Recent 8-K filings for ARX

• September 23, 2026, 8:30 AM ET M&A materiality 0.50 neutral item 8.01item 9.01

  Accelerant go-shop expires; no alternative bids; Thoma Bravo deal on track

  40-day go-shop period expired Sept 22, 2026; no alternative acquisition proposals received.

• August 13, 2026, 9:14 PM ET M&A materiality 1.00 positive item 1.01item 9.01

  Accelerant Holdings to be acquired by Thoma Bravo for $20.25 per share in cash

  Merger agreement: $20.25 per share cash, plus ticking amount of $0.00333/day after conditions met.

• August 13, 2026, 7:57 AM ET M&A materiality 1.00 positive item 2.02item 8.01item 9.01

  Accelerant to be acquired by Thoma Bravo for $20.25/share (49% premium); Q2 EWP up 23%

  All-cash deal valued at >$4B enterprise value; shareholders get $20.25/share, 49% premium to Aug 12 close.

• May 29, 2026, 9:00 AM ET other materiality 0.10 neutral item 7.01item 9.01

  Accelerant CEO to present at William Blair Growth Stock Conference on June 3, 2026

  Jeff Radke, Chairman and CEO, will present at William Blair Growth Stock Conference on June 3, 2026 at 10:20 am ET.

• May 13, 2026, 4:13 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Accelerant Q1 Exchange Written Premium $1.14B +16% YoY; Adjusted net income $38M +118%

  Q1 Exchange Written Premium $1.14B, +16% YoY; Third-Party DWP 41% of volume vs 19% prior year.

• May 12, 2026, 4:43 PM ET other materiality 0.00 neutral item 5.07 ◈ Shareholder Votes ×2

  Accelerant Holdings 2026 AGM: All director nominees elected, PwC ratified as auditor

  95.4% of voting power (1.12B votes) represented at May 12, 2026 annual meeting.

• March 18, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 5.02item 7.01item 8.01item 9.01

  Accelerant Q4 2025: Exchange Written Premium +24% YoY to $1.09B; appoints Linda Huber as CFO; authorizes $200M buyback

  Exchange Written Premium grew 24% YoY to $1.09B in Q4; full year $4.19B (+35%). Third-party premium share rose to 40%.

• February 27, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Accelerant reports preliminary Q4 revenue $248M (+30%), FY revenue $913M (+51%)

  Q4 2025: Exchange Written Premium $1.09B (+24% YoY); Third-Party Direct Written Premium 40% of Exchange (vs 21%).

• February 27, 2026, 6:59 PM ET other materiality 0.15 neutral item 8.01item 9.01

  Accelerant Holdings sets 2026 AGM for May 12; record date March 13, proposal deadline March 9

  Annual general meeting scheduled May 12, 2026; shareholders of record as of March 13, 2026 entitled to vote.

• November 12, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Accelerant Q3 adjusted net income $79.8M (+320%), exchange written premium $1.043B (+17%)

  Adjusted net income $79.8M, up 320% YoY; adjusted EPS $0.38.

• August 28, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Accelerant Q2 net income $13.1M; exchange premium up 42% YoY to $1.07B

  Total revenues $219.1M vs $130.1M YoY; net income $13.1M vs loss of $9.2M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.75 · Most common event earnings

7 positive 0 negative 4 neutral

source · ARX on sec.gov