Insider Trading March 16, 2026

Strategic Education General Counsel Disposes $607,586 in Company Shares

Sale executed under pre-arranged 10b5-1 plan; company posted a fourth-quarter earnings beat and modest revenue upside

By Nina Shah STRA
Strategic Education General Counsel Disposes $607,586 in Company Shares
STRA

Strategic Education NASDAQ:STRA General Counsel Lizette Benedi Herraiz sold 7,598 shares of common stock on March 13, 2026, in two transactions that together generated $607,586. The trades occurred under a pre-arranged Rule 10b5-1 plan adopted December 12, 2025. Following the sales, Herraiz directly holds 58,562 shares, including 605 acquired via employee plans. The stock trades near the lower end of the sale price range, and the company recently reported fourth-quarter 2025 results that exceeded analysts' expectations for both EPS and revenue.

Key Points

  • General Counsel Lizette Benedi Herraiz sold 7,598 shares on March 13, 2026, netting $607,586.
  • The sales were made under a Rule 10b5-1 trading plan adopted December 12, 2025; post-sale direct holdings are 58,562 shares (including 605 via employee plans).
  • Strategic Education reported Q4 2025 EPS of $1.66 vs $1.43 expected and revenue of $323.2M vs $322.3M expected; stock trades at a P/E of 14.7 with a $1.79B market cap and a 3% dividend yield.

Overview

Strategic Education Inc. (NASDAQ: STRA) General Counsel Lizette Benedi Herraiz sold a total of 7,598 shares of the company’s common stock on March 13, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The two-sales completed that day produced net proceeds of $607,586.

Details of the transactions

The disposition was executed as two separate trades. The first involved 2,686 shares sold at a weighted average price of $79.54, with individual sales recorded between $78.97 and $79.96. The second transaction consisted of 4,912 shares sold at a weighted average of $80.20, with prices in that block ranging from $79.97 to $80.47. The blended weighted-average sale price across both transactions resulted in the $607,586 total.

As of the filing, Strategic Education stock is trading at $79.29, which lies near the lower boundary of the sales' price range reported for March 13.

Post-sale holdings and mechanics

After these sales, Herraiz is reported to directly own 58,562 shares of Strategic Education common stock. That total includes 605 shares that were accumulated through the company’s 401(k) and Employee Stock Purchase Plan arrangements. The reported transactions were carried out pursuant to a pre-arranged Rule 10b5-1 trading plan that was adopted on December 12, 2025.

Company valuation and shareholder metrics

At the time of the filing, Strategic Education trades at a price-to-earnings ratio of 14.7 and carries a market capitalization of $1.79 billion. The company is described as appearing undervalued based on its Fair Value assessment, maintains a "GREAT" financial health score, and offers a dividend yield of 3%.

Recent financial performance

Strategic Education reported fourth-quarter 2025 earnings per share of $1.66, topping analysts’ consensus of $1.43 by 16.08%. Revenue for the quarter was $323.2 million, slightly above the expected $322.3 million. Those results are noted in the filing context as indicating the company exceeded market expectations for the period.


Key points

  • Lizette Benedi Herraiz sold 7,598 shares on March 13, 2026, for total proceeds of $607,586.
  • Transactions were executed under a Rule 10b5-1 trading plan adopted December 12, 2025; after the sales she directly owns 58,562 shares, including 605 from employee plans.
  • Strategic Education reported Q4 2025 EPS of $1.66 versus $1.43 expected and revenue of $323.2 million versus $322.3 million expected; the stock trades at a P/E of 14.7 with a $1.79 billion market cap and a 3% dividend yield.

Risks and uncertainties

  • Insider sales conducted under a pre-arranged 10b5-1 plan may not reflect the insider’s current view of company prospects - relevant to corporate governance and investor interpretation in the financial markets.
  • Valuation commentary (the company appearing undervalued based on Fair Value) represents an assessment rather than a guarantee of future performance - relevant to equity investors and valuation models.
  • Recent outperformance in one quarter does not ensure similar results in future periods; quarterly beats provide limited forward visibility for revenue and profitability trends.

Conclusion

The filing documents a routine but material insider disposition executed under a standing trading plan and provides an updated snapshot of executive ownership. The disclosure is reported against a backdrop of a modest quarter-over-quarter outperformance in the fourth quarter of 2025 and the company’s stated valuation and dividend metrics.

Risks

  • Sales under a pre-arranged 10b5-1 plan may not represent the insider’s current assessment of company prospects - affects investor interpretation in equity markets.
  • Fair Value and undervaluation assessments are analytical judgments and not guarantees of future stock performance - relevant to valuation and investment decisions.
  • A single quarter’s beat on EPS and marginal revenue upside offers limited evidence of sustained future performance - impacts earnings expectations and market sentiment.

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