Recent 8-K filings for NP

• October 20, 2026, 4:15 PM ET earnings materiality 0.85 positive item 2.02item 5.02item 9.01

  Neptune Insurance Q3 revenue up 34% to $59.6M, net income $17.3M; CFO Steiner to exit after 2026 10-K

  Q3 revenue $59.6M vs $44.4M a year ago (+34%); net income $17.3M (+50%) at a 29% margin; diluted EPS $0.12, adjusted diluted EPS $0.17.

• October 2, 2026, 4:41 PM ET leadership materiality 0.30 positive item 9.01

  Neptune Insurance Holdings appoints David Noble as independent director effective September 30, 2026

  David Noble founded VIEW Advisors, advises CEOs and boards, and is a senior advisor to Egon Zehnder and the Institute of Coaching, a Harvard Medical School affiliate.

• September 30, 2026, 5:32 PM ET leadership materiality 0.35 neutral item 5.02item 7.01item 9.01

  Neptune Insurance Holdings expands board to seven, elects David Noble as Class I director

  Board increased from six to seven directors and elected David Noble effective September 30, 2026; he will serve as a Class I director with term expiring at 2029 annual meeting.

• July 21, 2026, 4:13 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Neptune Insurance Q2 revenue $55.9M (+33%), Adj. EBITDA $34.5M (+36.5%), raises FY outlook

  Q2 revenue $55.9M (record, +33% YoY); net income $15.8M (+36%); adjusted EBITDA $34.5M (+36.5%)

• June 1, 2026, 4:07 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes ×2

  Neptune Insurance stockholders re-elect Burgess and Carlon as directors, ratify PwC as auditor

  Trevor Burgess and Jonathan Carlon re-elected as Class I directors for three-year term ending 2029; each received ~465.8M votes in favor.

• April 22, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 8.01item 9.01 ◈ Earnings Releases

  Neptune Q1 revenue +29% to $37.8M, adj. EBITDA +26%; raises FY guidance; authorizes $100M buyback

  Q1 2026 revenue $37.8M (+29% YoY); net income $7.3M (-26%) on $6.9M stock-based comp; adj. net income $13.4M (+21%).

• February 18, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Neptune Insurance Q4 revenue +39% to $43.8M; adjusted net income +25% to $15.3M

  Q4 GAAP net income $4.3M (-63% YoY) due to $4.6M IPO-related costs; adjusted net income $15.3M (+25%).

• November 12, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Neptune Insurance Q3 revenue up 31% to $44.4M, adj. EBITDA margin 60%; refinances debt to $260M revolver

  Revenue $44.4M (+31.2% YoY), net income $11.5M (-4.8% due to $5M IPO expenses), Adj. EBITDA $26.7M (+28.6%).

• October 7, 2025, 7:59 PM ET other material materiality 0.70 positive item 5.03item 9.01 ◈ Governance Changes ×2

  Neptune Insurance Holdings closes IPO, adopts amended governing documents

  IPO closed on October 2, 2025; charter and bylaws amendments effective at closing.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event earnings

7 positive 0 negative 2 neutral

source · NP on sec.gov