Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Palomar Holdings, Inc.PLMR · Entity 4132 | Chief Operating Officer | May 13, 2021 | May 17, 2021 |
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 May 13, 2021 · Filed May 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,037 |
Reported balance
After 2021-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-13 · Sale · Disposed 3,100 · Balance 8,037 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.84 to $63.50. The Reporting Person undertakes to provide to Palomar Holdings, Inc., any security holder of Palomar Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F2: Includes 580 shares of Common Stock purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.84 to $63.50. The Reporting Person undertakes to provide to Palomar Holdings, Inc., any security holder of Palomar Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F2: Includes 580 shares of Common Stock purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP).
Transaction history
JSON APIPurchases/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 |
|---|---|---|---|---|---|---|
| May 13, 2021 Filed May 17, 2021 20:39 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | SaleCommon Stock | 3,100 | $63.39 | $196,509.00 |
DisclosureSEC source: 0001214659-21-005601 · marketforms-52785.xml · nonDerivative · entry 1 Morries Britt · CIK 0001823438 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,037 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.84 to $63.50. The Reporting Person undertakes to provide to Palomar Holdings, Inc., any security holder of Palomar Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F2 · balance_after: Includes 580 shares of Common Stock purchased pursuant to the Palomar Holdings, Inc. 2019 Employee Stock Purchase Plan (ESPP). Read SEC document |
| January 27, 2021 Filed Jan 30, 2021 00:59 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantRestricted Stock Units · Derivative | 618 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-009557 · a4.xml · derivative · entry 3 Morries Britt · CIK 0001823438 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618 Underlying: Common Stock · 618 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, 618 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, 618 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 30, 2021 00:59 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantEmployee Stock Option (Right to Buy) · Derivative | 790 | $0.00 Strike: $97.87 | $0.00 |
DisclosureSEC source: 0001104659-21-009557 · a4.xml · derivative · entry 2 Morries Britt · CIK 0001823438 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 790 Underlying: Common Stock · 790 shares Expires 2031-01-27 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 08, 2020 Filed Sep 10, 2020 23:18 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantRestricted Stock Units · Derivative | 366 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-104065 · a4.xml · derivative · entry 3 Morries Britt · CIK 0001823438 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366 Underlying: Common Stock · 366 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 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: 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 23:18 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantEmployee Stock Options (right to buy) · Derivative | 976 | $0.00 Strike: $98.95 | $0.00 |
DisclosureSEC source: 0001104659-20-104065 · a4.xml · derivative · entry 2 Morries Britt · CIK 0001823438 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976 Underlying: Common Stock · 976 shares Expires 2030-09-08 F2 · 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 |
| September 01, 2020 Filed Sep 3, 2020 21:51 UTC | Palomar Holdings, Inc. PLMR · Entity 4132 | GrantEmployee Stock Option (right to buy) · Derivative | 7,088 | $0.00 Strike: $115.78 | $0.00 |
DisclosureSEC source: 0001104659-20-102323 · a4.xml · derivative · entry 2 Morries Britt · CIK 0001823438 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,088 Underlying: Common Stock · 7,088 shares Expires 2030-09-01 F2 · derivative.exercise_date: Subject to Reporting Persons continued service, the option shall vest as follows: twenty-five (25%) percent on the first year anniversary of the Grant Date with the remaining shares vesting in equal monthly installments over the subsequent thirty-six (36) month period, until fully vested. 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.