Sowell Investments Holding Co., LLC

CIK 2065665 · last filed 2025-12-05

Sowell Investments Holding Co., LLC is a corporate insider who has filed 3 SEC Form 4 insider transactions across 1 company since 2025. The most recent filing shows the insider sold $11.2M of AII on Dec 5, 2025. Across all open-market trades the lifetime net is −$117.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $74.9M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$74.94M

Companies

1

Total Filings

3

Lifetime Open-Market Net

-$117.40M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
AII 10%+ Owner 4,473,824 $16.75 $74.94M -$117.40M 3 2025-12-05

Recent Filings

3 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2025-12-05 AII Sell (S) −590,074 -$11.21M EDGAR
2025-11-21 AII Sell (S) −4,706,400 -$89.42M EDGAR
2025-05-13 AII Sell (S) −1,048,140 -$16.77M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.