTC
RYAN PATRICIA A.GENERAL COUNSEL & SECRETARY
Grant2025 LTIP - PSUs · Derivative 1,048 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012469 · form4-05092025_040506.xml · derivative · entry 2

RYAN PATRICIA A. · CIK 0001883071 · GENERAL COUNSEL & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,048

Underlying: Common Stock · 1,048 shares

Expires not disclosed

F3 · derivative.exercise_price: On May 7, 2025, the Reporting Person was granted 1,048 Performance Share Units ("PSUs"). Each PSU is equivalent to one share of the Company's Common Stock. The number of units subject to vest under this award can range from 0% to 150% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2027.

F3 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted 1,048 Performance Share Units ("PSUs"). Each PSU is equivalent to one share of the Company's Common Stock. The number of units subject to vest under this award can range from 0% to 150% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2027.

F3 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted 1,048 Performance Share Units ("PSUs"). Each PSU is equivalent to one share of the Company's Common Stock. The number of units subject to vest under this award can range from 0% to 150% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2027.

Read SEC document
May 07, 2025 Filed May 9, 2025 16:05 UTC
RYAN PATRICIA A.GENERAL COUNSEL & SECRETARY
Grant2025 LTIP - RSUs · Derivative 1,048 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012469 · form4-05092025_040506.xml · derivative · entry 1

RYAN PATRICIA A. · CIK 0001883071 · GENERAL COUNSEL & SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,048

Underlying: Common Stock · 1,048 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F2 · derivative.exercise_date: Subject to the Reporting Person's continuous service through the vesting date, 100% of the RSUs shall vest on January 1, 2028.

F2 · derivative.expiration_date: Subject to the Reporting Person's continuous service through the vesting date, 100% of the RSUs shall vest on January 1, 2028.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC Grant2025 RSU Award · Derivative 1,797 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012472 · form4-05092025_040512.xml · derivative · entry 4

Hays James Charles · CIK 0001757909 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,797

Underlying: Common Stock · 1,797 shares

Expires not disclosed

F3 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F4 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F5 · derivative.exercise_date: The Reporting Person has elected to defer the settlement of this RSU award until their separation from the Company, pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F4 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F5 · derivative.expiration_date: The Reporting Person has elected to defer the settlement of this RSU award until their separation from the Company, pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC
Ashe Gena LDirector
Grant2025 RSU Award · Derivative 1,797 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012468 · form4-05092025_040503.xml · derivative · entry 2

Ashe Gena L · CIK 0001669943 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,797

Underlying: Common Stock · 1,797 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F3 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F3 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC Grant2025 RSU Award · Derivative 1,797 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012471 · form4-05092025_040510.xml · derivative · entry 2

Dall Marcia A · CIK 0001460624 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,797

Underlying: Common Stock · 1,797 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F3 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F4 · derivative.exercise_date: The Reporting Person has elected to defer the settlement of this RSU award for five years under the Issuer's Deferred Compensation Plan for Non-Employee Directors. As such, this award will settle and the RSUs shall be delivered to the Reporting Person on or about May 7, 2030.

F3 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F4 · derivative.expiration_date: The Reporting Person has elected to defer the settlement of this RSU award for five years under the Issuer's Deferred Compensation Plan for Non-Employee Directors. As such, this award will settle and the RSUs shall be delivered to the Reporting Person on or about May 7, 2030.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC Grant2025 RSU Award · Derivative 1,797 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012474 · form4-05092025_040516.xml · derivative · entry 2

Morrissey Michael J. · CIK 0001432033 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,797

Underlying: Common Stock · 1,797 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F3 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F4 · derivative.exercise_date: The Reporting Person has elected to defer the settlement of this RSU award until their separation from the Company, pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F3 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F4 · derivative.expiration_date: The Reporting Person has elected to defer the settlement of this RSU award until their separation from the Company, pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC
Robinson Andrew SDirector · CHAIRMAN & CEO
Exercise / conversion2022 LTIP - PSUs · Derivative 22,796 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012467 · form4-05092025_040501.xml · derivative · entry 3

Robinson Andrew S · CIK 0001415833 · Director · CHAIRMAN & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,796 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each PSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F5 · derivative.exercise_date: On January 1, 2022, the Reporting Person was awarded 22,796 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

F5 · derivative.expiration_date: On January 1, 2022, the Reporting Person was awarded 22,796 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC
Robinson Andrew SDirector · CHAIRMAN & CEO
Exercise / conversionCommon Stock 33,282 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-012467 · form4-05092025_040501.xml · nonDerivative · entry 1

Robinson Andrew S · CIK 0001415833 · Director · CHAIRMAN & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 115,326

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit ("PSU") settles for one share of the Issuer's Common Stock.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC Exercise / conversion2022 LTIP - PSUs · Derivative 5,699 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012476 · form4-05092025_040520.xml · derivative · entry 3

HAUSHILL MARK W · CIK 0001211319 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,699 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each PSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F5 · derivative.exercise_date: On January 1, 2022, the Reporting Person was awarded 5,699 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

F5 · derivative.expiration_date: On January 1, 2022, the Reporting Person was awarded 5,699 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC Exercise / conversionCommon Stock 8,320 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-012476 · form4-05092025_040520.xml · nonDerivative · entry 1

HAUSHILL MARK W · CIK 0001211319 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 189,593

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit ("PSU") settles for one share of the Issuer's Common Stock.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC Grant2025 RSU Award · Derivative 1,797 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012470 · form4-05092025_040508.xml · derivative · entry 2

Creager Robert E. · CIK 0001517566 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,797

Underlying: Common Stock · 1,797 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F3 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F3 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:05 UTC Grant2025 RSU Award · Derivative 1,797 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-012475 · form4-05092025_040519.xml · derivative · entry 2

Terry Katharine · CIK 0001936853 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,797

Underlying: Common Stock · 1,797 shares

Expires not disclosed

F2 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F3 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F4 · derivative.exercise_date: The Reporting Person has elected to defer the settlement of this RSU award until their separation from the Company, pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors.

F3 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026.

F4 · derivative.expiration_date: The Reporting Person has elected to defer the settlement of this RSU award until their separation from the Company, pursuant to the Issuer's Deferred Compensation Plan for Non-Employee Directors.

Read SEC document
March 17, 2025 Filed Mar 18, 2025 20:47 UTC
Duffy Sean WEVP & CHIEF CLAIMS OFFICER
SaleCommon Stock 5,625 $48.90 $275,062.50
Disclosure

SEC source: 0001415889-25-008432 · form4-03182025_080302.xml · nonDerivative · entry 1

Duffy Sean W · CIK 0001936008 · EVP & CHIEF CLAIMS OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,813

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 11, 2024.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:27 UTC
Duffy Sean WEVP & CHIEF CLAIMS OFFICER
Exercise / conversion2023 IPO RSU Grant (3-Year) · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007517 · form4-03102025_080336.xml · derivative · entry 6

Duffy Sean W · CIK 0001936008 · EVP & CHIEF CLAIMS OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 5,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · security: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F6 · derivative.exercise_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F6 · derivative.expiration_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:27 UTC
Duffy Sean WEVP & CHIEF CLAIMS OFFICER
Exercise / conversion2022 LTIP - PSUs · Derivative 4,993 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007517 · form4-03102025_080336.xml · derivative · entry 5

Duffy Sean W · CIK 0001936008 · EVP & CHIEF CLAIMS OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,993 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F5 · derivative.exercise_date: On January 1, 2022, the Reporting Person was awarded 4,305 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. Each PSU is equivalent to one share of the Company's Common Stock. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

F5 · derivative.expiration_date: On January 1, 2022, the Reporting Person was awarded 4,305 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. Each PSU is equivalent to one share of the Company's Common Stock. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:27 UTC
Duffy Sean WEVP & CHIEF CLAIMS OFFICER
SaleCommon Stock 2,008 $50.24 $100,881.72
Disclosure

SEC source: 0001415889-25-007517 · form4-03102025_080336.xml · nonDerivative · entry 4

Duffy Sean W · CIK 0001936008 · EVP & CHIEF CLAIMS OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,438

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs and PSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:27 UTC
Duffy Sean WEVP & CHIEF CLAIMS OFFICER
Exercise / conversionCommon Stock 5,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007517 · form4-03102025_080336.xml · nonDerivative · entry 3

Duffy Sean W · CIK 0001936008 · EVP & CHIEF CLAIMS OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,446

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:27 UTC
Duffy Sean WEVP & CHIEF CLAIMS OFFICER
SaleCommon Stock 2,002 $50.24 $100,580.28
Disclosure

SEC source: 0001415889-25-007517 · form4-03102025_080336.xml · nonDerivative · entry 2

Duffy Sean W · CIK 0001936008 · EVP & CHIEF CLAIMS OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,446

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs and PSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:27 UTC
Duffy Sean WEVP & CHIEF CLAIMS OFFICER
Exercise / conversionCommon Stock 4,993 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007517 · form4-03102025_080336.xml · nonDerivative · entry 1

Duffy Sean W · CIK 0001936008 · EVP & CHIEF CLAIMS OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,448

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit ("PSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:33 UTC
Clark Chase MChief Underwriting Officer
Exercise / conversion2023 IPO RSU Grant (3-Year) · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007527 · form4-03102025_080356.xml · derivative · entry 6

Clark Chase M · CIK 0002033072 · Chief Underwriting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Common Stock · 2,500 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · security: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 5,000 RSUs; 2,500 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 2,500 will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F5 · derivative.exercise_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 5,000 RSUs; 2,500 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 2,500 will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F5 · derivative.expiration_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 5,000 RSUs; 2,500 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 2,500 will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:33 UTC
Clark Chase MChief Underwriting Officer
Exercise / conversion2022 LTIP - RSUs · Derivative 1,880 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007527 · form4-03102025_080356.xml · derivative · entry 5

Clark Chase M · CIK 0002033072 · Chief Underwriting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,880 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F4 · derivative.exercise_date: On January 1, 2022, the Reporting Person was granted 1,880 RSUs. This award fully vested on January 1, 2025 and settled on March 6, 2025.

F4 · derivative.expiration_date: On January 1, 2022, the Reporting Person was granted 1,880 RSUs. This award fully vested on January 1, 2025 and settled on March 6, 2025.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:33 UTC
Clark Chase MChief Underwriting Officer
SaleCommon Stock 628 $50.24 $31,550.66
Disclosure

SEC source: 0001415889-25-007527 · form4-03102025_080356.xml · nonDerivative · entry 4

Clark Chase M · CIK 0002033072 · Chief Underwriting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,279

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

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March 06, 2025 Filed Mar 10, 2025 16:33 UTC
Clark Chase MChief Underwriting Officer
Exercise / conversionCommon Stock 2,500 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007527 · form4-03102025_080356.xml · nonDerivative · entry 3

Clark Chase M · CIK 0002033072 · Chief Underwriting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,907

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:33 UTC
Clark Chase MChief Underwriting Officer
SaleCommon Stock 473 $50.24 $23,763.47
Disclosure

SEC source: 0001415889-25-007527 · form4-03102025_080356.xml · nonDerivative · entry 2

Clark Chase M · CIK 0002033072 · Chief Underwriting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:33 UTC
Clark Chase MChief Underwriting Officer
Exercise / conversionCommon Stock 1,880 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007527 · form4-03102025_080356.xml · nonDerivative · entry 1

Clark Chase M · CIK 0002033072 · Chief Underwriting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,880

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:25 UTC
Bodnar Dan PKCHIEF INFORMATION OFFICER
Exercise / conversion2023 IPO RSU Grant (3-Year) · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007512 · form4-03102025_080359.xml · derivative · entry 6

Bodnar Dan PK · CIK 0001937549 · CHIEF INFORMATION OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 5,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · security: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F6 · derivative.exercise_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F6 · derivative.expiration_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:25 UTC
Bodnar Dan PKCHIEF INFORMATION OFFICER
Exercise / conversion2022 LTIP - PSUs · Derivative 2,937 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007512 · form4-03102025_080359.xml · derivative · entry 5

Bodnar Dan PK · CIK 0001937549 · CHIEF INFORMATION OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,937 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F5 · derivative.exercise_date: On January 1, 2022, the Reporting Person was awarded 2,532 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. Each PSU is equivalent to one share of the Company's Common Stock. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

F5 · derivative.expiration_date: On January 1, 2022, the Reporting Person was awarded 2,532 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. Each PSU is equivalent to one share of the Company's Common Stock. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:25 UTC
Bodnar Dan PKCHIEF INFORMATION OFFICER
SaleCommon Stock 1,928 $50.24 $96,862.53
Disclosure

SEC source: 0001415889-25-007512 · form4-03102025_080359.xml · nonDerivative · entry 4

Bodnar Dan PK · CIK 0001937549 · CHIEF INFORMATION OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,340

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs and PSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:25 UTC
Bodnar Dan PKCHIEF INFORMATION OFFICER
Exercise / conversionCommon Stock 5,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007512 · form4-03102025_080359.xml · nonDerivative · entry 3

Bodnar Dan PK · CIK 0001937549 · CHIEF INFORMATION OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,268

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:25 UTC
Bodnar Dan PKCHIEF INFORMATION OFFICER
SaleCommon Stock 1,131 $50.24 $56,821.33
Disclosure

SEC source: 0001415889-25-007512 · form4-03102025_080359.xml · nonDerivative · entry 2

Bodnar Dan PK · CIK 0001937549 · CHIEF INFORMATION OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,268

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs and PSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:25 UTC
Bodnar Dan PKCHIEF INFORMATION OFFICER
Exercise / conversionCommon Stock 2,937 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007512 · form4-03102025_080359.xml · nonDerivative · entry 1

Bodnar Dan PK · CIK 0001937549 · CHIEF INFORMATION OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,399

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit ("PSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:34 UTC
Hill KirbyPRESIDENT - INDUSTRY SOLUTIONS
Exercise / conversion2023 IPO RSU Grant (3-Year) · Derivative 6,665 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007531 · form4-03102025_080310.xml · derivative · entry 6

Hill Kirby · CIK 0001935898 · PRESIDENT - INDUSTRY SOLUTIONS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,665

Underlying: Common Stock · 6,665 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · security: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 13,330 RSUs; 6,665 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 6,665 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F6 · derivative.exercise_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 13,330 RSUs; 6,665 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 6,665 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F6 · derivative.expiration_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 13,330 RSUs; 6,665 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 6,665 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:34 UTC
Hill KirbyPRESIDENT - INDUSTRY SOLUTIONS
Exercise / conversion2022 LTIP - PSUs · Derivative 6,316 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007531 · form4-03102025_080310.xml · derivative · entry 5

Hill Kirby · CIK 0001935898 · PRESIDENT - INDUSTRY SOLUTIONS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,316 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F5 · derivative.exercise_date: On January 1, 2022, the Reporting Person was awarded 5,445 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. Each PSU is equivalent to one share of the Company's Common Stock. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

F5 · derivative.expiration_date: On January 1, 2022, the Reporting Person was awarded 5,445 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. Each PSU is equivalent to one share of the Company's Common Stock. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:34 UTC
Hill KirbyPRESIDENT - INDUSTRY SOLUTIONS
SaleCommon Stock 2,707 $50.24 $135,999.41
Disclosure

SEC source: 0001415889-25-007531 · form4-03102025_080310.xml · nonDerivative · entry 4

Hill Kirby · CIK 0001935898 · PRESIDENT - INDUSTRY SOLUTIONS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,498

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs and PSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:34 UTC
Hill KirbyPRESIDENT - INDUSTRY SOLUTIONS
Exercise / conversionCommon Stock 6,665 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007531 · form4-03102025_080310.xml · nonDerivative · entry 3

Hill Kirby · CIK 0001935898 · PRESIDENT - INDUSTRY SOLUTIONS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,205

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:34 UTC
Hill KirbyPRESIDENT - INDUSTRY SOLUTIONS
SaleCommon Stock 2,562 $50.24 $128,714.62
Disclosure

SEC source: 0001415889-25-007531 · form4-03102025_080310.xml · nonDerivative · entry 2

Hill Kirby · CIK 0001935898 · PRESIDENT - INDUSTRY SOLUTIONS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,540

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs and PSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 16:34 UTC
Hill KirbyPRESIDENT - INDUSTRY SOLUTIONS
Exercise / conversionCommon Stock 6,316 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007531 · form4-03102025_080310.xml · nonDerivative · entry 1

Hill Kirby · CIK 0001935898 · PRESIDENT - INDUSTRY SOLUTIONS

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,102

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Performance Stock Unit ("PSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:23 UTC
Ashe Gena LDirector
SaleCommon Stock 1,000 $50.62 $50,615.40
Disclosure

SEC source: 0001415889-25-007510 · form4-03102025_080342.xml · nonDerivative · entry 1

Ashe Gena L · CIK 0001669943 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 734

F1 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $50.61-$50.64, inclusive (weighted average of $50.6154). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:28 UTC
Robinson Andrew SDirector · CHAIRMAN & CEO
Exercise / conversion2023 IPO RSU Grant (3-Year) · Derivative 50,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007520 · form4-03102025_080353.xml · derivative · entry 3

Robinson Andrew S · CIK 0001415833 · Director · CHAIRMAN & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 50,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 100,000 RSUs; 50,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 50,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F1 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F4 · derivative.exercise_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 100,000 RSUs; 50,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 50,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F4 · derivative.expiration_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 100,000 RSUs; 50,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 50,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:28 UTC
Robinson Andrew SDirector · CHAIRMAN & CEO
SaleCommon Stock 20,311 $50.24 $1,020,422.61
Disclosure

SEC source: 0001415889-25-007520 · form4-03102025_080353.xml · nonDerivative · entry 2

Robinson Andrew S · CIK 0001415833 · Director · CHAIRMAN & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,044

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:28 UTC
Robinson Andrew SDirector · CHAIRMAN & CEO
Exercise / conversionCommon Stock 50,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007520 · form4-03102025_080353.xml · nonDerivative · entry 1

Robinson Andrew S · CIK 0001415833 · Director · CHAIRMAN & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,355

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:30 UTC Exercise / conversion2023 IPO RSU Grant (3-Year) · Derivative 6,665 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007523 · form4-03102025_080306.xml · derivative · entry 3

HAUSHILL MARK W · CIK 0001211319 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,665

Underlying: Common Stock · 6,665 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 13,330 RSUs; 6,665 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 6,665 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F4 · derivative.exercise_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 13,330 RSUs; 6,665 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 6,665 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F4 · derivative.expiration_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 13,330 RSUs; 6,665 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 6,665 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:30 UTC SaleCommon Stock 2,363 $50.24 $118,716.88
Disclosure

SEC source: 0001415889-25-007523 · form4-03102025_080306.xml · nonDerivative · entry 2

HAUSHILL MARK W · CIK 0001211319 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,273

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:30 UTC Exercise / conversionCommon Stock 6,665 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007523 · form4-03102025_080306.xml · nonDerivative · entry 1

HAUSHILL MARK W · CIK 0001211319 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,636

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:31 UTC
Kapadia Sandip AEVP, CHIEF ACTUARY
Exercise / conversion2023 IPO RSU Grant (3-Year) · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007525 · form4-03102025_080340.xml · derivative · entry 6

Kapadia Sandip A · CIK 0001937132 · EVP, CHIEF ACTUARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 5,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · security: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F4 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F6 · derivative.exercise_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

F6 · derivative.expiration_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 10,000 RSUs; 5,000 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 5,000 RSUs will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 20:31 UTC
Kapadia Sandip AEVP, CHIEF ACTUARY
Exercise / conversion2022 LTIP - PSUs · Derivative 2,937 $0.00 $0.00
Disclosure

SEC source: 0001415889-25-007525 · form4-03102025_080340.xml · derivative · entry 5

Kapadia Sandip A · CIK 0001937132 · EVP, CHIEF ACTUARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,937 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

F5 · derivative.exercise_date: On January 1, 2022, the Reporting Person was awarded 2,532 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. Each PSU is equivalent to one share of the Company's Common Stock. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

F5 · derivative.expiration_date: On January 1, 2022, the Reporting Person was awarded 2,532 PSUs. The PSUs are subject to obtaining specified performance criteria from January 1, 2022 through December 31, 2024. Each PSU is equivalent to one share of the Company's Common Stock. The number of PSUs subject to vest under this award can range from 0% to 150% of the amount shown. This award fully vested on January 1, 2025 and settled upon certification by the Compensation Committee.

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March 06, 2025 Filed Mar 10, 2025 20:31 UTC
Kapadia Sandip AEVP, CHIEF ACTUARY
SaleCommon Stock 1,866 $50.24 $93,747.65
Disclosure

SEC source: 0001415889-25-007525 · form4-03102025_080340.xml · nonDerivative · entry 4

Kapadia Sandip A · CIK 0001937132 · EVP, CHIEF ACTUARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,347

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs and PSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

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March 06, 2025 Filed Mar 10, 2025 20:31 UTC
Kapadia Sandip AEVP, CHIEF ACTUARY
Exercise / conversionCommon Stock 5,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-25-007525 · form4-03102025_080340.xml · nonDerivative · entry 3

Kapadia Sandip A · CIK 0001937132 · EVP, CHIEF ACTUARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,213

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.

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March 06, 2025 Filed Mar 10, 2025 20:31 UTC
Kapadia Sandip AEVP, CHIEF ACTUARY
SaleCommon Stock 1,095 $50.24 $55,012.69
Disclosure

SEC source: 0001415889-25-007525 · form4-03102025_080340.xml · nonDerivative · entry 2

Kapadia Sandip A · CIK 0001937132 · EVP, CHIEF ACTUARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,213

F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs and PSUs reported on this Form 4.

F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.