The dollar amount is too small to be material for a $15.8B company. Monitor for any upcoming 8-K or earnings release that might explain the timing, but this cluster alone does not warrant a directional trade. The historical calibration shows cluster sales at this size have low predictive power.
Price Chart
Executive Summary
Two top executives at Guidewire Software (CEO and President) sold a combined $2.89M in open-market sales within a week. While the dollar amount is modest relative to the $15.8B market cap (~0.018%), the involvement of both the CEO and President in a cluster of sales warrants attention, though insider sales are generally less predictive than buys per academic literature.
Key Financial Metrics
Key Facts
- CEO Michael George sold 1,200 shares at $187.82 for $225,384 on 2026-08-24
- President John Mullen sold 14,400 shares at $185.00 for $2,664,000 on 2026-08-19
- Total insider selling in the cluster: $2.89M, representing ~0.018% of market cap
- Both transactions were open-market sales (code S)
- No insider buying activity in the cluster
Financial Impact
$2.89M in insider sales, ~0.018% of $15.8B market cap — trivial relative to company size
Risk Factors
- Insider sales at this scale are typically liquidity-driven and not informative
- No insider buying to offset the selling signal
- CEO sold a relatively small number of shares, possibly for tax or personal planning
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-GWRE-1787611653104 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | Insider Cluster | $192.76 $142.58 | ▼ −26.03% | ▼ −25.70% | $152.15 (−21.07%) |
Aug 27, 2026 5w ago | Insider Cluster | $201.09 $149.72 | ▼ −25.55% | ▼ −25.44% | $152.15 (−24.34%) |
Aug 26, 2026 5w ago | Insider Cluster | $201.09 $149.72 | ▼ −25.55% | ▼ −25.44% | $152.15 (−24.34%) |
Aug 24, 2026 5w ago | Insider Cluster | $188.34 $152.89 | ▼ −18.82% | ▼ −19.07% | $152.15 (−19.22%) |
Aug 20, 2026 6w ago | Insider Cluster | $181.79 $144.29 | ▼ −20.63% | ▼ −20.63% | $152.15 (−16.30%) |
Jul 13, 2026 11w ago | Insider Cluster | $140.71 $176.65 | ▲ +25.54% | ▲ +23.05% | $152.15 (+8.13%) |
Jul 9, 2026 12w ago | Insider Cluster | $136.13 $170.53 | ▲ +25.27% | ▲ +22.84% | $152.15 (+11.77%) |
Jun 29, 2026 13w ago | Insider Cluster | $123.05 $149.28 | ▲ +21.32% | ▲ +22.34% | $152.15 (+23.65%) |
Jun 17, 2026 15w ago | Insider Cluster | $111.17 $148.91 | ▼ −33.95% | ▼ −32.63% | $152.15 (−36.86%) |
Jun 16, 2026 15w ago | 144 | $111.17 $148.91 | ▲ +33.95% | ▲ +32.63% | $152.15 (+36.86%) |
US Market Status
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