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8-K ·Filed May 26, 2026

PLMR

Palomar Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonmonths Processed4mo ago SEC0001193125-26-239334
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

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.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
PLMR ▲ +17.74% at T+60d
NEUTRAL call +17.74% · α vs SPY +15.86% · entry $109.45 → $128.87
Entry = T+0 close
May 26, 2026
via day close
T+1d
+0.16%
call +0.16% · α -0.39%
$109.63
settled 5mo ago
T+5d
-7.34%
call -7.34% · α -7.81%
$101.42
settled 5mo ago
T+20d
+7.67%
call +7.67% · α +9.57%
$117.84
settled 4mo ago
T+60d
+17.74%
call +17.74% · α +15.86%
$128.87
settled 2mo ago

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.

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)

Investment Themes

Traditional Finance

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
17 reports for PLMR
Performance horizon
80% Hit rate @ T+20 4 of 5 directional calls Went positive at some point 5 of 5 best @ T+60▲ +24.28%May 29, 2026
Filters
Rows
Reports for PLMR — sortable, filterable
TypeNow
Aug 24, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$131.76 $127.21▼ −3.45%▼ −3.70%$134.06 (+1.75%)
Aug 20, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$130.09 $134.09▲ +3.07%▲ +2.06%$134.06 (+3.05%)
Aug 10, 2026
11w ago
8-K
BULLISH ★ 6/10
$131.69 $133.11▲ +1.08%▲ +2.14%$134.06 (+1.80%)
Aug 4, 2026
12w ago
Press Release
BULLISH ★ 6/10
$134.00 $132.12▼ −1.40%▼ −0.80%$134.06 (+0.04%)
Jul 28, 2026
13w ago
Press Release
NEUTRAL ★ 1/10
$142.91 $131.82▼ −7.76%▼ −12.78%$134.06 (−6.19%)
Jul 22, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$129.18 $128.87▼ −0.24%▼ −3.55%$134.06 (+3.78%)
Jul 21, 2026
14w ago
Insider Cluster
NEUTRAL ★ 4/10
$130.45 $126.88▼ −2.74%▼ −5.63%$134.06 (+2.77%)
Jul 6, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$145.29 $136.51▼ −6.04%▼ −7.38%$134.06 (−7.73%)
May 29, 2026
21w ago
8-K
BULLISH ★ 7/10
$107.04 $126.33▲ +18.02%▲ +19.82%$134.06 (+25.24%)
May 29, 2026
21w ago
Press Release
BULLISH ★ 6/10
$107.04 $126.33▲ +18.02%▲ +19.82%$134.06 (+25.24%)
Showing 10 of 17

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Jun 5, 2026