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Insider Cluster (2 insiders) ·Filed Sep 17, 2026

ESNT

Essent Group Ltd.
BEARISH
Impact 4/10
Horizonweeks Processed1mo ago
Insider cluster: 2 insiders, $538K total
Actionable Insight ▼ Bearish

The director's open-market sales without a 10b5-1 plan are the most notable signal, though the dollar amount is small. Monitor for any upcoming earnings or material events that may have prompted the selling. The CFO's sale may be routine diversification; check for a 10b5-1 plan in subsequent filings.

DirectionBearish
Confidencemedium
Horizonweeks
Latest settled — T+20d
ESNT ▼ -3.71% at T+20d
SHORT call ✓ call won +3.71% · α vs SPY +3.91% · entry $67.19 → $64.70
Next anchor: T+60d in 7w
Latest observation: T+25 +5.36% FF3 residual α
Entry = T+0 close
Sep 18, 2026
via day close
T+1d
-1.07%
call +1.07% · α +2.62%
$66.47
settled 5w ago
T+5d
-5.15%
call +5.15% · α +6.42%
$63.73
settled 5w ago
T+20d
-3.71%
call +3.71% · α +3.91%
$64.70
settled 11d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

A cluster of insider selling at Essent Group Ltd. (ESNT) shows a director and the CFO selling a combined $538K in open-market transactions, while a director also made a non-cash gift of shares. The selling is modest relative to market cap and the CFO's sale may be plan-related, but the director's open-market sales without a disclosed plan warrant attention.

Key Financial Metrics

Direction
selling
Total Value
$538.0K
Insiders
2

Key Facts

  • Director Roy James Kasmar sold 4,837 shares open-market for ~$332K on 2026-09-14.
  • SVP and CFO David B. Weinstock sold 5,500 shares open-market for ~$377K on 2026-09-15.
  • Total open-market selling value: ~$538K.
  • Director Kasmar also gifted 2,625 shares (non-cash) on 2026-09-14.
  • Multiple directors and officers received non-cash stock grants on 2026-09-10 (total ~4,000 shares, $0 value).

Financial Impact

Open-market sales total ~$538K, which is approximately 0.02% of market cap (based on ~$326M market cap from snapshot) — trivial relative to company size.

dilutioninsider ownership

Risk Factors

  • Insider selling may indicate management's view of limited near-term upside.
  • Director Kasmar's sales are not clearly plan-driven, raising potential information asymmetry.
  • The cluster is small in dollar terms, so the signal may be noise.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ESNT-1789708699156
15 reports for ESNT
Performance horizon
67% Hit rate @ T+20 2 of 3 directional calls Went positive at some point 3 of 3 best @ T+20▲ +8.79%Apr 28, 2026
Filters
Rows
Reports for ESNT — sortable, filterable
TypeNow
Sep 17, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$67.19 $64.70▲ +3.71%▲ +3.91%$66.57 (+0.92%)
Sep 14, 2026
6w ago
144
NEUTRAL ★ 3/10
$68.80 $61.68▼ −10.35%▼ −12.61%$66.57 (−3.24%)
Sep 14, 2026
6w ago
144
NEUTRAL ★ 2/10
$68.80 $61.68▼ −10.35%▼ −12.61%$66.57 (−3.24%)
Aug 25, 2026
8w ago
Insider Cluster
BEARISH ★ 4/10
$69.59 $64.26▲ +7.66%▲ +7.80%$66.57 (+4.34%)
Aug 24, 2026
9w ago
144
NEUTRAL ★ 2/10
$68.47 $65.70▼ −4.05%▼ −5.36%$66.57 (−2.77%)
Aug 20, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$68.07 $66.47▼ −2.35%▼ −3.37%$66.57 (−2.20%)
Aug 7, 2026
11w ago
8-K
NEUTRAL ★ 5/10
$68.72 $69.18▲ +0.67%▲ +1.07%$66.57 (−3.13%)
Jul 20, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$65.48 $69.58▲ +6.26%▲ +3.70%$66.57 (+1.66%)
Jul 2, 2026
16w ago
Insider Cluster
BEARISH ★ 5/10
$64.53 $66.73▼ −3.41%▼ −2.56%$66.57 (−3.16%)
Jun 26, 2026
17w ago
144
NEUTRAL ★ 2/10
$64.83 $65.75▲ +1.42%▲ +1.70%$66.57 (+2.68%)
Showing 10 of 15

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Report published Sep 17, 2026