Monitor for actual execution of the sale near March 31, 2026. While director-level sales are routine, the size (~$10M) is notable. Given recent insider selling activity ($4.2M in past 30 days), this may reflect ongoing portfolio management rather than a negative signal. No immediate catalyst or earnings proximity noted.
Price Chart
Executive Summary
Francisco L. Borges, a director of Assured Guaranty Ltd (AGO), filed a Form 144 to notify intent to sell up to 123,750 shares, valued at approximately $10.07 million based on current market prices. The sale is scheduled for March 31, 2026, and involves shares acquired through vested restricted stock grants dating back to 2014.
Key Facts
- Reporting owner: Francisco L. Borges, Director of AGO
- Number of shares proposed for sale: 123,750
- Approximate value of shares: $10,072,000 (based on $81.40/share)
- Shares to be sold originated from vested restricted stock grants between 2014 and 2024
- Sale is scheduled for March 31, 2026, and will be conducted through Pershing Advisor Solutions LLC
- This is an advance notice of intent to sell; actual sale may not occur
Financial Impact
$10.07 million in potential share sales, representing approximately 0.28% of AGO's $3.6B market cap
Risk Factors
- Potential downward pressure on stock if sale is executed in concentrated manner
- Perception of insider pessimism if multiple insiders are selling concurrently
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001272020-26-000001 |
| Document: 0001272020-26-000001-index.html | 0001272020-26-000001 |
| Document: 0001272020-26-000001.txt | 0001272020-26-000001 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 7, 2026 8w ago | 8-K | $75.43 $75.69 | ▲ +0.34% | ▲ +0.74% | $68.49 (−9.21%) |
May 8, 2026 21w ago | 8-K | $75.05 $75.57 | ▲ +0.69% | ▲ +0.67% | $68.49 (−8.75%) |
Apr 13, 2026 24w ago | DEFA14A | $82.48 $78.91 | ▼ −4.33% | ▼ −12.06% | $68.49 (−16.97%) |
Mar 30, 2026 26w ago | 144 | $80.41 $83.52 | ▲ +3.87% | ▼ −8.73% | $68.49 (−14.83%) |
Mar 18, 2026 28w ago | DEFA14A | $82.51 $83.00 | ▲ +0.59% | ▼ −5.45% | $68.49 (−17.00%) |
US Market Status
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