Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Skyward Specialty Insurance Group, Inc.SKWD · Entity 4400 | Director | May 06, 2026 | May 08, 2026 |
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.
Skyward Specialty Insurance Group, Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2026 RSU AwardSEC Table II · derivative / convertible security | Direct | 3,334 |
Reported balance
After 2026-05-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-06 · Grant · Acquired 3,334 · Balance 3,334 F1: Each RSU represents the right to receive, after vesting and upon settlement, one share of Common Stock of the Issuer. F2: On May 6, 2026, the Reporting Person was granted an RSU Award in the amount of 3,334 RSUs. Subject to the terms of the award agreement, this award will fully vest on the date of the Issuer's 2027 Annual Meeting of Shareholders. F3: 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. |
| Common StockSEC Table I · non-derivative | Direct | 6,780 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,780 |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents the right to receive, after vesting and upon settlement, one share of Common Stock of the Issuer.
F2: On May 6, 2026, the Reporting Person was granted an RSU Award in the amount of 3,334 RSUs. Subject to the terms of the award agreement, this award will fully vest on the date of the Issuer's 2027 Annual Meeting of Shareholders.
F3: 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.
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 06, 2026 Filed May 8, 2026 20:34 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2026 RSU Award · Derivative | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001936853-26-000002 · form4-05082026_080516.xml · derivative · entry 2 Terry Katharine · CIK 0001936853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,334 Underlying: Common Stock · 3,334 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the right to receive, after vesting and upon settlement, one share of Common Stock of the Issuer. F2 · derivative.exercise_date: On May 6, 2026, the Reporting Person was granted an RSU Award in the amount of 3,334 RSUs. Subject to the terms of the award agreement, this award will fully vest on the date of the Issuer's 2027 Annual Meeting of Shareholders. F3 · 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. F2 · derivative.expiration_date: On May 6, 2026, the Reporting Person was granted an RSU Award in the amount of 3,334 RSUs. Subject to the terms of the award agreement, this award will fully vest on the date of the Issuer's 2027 Annual Meeting of Shareholders. F3 · 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 09, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversion2024 RSU Award · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-012475 · form4-05092025_040519.xml · derivative · entry 3 Terry Katharine · CIK 0001936853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,779 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer. F5 · derivative.exercise_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 RSUs. Subject to the terms of the RSU Agreement, this award fully vested on May 9, 2025. F5 · derivative.expiration_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 RSUs. Subject to the terms of the RSU Agreement, this award fully vested on May 9, 2025. Read SEC document |
| May 09, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversionCommon Stock | 2,779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-012475 · form4-05092025_040519.xml · nonDerivative · entry 1 Terry Katharine · CIK 0001936853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,780 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") settles for one share of the Issuer's Common Stock. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2025 RSU Award · Derivative | 1,797 | $0.00 | $0.00 |
DisclosureSEC 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 |
| August 09, 2024 Filed Aug 9, 2024 20:11 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | SaleCommon Stock | 1,653 | $36.87 | $60,946.11 |
DisclosureSEC source: 0001415889-24-021041 · form4-08092024_080838.xml · nonDerivative · entry 1 Terry Katharine · CIK 0001936853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,001 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.68 to $37.12, inclusive. The Reporting Person undertakes to provide the issuer, any security holder of the issuer, 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 above. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:56 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2024 RSU Award · Derivative | 2,779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-013028 · form4-05132024_080522.xml · derivative · entry 2 Terry Katharine · CIK 0001936853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,779 Underlying: Common Stock · 2,779 shares Expires not disclosed F1 · derivative.exercise_price: Upon vesting, each Restricted Stock Unit ("RSU") settles for one share of the Company's Common Stock. F1 · price: Upon vesting, each Restricted Stock Unit ("RSU") settles for one share of the Company's Common Stock. F2 · derivative.exercise_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 Units. Subject to the terms of the RSU Agreement, this award will fully vest on May 9, 2025. F2 · derivative.expiration_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 Units. Subject to the terms of the RSU Agreement, this award will fully vest on May 9, 2025. Read SEC document |
| June 29, 2023 Filed Jun 30, 2023 20:03 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | GrantCommon Stock | 3,988 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-010452 · form4-06302023_080616.xml · nonDerivative · entry 1 Terry Katharine · CIK 0001936853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,654 F1 · shares: On June 29, 2023, the reporting person was granted a Restricted Stock Award in the amount of 3,988 shares of common stock. This award fully vests on June 29, 2024. F1 · price: On June 29, 2023, the reporting person was granted a Restricted Stock Award in the amount of 3,988 shares of common stock. This award fully vests on June 29, 2024. Read SEC document |
| January 12, 2023 Filed Jan 17, 2023 21:18 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | GrantCommon Stock | 1,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-001028 · form4-01172023_090157.xml · nonDerivative · entry 1 Terry Katharine · CIK 0001936853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 F1 · shares: On January 12, 2023, the reporting person was granted a Restricted Stock Award in the amount of 1,666 shares of common stock. This award will fully vest on November 1, 2023. F1 · price: On January 12, 2023, the reporting person was granted a Restricted Stock Award in the amount of 1,666 shares of common stock. This award will fully vest on November 1, 2023. 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.