Insider Trading March 12, 2026

Slide Insurance President Disposes of $212,963 in Stock During Weak Week for Shares

Shannon Lucas sold nearly 12,000 shares across two days as SLDE stock fell; company posts robust Q4 2025 results and receives an upgraded price target from KBW

By Hana Yamamoto SLDE
Slide Insurance President Disposes of $212,963 in Stock During Weak Week for Shares
SLDE

Slide Insurance Holdings Inc. (NASDAQ: SLDE) President and COO Shannon Lucas sold 11,970 shares on March 10 and 11, 2026, for approximately $212,963. The transactions took place while the stock declined about 11% over the prior seven days. The company reported stronger-than-expected fourth-quarter 2025 results and received an increased price target from Keefe, Bruyette & Woods following the earnings beat.

Key Points

  • Shannon Lucas, Slide Insurance president and COO, sold 11,970 shares on March 10-11, 2026, for about $212,963.
  • Slide Insurance’s Q4 2025 results beat expectations with EPS of $1.23 versus a $0.71 forecast and revenue of $347 million versus $238.5 million a year prior; KBW lifted its price target to $23 from $22 and kept an Outperform rating.
  • InvestingPro analysis indicated SLDE appears undervalued on a Fair Value basis and assigned the company a "GREAT" financial health score of 3.75.

Slide Insurance Holdings Inc. (NASDAQ: SLDE) reported insider sales by President and COO Shannon Lucas on March 10 and 11, 2026, totaling 11,970 shares and generating roughly $212,963 in proceeds. The stock’s recent price movement was weak during the same period, slipping 11% over the previous seven days.

The sales were executed in two separate tranches. On March 10, Lucas sold 11,700 shares at a weighted average price of $17.80, with trade prices ranging from $17.51 to $18.00. The next day, March 11, she sold a further 270 shares at a weighted average of $17.42, in a price band from $17.25 to $17.87. According to the filing, the shares were indirectly held by Securus Risk Management, LLC.

After these transactions, Lucas retains indirect ownership of 1,585,371 shares through Securus Risk Management, LLC, and holds 194,201 shares directly.


Valuation and financial health indicators cited

InvestingPro analysis noted in the filing that SLDE appears undervalued against its Fair Value assessment and that the company carries a "GREAT" financial health score of 3.75 under that framework.

Recent operating performance

Slide Insurance posted strong fourth-quarter 2025 results that materially outpaced 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 reached $347 million, up from $238.5 million in the same period a year earlier. The company’s outperformance was noted as a factor that has supported investor confidence.

Analyst action

Following the quarter, Keefe, Bruyette & Woods raised its price target on Slide Insurance to $23 from $22 while keeping an Outperform rating intact. KBW attributed the adjustment to the company’s strong fourth-quarter showing and favorable attritional loss trends, and also cited higher accretion from incremental Citizens takeout activity as a contributing factor.


Context and implications

The timing of the insider sale occurred amid short-term downside in the stock price. At the same time, independent assessments cited in the filing suggest the shares may be trading below intrinsic fair value and that Slide Insurance’s financial profile is strong according to the InvestingPro metric highlighted.

Risks

  • Short-term price volatility - the stock declined roughly 11% over the seven days that coincided with the insider sale, indicating recent market weakness.
  • Reliance on analyst guidance - changes in analyst targets or ratings, such as KBW’s revision, can shift market expectations and affect share pricing.
  • Limited public information on the motivations behind the insider transactions - the filing records the sales and post-sale holdings but does not provide further explanation for the timing.

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