Palomar Holdings, Inc.

Annual Trend FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Net income $3.8m $18.2m $10.6m $6.3m $45.8m $52.2m $79.2m $117.6m $197.1m
Depreciation and amortization expense $212k $216k $1.3m $3.5m $4.1m $4.5m $5.1m $8.9m
Amortization of premium on fixed maturity securities $966k $481k $431k $1.2m $2.3m $1.6m ($9k) ($945k) ($61k)
Deferred income tax expense (benefit) $1.1m $646k $1.1m $641k ($3.5m) ($2.8m) $2.1m $1.9m
Purchase of equity method investment $0 $0 ($3.0m) $0 $0
Stock-based compensation expense $24.1m $2.2m $5.6m $11.6m $14.9m $16.7m $21.0m
Loss on asset disposal $1k $1k $0 $0 $31k
Net realized and unrealized gains on investments ($608k) $2.6m ($4.4m) ($1.5m) ($1.3m) $7.5m ($2.9m) ($4.6m) ($11.8m)
Accrued investment income ($137k) $54k ($652k) ($1.2m) ($180k) ($1.1m) ($1.5m) ($3.2m) ($3.0m)
Premium receivable ($3.8m) ($3.5m) ($17.6m) ($12.8m) ($39.2m) ($74.8m) ($99.1m) ($43.8m) ($147.1m)
Deferred policy acquisition costs ($4.5m) $1.1m ($11.1m) ($10.3m) ($20.5m) ($787k) ($4.2m) ($33.9m) ($31.2m)
Reinsurance recoverables ($13.1m) $70k ($2.7m) ($87.5m) ($52.6m) ($36.3m) ($83.2m) ($118.4m) ($73.5m)
Ceded unearned premiums ($15.1m) ($7.8m) ($8.9m) ($23.3m) ($145.8m) ($61.7m) ($10.4m) ($79.7m)
Prepaid expenses and other assets ($1k) ($4.6m) ($9.0m) ($20.4m) $591k ($4.0m) ($24.9m) ($15.7m) $26.2m
Accounts payable and other accrued liabilities $2.2m $2.7m $3.3m $6.0m ($946k) $5.4m $15.7m $29.2m ($6.9m)
Reserve for losses and loss adjustment expenses $13.0m ($1.7m) $760k $112.2m $44.3m $58.0m $110.9m $161.1m $178.1m
Unearned premiums $19.3m $17.2m $51.2m $53.1m $101.2m $186.6m $125.8m $144.6m $240.9m
Ceded premiums payable $3.5m $5.5m $776k $10.8m $15.2m $108.7m $35.6m $8.4m $81.2m
Funds held under reinsurance treaty ($204k) ($797k) $938k $2.9m $6.4m ($202k) $2.7m $14.4m $17.0m
Income taxes payable $11k ($11k) $1.1m ($1.1m) $0 $0 $7.3m ($7.3m) $0
Net proceeds from (purchases of) derivative contracts $0 $0 ($9.9m)
Purchases of property and equipment ($68k) ($332k) ($115k) ($132k) ($18k) ($313k) ($15k) ($243k) ($137k)
Proceeds from sale of property and equipment $346k
Capitalized software costs ($2.8m) ($3.9m) ($4.8m) ($5.6m) ($6.7m) ($5.8m) ($6.1m)
Purchases of fixed maturity securities ($43.5m) ($102.7m) ($211.6m) ($295.0m) ($166.9m) ($382.1m) ($233.8m) ($601.4m) ($848.4m)
Purchases of equity securities ($10.7m) ($33.7m) ($58.9m) ($46.9m) ($49.7m) ($10.5m) ($945k) ($202k) ($55.5m)
Sales and maturities of fixed maturity securities $28.6m $81.2m $124.2m $124.2m $120.2m $242.7m $120.3m $301.8m $614.6m
Sales of equity securities $6.8m $30.0m $64.8m $46.0m $41.6m $0 $295k $9.0m $13.0m
Change in securities receivable or payable, net ($250k) $250k $1.0m ($2.5m) $1.5m ($950k) $950k ($1.5m) ($1.0m)
Investments in limited partnerships $0 $0 ($5.5m) ($11.2m)
Acquisitions, net of cash acquired ($11k) ($15k) ($5.5m) $0 ($58.6m)
Purchase of policy renewal rights ($7.1m) ($11k) ($15k) $0 ($2.5m) ($905k)
Payments on Line of Credit $0 ($52.6m) ($15.0m)
Proceeds from Line of Credit $0 $36.4m $16.2m $0 $15.0m
Policy holder contribution to surplus $0 $0 $90k $2.8m $3.7m
Proceeds from stock offering, net of offering costs $125.5m $0 $0 $115.7m ($141k)
Net cash provided by operating activities $20.2m $22.8m $41.7m $53.6m $87.8m $169.6m $116.1m $261.2m $409.1m
Net cash used in investing activities ($19.1m) ($25.4m) ($80.6m) ($181.4m) ($58.2m) ($156.8m) ($128.5m) ($306.2m) ($354.0m)
Proceeds from common stock issued via employee stock purchase plan $741k $719k $760k $799k $902k $1.2m
Proceeds from common stock issued via stock option exercises $2.0m $2.1m $2.3m $1.2m $7.0m $3.8m
Repurchase of common stock ($15.9m) ($34.4m) ($22.3m) $0 ($37.3m)
Net cash provided by (used in) financing activities $1.5m $62.3m $128.3m ($13.0m) $5.0m ($3.9m) $73.8m ($28.8m)
Net increase (decrease) in cash, cash equivalents and restricted cash $1.1m ($1.0m) $23.4m $437k $16.6m $17.8m ($16.3m) $28.7m $26.4m
Cash, cash equivalents and restricted cash at beginning of period $9.8m $10.9m $9.9m $33.3m $33.8m $50.4m $51.9m $80.5m $106.9m
Cash and cash equivalents $68.1m $51.5m $80.4m $106.9m
Restricted cash $56k $306k $101k $17k
Cash paid for interest $1.6m $1.7m $1.2m $0 $704k $3.7m $1.0m $287k
Cash paid for federal income taxes $9k $11k $5.6m $7.2m $2.1m $18.9m $20.6m $37.8m $58.0m
Cash paid for state income taxes $9k $11k $5.6m $7.2m $2.1m $18.9m $484k $644k $1.1m