AMERISAFE INC (AMSF) SEC Filings

AMERISAFE, Inc. is the issuer whose common stock is the subject of a joint beneficial-ownership report by Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander. Each reports 951,465 shares, equal to 5.1% of the class, with shared voting and dispositive power and zero sole voting or dispositive power.

The report states that the securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers that may be controlled by Millennium Group Management LLC and Englander. It also states that the disclosure alone should not be construed as an admission of beneficial ownership by the reporting persons.

AMERISAFE INC (AMSF) received an amended Schedule 13G/A (Amendment No. 7) in which Neuberger Berman Group LLC and related entities report beneficial ownership of 569 shares of common stock, representing 0% of the class and confirming they now hold 5% or less of AMERISAFE’s outstanding common shares.

The Neuberger Berman entities report no sole voting or dispositive power and shared voting and dispositive power over 569 shares. They state that various Neuberger Berman affiliates may be deemed to beneficially own these securities under Exchange Act Rule 13d-3, but each entity disclaims beneficial ownership under Rule 13d-4, and securities managed by other information‑barriered subsidiaries are excluded.

Goldman Sachs Asset Management, L.P. reports beneficial ownership of AMERISAFE, INC. common stock on a Schedule 13G. The firm reports 1,072,579.14 shares beneficially owned, representing 5.8% of the outstanding common stock. It reports no sole voting or dispositive power, with shared voting power over 984,642.14 shares and shared dispositive power over 1,072,579.14 shares. The filing reflects securities held by specified Goldman Sachs reporting units and includes disclaimers of beneficial ownership for certain client accounts and investment entities where others hold the economic interests.

AMERISAFE INC EVP–CSO Raymond F. Wise Jr. reported the conversion of 4,257 restricted stock units into an equal number of common shares on August 1, 2026. In connection with this event, 1,846 shares of common stock were disposed of at $29.04 per share to cover exercise-price or tax obligations. Following the conversion, Wise holds 9,878 restricted stock units from an original 14,188-unit grant made on August 1, 2023, which vests in four annual installments of 15%, 20%, 30%, and 35% beginning August 1, 2024.

Amerisafe, Inc. reported higher quarterly results for the three months ended June 30, 2026. Total revenues were 91,971 (in thousands), up from 81,088 (in thousands) in 2025, driven by net premiums earned of 77,273 (in thousands) and net investment income of 6,528 (in thousands). Net income was 14,595 (in thousands) versus 13,955 (in thousands), with basic EPS of $0.79 and diluted EPS of $0.78.

For the first six months of 2026, total revenues were 172,061 (in thousands) compared with 153,685 (in thousands), while net income was 22,740 (in thousands) versus 22,904 (in thousands). Reserves for loss and loss adjustment expenses were 594,090 (in thousands) at June 30, 2026, and total assets were 1,127,291 (in thousands). Cash and cash equivalents were 65,476 (in thousands), after net cash used in operating activities of (905) (in thousands), net cash provided by investing activities of 30,251 (in thousands), and net cash used in financing activities of 25,796 (in thousands) during the first six months.

AMERISAFE reported results for the second quarter ended June 30, 2026, with net premiums earned of $77,273 thousand, up 11.4% year over year, and gross premiums written of $85,968 thousand, up 7.9%. Net income was $14,595 thousand and diluted EPS $0.78, increases of 4.6% and 6.8%, respectively.

Loss and loss adjustment expenses incurred rose 18.9% to $48,341 thousand, and the net combined ratio increased to 95.4% from 91.7%. Underwriting profit was $3,562 thousand versus $5,736 thousand a year earlier. Operating net income declined 17.9% to $8,254 thousand and operating EPS to $0.44. Return on average equity was 23.5% for the quarter and 18.1% for the first six months of 2026.

Capital management actions included a quarterly cash dividend of $0.41 per share, 5.1% higher than a year earlier, and repurchase of 184,093 shares for $5.6 million, leaving $7.3 million of authorization at June 30, 2026. Book value per share was $13.49, up 0.7% from $13.39 at December 31, 2025.

GARCIA PHILIP A reported acquisition or exercise transactions in this Form 4 filing.

AMERISAFE, Inc. director Philip A. Garcia received an award of 2,340 shares of common stock on June 10, 2026. The shares were granted at $0.00 per share as a stock-based compensation award rather than a market purchase.

After this grant, Garcia directly holds 27,243 shares of AMERISAFE common stock. The new shares are subject to restrictions that will lapse at the time of the company’s 2027 annual meeting of shareholders, meaning they effectively vest at that meeting.

AMERISAFE director Jared A. Morris reported an equity award of 2,340 shares of common stock. The shares were granted at a price of $0.00 per share as a compensation-related award and are subject to restrictions that will lapse at the time of AMERISAFE's 2027 annual meeting of shareholders.

After this award, Morris holds 25,075 shares directly and 61,353 shares indirectly through the Jared Morris 1997 Trust. This filing reflects an acquisition of shares through a grant rather than an open-market purchase.

Greer Billy B reported acquisition or exercise transactions in this Form 4 filing.

AMERISAFE director Billy B. Greer received a grant of 2,340 shares of common stock on June 10, 2026. The shares were awarded at no cash cost per share as equity compensation and increased his directly held position to 8,861 shares.

The granted shares are subject to restrictions that will lapse at the time of AMERISAFE’s 2027 annual meeting of shareholders, meaning they effectively vest at that meeting if conditions are met.