The CEO's sale is relatively small, but the CAO/GC's $1.54M sale is material for a non-CEO officer. Monitor for any upcoming earnings pre-announcement or material change in business outlook that could explain the selling.
Price Chart
Executive Summary
Two senior insiders at Guidewire Software sold a combined $1.73M in shares over a one-week window. The CEO sold $183K and the Chief Admin Officer sold $1.54M. While the dollar value is modest relative to the company's market cap, the cluster of open-market sales by both the CEO and a top officer warrants attention.
Key Financial Metrics
Key Facts
- CEO Michael George Rosenbaum sold 1.2K shares at $152.52 for $183K on 2026-10-05.
- Chief Admin Officer & General Counsel James Winston King sold 9.2K shares at $168.00 for $1.54M on 2026-10-09.
- Total insider sales in the cluster: $1.73M.
- Both transactions are open-market sales (code S) with no 10b5-1 plan indicated.
Financial Impact
Total insider sales of $1.73M represent approximately 0.1-0.5% of Guidewire's market cap, a modest but notable amount.
Risk Factors
- Insider selling may signal management's view that the stock is fairly valued or overvalued.
- No 10b5-1 plan indicated, increasing the informational content of the sales.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-GWRE-1791893500808 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 144 | $183.96 | awaiting T+60 | — | $183.96 (+0.00%) |
Oct 26, 2026 today | Insider Cluster | $183.96 | awaiting T+60 | — | $183.96 (+0.00%) |
Oct 26, 2026 today | 144 | $188.09 | awaiting T+60 | — | $183.96 (−2.20%) |
Oct 20, 2026 6d ago | Insider Cluster | $181.90 | awaiting T+60 | — | $183.96 (−1.13%) |
Oct 19, 2026 7d ago | 144 | $183.58 | awaiting T+60 | — | $183.96 (+0.21%) |
Oct 13, 2026 13d ago | Insider Cluster | $165.78 | awaiting T+60 | — | $183.96 (−10.97%) |
Oct 9, 2026 17d ago | 144 | $164.74 | awaiting T+60 | — | $183.96 (+11.67%) |
Sep 21, 2026 5w ago | Insider Cluster | $150.46 | awaiting T+60 | — | $183.96 (+22.27%) |
Sep 17, 2026 5w ago | 144 | $144.29 | awaiting T+60 | — | $183.96 (+27.49%) |
Sep 1, 2026 7w ago | Insider Cluster | $192.76 | awaiting T+60 | — | $183.96 (−4.57%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers