Guidewire CEO Michael Rosenbaum Sells 1,200 Shares for $207,456
Key Points
The disposal of 1,200 shares was executed at $172.88 per share.
The sale reduced the executive's direct holdings by 0.6% while maintaining a substantial long-term equity position.
The transaction was carried out directly by the reporting owner through a Rule 10b5-1 trading plan established on October. 14, 2025.
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Michael George Rosenbaum, Chief Executive Officer, sold 1,200 shares of Guidewire Software (NYSE:GWRE) on Aug. 17, 2026, according to a recent SEC Form 4 filing.
Transaction summary
| Metric | Value |
|---|---|
| Shares sold | 1,200 |
| Transaction value | $207,456 |
| Post-transaction shares (directly held) | 188,976 |
| Post-transaction value | $32.5 million |
Transaction value based on SEC Form 4 weighted average sale price ($172.88); post-transaction value based on Aug. 17, 2026, market close ($171.99).
Key questions
- What was the regulatory context of this transaction?
The sale was conducted under a Rule 10b5-1 plan, which allows insiders to set up a pre-determined schedule for selling stock to avoid concerns regarding material non-public information. - What is the scale of the remaining equity stake?
Following the sale, Rosenbaum continues to hold roughly 189,000 shares directly, which are valued at $32.5 million as of the Aug. 17, 2026, market close. - How has the stock performed?
As of the transaction date, the company has experienced a 9.2% one-year decline while maintaining a market capitalization of $15.9 billion. - What are the fundamental characteristics of the company?
Guidewire Software, a provider of software solutions for the property and casualty insurance industry, generated $1.4 billion in revenue and $159.8 million in net income over the trailing 12-month period.
Company Overview
| Metric | Value |
|---|---|
| Share Price (as of market close 2026-08-14) | $175.59 |
| Market Capitalization | $15.9 billion |
| Revenue (TTM) | $1.4 billion |
| Net Income (TTM) | $159.8 million |
Company Snapshot
- Guidewire Software delivers comprehensive cloud-based and on-premise software solutions for the property and casualty insurance industry, with primary revenue generated through its Guidewire InsuranceSuite platform and cloud-native InsuranceNow offering.
- The company operates a software-as-a-service and perpetual licensing business model, generating recurring revenue through subscription arrangements, maintenance contracts, and professional services for implementation and customization of its core applications, including PolicyCenter, BillingCenter, and ClaimCenter.
- Guidewire serves mid-market and enterprise property and casualty insurers globally, including carriers that manage personal lines, commercial lines, and specialty insurance products and seek integrated policy administration, billing, and claims management capabilities.
Guidewire Software is a leading enterprise software provider to the global property and casualty insurance market, with a market capitalization of $15.9 billion and TTM revenues of $1.4 billion. The company maintains a competitive position through its comprehensive, integrated platform architecture that spans the full insurance lifecycle, complemented by a growing cloud-native offering for insurers seeking modern, scalable infrastructure. Guidewire benefits from high switching costs, recurring revenue streams, and sustained demand for digital transformation within the insurance sector.
What this transaction means for investors
Over the last year, Guidewire's stock price has underperformed the S&P 500, dropping 9.2% while the S&P 500 is up 18.8%. Like other technology and software stocks, Guidewire's stock price may have had some of its drop attributed to anxiety over artificial intelligence (AI). In particular, the markets have worried about the role of software stocks as AI becomes more advanced and can replicate some of the features of traditional software companies. While it is lower than it has been in recent quarters, Guidewire also still has what some may consider a forward price-to-earnings ratio that's a little bit on the higher end at 45.2.
For this transaction, however, it wouldn't indicate an issue with the company. The sale was already in place under a trading plan in 2025, and only 1,200 shares were sold. Rosenbaum still directly holds nearly 189,000 shares, which can be interpreted as a belief in the company. Analysts are typically bullish on the stock, with 89% of 18 analysts tracked by CNN assigning a buy rating. That said, the median one-year price target of $202 reflects reserved expectations, as at today's price, it would be only a 5.2% gain.
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Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
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