PLMR Palomar Holdings, Inc. Insider Trading

CEO Armstrong Mac sells 5,000 shares at $122.60 avg; stock now $132.10; 5 recent sales in Jan-Feb

Armstrong Mac, CEO and Chairman of Palomar Holdings, executed 8 separate sales totaling 5,000 shares for $612,997.31 on 2026-02-12, with a blended average price of $122.60. The stock currently trades at $132.10, meaning these sales occurred below the current market price. More notably, Mac has conducted 5 prior sales at PLMR between 2026-01-21 and 2026-01-31, establishing a pattern of persistent selling over a compressed timeframe in late January and early February. His cross-ticker track record shows 20 prior open-market sells with an average 90-day return of +13.1% and a 0.00% well-timed rate—indicating his sales have historically been followed by stock appreciation, not declines. Against this backdrop, the concentrated selling activity, while representing only 1.4% of his pre-transaction holdings of 348.4K shares, warrants monitoring for any underlying operational or guidance changes at the company.

PLMR CEO Armstrong Mac sells 7,604 shares in 3 transactions for $927,354.63 at blended $121.96

Armstrong Mac, CEO and Chairman of Palomar Holdings, executed 3 separate sales totaling 7,604 shares for $927,354.63 on dates between 2026-01-29 and 2026-01-31 at prices near $122. This represents a -7.1% reduction in his post-transaction holdings of 98,904 shares. The sales occurred as PLMR stock trades at $124.22, down -5.8% over 30 days and -29.3% from its 52-week high of $175.67, despite the company reporting strong fundamentals (revenue $244.7M, net income $51.5M, annual growth +47.3%). Notably, Armstrong Mac's recent trading pattern at PLMR shows 5 prior sales in the same calendar month (all dated 2026-01-21 or 2026-01-28), with outcomes not yet measurable; his cross-ticker track record shows 20 prior sells with a well-timed rate of 14.29%, suggesting limited predictive power in his historical sell timing.

CEO Armstrong Mac sold 11.5K shares of PLMR at $119.88 (Jan 28); stock now -29.6% from 52-week high of $175.67

CEO and Chairman Armstrong Mac sold 11,484 shares at $119.88 on 2026-01-28, reducing his holdings by -11.1% to 91,737 shares. The sale occurred when PLMR was trading well below its 52-week high of $175.67 (current price $123.59 is -29.6% from peak), and follows a cluster of 5 prior same-ticker sales all concentrated in late January 2026 (three on 2026-01-21, two on 2026-01-29). The CEO's cross-ticker track record shows 20 prior sells with a 0.00% well-timed rate, indicating his past sales have not preceded declines. The stock's fundamentals remain robust—annual revenue growth of +47.3%, P/E of 18.61, and latest quarter net income of $51,455,000.00—providing no obvious deterioration to justify the concentrated selling pattern. The repeated dispositions over a single week warrant investor attention to understand whether a liquidity event or capital reallocation is driving these trades, or whether the magnitude and timing signal forward-looking uncertainty.

CEO Armstrong Mac sold 5,000 PLMR shares (5.0K shares) for $644,983.76 on 2026-01-21; blended average $129.00 vs current $127.83.

Armstrong Mac, CEO and Chairman of Palomar Holdings, executed 4 separate sales totaling 5,000 shares for $644,983.76 on 2026-01-21, with prices ranging from $127.84 to $130.29 per share. The transaction reduces his holdings by 1.4% to 348,388 shares post-sale. At current price of $127.83, the stock is -27.2% from its 52-week high of $175.67 and has declined -6.9% over the past 30 days, suggesting a near-term headwind. His cross-ticker track record shows 20 prior sells with an average 90-day return of -0.3% and a 50.00% well-timed rate, indicating mixed historical timing across tickers. At PLMR specifically, his 5 most recent trades (all sells) have posted negative 30-day returns of -4.4% to -5.6% since late December, with one exception posting +10.7%, though none yet have measurable 90-day outcomes. The company's fundamentals remain solid—revenue of $244,660,000.00 with net income of $51,455,000.00 and annual revenue growth of +47.3%—supporting a P/E of 19.25.

PLMR CEO Armstrong Mac sells 5,000 shares for $681,139 at blended avg $136.23; holds 353.4K shares post-sale

Armstrong Mac, CEO and Chairman, executed 4 separate sales totaling 5,000 shares for $681,139.00 on 2025-12-22, reducing his holdings by 1.4% to 353.4K shares. The blended average transaction price of $136.23 is slightly below the current price of $137.32, and well within the 52-week range of $101.51–$175.67. At PLMR specifically, his prior 5 trades (all sells in October and November 2025) have shown positive 30-day returns averaging 9.5%, though 90-day outcomes remain unmeasurable. The company itself shows strong fundamentals: revenue of $244.7M in the latest quarter, net income of $51.5M, annual revenue growth of +47.3%, and a P/E of 20.68. This transaction appears to be a routine reduction in a still-substantial executive position in a company posting solid profitability and growth.

CEO Armstrong Mac sold 5,000 shares at $122.86 avg (4 sales, $614.3K) on 2025-11-21; stock +9.0% in 30d, still -29.7% from 52-week high.

Armstrong Mac, CEO and Chairman of Palomar Holdings, executed 4 separate sales totaling 5,000 shares for $614,310.87 on 2025-11-21 at an average blended price of $122.86, reducing his holdings by -1.4% to 358,388 shares. The stock has appreciated +9.0% over 30 days since the sale and trades at $123.42 currently, though it remains -29.7% below its 52-week high of $175.67. His cross-ticker track record shows 20 prior sells with a 90-day well-timed rate of 93.33%, but at PLMR specifically, none of his 5 prior measurable sales (all in September and October 2025) achieved negative 90-day returns—the most recent three from October show cumulative 30-day gains of +7.6%, +5.8%, and +5.2%, indicating his recent sales at this ticker have not preceded declines. Fundamentally, the company reports strong sequential metrics with revenue of $244,660,000.00, net income of $51,455,000.00, annual revenue growth of +47.3%, and a reasonable P/E of 18.59, which do not suggest distress that would motivate executive disposition.

CEO Armstrong Mac sells 5,000 shares (5.0K shares) for $576,534.83 at PLMR; stock down 35.6% from 52-week high and 14.2% over 90 days

Armstrong Mac, CEO and Chairman, executed 3 separate sales totaling 5,000 shares for $576,534.83 on 2025-10-21 at a blended average price of $115.31, reducing his holdings from 372,388 to 367,388 shares. The sales occurred against a backdrop of significant stock weakness: PLMR is currently priced at $113.08, down 35.6% from its 52-week high of $175.67 and down 14.2% over the past 90 days. His prior 5 trades at this ticker have each shown negative 30-day returns (ranging from -2.1% to -8.8%), though longer-term outcomes at PLMR remain unmeasurable. At the cross-ticker level, his track record of 20 prior sells shows a 90-day well-timed rate of 86.67%, suggesting this insider has historically sold into weakness with consistent success, though past performance at other holdings does not predict outcomes at PLMR.

CEO Armstrong Mac sells 5,000 PLMR shares in 2 tranches for $580,090.69; stock off 23.8% in 90 days amid strong fundamentals.

Armstrong Mac, CEO and Chairman, executed two separate sales totaling 5,000 shares for $580,090.69 on 2025-09-22, reducing holdings by 1.3% to 372,388 shares. His prior sales at PLMR have not yet produced measurable 90-day outcomes, and of his 5 prior trades at this ticker (all recent sells in July and August 2025), none achieved positive 90-day returns; the most recent trades on 2025-08-21 showed 30-day declines of -7.4% to -8.8%. The broader context: Palomar's stock is -23.8% over 90 days despite strong fundamentals (revenue growth +47.3%, P/E 20.25, net income $46.5M on revenue of $203.3M). The sales came at an average of $116.02, only 0.9% below the current price of $117.03, suggesting no execution timing relative to current levels. His consistent selling pattern at PLMR over the past 60 days warrants observation, particularly as the outcomes of his prior recent transactions at this ticker remain uncertain.

CEO Armstrong Mac sold 5,000 PLMR shares for $632,815.22 on 2025-08-21; stock down 7.9% in 30 days, 22.0% in 90 days

Armstrong Mac, as CEO and Chairman, executed 3 separate sales totaling 5,000 shares for $632,815.22 at blended average price $126.56 on 2025-08-21. Post-transaction holdings of 377,388 shares represent a -1.3% reduction from prior holdings. The stock has declined 7.9% over 30 days and 22.0% over 90 days from the transaction date, falling to $126.87 (current) versus a 52-week high of $175.67. In context of same-ticker history, Mac's prior 5 sales at PLMR (all on 2025-07-21) exhibited consistent downside: 30-day returns of -9.9%, -11.5%, -10.7%, -9.2%, and -11.8%. This filing presents a pattern of repeated sales into an asset declining sharply; however, without visibility into Mac's transaction motives or any scheduled trading plan designation, the signal remains directional rather than conclusive.

Director Taketa Richard H acquired 1,000 shares of PLMR across 2 transactions for $120,950.00, raising holdings to 44,726 shares

Taketa Richard H purchased 1,000 shares in two separate transactions on 2025-08-18 and 2025-08-19 at an average price of $120.95, increasing his stake to 44,726 shares, a 2.3% increase in holdings. The purchases occurred in a context of significant recent price weakness: the stock is trading at $120.86, down 31.2% from its 52-week high of $175.67 and down 25.2% over the past 90 days, though it has only fallen 13.4% in the past 30 days. At the earnings level, the company demonstrates strong fundamentals with $203.3M in quarterly revenue, $46.5M in net income, 47.3% annual revenue growth, and a P/E of 20.91. The timing of the purchase relative to the recent price decline and the director's position in the capital structure warrant monitoring, though the modest size (1.0K shares) and absence of additional transaction flags limit the immediate interpretive force.