Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Accelerant HoldingsARX · Entity 4013 | Director · Co-Founder, Head of Distrib. | March 18, 2026 | March 20, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Accelerant Holdings
Report date March 18, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 17,784,023 |
Reported balance
After 2026-03-18 transaction · row 1
1 source rowRow 1 · 2026-03-18 · Grant · Acquired 128,644 · Balance 17,784,023 F1: Represents an award of Restricted Stock Units granted on March 18, 2026. The RSUs are scheduled to vest as to twenty-five percent (25%) of the RSUs on the one-year anniversary of the Grant Date and as to six and one-quarter percent (6-1/4%) of the RSUs on the first day of each of the twelve (12) calendar quarters beginning after such anniversary. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units granted on March 18, 2026. The RSUs are scheduled to vest as to twenty-five percent (25%) of the RSUs on the one-year anniversary of the Grant Date and as to six and one-quarter percent (6-1/4%) of the RSUs on the first day of each of the twelve (12) calendar quarters beginning after such anniversary.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 18, 2026 Filed Mar 20, 2026 23:05 UTC | Accelerant Holdings ARX · Entity 4013 | GrantClass A Common Shares | 128,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020278 · wk-form4_1774047909.xml · nonDerivative · entry 1 Lee-Smith Christopher · CIK 0002008627 · Director · Co-Founder, Head of Distrib. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,784,023 F1 · shares: Represents an award of Restricted Stock Units granted on March 18, 2026. The RSUs are scheduled to vest as to twenty-five percent (25%) of the RSUs on the one-year anniversary of the Grant Date and as to six and one-quarter percent (6-1/4%) of the RSUs on the first day of each of the twelve (12) calendar quarters beginning after such anniversary. Read SEC document |
| November 19, 2025 Filed Dec 18, 2025 02:04 UTC | Accelerant Holdings ARX · Entity 4013 | PurchaseClass A Common Shares | 14,700 | $13.42 | $197,240.19 |
DisclosureSEC source: 0000905148-25-004395 · form4.xml · nonDerivative · entry 1 Lee-Smith Christopher · CIK 0002008627 · Director · Co-Founder, Head of Distrib. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,655,379 F1 · price: This transaction was executed in multiple trades at prices ranging from $13.15 to $13.58, inclusive. The price reported in Column 4 above reflects the weighted average purchase price. The reporting person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of Class A Common Shares purchased at each respective price within the range set forth in footnote 1 of this Form 4. F2 · balance_after: This number reflects a minor adjustment to account for a correction in the number of Class A Common Shares reported as beneficially owned by the Reporting Person following the closing of the Issuer's initial public offering on July 25, 2025, as reported in the Form 4 filed by the Reporting Person on July 29, 2025. Read SEC document |
| July 25, 2025 Filed Jul 30, 2025 00:24 UTC | Accelerant Holdings ARX · Entity 4013 | Disposition to issuerRedeemable Preference Shares · Derivative | 62,132 | $31.55 | $1,960,264.60 |
DisclosureSEC source: 0000905148-25-002634 · form4.xml · derivative · entry 3 Lee-Smith Christopher · CIK 0002008627 · Director · Co-Founder, Head of Distrib. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 62,132 shares Expires not disclosed F2 · derivative.exercise_price: In connection with the Issuer's IPO, these Redeemable Preference Shares were redeemed by the Issuer at a redemption price of $31.55 per share. F2 · kind: In connection with the Issuer's IPO, these Redeemable Preference Shares were redeemed by the Issuer at a redemption price of $31.55 per share. F2 · derivative.exercise_date: In connection with the Issuer's IPO, these Redeemable Preference Shares were redeemed by the Issuer at a redemption price of $31.55 per share. F2 · derivative.expiration_date: In connection with the Issuer's IPO, these Redeemable Preference Shares were redeemed by the Issuer at a redemption price of $31.55 per share. Read SEC document |
| July 25, 2025 Filed Jul 30, 2025 00:24 UTC | Accelerant Holdings ARX · Entity 4013 | ConversionLP Interests of Accelerant Holdings LP · Derivative | 107,086,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002634 · form4.xml · derivative · entry 2 Lee-Smith Christopher · CIK 0002008627 · Director · Co-Founder, Head of Distrib. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Shares · 17,509,884 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: In connection with the Issuer's initial public offering ("IPO"), these limited partnership interests of Accelerant Holdings LP were exchanged for Class A Common Shares of the Issuer in proportion to the economic interests represented by the limited partnership interests. F1 · derivative.exercise_date: In connection with the Issuer's initial public offering ("IPO"), these limited partnership interests of Accelerant Holdings LP were exchanged for Class A Common Shares of the Issuer in proportion to the economic interests represented by the limited partnership interests. F1 · derivative.expiration_date: In connection with the Issuer's initial public offering ("IPO"), these limited partnership interests of Accelerant Holdings LP were exchanged for Class A Common Shares of the Issuer in proportion to the economic interests represented by the limited partnership interests. Read SEC document |
| July 25, 2025 Filed Jul 30, 2025 00:24 UTC | Accelerant Holdings ARX · Entity 4013 | ConversionClass A Common Shares | 17,509,884 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000905148-25-002634 · form4.xml · nonDerivative · entry 1 Lee-Smith Christopher · CIK 0002008627 · Director · Co-Founder, Head of Distrib. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,509,884 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: In connection with the Issuer's initial public offering ("IPO"), these limited partnership interests of Accelerant Holdings LP were exchanged for Class A Common Shares of the Issuer in proportion to the economic interests represented by the limited partnership interests. Read SEC document |
| July 23, 2025 Filed Jul 26, 2025 00:32 UTC | Accelerant Holdings ARX · Entity 4013 | GrantStock Option (Right to Buy) · Derivative | 2,746,261 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0000905148-25-002559 · form4.xml · derivative · entry 1 Lee-Smith Christopher · CIK 0002008627 · Director · Co-Founder, Head of Distrib. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,746,261 Underlying: Class A Common Shares · 2,746,261 shares Expires 2035-07-23 F1 · derivative.exercise_date: Twenty-five percent (25%) of the Class A Common Shares subject to the option vest on July 23, 2026 (the one-year anniversary of the grant date), and the remaining Class A Common Shares subject to the option vest in 6.25% quarterly installments through July 23, 2029 (the four-year anniversary of the grant date), in each case subject to the Reporting Person's continuous service. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.