Insider Trading April 13, 2026 08:43 PM

Slide Insurance President Disposes Nearly $953K in Stock

Shannon Lucas sold 52,690 shares across two trades as company posts strong Q4 2025 results and signals fresh buyback authorization

By Leila Farooq SLDE
Slide Insurance President Disposes Nearly $953K in Stock
SLDE

Slide Insurance Holdings Inc (NYSE: SLDE) President and COO Shannon Lucas sold 52,690 shares of common stock in two transactions on April 9 and April 13, 2026, for proceeds totaling $952,678. The filings show sales executed at prices between $18.05 and $18.11. The company recently reported robust fourth-quarter 2025 earnings and authorized a new $125 million buyback after completing a $120 million repurchase program.

Key Points

  • Slide Insurance President and COO Shannon Lucas sold 52,690 shares on April 9 and April 13, 2026, for $952,678 at prices between $18.05 and $18.11.
  • After the sales, Lucas directly owns 208,101 shares and indirectly owns 1,401,448 shares; the sold shares were indirectly held by Securus Risk Management, LLC.
  • Slide Insurance reported strong Q4 2025 results - EPS of $1.23 vs. $0.71 expected and revenue of $347 million versus $238.5 million a year earlier - and completed a $120 million repurchase while authorizing a new $125 million buyback; several analysts updated ratings and price targets.

Insider sales disclosed

Slide Insurance Holdings Inc (NYSE: SLDE) reported insider sales by President and COO Shannon Lucas in a Form 4 filed with the Securities and Exchange Commission. Lucas sold a combined 52,690 shares of common stock on April 9 and April 13, 2026, with total proceeds of $952,678. The executed prices ranged from $18.05 to $18.11 per share.

Details in the filing show that on April 9 Lucas sold 27,069 shares at a weighted average price of $18.11. On April 13 she sold an additional 25,621 shares at a weighted average price of $18.05. The shares sold were indirectly held by Securus Risk Management, LLC, according to the filing.


Holding position after the trades

Following these transactions, Lucas directly holds 208,101 shares and indirectly holds 1,401,448 shares. The Form 4 filing provides the breakdown of the two sales and the post-transaction ownership figures.


Market context and company fundamentals

Slide Insurance has a reported market capitalization of $2.24 billion. Data cited from InvestingPro indicate that the stock is trading below its InvestingPro Fair Value, implying the platform views the shares as potentially undervalued at current prices. The same InvestingPro notes state the company is trading at a low earnings multiple and remained profitable over the last twelve months, and that additional ProTips and a Pro Research Report are available through the platform.

In its fourth-quarter 2025 results, Slide Insurance reported earnings per share of $1.23, exceeding the analyst consensus of $0.71. Revenue for the period rose to $347 million, up from $238.5 million in the prior year.


Capital allocation and analyst coverage

Slide Insurance completed a $120 million stock repurchase program and authorized a new $125 million buyback. On the analyst front, Barclays reiterated an Overweight rating with a $29 price target, Texas Capital Securities initiated coverage with a Buy rating and a $25 price target, and Keefe, Bruyette & Woods raised its price target to $23 following the fourth-quarter results.


Notes and limitations

The filings provide the transaction dates, share counts, prices and post-sale ownership figures. The available information also includes selected third-party commentary and valuation indicators cited from InvestingPro and specific analyst ratings and price targets. The filings and the reported results do not, however, disclose the motivations behind the insider sales or any planned future transactions.

Risks

  • Insider sale provides no information on the motivations behind the transactions, leaving uncertainty about whether the trades reflect personal liquidity needs or views on company valuation - impacts investor interpretation in the equity and insurance sectors.
  • Third-party valuation commentary (InvestingPro) and analyst price targets are external perspectives that may differ from market pricing, creating uncertainty around the stock's true fair value - affects market participants in equities and financial research services.

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