Form 4: Accelerant Holdings CEO Awarded 300K RSUs

Accelerant Holdings' Co-Founder and CEO, Jeffrey L. Radke, was granted 300,171 Restricted Stock Units.

Summary

• Jeffrey L. Radke, Co-Founder, CEO, Director, and 10% Owner of Accelerant Holdings [ARX], was the reporting person.
• On March 18, 2026, Mr. Radke was awarded 300,171 Class A Common Shares in the form of Restricted Stock Units (RSUs).
• The RSUs are scheduled to vest 25% on the one-year anniversary of the grant date, and then 6.25% on the first day of each of the subsequent twelve calendar quarters.
• Following this transaction, Mr. Radke directly beneficially owns 333,652 Class A Common Shares.
• Additionally, Mr. Radke indirectly beneficially owns 28,261,939 Class A Common Shares through Badly Bent LLC and 249,951 Class A Common Shares through a trust for his spouse.
• Mr. Radke disclaims beneficial ownership over the securities held by Badly Bent LLC and the trust, except to the extent of his pecuniary interest therein.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a positive development, as the RSU grant aligns the CEO's long-term incentives with shareholder value, a standard corporate governance practice.

Positives

• The grant of Restricted Stock Units aligns the CEO's long-term incentives with shareholder value, promoting sustained performance.

Future Outlook

The vesting schedule for the granted Restricted Stock Units extends over several years, indicating a long-term incentive structure for the CEO.

Industry Context

StockSavvy.ai notes that RSU awards are a common and widely accepted form of executive compensation across industries, designed to incentivize long-term performance and align management's financial interests with those of shareholders.

Comparison to Industry Standards

• The grant of Restricted Stock Units to a CEO is a standard practice in executive compensation packages across publicly traded companies, comparable to similar awards at peers in the insurance or financial technology sectors.

Corporate Governance

Related Party Transactions

• Jeffrey L. Radke indirectly holds 28,261,939 Class A Common Shares through Badly Bent LLC, where he is the manager of the sole member.
• Jeffrey L. Radke indirectly holds 249,951 Class A Common Shares through a trust for the benefit of his spouse, who is the trustee.

Stakeholder Impact

• Shareholders: Potential positive impact due to increased alignment of CEO's interests with long-term company performance.
• Management: Provides long-term equity incentive for the CEO.

Next Steps

• Vesting of the Restricted Stock Units will occur according to the specified schedule, beginning on the one-year anniversary of the grant date.

Key Dates

Recommendation

This Form 4 reports a routine equity compensation grant to a key executive, which is a standard practice for aligning management incentives. It does not provide new fundamental information to warrant a change in investment recommendation based solely on this filing.

Keywords

Accelerant Holdings, ARX, Jeffrey L. Radke, Form 4, RSU, Restricted Stock Units, Insider Transaction, CEO, Director, Stock Award