Recent 8-K filings for AII

• August 11, 2026, 4:17 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  American Integrity posts record Q2 pre-tax income of $46.4M; combined ratio improves to 63.4%

  Net income $34.1M ($1.74 diluted EPS); adjusted net income $34.9M ($1.78 EPS)

• June 1, 2026, 4:31 PM ET other material materiality 0.75 positive item 7.01item 9.01

  American Integrity fully places 2026-2027 CAT XOL reinsurance with $2.99B total limit

  Third-party coverage of $2.2B per single catastrophic event; total ceded premiums expected $430-440M.

• May 12, 2026, 4:17 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  American Integrity Q1 net income $19.9M ($1.02/sh); net premiums earned up 25.7%

  Diluted EPS $1.02 (GAAP) and $1.03 (adjusted); down from $2.78 YoY due to higher combined ratio.

• April 6, 2026, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 7.01item 9.01

  CFO Ben Lurie steps down; Brian Foley appointed as CFO effective April 6, 2026

  Ben Lurie resigns as CFO effective April 6; stays on board of insurance subsidiary and co-chair of investment committee; transitions to consulting role.

• February 24, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 8.01item 9.01

  American Integrity Insurance Q4 net income $20.9M ($1.07 EPS), FY $97.4M; special dividend $1.02/share

  Q4 net income $20.9M ($1.07 diluted EPS) vs $8.0M ($0.62) YoY; adjusted EPS $1.11.

• November 12, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  American Integrity Q3 net income $13.2M, EPS $0.67; gross premiums up 48.5% YoY

  Net income available to common shareholders of $13.2M ($0.67 diluted EPS); adjusted net income $14.0M ($0.71).

• August 12, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  American Integrity Q2 net income $27.5M, EPS $1.62; gross premiums up 29.5%

  Net income $27.5M ($1.62 diluted EPS); adjusted net income $31.3M ($1.84 EPS).

• June 9, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  American Integrity Q1 net income $38.1M; gross premiums up 43.9%

  Net income $38.1M; pre-tax income $42.9M for Q1 2025.

• May 30, 2025, 7:59 PM ET other material materiality 0.75 positive item 7.01item 8.01item 9.01

  American Integrity places 2025-2026 CAT XOL reinsurance program with $2.59B total coverage, up 45%

  Total third-party coverage increased 45% to $2.59B for 2025-2026 treaty year, effective June 1, 2025.

• May 13, 2025, 7:59 PM ET other material materiality 0.65 positive item 8.01

  American Integrity IPO underwriters fully exercise overallotment; $16.5M proceeds to sellers

  Underwriters exercised option to purchase 1,031,250 additional shares at $16.00 per share, closing May 13, 2025.

• May 9, 2025, 7:59 PM ET other material materiality 0.85 positive item 5.03item 8.01item 9.01 ◈ Governance Changes ×2

  American Integrity Insurance Group completes IPO of 6.875M shares at $16.00/share

  Company issued 6.25M shares, selling stockholders sold 0.625M shares; total 6.875M shares.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event other_material

9 positive 0 negative 9 neutral

source · AII on sec.gov