The CFO's sale is notable in absolute size, but relative to market cap it is modest. Traders should watch for any forthcoming filings (earnings, material agreements, or guidance changes) that may contextualize the selling. If further insider sales accelerate, it could signal management caution.
Price Chart
Executive Summary
Two Lemonade insiders, including CFO Timothy Bixby, sold a combined $6.05M in open-market transactions over a 7-day window. The sales represent ~0.11% of market cap, a modest amount that does not signal severe distress but warrants monitoring for potential upcoming developments.
Key Financial Metrics
Key Facts
- Chief Financial Officer Timothy Bixby sold 73,000 shares for $5.78M on July 7, 2026
- Chief Insurance Officer John Sheldon Peters sold 3,444 shares for $272K on July 6, 2026
- Total insider sales of $6.05M represent ~0.11% of LMND's $5.5B market cap
- Both transactions were open-market sales (code S), not pre-arranged 10b5-1 plans
Financial Impact
Insider selling of $6.05M, equivalent to 0.11% of market cap
Risk Factors
- Potential for additional insider selling if the stock remains elevated
- Risk of an upcoming negative catalyst (e.g., underperformance, guidance miss) prompting further transactions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-LMND-1783624225907 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | Press Release | $43.15 | awaiting T+20 | — | $45.08 (+4.47%) |
Oct 15, 2026 11d ago | 8-K/A | $44.20 | awaiting T+20 | — | $45.08 (+1.99%) |
Sep 8, 2026 6w ago | Insider Cluster | $49.22 $46.83 | ▼ −4.86% | ▼ −6.80% | $45.08 (−8.41%) |
Sep 3, 2026 7w ago | 144 | $55.08 $45.14 | ▼ −18.05% | ▼ −16.93% | $45.08 (−18.16%) |
Aug 7, 2026 11w ago | Press Release | $52.68 $50.55 | ▼ −4.04% | ▼ −3.13% | $45.08 (−14.43%) |
Jul 16, 2026 14w ago | Press Release | $67.18 $52.64 | ▼ −21.64% | ▼ −26.09% | $45.08 (−32.90%) |
Jul 9, 2026 15w ago | Insider Cluster | $70.33 $51.86 | ▲ +26.26% | ▲ +28.50% | $45.08 (+35.90%) |
Jun 12, 2026 19w ago | Institutional Cluster | $57.49 $70.51 | ▲ +22.65% | ▲ +20.87% | $45.08 (−21.59%) |
Jun 9, 2026 20w ago | Press Release | $53.58 $77.59 | ▲ +44.81% | ▲ +43.37% | $45.08 (−15.86%) |
Jun 5, 2026 20w ago | Insider Cluster | $52.97 $78.70 | ▲ +48.57% | ▲ +46.94% | $45.08 (−14.90%) |
US Market Status
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