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.
Accelerant Holdings furnished a Form 8-K announcing its third-quarter earnings materials for the period ended September 30, 2025. The company issued an earnings release and an investor presentation on November 12, 2025, and will host an earnings conference call on November 13 at 8:00 a.m. Eastern Time.
The earnings release is furnished as Exhibit 99.1 and the presentation as Exhibit 99.2, which is also posted at https://investor.accelerant.ai/. The information under Items 2.02 and 7.01 is expressly stated as furnished, not deemed “filed” under Section 18 of the Exchange Act.
Accelerant Holdings (ARX) presented interim US GAAP condensed consolidated financials for the six months ended June 30, 2025. The company reported 248 Members on its Risk Exchange and $2.06 billion of Exchange Written Premium for the six months ended June 30, 2025, with 77% written by Accelerant Underwriting and 23% by Risk Exchange Insurers. On July 25, 2025 (subsequent event), the company completed an IPO selling 20,276,280 Class A shares at $21.00, generating net proceeds of $393.4 million; proceeds funded a $175.3 million redemption of Class C convertible preference shares and a $25.0 million termination fee to an affiliate of Altamont. At IPO, the company recognized $1.38 billion of non-cash stock-based compensation related to settlement of profit interest awards, recorded as equity-neutral (capital contribution offset). As of June 30, 2025, 219,986,563 common shares were outstanding (112,745,135 Class A; 107,241,428 Class B) and Altamont-controlled funds held 90,916,841 Class B shares, representing 76.7% of combined voting power.
Accelerant Holdings filed a Form 8-K to inform investors that it issued an earnings press release for the second quarter ended June 30, 2025. The company states that the press release, dated August 28, 2025, is attached as Exhibit 99.1 to this report. Accelerant clarifies that the earnings information furnished under Item 2.02, including Exhibit 99.1, is not considered “filed” for liability purposes under Section 18 of the Exchange Act and will only be incorporated into other securities filings if specifically referenced.
On 07/25/2025, Accelerant Holdings (ARX) Chief Operating Officer, Risk Exchange, Matthew David Sternberg filed a Form 4 reporting the award of 152,264 Class A Restricted Stock Units (RSUs). Each RSU entitles the holder to one Class A common share upon vesting. The transaction was coded "A" (acquisition) and carried a $0 exercise price, indicating an equity-compensation grant rather than an open-market purchase. After the grant, Sternberg’s direct beneficial ownership stands at 152,264 shares. No sales, derivative securities, or additional transactions were disclosed.
Accelerant Holdings (ARX) Form 4 – 07/25/2025: Director and 10% owner Keoni Andrew Schwartz, together with affiliated entities ACP Accelerant Holdings L.P. and ACP Insurance Management LLC, reported substantial share-class conversions tied to the company’s IPO and immediate secondary sales.
- Converted & sold: 11,596,152 Class B shares were first converted 1-for-1 into Class A and then sold at $21 per share under the IPO underwriting agreement, generating roughly $243 million in proceeds for the selling holders.
- Redeemed: 909,791 Redeemable Preference Shares were redeemed at $31.55.
- Residual ownership: Despite the sale, affiliated entities still report 90,196,595 Class B shares convertible into Class A on demand, plus additional derivative positions (e.g., 82,085,342; 5,427,970; 3,302,263 shares) held indirectly through various ACP vehicles.
- Control features: Class B shares carry 1-for-1 optional conversion and mandatory conversion triggers after three years or if insider holdings drop below 50%.
The filing signals significant liquidity taken by pre-IPO holders yet leaves a large insider stake that can convert later, representing both supply overhang risk and continued alignment.
On 07/25/2025, Accelerant Holdings (ARX) Co-Founder, CEO, director and 10% owner Jeffrey L. Radke filed a Form 4 reporting the conversion of his limited-partner interests in Accelerant Holdings LP into Class A common shares as part of the company’s initial public offering.
- Direct acquisition: 33,464 Class A shares.
- Indirect via Badly Bent LLC: 27,945,395 Class A shares (Radke manages the LLC’s sole member; disclaims beneficial ownership beyond pecuniary interest).
- Indirect via family trust: 249,828 Class A shares held for the benefit of his spousal equivalent (Radke disclaims beneficial ownership beyond pecuniary interest).
The exchanges were executed at a stated $0 conversion price; no shares were disposed of and no open-market transactions occurred. Radke’s post-transaction beneficial holdings equal the amounts listed above, split between direct and indirect ownership.
Form 4 highlights for Accelerant Holdings (ARX): Co-founder & Chief Underwriting Officer Francis J. O’Neill reported transactions tied to the company’s July 2025 IPO.
- LP exchange: 163,616,981 limited-partnership units of Accelerant Holdings LP were exchanged for 7,136,705 Class A common shares (Code C).
- Automatic conversion: 7,975 Convertible Preference Shares converted at a 1-for-1 rate into 7,975 Class A shares (Code C).
- Redemption: 22,190 Redeemable Preference Shares were redeemed by the issuer for $31.55 per share, eliminating that derivative position (Code D).
After these IPO-related restructurings, O’Neill directly owns 7,144,680 Class A shares and no derivative securities. All transactions were recorded on 25 Jul 2025; the form was signed 29 Jul 2025.
The filings reflect a shift from pre-IPO partnership and preference structures to a straightforward common-equity stake, aligning the executive’s incentives with public shareholders while withdrawing roughly $0.70 million via share redemptions.
Accelerant Holdings (ARX) – Form 4 insider filing dated 29 Jul 2025 shows Director Karen Sue Meriwether received 9,210 Class A common share RSUs on 25 Jul 2025. Each RSU represents one share and was granted at a stated price of $0, indicating a routine equity-based compensation award rather than an open-market purchase. After the grant, Meriwether’s direct beneficial ownership stands at 9,210 shares; no prior shareholdings are disclosed in this filing, suggesting these RSUs constitute her entire reported stake. The filing reports no sales, option exercises or derivative positions. While the grant modestly aligns the director’s interests with shareholders, the single, small transaction (<1 % of outstanding shares) carries limited market impact and does not alter control dynamics.
Accelerant Holdings (ARX) – Form 4 filed 07/29/2025: Director Paul Christopher Little was granted 9,210 Class A Restricted Stock Units (RSUs) on 07/25/2025 (Transaction Code “A”). Each RSU represents the contingent right to receive one Class A common share, effectively increasing the director’s direct beneficial ownership to 9,210 shares.
No cash consideration was paid (price reported as $0), indicating the shares were awarded as equity compensation rather than purchased on the open market. The filing contains no derivative transactions and lists no prior holdings, implying these RSUs constitute Mr. Little’s entire reported stake. Because RSUs typically vest over time, the award aligns the director’s future compensation with shareholder value while causing only minimal immediate dilution to existing holders.
Accelerant Holdings (ARX) – Form 4 insider filing: Co-Founder, Director and Head of Distribution Christopher Lee-Smith reported IPO-related equity conversions dated 25 Jul 2025.
- 17,509,884 Class A Common Shares were received under transaction code C, arising from the exchange of limited-partnership interests in Accelerant Holdings LP. Lee-Smith now directly owns the same number of Class A shares.
- Table II shows the mechanics: 107,086,944 LP interests converted into the above Class A shares; all derivative LP units now show 0 remaining.
- 62,132 Redeemable Preference Shares were redeemed by the issuer at $31.55 each (code D). Post-redemption, the preference stake is 0.
No open-market purchases or sales occurred; the filing simply documents the restructuring of Lee-Smith’s pre-IPO holdings into the public share class. The insider retains a sizeable equity position and remains both a director and executive officer. No other financial metrics or guidance were disclosed.