Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Skyward Specialty Insurance Group, Inc.SKWD · Entity 4400 | Chief Underwriting Officer | March 06, 2025 | March 10, 2025 |
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 March 06, 2025 · Filed March 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,279 |
Ending reported balance
After 2025-03-06 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-03-06 · Exercise / conversion · Acquired 1,880 · Balance 1,880 F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer. Row 2 · 2025-03-06 · Sale · Disposed 473 · Balance 1,407 F2: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4. F3: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. Row 3 · 2025-03-06 · Exercise / conversion · Acquired 2,500 · Balance 3,907 F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer. Row 4 · 2025-03-06 · Sale · Disposed 628 · Balance 3,279 F2: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4. F3: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. |
| 2022 LTIP - RSUsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-03-06 · Exercise / conversion · Disposed 1,880 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer. F4: On January 1, 2022, the Reporting Person was granted 1,880 RSUs. This award fully vested on January 1, 2025 and settled on March 6, 2025. |
| 2023 IPO RSU Grant (3-Year)SEC Table II · derivative / convertible security | Direct | 2,500 |
Reported balance
After 2025-03-06 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-03-06 · Exercise / conversion · Disposed 2,500 · Balance 2,500 F5: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 5,000 RSUs; 2,500 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 2,500 will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date. F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer.
F2: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4.
F3: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein.
F4: On January 1, 2022, the Reporting Person was granted 1,880 RSUs. This award fully vested on January 1, 2025 and settled on March 6, 2025.
F5: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 5,000 RSUs; 2,500 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 2,500 will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date.
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 |
|---|---|---|---|---|---|---|
| March 06, 2025 Filed Mar 10, 2025 16:33 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversion2023 IPO RSU Grant (3-Year) · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007527 · form4-03102025_080356.xml · derivative · entry 6 Clark Chase M · CIK 0002033072 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 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. F5 · security: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 5,000 RSUs; 2,500 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 2,500 will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer. F5 · derivative.exercise_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 5,000 RSUs; 2,500 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 2,500 will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date. F5 · derivative.expiration_date: On January 12, 2023, in conjunction with the Company's IPO the Reporting Person was granted an RSU award in the amount of 5,000 RSUs; 2,500 of the RSUs vested on January 12, 2025 and settled on March 6, 2025. The remaining 2,500 will fully vest on January 12, 2026 subject to the Reporting Person's continuous service through the vesting date. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:33 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversion2022 LTIP - RSUs · Derivative | 1,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007527 · form4-03102025_080356.xml · derivative · entry 5 Clark Chase M · CIK 0002033072 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,880 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive, at settlement, one share of Common Stock of the Issuer. F4 · derivative.exercise_date: On January 1, 2022, the Reporting Person was granted 1,880 RSUs. This award fully vested on January 1, 2025 and settled on March 6, 2025. F4 · derivative.expiration_date: On January 1, 2022, the Reporting Person was granted 1,880 RSUs. This award fully vested on January 1, 2025 and settled on March 6, 2025. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:33 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | SaleCommon Stock | 628 | $50.24 | $31,550.66 |
DisclosureSEC source: 0001415889-25-007527 · form4-03102025_080356.xml · nonDerivative · entry 4 Clark Chase M · CIK 0002033072 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,279 F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4. F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:33 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversionCommon Stock | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-007527 · form4-03102025_080356.xml · nonDerivative · entry 3 Clark Chase M · CIK 0002033072 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,907 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") represents the right to receive, at settlement, one share of Common Stock of the Issuer. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:33 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | SaleCommon Stock | 473 | $50.24 | $23,763.47 |
DisclosureSEC source: 0001415889-25-007527 · form4-03102025_080356.xml · nonDerivative · entry 2 Clark Chase M · CIK 0002033072 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,407 F2 · kind: Sales to cover taxes and fees incurred in connection with the vesting and settlement of the Reporting Person's RSUs reported on this Form 4. F3 · price: Prices reported in Column 4 are weighted average prices. Shares were sold in multiple transactions at prices ranging from $49.53- $51.47, inclusive (weighted average of $50.2399). Reporting Person undertakes to provide to issuer or staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within ranges set forth herein. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:33 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversionCommon Stock | 1,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-007527 · form4-03102025_080356.xml · nonDerivative · entry 1 Clark Chase M · CIK 0002033072 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,880 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") represents the right to receive, at settlement, one share of Common Stock of the Issuer. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 17:41 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2025 LTIP - PSUs · Derivative | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005883 · form4-02272025_100229.xml · derivative · entry 2 Clark Chase M · CIK 0002033072 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844 Underlying: Common Stock · 844 shares Expires not disclosed F3 · 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. F3 · 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. F3 · 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 17:41 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2025 LTIP - RSUs · Derivative | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-005883 · form4-02272025_100229.xml · derivative · entry 1 Clark Chase M · CIK 0002033072 · Chief Underwriting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844 Underlying: Common Stock · 844 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. F2 · 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. F2 · 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 |
| August 08, 2024 Filed Aug 9, 2024 16:19 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2024 LTIP - Performance Share Units · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021044 · form4-08092024_080812.xml · derivative · entry 2 Clark Chase M · CIK 0002033072 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216 Underlying: Common Stock · 216 shares Expires not disclosed F3 · derivative.exercise_price: On August 8, 2024, the Reporting Person was granted 216 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 January 1, 2027. F3 · derivative.exercise_date: On August 8, 2024, the Reporting Person was granted 216 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 January 1, 2027. F3 · derivative.expiration_date: On August 8, 2024, the Reporting Person was granted 216 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 January 1, 2027. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 16:19 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2024 LTIP - Common Stock · Derivative | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-021044 · form4-08092024_080812.xml · derivative · entry 1 Clark Chase M · CIK 0002033072 · SENIOR VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216 Underlying: Common Stock · 216 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. F2 · derivative.exercise_date: Subject to the Reporting Person's continuous service through the vesting date, 100% of the RSUs shall vest on January 1, 2027. F2 · derivative.expiration_date: Subject to the Reporting Person's continuous service through the vesting date, 100% of the RSUs shall vest on January 1, 2027. 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.