PLMR Palomar Holdings, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon months Filed May 26, 2026 Processed 7d 19h ago SEC 0001193125-26-239334
8-K context-dependent: Items 5.02, 7.01
Latest settled — T+5d ⚠ clustered
PLMR ▼ -7.34% at T+5d
NEUTRAL call ✗ call lost -7.34% · α vs SPY -7.81% · entry $109.45 → $101.42
Next anchor: T+20d in 11d
Currently $114.85 · +4.93% from $109.45 entry
Entry anchored
May 26, 03:59 PM ET
via Databento tick
T+1d
+0.16%
call +0.16% · α -0.39%
$109.63
settled 17d ago
T+5d
-7.34%
call -7.34% · α -7.81%
$101.42
settled 11d ago
T+20d
call — · α —
in 11d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Palomar Holdings announced the appointment of Scott Beiser (Co-Chairman of Houlihan Lokey) to its board of directors, effective May 21, 2026, and disclosed the final voting results from its 2026 annual meeting of stockholders. The board appointment brings a seasoned investment banking leader to the board, citing his role in the 'Palomar 2X' growth strategy, but the filing is otherwise routine governance and vote ratification with no material financial data.

Actionable Insight

This filing is routine governance (board appointment and annual meeting results) with no immediate earnings or capital allocation catalysts. The Beiser appointment is incrementally positive given his investment banking and capital markets background, but no specific strategic transaction or financial target was disclosed. Monitor for any future strategic announcements tied to the 'Palomar 2X' growth initiative referenced by management.

Key Facts

  • Scott Beiser appointed to the Board of Directors as a Class I director on May 21, 2026, serving on Audit, Compensation, and Investment Committees.
  • Beiser is Co-Chairman of Houlihan Lokey (NYSE:HLI), former CEO from 2003 to 2024, led Houlihan Lokey's IPO in 2015.
  • Received an initial equity award of 869 RSUs vesting on first anniversary, plus a $50,000 grant to be awarded in 2027.
  • Stockholders re-elected Daryl Bradley and Thomas Bradley as Class I directors with 96.5% and 97.8% of votes cast respectively.
  • Advisory 'say-on-pay' resolution passed with 92.6% of votes cast in favor.
  • Ratification of Ernst & Young as independent auditor for FY2026 passed with 99.5% of votes cast.

Financial Impact

No material financial impact. Board director compensation is standard for non-employee directors, with an initial equity award of 869 RSUs and a $50,000 future grant.

Risk Factors

  • No material risks identified from this filing; board appointment carries standard governance risk if Beiser's expertise does not translate to insurance operations.

Market Snapshot

Exchange
Nasdaq
Sector
Fire, Marine & Casualty Insurance
Analyst Consensus
80% bullish (15 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-239334
Document: plmr-ex99_1.htm0001193125-26-239334
Document: 0001193125-26-239334-index-headers.html0001193125-26-239334
Document: 0001193125-26-239334-index.html0001193125-26-239334
Document: 0001193125-26-239334.txt0001193125-26-239334
9 reports for PLMR
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +16.46%Apr 15, 2026
Filters
Rows
Reports for PLMR — sortable, filterable
Type Now
May 29, 2026
14d ago
8-K
BULLISH ★ 7/10
$107.04 $101.42▼ −5.25%▼ −4.96%$114.85 (+7.30%)
May 29, 2026
14d ago
Press Release
BULLISH ★ 6/10
$107.04 $101.42▼ −5.25%▼ −4.96%$114.85 (+7.30%)
May 27, 2026
16d ago
Press Release
NEUTRAL ★ 4/10
$109.63 $101.42▼ −7.49%▼ −7.44%$114.85 (+4.76%)
May 26, 2026
17d ago
8-K
NEUTRAL ★ 3/10
$109.45 $101.42▼ −7.34%▼ −7.81%$114.85 (+4.93%)
May 26, 2026
17d ago
3
NEUTRAL ★ 2/10
$114.51 $107.24▼ −6.35%▼ −7.43%$114.85 (+0.30%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$114.51 $107.24▼ −6.35%▼ −7.43%$114.85 (+0.30%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$114.51 $104.68▼ −8.58%▼ −9.80%$114.85 (+0.30%)
Apr 15, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$130.03 $129.04▲ +0.76%▲ +2.40%$114.85 (+11.67%)
Apr 10, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$128.38 $132.41▲ +3.14%▼ −0.16%$114.85 (−10.54%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (52h 20m)

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