The cluster is dominated by C-suite selling but is small relative to market cap and likely reflects routine diversification or 10b5-1 plan activity. Monitor for any upcoming earnings or material events that could explain the sustained selling pattern; the 86% bullish analyst consensus suggests no near-term fundamental concern.
Price Chart
Executive Summary
Three insiders at Accelerant Holdings, including CEO Jeffrey Radke and Co-Founder/Chief Underwriting Officer Francis O'Neill, sold a total of $2.47M in open-market sales over a 7-day window. The CEO's $1.05M sale and the C-suite concentration make this a notable cluster, though the total represents only ~0.08% of the $3.0B market cap, falling below the 0.1% materiality threshold for routine sales. Historical calibration on ARX shows a -4.43% average T+20 return on prior reports with a 40% win rate, suggesting caution against over-scoring.
Key Financial Metrics
Key Facts
- CEO Jeffrey Radke sold 80,000 shares for $1.05M on 2026-06-23 at ~$13.11/share.
- Co-Founder/Chief U/W Officer Francis O'Neill sold 147,000 shares total ($1.93M) across two trades on 2026-06-25 and 2026-06-26.
- Director Nancy Hasley sold 35,000 shares for $459K on 2026-06-23.
- Total cluster value of $2.47M represents ~0.08% of ARX's $3.0B market cap.
- Prior 30-day insider activity shows 6 sells totaling $5.4M, indicating a sustained selling pattern.
- Analyst consensus is 86% bullish (12 Buy, 2 Hold), with no Sell ratings.
Financial Impact
Total insider sales of $2.47M represent ~0.08% of market cap — below the 0.1% materiality threshold for routine sales.
Risk Factors
- Sustained insider selling pattern (6 sells totaling $5.4M in 30 days) could signal management's lack of conviction at current valuation.
- Historical calibration shows ARX reports have underperformed SPY by -6.70% on average at T+20, suggesting the stock may face headwinds regardless of this filing.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ARX-1782781992748 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | DEFA14A / 8-K | $19.58 $19.83 | ▲ +1.28% | ▲ +3.27% | $19.73 (+0.77%) |
Aug 14, 2026 7w ago | Insider Cluster | $19.58 $19.83 | ▼ −1.28% | ▼ −3.27% | $19.73 (−0.77%) |
Aug 13, 2026 7w ago | DEFA14A | $19.51 $19.84 | ▲ +1.69% | ▲ +3.44% | $19.73 (+1.13%) |
Aug 13, 2026 7w ago | 8-K | $19.51 $19.84 | ▲ +1.69% | ▲ +3.44% | $19.73 (+1.13%) |
Aug 12, 2026 7w ago | Insider Cluster | $13.61 $19.84 | ▲ +45.78% | ▲ +47.67% | $19.73 (+44.97%) |
Aug 5, 2026 8w ago | Insider Cluster | $12.26 $19.70 | ▼ −60.69% | ▼ −61.29% | $19.73 (−60.93%) |
Jul 29, 2026 9w ago | Insider Cluster | $11.20 $19.69 | ▲ +75.80% | ▲ +71.84% | $19.73 (+76.16%) |
Jul 29, 2026 9w ago | Insider Cluster | $12.40 $19.67 | ▲ +58.63% | ▲ +53.61% | $19.73 (+59.11%) |
Jul 28, 2026 9w ago | Insider Cluster | $14.72 $19.67 | ▼ −33.63% | ▼ −30.25% | $19.73 (−34.04%) |
Jul 24, 2026 10w ago | 144 | $14.23 $19.59 | ▼ −37.67% | ▼ −34.04% | $19.73 (−38.65%) |
US Market Status
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