Insider Trading April 15, 2026 08:13 PM

Slide Insurance Risk Chief Sells $180,000 in Stock; Exercises 10,000 Options

Transaction executed under a pre-arranged 10b5-1 plan as company posts stronger-than-expected Q4 and boosts buyback program

By Hana Yamamoto SLDE
Slide Insurance Risk Chief Sells $180,000 in Stock; Exercises 10,000 Options
SLDE

Matthew Paul Larson, Chief Risk Officer at Slide Insurance Holdings, sold 10,000 shares on April 13, 2026, raising about $180,000, and exercised 10,000 options the same day. The moves were made under a 10b5-1 plan. Slide reported robust fourth-quarter 2025 results and has completed one repurchase program while authorizing another.

Key Points

  • Chief Risk Officer Matthew Paul Larson sold 10,000 shares on April 13, 2026, at prices between $17.92 and $18.03, raising about $180,000.
  • Larson exercised 10,000 options the same day at an exercise price of $0.79, for a total exercise cost of $7,900; options were immediately exercisable.
  • Slide Insurance reported stronger-than-expected Q4 2025 results, completed a $120 million repurchase program, and authorized a new $125 million buyback; multiple analysts raised or initiated coverage with positive price targets.

Overview

Matthew Paul Larson, who serves as Chief Risk Officer at Slide Insurance Holdings, Inc. (NYSE: SLDE), disposed of 10,000 shares of the company's common stock on April 13, 2026, for aggregate proceeds of roughly $180,000. The trades were carried out at prices between $17.92 and $18.03 per share, according to regulatory filing details.


Transaction specifics and option exercise

On the same date, Larson also exercised stock options to acquire 10,000 shares at an exercise price of $0.79 per share, representing a total exercise cost of $7,900. The Form 4 filed with the Securities and Exchange Commission indicates those options were immediately exercisable.

The sales and the option exercise were executed pursuant to a pre-arranged Rule 10b5-1 trading plan that Larson adopted on December 4, 2025. The filing establishes the transactions as planned trades under the 10b5-1 framework.


Valuation and company context

InvestingPro analysis cited in the filing indicates Slide Insurance’s shares were trading below Fair Value at the time of the transaction, suggesting the stock appeared undervalued under that assessment. The company carries a market capitalization of $2.23 billion and has been profitable over the last twelve months.


Recent financial performance and capital actions

Slide Insurance reported fourth-quarter 2025 earnings per share of $1.23, substantially above analyst expectations of $0.71. Revenue for the quarter rose to $347 million from $238.5 million in the year-ago period. In addition to these results, the company completed a $120 million stock repurchase program and has since authorized a new $125 million buyback initiative.


Analyst coverage and guidance

Following the strong fourth-quarter performance, several broker-dealers made changes to their assessments of Slide Insurance. Keefe, Bruyette & Woods increased its price target for the company to $23, citing the quarter’s results and ongoing operational strength. Barclays reiterated an Overweight rating and maintained a $29 price target. Texas Capital Securities initiated coverage with a Buy rating and a $25 price target. These analyst actions were noted alongside the earnings release.


Takeaway

The regulatory filings and company disclosures present a sequence of planned insider transactions by a senior risk executive, paired with a quarter of stronger-than-expected financial results and active capital-return programs. The stock’s valuation per InvestingPro and the firm’s recent buyback authorizations form the backdrop to the insider activity recorded on April 13, 2026.

Risks

  • Market reaction to insider transactions can be uncertain, and trades executed under a 10b5-1 plan may still influence investor sentiment in the insurance and financials sectors.
  • The company’s valuation is noted as below Fair Value by InvestingPro, indicating potential valuation uncertainty despite recent strong results.
  • Execution risk exists for capital-return programs; completion of an authorized buyback is not guaranteed and could affect capital allocation and shareholder returns in the financial services sector.

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