SOWELL JAMES E 4
4 · American Integrity Insurance Group, Inc. · Filed Jun 11, 2026
Research Summary
AI-generated summary of this filing
American Integrity (AII) 10% Owner James E. Sowell Buys Stock
What Happened
James E. Sowell, a 10% owner of American Integrity Insurance Group, Inc. (AII), made three open-market purchases (transaction code P) totaling 136,356 shares between June 5 and June 9, 2026. The trades reported were: 23,231 shares on 2026-06-05 at a weighted average price of $16.92 ($393,069); 33,628 shares on 2026-06-08 at $16.91 ($568,649); and 79,497 shares on 2026-06-09 at $16.85 ($1,339,524). Combined consideration for the three buys is approximately $2,301,242. These are purchases (acquisitions), which retail investors typically view as a stronger signal than routine sales.
Key Details
- Transaction dates and reported weighted averages:
- 2026-06-05: 23,231 shares @ $16.92 (weighted average). Footnote indicates trades priced between $16.71–$17.00.
- 2026-06-08: 33,628 shares @ $16.91 (weighted average). Footnote indicates prices ranged $16.76–$16.98.
- 2026-06-09: 79,497 shares @ $16.85 (weighted average). Footnote indicates prices ranged $16.70–$17.00.
- Total shares acquired: 136,356; total spent: ≈ $2.30 million.
- Shares owned after transaction: Not specified in the provided Form 4 excerpt.
- Ownership structure: Purchases consist of shares held by Sowell Investments Holding Co., LLC; James E. Sowell is the sole manager and is a reporting person for these holdings (see footnotes regarding beneficial ownership disclaimers).
- Filing timeliness: Form 4 filed 2026-06-11. That appears late for the June 5 trade (which is past the two-business-day reporting window), though it was filed within two business days of the June 9 trade. A late file can raise administrative questions but does not change the underlying purchases.
Context
These were straight open-market purchases by a 10% owner (through his holding company), not option exercises or gifts. Purchases by significant owners can be noteworthy to retail investors as they represent direct capital put into the stock, but filings include disclaimers about beneficial ownership via the holding company. The footnotes provide weighted-average price ranges and offer to supply per-trade price breakdowns on request.
Insider Transaction Report
- Purchase
Common Stock
[F1][F2][F3][F4]2026-06-05$16.92/sh+23,231$393,069→ 4,497,055 total(indirect: See Footnotes) - Purchase
Common Stock
[F5][F2][F3][F4]2026-06-08$16.91/sh+33,628$568,649→ 4,530,683 total(indirect: See Footnotes) - Purchase
Common Stock
[F6][F2][F3][F4]2026-06-09$16.85/sh+79,497$1,339,524→ 4,610,180 total(indirect: See Footnotes)
Footnotes (6)
- [F1]The price reported is a weighted average price. These shares of common stock, par value $0.001 (the "Common Stock"), of American Integrity Insurance Group, Inc. (the "Issuer") were purchased in multiple transactions at prices ranging from $16.71 to $17.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares purchased in the transactions at each separate price within the range set forth in this footnote.
- [F2]Consists of shares of Common Stock, directly held by Sowell Investments Holding Co., LLC, of which James E. Sowell is the sole manager. This statement is jointly filed by and on behalf of each of Mr. Sowell and Sowell Investments Holding Co., LLC. Mr. Sowell directly (whether through ownership or position) or indirectly may be deemed for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise to beneficially own any securities owned by Sowell Investments Holding Co., LLC. The reporting persons each disclaim beneficial ownership of the securities covered by this statement, except to the extent of the pecuniary interest of such reporting person in such securities.
- [F3](Continued from footnote 2) Each reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that such reporting person is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any securities covered by this statement.
- [F4]The reporting persons may be deemed to be a member of a group with respect to the Issuer or securities of the Issuer for purposes of Section 13(d) or 13(g) of the Exchange Act. The reporting persons declare that neither the filing of this statement nor anything herein shall be construed as an admission that such persons are, for the purposes of Section 13(d) or 13(g) of the Exchange Act or any other purpose, a member of a group with respect to the Issuer or securities of the Issuer.
- [F5]The price reported is a weighted average price. These shares of Common Stock were purchased in multiple transactions at prices ranging from $16.76 to $16.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the SEC, upon request, full information regarding the number of shares purchased in the transactions at each separate price within the range set forth in this footnote.
- [F6]The price reported is a weighted average price. These shares of Common Stock were purchased in multiple transactions at prices ranging from $16.70 to $17.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the SEC, upon request, full information regarding the number of shares purchased in the transactions at each separate price within the range set forth in this footnote.