AII American Integrity Insurance Group, Inc. Insider Trading

10% owner Sowell purchases 136,356 shares ($2.3M) across 3 trades at AII while stock down 36.0% from 52-week high

James E Sowell, a 10% owner at American Integrity Insurance Group, executed 3 separate purchases totaling 136,356 shares for $2,301,242.45 between June 5–9, 2026, at prices ranging from $16.85 to $16.92. The purchases increased his holdings from 4,473,824 shares to 4,610,180 shares. These acquisitions occur while the stock is -36.0% from its 52-week high of $26.36 and has declined -14.0% over the past 30 days. The company maintains strong fundamentals with annual revenue growth of +35.3%, net income of $19,910,000.00, and a P/E ratio of 4.05. A substantial shareholder's accumulation at depressed price levels warrants investor attention to the underlying business drivers and whether the recent selloff reflects temporary technical pressure or deteriorating conditions.

Director Steven B Mathis bought 3,000 shares of AII at $16.82; stock down 36.6% from 52-week high; cluster pattern with 2 other insiders buying within 14 days.

Steven B Mathis, a director, purchased 3,000 shares at $16.82, doubling his stake from 3,126 shares to 6,126 shares (+96.0% increase in holdings). This buy occurs after the stock has declined 36.6% from its 52-week high of $26.36 and 14.5% over 30 days. The broader context shows AII growing revenue 35.3% year-over-year with strong profitability (net income of $19,910,000.00) and an attractive P/E of 4.01, suggesting valuation may be disconnected from operational performance. Notably, this transaction is part of a cluster pattern—2 other insiders also purchased shares within the past 14 days—indicating coordinated insider accumulation during a period of significant stock weakness.

Director Steven E Smathers bought 2,900 shares of AII at $16.99; stock down 36.8% from 52-week high and -15.4% in 30 days

Steven E Smathers purchased 2,900 shares at $16.99 on 2026-05-22, increasing his holdings to 177,827 shares, while American Integrity Insurance Group trades at $16.65—down 36.8% from its 52-week high of $26.36 and declining 15.4% over the past 30 days. The company shows strong fundamentals with $90.9M in latest quarterly revenue, $19.9M net income, and 35.3% annual revenue growth, supported by a low P/E of 4.00. However, Smathers' prior same-ticker history at AII shows inconsistent timing: his three prior sales produced mixed 90-day returns (one well-timed decline, but two showing subsequent gains he missed), suggesting this buy occurs amid price weakness without clear evidence of superior timing ability at this specific stock.

Chairman David Lewis Clark purchased 5,830 shares of AII at $17.15 on 2026-05-22 for $100.0K, raising holdings 33.1% to 23.4K shares as stock trades at $16.65, down -36.8% from 52-week high of $26.36.

David Lewis Clark, Chairman of American Integrity Insurance Group, Inc., purchased 5,830 shares at $17.15 on 2026-05-22, expanding his stake by +33.1% to 23.4K shares total. The transaction occurred at $17.15 while the current market price stands at $16.65, positioning the purchase above recent trading levels. The stock has declined -36.8% from its 52-week high of $26.36 and -15.4% over the past 30 days, creating a divergence between the insider's acquisition activity and the broader price trajectory. Company fundamentals show revenue of $90.9M in the latest quarter with net income of $19.9M, alongside annual revenue growth of +35.3% year-over-year and a P/E multiple of 4.00.

10% owner SOWELL sells 295,037 shares (6.2% of holdings) at $19.00; stock down 24.4% from 52-week high.

SOWELL JAMES E, a 10% owner of American Integrity Insurance Group, sold 295,037 shares at $19.00 on 2025-12-05, reducing his position to 4,473,824 shares. The sale occurs against a backdrop of weakness: the current price of $19.79 sits 24.4% below the 52-week high and has declined 19.4% over the past 30 days. His prior trade at AII (a sale on 2025-05-13) delivered a 90-day return of +11.2%, meaning the stock rose after that sale; across his broader trading history, his prior 2 sells averaged a 90-day return of +0.0% with a well-timed rate of 0.00%, indicating these sales have not preceded stock declines. This current sale is sized at 6.2% of his remaining equity stake, a modest trimming given his substantial 4.47M-share remaining position in a company with $62.0M quarterly revenue and $387.4M market cap.

CEO Ritchie Robert C sold 59,554 shares at $19.00 on 2025-12-05; stock now $19.79, down 24.4% from 52-week high.

Ritchie Robert C, CEO of American Integrity Insurance Group, sold 59,554 shares (59.6K shares) for $1,131,526.00 ($1.1M) at $19.00, reducing his holdings from 2,476,766 shares (2.48M shares) to 2,417,212 shares (2.42M shares), a 2.4% reduction. The sale occurred at a price substantially below both the current market price of $19.79 and well below the 52-week high of $26.19; the stock has declined 24.4% from its high and 19.4% over the past 30 days. This represents the CEO's second open-market sale at AII within a 15-day window (prior sale on 2025-11-21), though his cross-ticker track record shows only 1 prior sell across all holdings. The pattern of repeated sales during a period of significant price weakness merits investor attention.

Director Smathers sold 171.8K shares of AII at $19.00 (-49.8% of holdings); stock down -24.6% from 52-week high, -13.9% in 30 days.

Smathers sold 171,800 shares at $19.00 on 2025-11-21, reducing his stake by 49.8% from 345,214 to 173,414 shares. The sale price was well above the current market price of $19.76 and within the 52-week range of $16.00–$26.19, though the stock has declined -24.6% from its 52-week high and -13.9% over the past 30 days. At the same ticker, his two prior sales at AII both showed positive 90-day returns (+11.2% and +10.3%), indicating he sold prior to rallies rather than declines. The fundamentals show quarterly net income of $13,163,000.00 on revenue of $62,026,000.00, with a market cap of $386,837,647.04. This substantial reduction in director holdings warrants observation of whether the company faces headwinds or whether the director perceives valuation or timing opportunities at a depressed level.

CEO Ritchie Robert C sold 475,000 shares (475.0K) at $19.00 for $9,025,000.00, reducing stake 16.2%

CEO Ritchie Robert C executed a $9,025,000.00 sale of 475,000 shares at $19.00, reducing his holdings from 2,929,500 shares to 2,454,500 shares (2.45M). The sale occurred when the stock trades at $19.76 current price, -24.6% from its 52-week high of $26.19 and down 13.9% over the last 30 days. The magnitude of this reduction—16.2% of his pre-transaction holdings in a single transaction—represents a material shift in insider positioning. With the company reporting $62,026,000.00 in quarterly revenue and $13,163,000.00 in net income, the sale's timing relative to the stock's recent performance decline warrants investor attention to understand the CEO's capital allocation intentions.

10% owner James Sowell sells 2,353,200 shares of AII at $19.00 ($44.7M); reduces stake by 33.0% to 4,768,861 shares

James E Sowell, a 10% owner, executed a substantial open-market sale of 2,353,200 shares at $19.00 on 2025-11-21 valued at $44,710,800.00, reducing his holdings from 7,122,061 shares to 4,768,861 shares. The sale occurred at a price 3.76 below the current market price of $19.76 and when the stock is trading 24.6% below its 52-week high of $26.19. Notably, Sowell's prior AII sale on 2025-05-13 at $19.00 was followed by a 90-day return of +11.2%, indicating the stock subsequently rose after his last major disposal; his cross-ticker track record shows a 0.00% well-timed rate on sells, meaning none of his prior sales across all holdings were followed by declines. The magnitude of this 33.0% reduction in stake and the depressed stock context warrant attention to whether this reflects structural changes in Sowell's investment posture at AII.

10% Owner James E Sowell sells 524,070 shares (AII) at $16.00; retains 7,122,061 post-sale.

SOWELL JAMES E, a 10% owner, sold 524,070 shares at $16.00 on 2025-05-13, reducing his position from 7,646,131 shares to 7,122,061 shares (a 6.9% reduction in holdings). The transaction occurred at $16.00 while the current market price stands at $17.41, indicating the sale executed below current levels. This is the company's fourth trading day post-listing, making historical valuation benchmarks not yet meaningful. The sale represents a substantial disposition of nearly half a million shares by a principal stakeholder, yet the seller retains over 7.1M shares, maintaining a significant ownership stake in the company.