Welcome to our dedicated page for Accelerant Holdings SEC filings (Ticker: ARX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Accelerant Holdings filings document the public-company records of a Cayman Islands issuer whose Class A common shares trade on the New York Stock Exchange under ARX. Current reports furnish operating and financial results, preliminary financial information, earnings presentation materials, material-event disclosures, and capital-structure information for the specialty insurance risk exchange business.
Proxy materials cover annual general meeting procedures, director elections, auditor ratification, shareholder voting mechanics, and proposal and nomination deadlines under the company's governing articles. The filings also identify emerging growth company status and recurring governance disclosures tied to Accelerant's board, shareholder rights, and exchange-listed common shares.
ONeill Francis James reported acquisition or exercise transactions in this Form 4 filing.
Accelerant Holdings reported that co-founder and Chief Underwriting Officer Francis James O’Neill received an award of 128,644 Class A Common Share restricted stock units on March 18, 2026, as equity compensation. The units carry no purchase price and increase his direct holdings to 7,363,769 shares after the grant.
The award vests over time. According to the terms, 25% of the restricted stock units vest on the one-year anniversary of the March 18, 2026 grant date, with an additional 6.25% vesting on the first day of each of the twelve calendar quarters that follow that anniversary. This creates a four-year vesting schedule tied to his ongoing service.
Lee-Smith Christopher reported acquisition or exercise transactions in this Form 4 filing.
Accelerant Holdings director and officer Christopher Lee-Smith reported an award of 128,644 Class A common share–based Restricted Stock Units as compensation. The grant was made on March 18, 2026, at no cash cost to him, and brings his direct holdings to 17,784,023 Class A shares.
The RSUs are scheduled to vest over time, with 25% vesting on the one-year anniversary of the grant date and 6.25% vesting on the first day of each of the twelve calendar quarters that follow, tying the award to ongoing service.
Sternberg Matthew David reported acquisition or exercise transactions in this Form 4 filing.
Accelerant Holdings reported that Matthew David Sternberg, COO of Risk Exchange, received an award of 180,667 Class A Common Share RSUs on March 18, 2026. These restricted stock units were granted at no cash cost and are part of his equity compensation.
The RSUs are scheduled to vest as to 25% on the one-year anniversary of the grant date and 6.25% on the first day of each of the twelve calendar quarters after that anniversary. Following this award, Sternberg directly holds 338,631 Class A Common Shares.
Accelerant Holdings Chief Financial Officer Green Jay Michael reported a tax-related share withholding rather than an open-market sale. On this Form 4, 28,625 Class A Common Shares were withheld at $11.63 per share to satisfy tax obligations when restricted stock units vested under company policy.
After this non-discretionary tax-withholding disposition, he directly holds 1,225,589 Class A Common Shares. The footnote clarifies the event was not an open-market transaction and does not reflect an active decision to sell shares.
Accelerant Holdings details rapid growth and a complex 2025 in its annual report. The specialty insurance marketplace grew Exchange Written Premium to $4.19 billion for 2025, up 35%, supported by 280 Members and 95 Risk Capital Partners across 22 countries. Revenue climbed from $344 million in 2023 to $603 million in 2024 and $913 million in 2025, while maintaining gross loss ratios of 51%, 54% and 51%, reflecting disciplined underwriting.
The company reported a 2025 net loss of $1.35 billion, driven largely by a $1.38 billion non-cash profits interest distribution expense tied to its July 2025 IPO, when 65,270,453 Class A shares were distributed to officers and employees. Adjusted EBITDA improved from $36 million in 2023 to $113 million in 2024 and $282 million in 2025, highlighting underlying profitability despite the one-time charge.
Accelerant Holdings reported strong growth for Q4 and full-year 2025 while announcing a major capital return and finance leadership change. Exchange Written Premium reached $1.09 billion in Q4 2025, up 24% year over year, with total revenue of $248.4 million and Adjusted EBITDA of $70.5 million, a 28% margin. For 2025, Exchange Written Premium was $4.19 billion and revenue $912.9 million, while Adjusted EBITDA rose to $281.8 million and margin to 31%. GAAP results showed a $1,345.2 million net loss, driven largely by $1,379.7 million in non-recurring profits interest distribution expenses tied to the IPO. The Board authorized a share repurchase program for up to $200 million of Class A shares through December 31, 2028. The company is shifting toward a more capital-light model, with third-party direct written premium at 40% of Q4 Exchange Written Premium. Accelerant also announced that longtime industry executive Linda S. Huber will become Chief Financial Officer, principal financial officer, and principal accounting officer on March 31, 2026, succeeding Jay Green, who is departing under a separation agreement. Management guided to continued growth in 2026, including Exchange Written Premium of approximately $5.1 billion and fee-based Adjusted EBITDA expansion.
Accelerant Holdings plans to hold its 2026 annual general meeting of shareholders on May 12, 2026. Shareholders of record at the close of business on March 13, 2026 will be entitled to vote.
Shareholder proposals and director nominations for the 2026 meeting must be delivered in writing or by email to the Company’s Secretary by the close of business on March 9, 2026. Only shareholders owning more than 5% of total outstanding common shares on both the record date and nomination notice date may submit director nominations. Shareholders who plan to use the universal proxy rules to solicit proxies for alternative director nominees must give notice with required Rule 14a-19 information by March 13, 2026.
Accelerant Holdings furnished an update stating it has issued a press release with preliminary financial information for the quarter and year ended December 31, 2025. The figures in that release are unaudited estimates based on currently available information and may change once normal closing procedures and the audit are completed.
The company emphasizes that these preliminary results should not be relied on as a substitute for full financial statements prepared under generally accepted accounting principles. The press release is furnished, not filed, which limits certain legal liabilities, and includes forward-looking statements that may differ from the final reported results.
Accelerant Holdings Chief Financial Officer Jay Michael Green reported a routine share withholding related to equity compensation. On 02/02/2026, 200,637 Class A Common Shares were withheld at $12.76 per share to cover tax obligations from vested restricted stock units under company policy.
After this non-discretionary withholding, he beneficially owns 1,254,214 Class A Common Shares directly. The footnote clarifies this was not an open market sale and does not represent a voluntary decision to sell shares.
An insider of Accelerant Holdings, who serves as both a director and officer (Co-Founder, Head of Distribution), reported buying 14,700 Class A Common Shares on 11/19/2025 in an open-market transaction coded as a purchase.
The weighted average purchase price was $13.4177 per share, based on multiple trades executed between $13.15 and $13.58. Following this transaction, the reporting person beneficially owns 17,655,379 Class A Common Shares held directly. The report notes that this ownership figure includes a minor adjustment correcting the number of shares previously reported after the company’s initial public offering on July 25, 2025.