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为好奇的投资者而做。

首页/SLDE/申报文件变化

SLDE 最新10-Q变化

将 SLDE 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。

对比:10-Q · 2026-10-29 与上一份 10-Q · 2026-07-30

章节结果新增删除微调未变
管理层讨论与分析文字有新增/删除+44−43~2273
市场风险(第3项)文字有新增/删除00~32
控制与程序文字有新增/删除00~20
法律诉讼无段落级文字变化0001
风险因素公司称无重大变化(指向 10-K)————
其他信息文字有新增/删除+3−400

计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。

代表性摘录

每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。

管理层讨论与分析

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • Gross premiums earned. Gross premiums earned increased to $479.3 million for the three months ended September 30, 2026 from $359.4 million for the three months ended September 30, 2025. The increase was driven primarily by strong premium production across the portfolio including prior years Citizen …
  • Ceded premiums earned. Ceded premiums for the three months ended September 30, 2026 and 2025 were approximately $146.0 million and $116.3 million, respectively, representing 30.4% and 32.4%, respectively, of gross premiums earned. The $29.6 million increase was primarily attributable to increased ca…
  • Net premiums earned. Net premiums earned increased to $333.3 million for the three months ended September 30, 2026 from $243.1 million for the three months ended September 30, 2025. The increase and year-over-year growth were directly driven by earnings growth from previous increases in voluntary ho…
  • Net investment income. Net investment income, inclusive of realized investment gains and losses, increased to $23.8 million for the three months ended September 30, 2026 from $19.1 million for the three months ended September 30, 2025, which was attributable to an increase in investable assets. Our …
  • Policy fees. Policy fees increased to $3.2 million for the three months ended September 30, 2026 from $2.4 million for the three months ended September 30, 2025. The increase in policy fees was primarily attributable to continued strong top-line growth.

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • Our policies in force as of June 30, 2026 were 509,075, compared to 348,439 as of June 30, 2025, a 46.1% increase year-over-year. Our average premium per residential policy decreased from $3,614 at June 30, 2026 compared to $3,964 at June 30, 2025 as a result of a decrease in average premium of Citi…
  • Gross premiums earned. Gross premiums earned increased to $486.1 million for the three months ended June 30, 2026 from $338.7 million for the three months ended June 30, 2025. The increase was driven primarily by the earnings resulting from strong premium production across the portfolio including pr…
  • Ceded premiums earned. Ceded premiums for the three months ended June 30, 2026 and 2025 were approximately $125.5 million and $94.8 million, respectively, representing 25.8% and 28.0%, respectively, of gross premiums earned. The $30.7 million increase was primarily attributable to increased catastro…
  • Net premiums earned. Net premiums earned increased to $360.6 million for the three months ended June 30, 2026 from $243.9 million for the three months ended June 30, 2025. The increase and year-over-year growth were directly driven by earnings growth from previous increase in voluntary homeowners an…
  • Net investment income. Net investment income, inclusive of realized investment gains and losses, increased to $22.2 million for the three months ended June 30, 2026 from $15.0 million for the three months ended June 30, 2025, which was attributable to an increase in investable assets. Our average in…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • None of the Company's directors or officers (as defined in Rule 16a-1(f)) adopted, modified or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement” (as defined in Item 408(c) of SEC Regulation S-K) during the quarter ended September 30, 2026, except as described in…
  • Robert D. Gries, Jr. (GRM Family Limited Partnership), Board Director
  • *We inadvertently omitted the disclosure of a Rule 10b5-1 Plan adopted by Matthew Larson, Chief Risk Officer, on May 4, 2026, in Item 5 of Part II in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026.

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • On July 27, 2026, the Company entered into the Third Amendment of the Credit Agreement to, among other things, increase its revolving credit facility to $530.4 million. All other material terms of the Credit Agreement, as amended, remained unchanged.
  • There are no material relationships between the Company or any of its subsidiaries or affiliates and the lenders and/or their respective affiliates, other than in respect of the Credit Agreement, Amendment and certain commercial banking and lending relationships, all of which have been entered into …
  • None of the Company's directors or officers (as defined in Rule 16a-1(f)) adopted, modified or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement” (as defined in Item 408(c) of SEC Regulation S-K) during the quarter ended June 30, 2026, except as described below:
  • On June 12, 2026, the Company’s Chief Executive Officer and the Company's President and Chief Operating Officer, terminated a Rule 10b5-1 trading plan providing for the sale of up to 10 million and 1 million shares of the Company’s common stock and which was adopted on November 21, 2025. The trading…

如何读 10-Q 的风险因素(第 1A 项)

10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:

  • 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
  • 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
  • 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。

这只是对文件结构的客观描述,不构成对风险高低的判断。

数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议

SLDE 更多分析

SLDE 全览SLDE 量化评级SLDE 公允价值(DCF)SLDE 同业对比SLDE 营收历史SLDE AI 深度研报