American Integrity (AII) insider group buys 136K shares around $16.9
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
American Integrity Insurance Group, Inc. reported that an entity associated with major shareholder James E. Sowell made open‑market purchases totaling 136,356 shares of Common Stock. The shares are directly held by Sowell Investments Holding Co., LLC, where Sowell is the sole manager.
The LLC bought 79,497 shares on June 9 at a weighted average price of $16.85, 33,628 shares on June 8 at $16.91, and 23,231 shares on June 5 at $16.92, all within disclosed intraday price ranges around $16.70–$17.00. Following these transactions, the LLC indirectly associated with Sowell held 4,610,180 shares of Common Stock.
The filing is made jointly by James E. Sowell and Sowell Investments Holding Co., LLC, and both reporting persons disclaim beneficial ownership of the securities beyond their pecuniary interests.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 136,356 shares ($2,301,242)
Net Buy
3 txns
Insider
SOWELL JAMES E, Sowell Investments Holding Co., LLC
Role
null | null
Bought
136,356 shs ($2.30M)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 79,497 | $16.85 | $1.34M |
| Purchase | Common Stock | 33,628 | $16.91 | $569K |
| Purchase | Common Stock | 23,231 | $16.92 | $393K |
Holdings After Transaction:
Common Stock — 4,610,180 shares (Indirect, See Footnotes)
Footnotes (1)
- 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. 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. (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. 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. 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. 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.
Key Figures
Total shares purchased: 136,356 shares
June 9 purchase: 79,497 shares at $16.85
June 8 purchase: 33,628 shares at $16.91
+3 more
6 metrics
Total shares purchased
136,356 shares
Open-market Common Stock buys in early June
June 9 purchase
79,497 shares at $16.85
Weighted average price on June 9
June 8 purchase
33,628 shares at $16.91
Weighted average price on June 8
June 5 purchase
23,231 shares at $16.92
Weighted average price on June 5
Post-transaction holdings
4,610,180 shares
Indirect Common Stock held by Sowell Investments Holding Co., LLC
Price range (June 9)
$16.71–$17.00
Intraday range for June 9 purchases
Key Terms
weighted average price, beneficially own, pecuniary interest, Section 16, +1 more
5 terms
weighted average price financial
"The price reported is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
beneficially own financial
"may be deemed for purposes of Section 16 ... to beneficially own any securities"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
pecuniary interest financial
"disclaim beneficial ownership ... except to the extent of the pecuniary interest"
Section 16 regulatory
"for purposes of Section 16 of the Securities Exchange Act of 1934"
Section 16 is a U.S. securities law rule that governs the trading and disclosure obligations of company insiders — typically officers, directors and large shareholders — to promote transparency and deter unfair profit-taking. It requires insiders to publicly report their stock trades and allows companies or the issuer to reclaim quick, short-term profits from certain insider trades, like a scoreboard and a refund policy that help investors see and limit possible insider advantage.
member of a group regulatory
"may be deemed to be a member of a group with respect to the Issuer"
FAQ
What insider transactions did AII report for James E. Sowell and Sowell Investments Holding Co., LLC?
The filing shows an entity associated with James E. Sowell bought 136,356 American Integrity Insurance Group shares in three open‑market transactions, increasing its indirect holdings to 4,610,180 shares of Common Stock after the purchases.
Were the AII insider purchases made at a single price or multiple prices each day?
Each day’s AII insider purchases were made at multiple prices, reported as weighted averages. The filing notes trades occurred within specified price ranges around $16.70–$17.00 and offers to provide detailed breakdowns of share counts at each individual execution price upon request.