The dollar amount is too small to move the stock or signal material negative information. Monitor for any larger insider sales or a pattern of sustained C-suite selling above 0.5% of market cap. The strong analyst consensus (86% bullish) and recent +5.64% average T+20 alpha on prior GWRE reports suggest the stock's momentum is intact.
Price Chart
Executive Summary
Two top executives at Guidewire Software — CEO Michael Rosenbaum and President John Mullen — sold a combined $2.87M in open-market sales over a 7-day window in mid-August 2026. The President's $2.66M sale is the dominant trade, representing ~0.017% of GWRE's $15.7B market cap, which is well below the 0.1% materiality threshold. While cluster sells by C-suite insiders can raise caution, the dollar amount is trivial relative to company size and the historical calibration shows cluster sells at this magnitude are not reliably predictive.
Key Financial Metrics
Key Facts
- CEO Michael Rosenbaum sold 1,200 shares at $187.82 for $225,384 on 2026-08-24
- President John Mullen sold 1,800 shares at $188.46 for $339,228 on 2026-08-25
- Combined open-market sales total $564,612 across the two most recent trades
- Total cluster value of $2.87M (including prior window trades) is ~0.018% of GWRE's $15.7B market cap
- Both sales are open-market (code S), not tax-withholding or option exercises
- GWRE has 86% analyst bullish consensus with 18 Buy/3 Hold ratings
Financial Impact
Total insider sales of $2.87M represent ~0.018% of market cap — immaterial from a supply/demand perspective
Risk Factors
- If this selling pattern accelerates to >0.5% of market cap, it could signal management concern about valuation
- Insider sales at all-time or multi-year highs can precede corrections, though current magnitude is trivial
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-1787781666732 |
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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