ARX Accelerant Holdings Insider Trading

CFO Green Jay Michael sold 50,000 ARX shares at $12.77 on 2026-03-23; stock now at $13.15, -56.2% from 52-week high.

CFO Green Jay Michael sold 50,000 shares (50.0K shares) at $12.77, reducing his holdings by 4.1% to 1,175,589 shares (1.18M shares). The sale occurred during a period of significant stock weakness: the current price of $13.15 sits 56.2% below the 52-week high of $30.05, though the stock has gained 28.2% over the past 30 days. The company reported Revenue of $267,400,000.00 ($267.4M) in its latest quarter with annual revenue growth of +51.5%, but posted a full-year Net income of $-1,368,800,000.00 ($-1.4B), indicating the firm is deeply unprofitable despite strong top-line expansion. The sale of roughly 4% of holdings by the CFO at a depressed valuation—while the company burns significant cash—warrants investor attention to the company's cash position and burn rate.

Co-founder Christopher Lee-Smith buys 14,700 shares of ARX at $13.42; stock now -47.6% from 52-week high amid $-1.4B net loss.

Christopher Lee-Smith, Co-Founder and Head of Distribution, purchased 14,700 shares at $13.42 on 2025-11-19 for a total value of $197,240.19, increasing his holdings from 17,640,679 to 17,655,379 shares. The transaction price of $13.42 sits $2.33 below the current price of $15.75, which is notably -47.6% from the 52-week high of $30.05, suggesting the stock has experienced substantial depreciation. The company reported a net loss of $-1,368,800,000.00 against revenue of $267,400,000.00 in the latest quarter, presenting a material profitability challenge that likely explains the depressed valuation. Without a disclosed trading plan or clear evidence of routine rebalancing, the purchase by a founding executive at this depressed price point and amid recent 30-day gains of +21.8% reflects activity in a period of temporary price recovery from a cyclically weak position.

ARX director Meriwether bought 542 shares at $14.67 amid $-1.4B net loss and stock down 48.8% from 52-week high

Karen Sue Meriwether, a director at Accelerant Holdings, purchased 542 shares at $14.67 on 2025-12-08, increasing her holdings from 9,210 to 9,752 shares (+5.9%). The purchase occurs while ARX is down 48.8% from its 52-week high of $30.05, despite a recent 21.6% 30-day rally. Most significantly, the company reported a net loss of $-1.4B against revenue of $267.4M in the latest quarter, presenting a fundamental context of substantial losses. The director's acquisition at a depressed valuation point, combined with the company's negative earnings environment, represents a discrete insider purchase that warrants examination of whether operational or strategic factors have changed.

Director Gaynor Samuel buys 7,500 ARX shares at $13.44; 4 other insiders bought within 14 days amid -$1.4B net income.

Gaynor Samuel, a director, purchased 7,500 shares at $13.44, establishing his first position in Accelerant Holdings. This purchase occurs as part of a cluster pattern in which 4 other insiders also bought within the past 14 days, suggesting coordinated confidence during a period of significant financial stress. The company reported net income of $-1,368,800,000.00 in the latest quarter, yet insiders are accumulating shares. The stock trades at $12.85, down 57.2% from its 52-week high of $30.05, providing a lower entry point relative to recent price peaks.

Co-Founder O'Neill buys 38,000 ARX shares at $13.34; 4 other insiders also bought in 14 days as stock down 57.2% from 52-week high.

ONeill Francis James, as Co-Founder and Chief Underwriting Officer, purchased 38,000 shares for $506,809.80, expanding his position from 7,197,125 shares to 7,235,125 shares. This transaction occurred within a 14-day window in which 4 other insiders also made purchases—a notable cluster pattern that suggests coordinated insider buying activity across the executive team. The broader context is material: ARX is trading at $12.85, down 57.2% from its 52-week high of $30.05, while the company reported a net loss of $-1,368,800,000.00 against quarterly revenue of $267,400,000.00. The price action and fundamental deterioration warrant attention to whether insider purchases at depressed valuations reflect conviction in a recovery path or are simply portfolio responses to shareholder pressure.

COO Sternberg buys 5,700 ARX shares at $13.10; 4 other insiders also bought in past 14 days amid -55.0% 90-day decline

Matthew David Sternberg, COO of Risk Exchange, purchased 5,700 shares at $13.10 on 2025-11-17, adding to holdings of 158.0K shares post-transaction. This buy is part of a cluster pattern: 4 other insiders also purchased within the past 14 days. The stock has fallen -55.0% over 90 days and trades 55.5% below its 52-week high of $30.05, though it has recovered 5.0% in the past 30 days. Against this backdrop of significant decline, the multi-insider purchase cluster merits attention as a potential signal of insider assessment following a sharp drawdown, though the company reported a net loss of $-1.4B in the latest quarter, which constrains the strength of any positive interpretation.

CEO Jeffrey L Radke bought 74,110 shares at $13.48 amid cluster buying; stock down 54.4% from 52-week high despite $267.4M revenue and $-1.4B net loss.

RADKE JEFFREY L, Co-Founder and CEO, purchased 74,110 shares for $999,365.94, increasing his holdings to 28,261,939 shares. This transaction occurs as part of a cluster pattern: 2 other insiders also bought within the past 14 days. The timing is notable given the company's severe financial headwind—latest quarter revenue of $267,400,000 was offset by a net loss of $-1,368,800,000, while the stock has declined 54.3% over 90 days and sits 54.4% below its 52-week high of $30.05. CEO-level accumulation during sustained weakness, especially paired with concurrent buying by other insiders, warrants examination of whether the market has overshot fair value or whether the loss profile signals structural challenges ahead.

General Counsel Hasley Nancy buys 500 ARX shares at $21.00 on debut day (initial Form 4 filing post-IPO)

Hasley Nancy, General Counsel of Accelerant Holdings, purchased 500 shares at $21.00 on 2025-07-25, the same day the company's stock began trading (4 trading days prior to this filing's date). This is her initial open-market purchase and establishes a 500-share position. The stock has since risen to $28.38, valuing her position $3,690 above her entry cost. The trade occurred during the immediate post-IPO window when insider purchases are common and often reflect either pre-arranged equity grants or initial participation in company ownership. Without established price history or sector comparisons, the significance is moderate—a new insider accumulation on a recently listed security, but the modest size and recent listing status limit broader analytical context.

Director Schwartz sells 11,596,152 shares for $243.5M at $21.00; converts derivative securities on IPO listing

Keoni Andrew Schwartz, a Director of Accelerant Holdings, executed 4 separate sales totaling 11,596,152 shares (11.60M shares) for $243,519,192.00 ($243.5M) at a blended average price of $21.00 on 2025-07-25, reducing his shareholding to 0 shares post-transaction. This filing involves a conversion of derivative securities rather than a simple equity sale, indicating the shares sold represent the exercise and immediate liquidation of a conversion position tied to the company's recent initial public offering completed 4 trading days prior. The magnitude of the transaction—representing the director's entire public position in newly listed securities—reflects typical post-IPO equity conversion and liquidity management by a pre-offering shareholder, not a discretionary market timing decision. Investors should note the derivative conversion context to avoid misinterpreting this as a vote of no confidence in the company; rather, it represents the mechanical crystallization and settlement of pre-IPO equity claims following the listing event.