Insider Trading March 26, 2026

Slide Insurance COO Disposes $423,581 in Shares After Strong Quarter; Company Announces Fresh Buyback Authority

Lucas Shannon sold 23,493 Slide Insurance shares across two trades as the insurer reported robust Q4 results and board-authorized additional repurchases

By Avery Klein SLDE
Slide Insurance COO Disposes $423,581 in Shares After Strong Quarter; Company Announces Fresh Buyback Authority
SLDE

Slide Insurance Holdings President and COO Lucas Shannon sold 23,493 shares on March 24 and March 26, 2026, realizing about $423,581. The transactions were executed through Securus Risk Management, LLC. The stock had advanced over 10% in the prior week. Separately, Slide Insurance reported stronger-than-expected fourth-quarter results, completed a $120 million buyback program and received board approval for a new $125 million repurchase authorization.

Key Points

  • Insider activity - Lucas Shannon sold 23,493 shares for roughly $423,581 across two trades on March 24 and March 26, 2026; holdings are held indirectly through Securus Risk Management, LLC.
  • Company performance - Slide Insurance delivered a stronger-than-expected Q4 2025 with EPS of $1.23 versus a $0.71 estimate and revenue of $347 million, up from $238.5 million year-over-year.
  • Capital allocation and market response - The company completed a $120 million repurchase program and received board approval for a new $125 million buyback; analysts updated targets and coverage following the quarter.

Slide Insurance Holdings (NYSE: SLDE) reported insider sales by its President and chief operating officer, Lucas Shannon, who disposed of a total of 23,493 shares of common stock in two transactions on March 24 and March 26, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The combined proceeds from the sales amounted to approximately $423,581. On March 24, Shannon sold 5,816 shares at a weighted average price of $18.00 per share, with the individual trade prices ranging from $17.90 to $18.07. On March 26, he sold 17,677 shares at a weighted average of $18.04, with single-trade prices between $18.00 and $18.19.

Those shares were held indirectly through Securus Risk Management, LLC. After the March transactions, Shannon continues to indirectly hold 1,529,615 shares via Securus Risk Management, LLC, per the filing.

The insider sales occurred as Slide Insurance stock demonstrated notable upward movement, having gained more than 10% in the prior week. InvestingPro analysis cited in the filing indicates that SLDE appears undervalued on a Fair Value basis and is trading at a low earnings multiple. The filing notes that a Pro Research Report on SLDE is available through InvestingPro along with coverage of more than 1,400 other U.S. equities.


Separately, Slide Insurance released fourth-quarter 2025 results that materially outperformed analyst expectations. The company reported earnings per share of $1.23 versus a consensus forecast of $0.71, representing a 73.24% surprise. Quarterly revenue was $347 million, up from $238.5 million in the same period a year earlier.

Slide Insurance also completed its initial $120 million stock repurchase program and received board authorization for a new $125 million buyback program. Following the quarter, Keefe, Bruyette & Woods raised its price target on the stock to $23, citing the strong fourth-quarter results and persistent strength in attritional loss trends. Texas Capital Securities initiated coverage on Slide Insurance with a Buy rating and set a $25 price target.

These corporate developments - the insider sales, the outsized quarterly earnings surprise, the sizable revenue increase, and renewed buyback authority - are presented in public filings and analyst notes referenced in the SEC Form 4 disclosure. The filing indicates the transactions were executed via the indirect holding vehicle named above and lists the precise share counts and price ranges for each trade date.


Summary of key facts:

  • Lucas Shannon sold 23,493 Slide Insurance shares on March 24 and March 26, 2026, for about $423,581.
  • Sales were executed through Securus Risk Management, LLC; Shannon retains an indirect holding of 1,529,615 shares.
  • Slide Insurance reported Q4 2025 EPS of $1.23 versus a $0.71 forecast, revenue of $347 million, completed a $120 million buyback and received authorization for a new $125 million repurchase program.

Risks

  • Insider disposition - The Form 4 shows an executive sale of 23,493 shares, which could be interpreted variously by market participants and affect investor sentiment in the insurance and financials sectors.
  • Price volatility - The stock had gained more than 10% in the week prior to the filings, indicating recent momentum that could reverse, contributing to short-term market uncertainty.
  • Valuation assessment variability - While InvestingPro analysis cited in the filing describes SLDE as undervalued on a Fair Value basis and trading at a low earnings multiple, valuation conclusions may differ among analysts and investors, influencing market responses in the insurance sector.

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