person · Reporting owner

Bold William

Disclosed activity across 1 company

Tapewire entity: 123884
SEC CIK: 0001811264

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
Palomar Holdings, Inc.PLMR · Entity 4132	Chief Strategy Officer	September 08, 2022	September 12, 2022

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

Palomar Holdings, Inc.

Report date September 08, 2022 · Filed September 12, 2022

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	564	Reported balance After 2021-09-10 transaction · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · 2021-09-10 · Sale · Disposed 237 · Balance 564 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP).
Common StockSEC Table I · non-derivative	Direct	420	Reported balance After 2022-01-31 transaction · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · 2022-01-31 · Sale · Disposed 144 · Balance 420 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP).
Common StockSEC Table I · non-derivative	Direct	801	Reported balance Holding disclosure · report date 2022-09-08 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 801 F3: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP).
Common Stock (RSUs)SEC Table I · non-derivative	Direct	653	Last balance in matching sequence After 2022-09-08 transaction · row 5 Source-order balances reconcile. Account continuity and personal attribution are not independently verified. 2 source rows Row 4 · 2022-09-08 · Exercise / conversion · Acquired 363 · Balance 783 F3: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Row 5 · 2022-09-08 · Tax withholding · Disposed 130 · Balance 653 F2: Represents shares automatically sold by the Company on behalf of the Reporting Person pursuant to a mandatory sell-to-cover provision in the RSU award agreement required to cover minimum statutory tax withholding obligations that became due upon the RSU vesting event. F3: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP).
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	364	Reported balance After 2022-09-08 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2022-09-08 · Exercise / conversion · Disposed 363 · Balance 364 F4: The original RSU grant was for 1,091 shares on 9/8/2020. Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant.

Filing footnotes · ownership attribution and instrument terms

F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.

F2: Represents shares automatically sold by the Company on behalf of the Reporting Person pursuant to a mandatory sell-to-cover provision in the RSU award agreement required to cover minimum statutory tax withholding obligations that became due upon the RSU vesting event.

F3: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP).

F4: The original RSU grant was for 1,091 shares on 9/8/2020. Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant.

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 08, 2022 Filed Sep 12, 2022 20:32 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Exercise / conversionRestricted Stock Units · Derivative	363	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001214659-22-011075 · marketforms-57098.xml · derivative · entry 6 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364 Underlying: Common Stock · 363 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_date: The original RSU grant was for 1,091 shares on 9/8/2020. Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant. F4 · derivative.expiration_date: The original RSU grant was for 1,091 shares on 9/8/2020. Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant. Read SEC document
September 08, 2022 Filed Sep 12, 2022 20:32 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Tax withholdingCommon Stock (RSUs)	130	$83.84	$10,899.20	Disclosure SEC source: 0001214659-22-011075 · marketforms-57098.xml · nonDerivative · entry 5 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653 F2 · kind: Represents shares automatically sold by the Company on behalf of the Reporting Person pursuant to a mandatory sell-to-cover provision in the RSU award agreement required to cover minimum statutory tax withholding obligations that became due upon the RSU vesting event. F3 · balance_after: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document
September 08, 2022 Filed Sep 12, 2022 20:32 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Exercise / conversionCommon Stock (RSUs)	363	$0.00	$0.00	Disclosure SEC source: 0001214659-22-011075 · marketforms-57098.xml · nonDerivative · entry 4 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783 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. F3 · balance_after: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document
January 31, 2022 Filed Sep 12, 2022 20:32 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	SaleCommon Stock	144	$52.21	$7,518.24	Disclosure SEC source: 0001214659-22-011075 · marketforms-57098.xml · nonDerivative · entry 3 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · balance_after: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document
January 27, 2022 Filed Jan 31, 2022 21:13 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Exercise / conversionRestricted Stock Units · Derivative	247	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001214659-22-001510 · marketforms-55191.xml · derivative · entry 4 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495 Underlying: Common Stock · 247 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. F3 · derivative.exercise_date: The original RSU grant was for 742 shares on 1/27/2021. Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant. F3 · derivative.expiration_date: The original RSU grant was for 742 shares on 1/27/2021. Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant. Read SEC document
January 27, 2022 Filed Jan 31, 2022 21:13 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Tax withholdingCommon Stock (RSUs)	103	$48.86	$5,032.58	Disclosure SEC source: 0001214659-22-001510 · marketforms-55191.xml · nonDerivative · entry 3 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502 F1 · kind: This entry represents the number of shares of common stock withheld by the Issuer to satisfy the tax withholding obligation of the Reporting Person. These shares were not sold by the Reporting Person but were instead offset from the total number of vested shares received by the Reporting Person from the Issuer. F2 · balance_after: Includes 121 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document
January 27, 2022 Filed Jan 31, 2022 21:13 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Exercise / conversionCommon Stock (RSUs)	247	$0.00	$0.00	Disclosure SEC source: 0001214659-22-001510 · marketforms-55191.xml · nonDerivative · entry 2 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605 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. F2 · balance_after: Includes 121 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document
January 26, 2022 Filed Jan 28, 2022 19:36 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	GrantRestricted Stock Units · Derivative	1,905	$0.00	$0.00	Disclosure SEC source: 0001214659-22-001367 · marketforms-55159.xml · derivative · entry 3 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,905 Underlying: Common Stock · 1,905 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Palomar Holdings, Inc. common stock. F4 · derivative.exercise_date: Subject to such person's continuing service with the Company, restricted stock units shall vest as follows: 33 1/3% shares shall vest on the first year anniversary of the Grant Date/Vesting Base Date; 33 1/3% shares shall vest on the second year anniversary of the Grant Date/Vesting Base Date; and 33 1/3% shares shall vest on the third year anniversary of the Grant Date/Vesting Base Date. F4 · derivative.expiration_date: Subject to such person's continuing service with the Company, restricted stock units shall vest as follows: 33 1/3% shares shall vest on the first year anniversary of the Grant Date/Vesting Base Date; 33 1/3% shares shall vest on the second year anniversary of the Grant Date/Vesting Base Date; and 33 1/3% shares shall vest on the third year anniversary of the Grant Date/Vesting Base Date. Read SEC document
January 26, 2022 Filed Jan 28, 2022 19:36 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	GrantEmployee Stock Option (right to buy) · Derivative	1,584	$0.00 Strike: $49.53	$0.00	Disclosure SEC source: 0001214659-22-001367 · marketforms-55159.xml · derivative · entry 2 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,584 Underlying: Common Stock · 1,584 shares Expires 2032-01-26 F2 · derivative.exercise_date: Subject to such person's continuing service with the Company, the options shall vest as follows: 25% shall vest on the first year anniversary of the Grant Date/Vesting Base Date with the remaining shares vesting in equal monthly installments over the subsequent twenty-four (24) month period. Read SEC document
September 10, 2021 Filed Sep 12, 2022 20:32 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	SaleCommon Stock	237	$90.93	$21,550.41	Disclosure SEC source: 0001214659-22-011075 · marketforms-57098.xml · nonDerivative · entry 2 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · balance_after: Includes 420 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document
September 08, 2021 Filed Sep 10, 2021 18:24 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Exercise / conversionRestricted Stock Units · Derivative	364	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001214659-21-009427 · marketforms-53756.xml · derivative · entry 3 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727 Underlying: Common Stock · 364 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. F3 · derivative.exercise_date: The original RSU grant was for 1,091 shares on 9/8/2020. Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant. F3 · derivative.expiration_date: The original RSU grant was for 1,091 shares on 9/8/2020. Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant. Read SEC document
September 08, 2021 Filed Sep 10, 2021 18:24 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Tax withholdingCommon Stock (RSUs)	127	$86.83	$11,027.41	Disclosure SEC source: 0001214659-21-009427 · marketforms-53756.xml · nonDerivative · entry 2 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358 F1 · kind: This entry represents the number of shares of common stock withheld by the Issuer to satisfy the tax withholding obligation of the Reporting Person. These shares were not sold by the Reporting Person but were instead offset from the total number of vested shares received by the Reporting Person from the Issuer. F2 · balance_after: Includes 121 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document
September 08, 2021 Filed Sep 10, 2021 18:24 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	Exercise / conversionCommon Stock (RSUs)	364	$0.00	$0.00	Disclosure SEC source: 0001214659-21-009427 · marketforms-53756.xml · nonDerivative · entry 1 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485 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. F2 · balance_after: Includes 121 shares purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document
January 27, 2021 Filed Jan 29, 2021 20:08 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	GrantRestricted Stock Units · Derivative	742	$0.00	$0.00	Disclosure SEC source: 0001104659-21-009564 · a4.xml · derivative · entry 2 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 742 Underlying: Common Stock · 742 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Palomar Holdings, Inc. common stock. F3 · derivative.exercise_date: Subject to such person's continuing service with the Company, 742 restricted stock units shall vest as follows: 33 1/3% shares shall vest on the first year anniversary of the Grant Date/Vesting Base Date; 33 1/3% shares shall vest on the second year anniversary of the Grant Date/Vesting Base Date; and 33 1/3% shares shall vest on the third year anniversary of the Grant Date/Vesting Base Date. F3 · derivative.expiration_date: Subject to such person's continuing service with the Company, 742 restricted stock units shall vest as follows: 33 1/3% shares shall vest on the first year anniversary of the Grant Date/Vesting Base Date; 33 1/3% shares shall vest on the second year anniversary of the Grant Date/Vesting Base Date; and 33 1/3% shares shall vest on the third year anniversary of the Grant Date/Vesting Base Date. Read SEC document
January 27, 2021 Filed Jan 29, 2021 20:08 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	GrantEmployee Stock Option (Right to Buy) · Derivative	948	$0.00 Strike: $97.87	$0.00	Disclosure SEC source: 0001104659-21-009564 · a4.xml · derivative · entry 1 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 948 Underlying: Common Stock · 948 shares Expires 2031-01-27 F1 · derivative.exercise_date: Subject to such person's continuing service with the Company, the options shall vest as follows: 25% shall vest on the first year anniversary of the Grant Date/Vesting Base Date with the remaining shares vesting in equal monthly installments over the subsequent twenty-four (24) month period. Read SEC document
September 08, 2020 Filed Sep 10, 2020 19:19 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	GrantRestricted Stock Units · Derivative	1,091	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001104659-20-104067 · a4.xml · derivative · entry 2 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,091 Underlying: Common Stock · 1,091 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Palomar Holdings, Inc. Common Stock. F3 · derivative.exercise_date: Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant. F3 · derivative.expiration_date: Subject to continuing service with the Company, the restricted stock units shall vest as follows: one-third (1/3) shall vest on the first year anniversary of the date of the grant; an additional one-third (1/3) shall vest on the second year anniversary of the date of the grant; and the final one-third (1/3) shall vest on the third year anniversary of the date of grant. Read SEC document
September 08, 2020 Filed Sep 10, 2020 19:19 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	GrantEmployee Stock Options (right to buy) · Derivative	1,091	$0.00 Strike: $98.95	$0.00	Disclosure SEC source: 0001104659-20-104067 · a4.xml · derivative · entry 1 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,091 Underlying: Common Stock · 1,091 shares Expires 2030-09-08 F1 · derivative.exercise_date: Subject to continuing service with the Company, the option shall vest as follows: twenty-five percent (25%) shall vest on the first year anniversary of the date of the grant and the remaining shall vest in equal monthly installments over the subsequent thirty-six (36) month period. Read SEC document
April 30, 2020 Filed May 6, 2020 21:14 UTC	Palomar Holdings, Inc. PLMR · Entity 4132	GrantEmployee Stock Option (right to buy) · Derivative	20,000	$0.00 Strike: $58.50	$0.00	Disclosure SEC source: 0001104659-20-057624 · a4.xml · derivative · entry 1 Bold William · CIK 0001811264 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2030-04-30 F1 · derivative.exercise_date: Twenty-five percent (25%) of the option shares shall vest and become exercisable on April 30, 2021 and the remaining option shares shall thereafter vest and become exercisable in equal monthly installments over the subsequent thirty-six (36) month period. Read SEC document

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