Skyward Specialty Insurance Enters Material Definitive Agreement

Ticker: SKWD · Form: 8-K · Filed: 2024-09-09T00:00:00.000Z

Sentiment: neutral

Topics: material-definitive-agreement, financial-obligation

TL;DR

Skyward Specialty Insurance just signed a big deal, filing an 8-K on it. Watch this space.

AI Summary

Skyward Specialty Insurance Group, Inc. entered into a Material Definitive Agreement on August 30, 2024, related to a direct financial obligation. The filing details this agreement and related financial obligations, with the report being filed on September 9, 2024.

Why It Matters

This filing indicates a significant new financial commitment or obligation for Skyward Specialty Insurance Group, Inc., which could impact its financial standing and future operations.

Risk Assessment

Risk Level: medium — Entering into material definitive agreements can introduce new financial risks or obligations that require careful monitoring.

Key Players & Entities

FAQ

What type of Material Definitive Agreement did Skyward Specialty Insurance Group, Inc. enter into?

The filing indicates the entry into a Material Definitive Agreement and the creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, but the specific details of the agreement are not provided in this excerpt.

When was the earliest event reported in this 8-K filing?

The earliest event reported was on August 30, 2024.

What is the filing date for this 8-K report?

The report was filed on September 9, 2024.

What is the Standard Industrial Classification for Skyward Specialty Insurance Group, Inc.?

The SIC code is 6331 for FIRE, MARINE & CASUALTY INSURANCE.

What is the business address of Skyward Specialty Insurance Group, Inc.?

The business address is 800 GESSNER STREET, SUITE 600, HOUSTON, TX 77024.

Filing Stats: 511 words · 2 min read · ~2 pages · Grade level 10.7 · Accepted 2024-09-06 17:40:43

Key Financial Figures

Filing Documents

01 Entry into a Material Definitive Agreement

Item 1.01 Entry into a Material Definitive Agreement The information set forth in Item 2.03 of this Current Report on Form 8-K is incorporated by reference into this Item 1.01.

03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet

Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant On August 30, 2024, Houston Specialty Insurance Company ("HSIC"), a wholly owned insurance company subsidiary of Skyward Specialty Insurance Group, Inc., (the "Company"), entered into a loan ("the FHLB Loan") with the Federal Home Loan Bank of Dallas (the "FHLB") pursuant to its Advances and Security Agreement. The FHLB Loan is a 4.5-year term loan in the principal amount of $57,000,000. The FHLB Loan provides for interest-only payments during its term, with principal due in full at maturity. The interest rate is fixed over the term of the loan at 4.00%. The FHLB Loan is fully secured by a pledge of specific investment securities of HSIC.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits (d) Exhibits. Exhibit No. Description of Exhibits 10.1 Advances and Security Agreement by and between HSIC and FHLB SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. SKYWARD SPECIALTY INSURANCE GROUP, INC. Date: September 6, 2024 /s/ Leslie Shaunty Leslie Shaunty General Counsel

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