Sowell Investments Holding Co., LLC

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.

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.

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.