James E. Sowell - 13 May 2025 Form 4 Insider Report for American Integrity Insurance Group, Inc. (AII)

Reporting relationship: 10%+ Owner
Issuer ticker: AII
Reported as of: 13 May 2025
Net transaction value: -$8,385,120
SEC form: 4
Accepted by SEC: 13 May 2025, 17:23:20 UTC
Prior SEC filing: 07 May 2025
Next SEC filing: 21 Nov 2025
Source filing: View source filing
Reporting owner signature: JAMES E. SOWELL, /s/James E. Sowell

Key filing fact

James E. Sowell filed Form 4 for American Integrity Insurance Group, Inc. (AII) on 13 May 2025.

Key facts

This page summarizes James E. Sowell's Form 4 filing for American Integrity Insurance Group, Inc. (AII).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 13 May 2025, 17:23.

Change

Previous filing in this sequence was filed on 07 May 2025.
Current net transaction value: -$8,385,120.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (2)

CIK 0001034495 Primary reporting owner

SOWELL JAMES E

Relationship: 10%+ Owner
Address: 1601 ELM STREET, SUITE 3500, DALLAS
Signature: JAMES E. SOWELL, /s/James E. Sowell
Signature date: 13 May 2025

CIK 0002065665

Sowell Investments Holding Co., LLC

Relationship: 10%+ Owner
Address: 1601 ELM STREET, SUITE 3500, DALLAS
Signature: SOWELL INVESTMENTS HOLDING CO., LLC, /s/James E. Sowell
Signature date: 13 May 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

AII transaction

Common Stock

Sale

Transaction value: $8,385,120
Shares: -524,070
Change %: -6.9%
Price: $16.00
Shares after: 7,122,061
Date: 13 May 2025
Ownership: See Footnotes
Footnotes: F1, F2, F3, F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

On May 13, 2025, the underwriters of the initial public offering of American Integrity Insurance Group, Inc. (the "Issuer") exercised in full the over-allotment option. This amount represents the initial public offering price to the public of $16.00 per share.

Footnote F2

Consists of shares of common stock, par value $0.001 per share, of the Issuer, directly held by Sowell Investments Holding Co., LLC, of which James E. Sowell is the sole manager. This statement is jointly filed by and on behalf of each of Mr. Sowell and Sowell Investments Holding Co., LLC. Mr. Sowell directly (whether through ownership or position) or indirectly may be deemed for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise to beneficially own any securities owned by Sowell Investments Holding Co., LLC. The reporting persons each disclaim beneficial ownership of the securities covered by this statement, except to the extent of the pecuniary interest of such reporting person in such securities.

Footnote F3

(Continued from footnote 2) Each reporting person states that neither the filing of this statement nor anything herein shall be deemed an admission that such reporting person is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any securities covered by this statement.

Footnote F4

The reporting persons may be deemed to be a member of a group with respect to the Issuer or securities of the Issuer for purposes of Section 13(d) or 13(g) of the Exchange Act. The reporting persons declare that neither the filing of this statement nor anything herein shall be construed as an admission that such persons are, for the purposes of Section 13(d) or 13(g) of the Exchange Act or any other purpose, a member of a group with respect to the Issuer or securities of the Issuer.