Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Skyward Specialty Insurance Group, Inc.SKWD · Entity 4400 | Corp. Dev. Officer | February 25, 2026 | February 27, 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 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2026 LTIP - RSUsSEC Table II · derivative / convertible security | Direct | 1,261 |
Reported balance
After 2026-02-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-25 · Grant · Acquired 1,261 · Balance 1,261 F2: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock upon settlement. F3: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 1,261 RSUs. Subject to the Reporting Person's continuous service through the vesting date, 100% of the RSUs shall vest on January 1, 2029. |
| 2026 LTIP - PSUsSEC Table II · derivative / convertible security | Direct | 1,261 |
Reported balance
After 2026-02-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-25 · Grant · Acquired 1,261 · Balance 1,261 F4: On February 25, 2026, the Reporting Person was granted 1,261 Performance Stock Units ("PSUs"). Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028. |
| 2026 LTIP - PSUsSEC Table II · derivative / convertible security | Direct | 1,261 |
Reported balance
After 2026-02-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-25 · Grant · Acquired 1,261 · Balance 1,261 F5: On February 25, 2026, the Reporting Person was granted 1,261 PSUs. Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028. |
| 2026 Bright Future - RSUsSEC Table II · derivative / convertible security | Direct | 4,326 |
Reported balance
After 2026-02-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-25 · Grant · Acquired 4,326 · Balance 4,326 F2: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock upon settlement. F6: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 4,326 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. |
| Common StockSEC Table I · non-derivative | Direct | 694 |
Reported balance
Holding disclosure · report date 2026-02-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 694 F1: The number of securities reported reflects the June 1, 2025 acquisition of 134 shares and the December 1, 2025 acquisition of 156 shares of the Company's Common Stock pursuant to the Skyward Specialty Insurance Group, Inc. 2022 Employee Stock Purchase Plan ("ESPP") for the ESPP purchase periods of December 1, 2024 through May 31, 2025, and June 1, 2025 through November 30, 2025, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of securities reported reflects the June 1, 2025 acquisition of 134 shares and the December 1, 2025 acquisition of 156 shares of the Company's Common Stock pursuant to the Skyward Specialty Insurance Group, Inc. 2022 Employee Stock Purchase Plan ("ESPP") for the ESPP purchase periods of December 1, 2024 through May 31, 2025, and June 1, 2025 through November 30, 2025, respectively.
F2: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock upon settlement.
F3: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 1,261 RSUs. Subject to the Reporting Person's continuous service through the vesting date, 100% of the RSUs shall vest on January 1, 2029.
F4: On February 25, 2026, the Reporting Person was granted 1,261 Performance Stock Units ("PSUs"). Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028.
F5: On February 25, 2026, the Reporting Person was granted 1,261 PSUs. Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028.
F6: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 4,326 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.
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 25, 2026 Filed Feb 27, 2026 16:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2026 Bright Future - RSUs · Derivative | 4,326 | $0.00 | $0.00 |
DisclosureSEC source: 0002033298-26-000002 · form4-02272026_040223.xml · derivative · entry 5 Khan Shakoor · CIK 0002033298 · Corp. Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,326 Underlying: Common Stock · 4,326 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock upon settlement. F6 · derivative.exercise_date: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 4,326 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. F6 · derivative.expiration_date: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 4,326 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 |
| February 25, 2026 Filed Feb 27, 2026 16:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2026 LTIP - PSUs · Derivative | 1,261 | $0.00 | $0.00 |
DisclosureSEC source: 0002033298-26-000002 · form4-02272026_040223.xml · derivative · entry 4 Khan Shakoor · CIK 0002033298 · Corp. Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,261 Underlying: Common Stock · 1,261 shares Expires not disclosed F5 · derivative.exercise_price: On February 25, 2026, the Reporting Person was granted 1,261 PSUs. Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028. F5 · derivative.exercise_date: On February 25, 2026, the Reporting Person was granted 1,261 PSUs. Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028. F5 · derivative.expiration_date: On February 25, 2026, the Reporting Person was granted 1,261 PSUs. Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 16:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2026 LTIP - PSUs · Derivative | 1,261 | $0.00 | $0.00 |
DisclosureSEC source: 0002033298-26-000002 · form4-02272026_040223.xml · derivative · entry 3 Khan Shakoor · CIK 0002033298 · Corp. Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,261 Underlying: Common Stock · 1,261 shares Expires not disclosed F4 · derivative.exercise_price: On February 25, 2026, the Reporting Person was granted 1,261 Performance Stock Units ("PSUs"). Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028. F4 · derivative.exercise_date: On February 25, 2026, the Reporting Person was granted 1,261 Performance Stock Units ("PSUs"). Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028. F4 · derivative.expiration_date: On February 25, 2026, the Reporting Person was granted 1,261 Performance Stock Units ("PSUs"). Each PSU is equivalent to one share of the Issuer's Common Stock. The number of units subject to vest under this award can range from 0% to 200% of the amount shown based on the satisfaction of performance condition targets during the requisite service period. This award fully vests on December 31, 2028. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 16:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2026 LTIP - RSUs · Derivative | 1,261 | $0.00 | $0.00 |
DisclosureSEC source: 0002033298-26-000002 · form4-02272026_040223.xml · derivative · entry 2 Khan Shakoor · CIK 0002033298 · Corp. Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,261 Underlying: Common Stock · 1,261 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive one share of the Issuer's Common Stock upon settlement. F3 · derivative.exercise_date: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 1,261 RSUs. Subject to the Reporting Person's continuous service through the vesting date, 100% of the RSUs shall vest on January 1, 2029. F3 · derivative.expiration_date: On February 25, 2026, the Reporting Person was granted an RSU Award in the amount of 1,261 RSUs. Subject to the Reporting Person's continuous service through the vesting date, 100% of the RSUs shall vest on January 1, 2029. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 17:42 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2025 LTIP - PSUs · Derivative | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005884 · form4-02272025_100241.xml · derivative · entry 4 Khan Shakoor · CIK 0002033298 · SVP CORP. DEVELOPMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844 Underlying: Common Stock · 844 shares Expires not disclosed F5 · derivative.exercise_price: On February 25, 2025, the Reporting Person was granted 844 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. F5 · derivative.exercise_date: On February 25, 2025, the Reporting Person was granted 844 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. F5 · derivative.expiration_date: On February 25, 2025, the Reporting Person was granted 844 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 |
| February 25, 2025 Filed Feb 27, 2025 17:42 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2025 LTIP - PSUs · Derivative | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005884 · form4-02272025_100241.xml · derivative · entry 3 Khan Shakoor · CIK 0002033298 · SVP CORP. DEVELOPMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844 Underlying: Common Stock · 844 shares Expires not disclosed F4 · derivative.exercise_price: On February 25, 2025, the Reporting Person was granted 844 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. F4 · derivative.exercise_date: On February 25, 2025, the Reporting Person was granted 844 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. F4 · derivative.expiration_date: On February 25, 2025, the Reporting Person was granted 844 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 |
| February 25, 2025 Filed Feb 27, 2025 17:42 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2025 LTIP - RSUs · Derivative | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005884 · form4-02272025_100241.xml · derivative · entry 2 Khan Shakoor · CIK 0002033298 · SVP CORP. DEVELOPMENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844 Underlying: Common Stock · 844 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, each Restricted Stock Unit ("RSU") settles for one share of the Company's Common Stock. F3 · 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. F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.