AII chairman reports routine tax-withheld shares
American Integrity Insurance Group Chairman Clark David Lewis reported routine share movements primarily related to tax withholding.
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Form Type
4
Rhea-AI Filing Summary
American Integrity Insurance Group Chairman Clark David Lewis reported routine share movements primarily related to tax withholding. On 2026-05-07, 1,230 shares of Common Stock were withheld by the company at $19.67 per share to satisfy tax obligations from vesting restricted stock units, and no shares were sold. After this, Lewis directly held 17,596 Common Stock shares. Separately, 461,463 shares are held indirectly by the David and Kimberly Clark 2016 Irrevocable Trust, where Lewis serves as trustee and disclaims beneficial ownership except for his pecuniary interest.
Insider Trade Summary
Exercise Price or Tax Liability: 1,230 shares
Exercise Price or Tax Liability
2 txns
Insider
Clark David Lewis
Role
Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 1,230 | $19.67 | $24K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 17,596 shares (Direct);
Common Stock — 461,463 shares (Indirect, See Footnotes)
Footnotes (3)
- F1. Represents shares of common stock, par value $0.001 (the "Common Stock"), of American Integrity Insurance Group, Inc. (the "Issuer") withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. No shares were sold in this transaction.
- F2. Consists of shares of Common Stock held directly by the David and Kimberly Clark 2016 Irrevocable Trust (the "Trust"). The reporting person is the Trustee of the Trust and 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 the Trust. The reporting person disclaims beneficial ownership of the securities held by the Trust covered by this statement, except to the extent of the pecuniary interest of the reporting person in such securities. Neither the filing of this statement nor anything herein shall be deemed an admission that the reporting person is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any securities held by the Trust.
- F3. The reporting person 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 person declares that neither the filing of this statement nor anything herein shall be construed as an admission that the reporting person and the Trust 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.
Key Figures
Tax-withheld shares: 1,230 shares
Tax-withholding price: $19.67 per share
Direct holdings after transaction: 17,596 shares
+1 more
4 metrics
Tax-withheld shares
1,230 shares
Common Stock withheld to satisfy tax obligations on RSU vesting at $19.67
Tax-withholding price
$19.67 per share
Price per Common Stock share withheld for tax obligations
Direct holdings after transaction
17,596 shares
Common Stock directly held by Clark David Lewis after tax withholding
Trust holdings
461,463 shares
Common Stock held by David and Kimberly Clark 2016 Irrevocable Trust
Key Terms
restricted stock units, Irrevocable Trust, pecuniary interest, Section 16, +1 more
5 terms
restricted stock units financial
"tax withholding obligations in connection with the vesting of restricted stock units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Irrevocable Trust financial
"Consists of shares of Common Stock held directly by the David and Kimberly Clark 2016 Irrevocable Trust"
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
pecuniary interest financial
"except to the extent of the pecuniary interest of the reporting person in such securities"
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.
Section 13(d) or 13(g) regulatory
"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)"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did American Integrity Insurance Group (AII) Chairman Clark David Lewis report in this Form 4?
Clark David Lewis reported share activity mainly tied to tax withholding on vested restricted stock units. The company withheld 1,230 shares of Common Stock, and no shares were sold in the market, making this a routine administrative transaction.
Is the reported AII Form 4 transaction a typical tax-withholding event?
Yes. The filing states that 1,230 AII shares were withheld by the issuer to satisfy tax obligations connected to vesting restricted stock units. The footnote clarifies that no shares were sold, indicating a standard compensation-related tax-withholding disposition.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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