Sowell Investments Holding Co., LLC — SEC Form 4 filings
SEC reporting owner CIK 2065665. 4 Form 4 filings on record with FilingPulse; latest filed 2026-06-11.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2025-05-13 to 2026-06-11. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 3 legs across 1 filing — 136,356 shares, $2,301,242 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 3 legs across 3 filings — 3,172,307 shares, $58,701,623 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: sale of 2,353,200 shares @ $19.00 ($44,710,800) in American Integrity Insurance Group, Inc., filed 2025-11-21.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| American Integrity Insurance Group, Inc. (AII) | 10% owner | 4 | 3 legs · 136,356 sh · $2,301,242 | 3 legs · 3,172,307 sh · $58,701,623 | — |
Form 4 filings — Sowell Investments Holding Co., LLC
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-11 | 4 | American Integrity Insurance Group, Inc. (AII) jointly with SOWELL JAMES E | Purchase (P): 23,231 @ $16.92 · Purchase (P): 33,628 @ $16.91 · Purchase (P): 79,497 @ $16.85 | EDGAR |
| 2025-12-05 | 4 | American Integrity Insurance Group, Inc. (AII) jointly with SOWELL JAMES E | Sale (S): 295,037 @ $19 | EDGAR |
| 2025-11-21 | 4 | American Integrity Insurance Group, Inc. (AII) jointly with SOWELL JAMES E | Sale (S): 2,353,200 @ $19 | EDGAR |
| 2025-05-13 | 4 | American Integrity Insurance Group, Inc. (AII) jointly with SOWELL JAMES E | Sale (S): 524,070 @ $16 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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