Recent 8-K filings for KG

• June 8, 2026, 4:26 PM ET litigation materiality 0.60 positive item 8.01

  Arbitration panel denies rescission, finds cedant breached; orders adjustment of ~$10.8M payments and awards $1.0M fees

  Final award denies rescission of reinsurance agreement; attachment points and limits unchanged.

• May 8, 2026, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01 ◈ Earnings Releases

  Kestrel Group Q1 2026 net loss $7.0M; program services fee revenue up 287% YoY

  Net loss from continuing ops $7.0M ($0.90/share); total revenues $10.2M.

• March 13, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Kestrel Group reports Q4 net loss of $17.8M on $10.2M revenues; Program Services fees up 95% QoQ

  Net loss Q4 $17.8M ($2.29 diluted EPS); full-year net income $46.7M ($8.08 diluted EPS).

• November 26, 2025, 6:59 PM ET litigation materiality 0.70 negative item 8.01

  Kestrel subsidiary GLS enters arbitration over reinsurance, seeks rescission and recovery of $10M

  GLS demands arbitration after alleging multiple breaches by cedant; seeks full rescission of reinsurance agreements.

• November 5, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Kestrel Group Q3 net loss $5.1M; legacy reinsurance underwriting loss $9.0M

  Net loss of $5.1M ($0.65 diluted EPS); total revenues $17.4M, net premiums earned $6.8M.

• August 15, 2025, 7:59 PM ET M&A materiality 0.70 negative item 9.01item 2.01 ◈ M&A Transactions

  Kestrel Group files post-merger financials; revenue restated, Q1 2025 revenue down 32%

  Merger with Maiden Holdings closed May 27, 2025; Kestrel now part of Bermuda NewCo.

• August 11, 2025, 7:59 PM ET other material materiality 0.80 negative item 4.02 ◈ Auditor Changes

  Kestrel Group restates 2023-2024 financials due to revenue recognition errors; material weakness identified

  Revenue understated by ~$2.4M in FY2023 and overstated by ~$1.6M in FY2024, plus $139K in Q1 2025.

• July 3, 2025, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01

  Chief Legal Officer Lawrence Metz resigns, gets $1.1M separation paid through May 2028

  Lawrence Metz resigned as Chief Legal Officer effective June 30, 2025, to pursue other opportunities.

• June 24, 2025, 7:59 PM ET other material materiality 0.65 neutral item 4.01item 8.01item 9.01 ◈ Auditor Changes ×2

  Kestrel dismisses auditor Frazier & Deeter; engages E&Y and wins NY lawsuit dismissal

  Frazier & Deeter dismissed June 18, 2025; no disagreements but material weaknesses in FY2024 internal controls noted.

• May 30, 2025, 7:59 PM ET M&A materiality 0.95 neutral item 1.01item 2.01item 3.03item 5.01item 5.02item 5.05item 8.01item 9.01 ◈ executive_change ×9◈ Governance Changes◈ M&A Transactions

  Maiden Holdings merges with Kestrel; new entity Kestrel Group Ltd begins trading under KG

  Each Maiden common share converted into 0.05 of a Kestrel Group common share; Kestrel equity holders received $40M cash and 2.75M shares.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.60 · Most common event other_material

1 positive 6 negative 10 neutral

source · KG on sec.gov