Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Skyward Specialty Insurance Group, Inc.SKWD · Entity 4400 | CFO - Apollo · Deputy CFO, Skyward Group | February 27, 2026 | March 03, 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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectShares controlled by Reporting Person as Custodian | 100 |
Reported balance
After 2026-02-27 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-02-27 · Purchase · Acquired 100 · Balance 100 |
| Common StockSEC Table I · non-derivative | IndirectShares controlled by Reporting Person as Custodian | 100 |
Reported balance
After 2026-02-27 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-02-27 · Purchase · Acquired 100 · Balance 100 |
| Common StockSEC Table I · non-derivative | Direct | 7,764 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,764 |
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 3, 2026 18:09 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 100 | $46.49 | $4,649.00 |
DisclosureSEC source: 0002102589-26-000008 · form4-03032026_060321.xml · nonDerivative · entry 3 McHarg Taryn Leonie · CIK 0002102589 · CFO - Apollo · Deputy CFO, Skyward Group 10b5-1 filing: No plan indicated Ownership: Indirect · Shares controlled by Reporting Person as Custodian Disclosed balance after: 100 Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 18:09 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 100 | $46.71 | $4,671.00 |
DisclosureSEC source: 0002102589-26-000008 · form4-03032026_060321.xml · nonDerivative · entry 2 McHarg Taryn Leonie · CIK 0002102589 · CFO - Apollo · Deputy CFO, Skyward Group 10b5-1 filing: No plan indicated Ownership: Indirect · Shares controlled by Reporting Person as Custodian Disclosed balance after: 100 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2026 MIP - RSUs · Derivative | 37,854 | $0.00 | $0.00 |
DisclosureSEC source: 0002102589-26-000006 · form4-02272026_040229.xml · derivative · entry 2 McHarg Taryn Leonie · CIK 0002102589 · CFO - Apollo · Division of Skyward Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,854 Underlying: Common Stock · 37,854 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock upon settlement. F2 · derivative.exercise_date: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 37,854 RSUs. Subject to the terms of the RSU Agreement and the Reporting Person's continuous service through the vesting dates, 50% of the RSUs shall vest on January 1, 2029 and the remaining 50% of the RSUs will vest on January 1, 2030. F2 · derivative.expiration_date: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 37,854 RSUs. Subject to the terms of the RSU Agreement and the Reporting Person's continuous service through the vesting dates, 50% of the RSUs shall vest on January 1, 2029 and the remaining 50% of the RSUs will vest on January 1, 2030. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:32 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | GrantCommon Stock | 7,764 | $50.00 | $388,200.00 |
DisclosureSEC source: 0002102589-26-000004 · form4-01052026_090152.xml · nonDerivative · entry 1 McHarg Taryn Leonie · CIK 0002102589 · CFO - Apollo · Division of Skyward Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,764 F1 · kind: On January 1, 2026, the Issuer completed the acquisition of the entire issued share capital of Apollo Group Holdings Limited ("Apollo"). Pursuant to the terms of the Apollo Share Purchase Agreements, the consideration for the acquisition of Apollo was satisfied by the issuance of shares of Common Stock by the Issuer to the "Minority Sellers" and together with the "Majority Sellers", the "Sellers" with the remainder paid by the Issuer to the Sellers in cash F2 · shares: The Reporting Person was a Seller in the transaction and as such acquired 7,764 shares of Common Stock of the Issuer at a purchase price of $50.00 per share, in conjunction with the completion of the transaction 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.