Keoni Andrew Schwartz - 25 Jul 2025 Form 4 Insider Report for Accelerant Holdings (ARX)

Role
Director, 10%+ Owner
Signature
Keoni Andrew Schwartz, By: /s/ Robert Hardy, Attorney-in-Fact
Issuer symbol
ARX
Transactions as of
25 Jul 2025
Net transactions value
-$272,223,098
Form type
4
Filing time
29 Jul 2025, 20:36:24 UTC
Previous filing
23 Jul 2025
SEC
View on sec.gov

Reporting Owners (3)

Name Relationship Address Signature Signature date CIK
Schwartz Keoni Andrew Director, 10%+ Owner 400 HAMILTON AVENUE, SUITE 230, PALO ALTO Keoni Andrew Schwartz, By: /s/ Robert Hardy, Attorney-in-Fact 29 Jul 2025 0002009246
ACP Accelerant Holdings, L.P. 10%+ Owner 400 HAMILTON AVENUE, SUITE 230, PALO ALTO ACP Accelerant Holdings, L.P., By: /s/ Jennifer Mello, Attorney-in-Fact 29 Jul 2025 0002078270
ACP Insurance Management, LLC 10%+ Owner 400 HAMILTON AVENUE, SUITE 230, PALO ALTO ACP Insurance Management, LLC, By: /s/ Jennifer Mello, Attorney-in-Fact 29 Jul 2025 0002078277

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction ARX Class A Common Shares Conversion of derivative security +8,111,253 8,111,253 25 Jul 2025 See Footnote F2, F4
transaction ARX Class A Common Shares Sale $170,336,313 -8,111,253 -100% $21.00 0 25 Jul 2025 See Footnote F2, F4
transaction ARX Class A Common Shares Conversion of derivative security +2,670,456 2,670,456 25 Jul 2025 See Footnote F4, F5
transaction ARX Class A Common Shares Sale $56,079,576 -2,670,456 -100% $21.00 0 25 Jul 2025 See Footnote F4, F5
transaction ARX Class A Common Shares Conversion of derivative security +488,131 488,131 25 Jul 2025 See Footnote F4, F7
transaction ARX Class A Common Shares Sale $10,250,751 -488,131 -100% $21.00 0 25 Jul 2025 See Footnote F4, F7
transaction ARX Class A Common Shares Conversion of derivative security +326,312 326,312 25 Jul 2025 See Footnote F4, F8
transaction ARX Class A Common Shares Sale $6,852,552 -326,312 -100% $21.00 0 25 Jul 2025 See Footnote F4, F8

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction ARX LP Interests of Accelerant Holdings LP Conversion of derivative security $0 -8,491,134,079 -100% $0.000000 0 25 Jul 2025 Class B Common Shares 90,196,595 See Footnote F1, F2
transaction ARX Class B Common Shares Conversion of derivative security +90,196,595 90,196,595 25 Jul 2025 Class A Common Shares 90,196,595 See Footnote F1, F2, F3
transaction ARX Class B Common Shares Conversion of derivative security -8,111,253 -9% 82,085,342 25 Jul 2025 Class A Common Shares 8,111,253 See Footnote F2, F3, F4
transaction ARX LP Interests of Accelerant Holdings LP Conversion of derivative security $0 -100 -100% $0.000000 0 25 Jul 2025 Class B Common Shares 2,670,456 See Footnote F1, F5
transaction ARX Class B Common Shares Conversion of derivative security +2,670,456 2,670,456 25 Jul 2025 Class A Common Shares 2,670,456 See Footnote F1, F3, F5
transaction ARX Class B Common Shares Conversion of derivative security -2,670,456 -100% 0 25 Jul 2025 Class A Common Shares 2,670,456 See Footnote F3, F4, F5
transaction ARX Convertible Preference Shares Conversion of derivative security $0 -5,427,970 -100% $0.000000 0 25 Jul 2025 Class B Common Shares 5,427,970 See Footnote F6, F7
transaction ARX Class B Common Shares Conversion of derivative security +5,427,970 5,427,970 25 Jul 2025 Class A Common Shares 5,427,970 See Footnote F1, F3, F7
transaction ARX Class B Common Shares Conversion of derivative security -488,131 -9% 4,939,839 25 Jul 2025 Class A Common Shares 488,131 See Footnote F3, F4, F7
transaction ARX Convertible Preference Shares Conversion of derivative security $0 -3,628,575 -100% $0.000000 0 25 Jul 2025 Class B Common Shares 3,628,575 See Footnote F6, F8
transaction ARX Class B Common Shares Conversion of derivative security +3,628,575 3,628,575 25 Jul 2025 Class A Common Shares 3,628,575 See Footnote F1, F3, F8
transaction ARX Class B Common Shares Conversion of derivative security -326,312 -9% 3,302,263 25 Jul 2025 Class A Common Shares 326,312 See Footnote F3, F4, F8
transaction ARX Redeemable Preference Shares Other $28,703,906 -909,791 -100% $31.55 0 25 Jul 2025 Common Shares 909,791 See Footnote F7, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 In connection with the Issuer's initial public offering ("IPO"), these limited partnership interests of Accelerant Holdings LP were exchanged for Class B Common Shares of the Issuer in proportion to the economic interests represented by the limited partnership interests.
F2 These securities are held directly by ACP Accelerant Holdings, L.P. Each of (i) ACP Insurance Management, LLC, as the general partner of ACP Accelerant Holdings, L.P., and (ii) Keoni Schwartz ("Mr. Schwartz"), as the sole owner and managing member of ACP Insurance Management, LLC, may be deemed to have voting and dispositive power over these securities, but disclaim beneficial ownership over these securities except to the extent of their respective pecuniary interest therein, if any.
F3 Each holder of Class B Common Shares has the right to convert their Class B Common Shares into Class A Common Shares on a 1-for-1 basis at any time and at their option. Additionally, Class B Common Shares will automatically convert into Class A Common Shares, on a 1-for-1 basis, immediately following a transfer to any non-permitted holder of Class B Common Shares, and all outstanding Class B Common Shares will automatically convert into Class A Common Shares, on a 1-for-1 basis, on the earlier of: (i) if at any time following the consummation of the IPO, the holders of the Class B Common Shares immediately prior to the consummation of the IPO hold less than 50% of the total Class B Common Shares then in issue, and (ii) the third anniversary of the consummation of the Issuer's IPO.
F4 These Class B Common Shares converted into Class A Common Shares on a 1-for-1 basis and then were sold pursuant to an underwriting agreement dated as of July 23, 2025, by and among the Issuer, the selling stockholders, and the underwriters named therein in connection with the Issuer's IPO.
F5 These securities are held directly by ACP Accelerant Investment Holding Company, Ltd. ACP Accelerant Holdings, L.P. is the sole owner of ACP Accelerant Investment Holding Company, Ltd. Each of (i) ACP Insurance Management, LLC, as the general partner of ACP Accelerant Holdings, L.P., and (ii) Mr. Schwartz, as the sole owner and managing member of ACP Insurance Management, LLC, may be deemed to have voting and dispositive power over these securities, but disclaim beneficial ownership over these securities except to the extent of their respective pecuniary interest therein, if any.
F6 In connection with the Issuer's IPO, these shares of the Issuer's Preference Shares automatically converted into Class B Common Shares of the Issuer at a 1-for-1 conversion rate.
F7 These securities are held directly by ACP Accelerant Co-Invest, LLC. Each of (i) ACP Insurance Management, LLC, as the managing member of ACP Accelerant Co-Invest, LLC, and (ii) Mr. Schwartz, as the sole owner and managing member of ACP Insurance Management, LLC, may be deemed to have voting and dispositive power over these securities, but disclaim beneficial ownership over these securities except to the extent of their respective pecuniary interest therein, if any.
F8 These securities are held directly by ACP Accelerant Investment Holding Company II, Ltd. ACP Accelerant Holdings, L.P. is the sole owner of ACP Accelerant Investment Holding Company II, Ltd. Each of (i) ACP Insurance Management, LLC, as the general partner of ACP Accelerant Holdings, L.P., and (ii) Mr. Schwartz, as the sole owner and managing member of ACP Insurance Management, LLC, may be deemed to have voting and dispositive power over these securities, but disclaim beneficial ownership over these securities except to the extent of their respective pecuniary interest therein, if any.
F9 In connection with the Issuer's IPO, ACP Accelerant Co-Invest, LLC elected to have these Redeemable Preference Shares redeemed at a redemption price of $31.55 per share.