Insider Trading June 12, 2026 07:31 PM

Slide Insurance CRO Liquidates $234,712 in Stock Under Pre-Arranged Plan

Matthew Larson disposes of all direct equity holdings as the insurer expands into California's property market following a robust earnings report.

By Ajmal Hussain
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Matthew Larson, the Chief Risk Officer at Slide Insurance Holdings, Inc. (NASDAQ: SLDE), has executed a sale of 13,750 common shares, realizing proceeds of $234,712. The transaction, conducted on June 10, 2026, was facilitated through a pre-arranged 10b5-1 trading plan established in December 2025. Following the disposal, Larson holds no direct shares of the company, though he retains a significant portfolio of stock options. The sale occurs against a backdrop of strong financial performance for Slide Insurance and strategic expansion into the California residential property insurance sector.

Slide Insurance CRO Liquidates $234,712 in Stock Under Pre-Arranged Plan
SLDE
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Key Points

  • Slide Insurance Holdings (NASDAQ: SLDE) reported a first-quarter 2026 EPS of $1.02, significantly outperforming analyst forecasts of $0.67 and revenue of $389.3 million.
  • Texas Capital Securities raised its price target for SLDE to $27.00, citing strong earnings and maintaining a Buy rating.
  • The company has expanded into the California residential property insurance market with an excess and surplus lines program, writing its first policy in the state.

Matthew Larson, serving as the Chief Risk Officer for Slide Insurance Holdings, Inc. (NASDAQ: SLDE), executed a transaction involving the sale of 13,750 shares of common stock on June 10, 2026. The total proceeds from this divestment amounted to $234,712. The sale was facilitated under the parameters of a pre-arranged 10b5-1 trading plan, a framework designed to allow executives to trade company stock without the appearance of insider trading concerns. This specific plan was adopted by Mr. Larson on December 4, 2025.

The transaction details indicate that the shares were sold at prices fluctuating between $17.00 and $17.19 per share, resulting in a weighted average price of $17.07 per share. Market data indicates that the stock price has subsequently experienced a minor decline, settling at $16.70. Despite this recent price action, analysis from InvestingPro suggests that the company's valuation remains below its intrinsic worth, with a calculated Fair Value exceeding current market levels. This discrepancy places Slide Insurance among the opportunities identified in the Most Undervalued list.

It is important to note the origin of the shares sold. Prior to the liquidation event, Mr. Larson had acquired the exact quantity of 13,750 shares through the exercise of stock options. The acquisition was split into two tranches: 8,998 shares were purchased at an exercise price of $0.79 per share, and an additional 4,752 shares were acquired at an exercise price of $1.38 per share. The total financial value associated with these exercised options was $13,666. All options involved in this transaction were fully vested and exercisable at the time of the exercise.

Following the completion of this sale, Mr. Larson's direct equity position in Slide Insurance Holdings has been reduced to zero. He currently holds no shares of the common stock directly. However, he maintains a substantial portfolio of equity incentives, holding 50,248 stock options. Of this total, 27,500 options are currently vested and exercisable. The remaining 27,500 options are scheduled to vest ratably, with specific vesting dates set for July 14, 2026, and July 14, 2027.

The financial context surrounding this executive transaction highlights the robust performance of the $1.94 billion insurance company. Slide Insurance has demonstrated strong profitability, reporting earnings of $3.62 per share over the last twelve months. This financial strength was further underscored by the company's first-quarter 2026 earnings report, which significantly surpassed analyst expectations. The company achieved an earnings per share (EPS) of $1.02, exceeding the forecasted $0.67 and also surpassing Texas Capital Securities' own estimate of $0.80 per share. Revenue for the quarter reached $389.3 million.

In response to this strong performance, Texas Capital Securities adjusted its outlook for Slide Insurance, raising its price target from $25.00 to $27.00 while maintaining a Buy rating. Beyond financial metrics, Slide Insurance has also pursued strategic growth initiatives, specifically entering the California residential property insurance market. The company launched an excess and surplus lines program to address the gap left by major carriers reducing their presence or exiting the state. Slide Insurance successfully wrote its first policy in California, marking a significant operational expansion.

Risks

  • The executive's divestment results in a complete liquidation of direct equity holdings, potentially impacting internal sentiment signals regarding current valuation levels.
  • Market volatility is evident in the stock price, which declined from the transaction average of $17.07 to $16.70, indicating near-term price pressure.

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