The insider sales are too small relative to market cap to warrant a directional trade. Monitor for any upcoming 8-K or earnings release that could explain the timing, but this cluster alone does not justify a position change.
Price Chart
Executive Summary
Three top executives at Guidewire Software — the CEO, President, and Chief Accounting Officer — sold a combined $1.08M in open-market sales over a one-week window. While the cluster involves multiple C-suite insiders, the total dollar value is just ~0.006% of the company's $17B market cap, making it trivial relative to company size. Insider sales are generally weak predictors, and the small scale here suggests routine portfolio diversification rather than a bearish signal on fundamentals.
Key Financial Metrics
Key Facts
- CEO Michael Rosenbaum sold 1,200 shares at $204.44 for $245,328 on 2026-08-31.
- President John Mullen sold 1,800 shares at $188.46 for $339,228 on 2026-08-25.
- CAO David Peterson sold 2,500 shares at $200.00 for $500,000 on 2026-08-27.
- Total cluster value of $1.08M represents ~0.006% of GWRE's $17B market cap.
- All three trades were open-market sales; no insider buying in the cluster.
Financial Impact
Total insider sales of $1.08M, representing ~0.006% of market cap — immaterial
Risk Factors
- Insider sales could accelerate if executives continue selling in larger volumes
- No insider buying to offset the selling pattern
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-1788300962530 |
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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