AGO ASSURED GUARANTY LTD Insider Trading

COO Robert Bailenson sells 50,000 AGO shares for $3.9M; stock near 52-week lows amid near 3-year high profitability and strong revenue growth.

Robert Bailenson, Chief Operating Officer of Assured Guaranty, executed two sales totaling 50,000 shares for approximately $3.9 million on the same day, reducing his holdings by a combined 17%. The stock is currently trading well below its 52-week high while the company maintains strong fundamentals—profitable with notably growing revenue and a low valuation multiple. Bailenson's prior sales at this ticker have shown conflicting timing results: his most recent prior sale two months ago was well-timed as the stock declined in the following month, yet that stock gain resumed over the longer term. This current sale represents his ninth and tenth open-market sale in the past three years, with no open-market purchases during that window, establishing a consistent pattern of share dispositions across multiple years.

Director Borges sells 123,750 AGO shares for $9.9M at $80.22; holds 175,702 shares post-sale.

Director Francisco L Borges sold 123,750 shares of Assured Guaranty at $80.22, reducing his holdings by 41.3% from 299,452 to 175,702 shares. The transaction's $9.9M value is material, though the company's strong fundamentals—$207.0M quarterly revenue, $105.0M net income, and a 6.92 P/E ratio—do not immediately signal distress. The sale occurred when the stock was trading 11.6% below its 52-week high of $92.18 and has declined 5.5% over the prior 30 days and 9.3% over 90 days, creating context for why a director might execute a substantial reduction. This represents a significant commitment change that merits observation of whether further insiders follow suit or whether company performance deteriorates.

CEO Dominic sells 29,998 shares at $81.41; retains 1,264,295 shares post-transaction while stock is -11.4% from 52-week high.

Frederico Dominic, President/CEO/Deputy Chairman, sold 29,998 shares of AGO for $2,442,137.18, reducing holdings by 2.3% while retaining substantial ownership of 1,264,295 shares. The sale occurred at $81.41, and the stock has since declined -7.6% over 30 days and -10.2% over 90 days from the transaction date, placing it -11.4% from its 52-week high of $92.18. His prior trades at AGO show 3 of 4 measurable sales resulted in negative 90-day returns, indicating a pattern of well-timed exits on this ticker. Against this backdrop, AGO trades at a P/E of 6.94 with strong recent fundamentals—$207.0M quarterly revenue, $105.0M net income, and +27.3% annual revenue growth—leaving the strategic intent of the sale ambiguous relative to company valuation and performance.

CEO Frederico Dominic sold 20,002 shares at $81.06 (AGO); holds 1,294,293 post-sale; stock down 7.8% in 30d, 10.4% in 90d.

Frederico Dominic, President/CEO/Deputy Chairman, sold 20,002 shares on 2026-03-20 at $81.06 for $1,621,362.12 in an open-market transaction. His post-transaction holding of 1,294,293 shares represents a -1.5% reduction from prior holdings of 1,314,295 shares. At AGO specifically, his prior four measurable sales show 3 of 4 were well-timed at the 90-day mark, with 90-day returns of +8.5%, -6.6%, -6.5%, and -6.2%. The stock is currently at $81.45, down 7.8% over 30 days and 10.4% over 90 days from the transaction date—consistent with prior patterns at this ticker. Against favorable fundamentals (P/E 6.92, revenue growth +27.3%, net income $105.0M in latest quarter), the sale occurs during a period of recent weakness, and the insider's same-ticker history suggests selective timing of sales around subsequent declines rather than continuous liquidation.

CEO Frederico Dominic sold 25,000 shares of AGO at $83.83 for $2.1M; maintains 1,287,803 share position.

Frederico Dominic, President/CEO/Deputy Chairman, executed a sale of 25,000 shares for $2.1M on 2025-09-23, reducing his holdings by 1.9% to 1,287,803 shares. His prior five sales at AGO show mixed timing outcomes: three of five achieved negative 90-day returns (well-timed), while two achieved positive returns. His cross-ticker track record across 13 prior sells reports a 90-day well-timed rate of 38.46%, suggesting his sells have not historically preceded declines more often than they follow gains. The company currently trades at 8.63 P/E with $4.0B market cap and $281.0M quarterly revenue, though annual revenue contracted 36.5% year-over-year, signaling operational headwinds that warrant investor scrutiny of forward guidance.

COO Robert Bailenson sold 40,000 shares of AGO at $81.51 on 2025-08-11; stock -14.1% from 52-week high.

Bailenson sold 40,000 shares (40.0K shares) of Assured Guaranty at $81.51 on 2025-08-11 for $3,260,400.00 ($3.3M), reducing his holdings by 12.1% to 291,728 shares (291.7K shares). The sale occurred as AGO trades at $82.01, down 14.1% from its 52-week high of $95.47 and down 5.0% over the past 90 days. His prior sales at AGO show mixed timing outcomes: 3 of 5 prior sells were well-timed at the 90-day mark, though his most recent sale on 2024-11-26 was followed by negative 90-day returns. The company reported revenue of $281,000,000.00 ($281.0M) in the latest quarter with net income of $103,000,000.00 ($103.0M), but faces headwinds with annual revenue declining 36.5% year-over-year, while carrying a low P/E of 8.34.

CEO/President Frederico Dominic sells 82,355 shares (82.4K) for $7,091,797.81 across 2 sales at $86.11–$86.13, retaining 1,337,635 shares post-transaction.

Frederico Dominic, in his role as President/CEO/Deputy Chairman, executed 2 separate open-market sales totaling 82,355 shares for $7,091,797.81 at blended average price $86.11 on 2025-05-19 and 2025-05-20. At the current price of $84.00, the stock trades 12.0% below its 52-week high of $95.47, though it is up 2.4% over the past 30 days and down 7.7% over the past 90 days. His cross-ticker track record shows a 90-day well-timed rate of 27.27% across 11 prior sells; at AGO specifically, his 5 prior sales show mixed timing results with a 40% well-timed rate at the 90-day mark. The company reports strong absolute net income of $176,000,000.00 and a low P/E of 9.31, but revenue has contracted 36.5% annually, which may account for some recent price pressure. Post-sale, Dominic retains 1,337,635 shares, down 5.8% from pre-transaction holdings, indicating a partial reduction rather than an exit.

CEO Frederico Dominic sells 34,000 shares of AGO at $88.33 for $3.0M; retains 1.33M shares post-transaction.

Frederico Dominic, President/CEO/Deputy Chairman, executed a discretionary sale of 34,000 shares (34.0K shares) on 2024-12-10 at $88.33, reducing his stake by 2.5% to 1,327,969 shares (1.33M shares). The stock closed at $90.17 on filing date, 5.1% below its 52-week high of $95.00. Dominic's same-ticker trade history at AGO shows mixed timing: 2 of 5 prior sales generated negative 90-day returns (well-timed), while 3 sales saw positive subsequent returns (poorly timed). His cross-ticker track record across all tickers shows 10 prior sells with a 90-day well-timed rate of 20.00% and an average 90-day return of +13.8%, suggesting his prior sales preceded gains more often than declines. Against a backdrop of strong fundamentals—AGO reported $171.0M net income on $269.0M quarterly revenue with annual revenue growth of +89.9% and a P/E of 6.25—this sale presents a mixed signal: the insider retains substantial equity (1.33M shares), yet the execution near the 52-week high and this specific trade's outcome will require monitoring against near-term price action and future disclosure patterns.

COO Bailenson sells 25,000 AGO shares at $93.44; stock near 52-week high (+10.2% in 30d), but prior timing at this ticker mixed.

Robert Bailenson, Chief Operating Officer, sold 25,000 shares (25.0K shares) of Assured Guaranty at $93.44 on 2024-11-26, reducing his position by 8.2% from 304,835 shares to 279,835 shares. The sale occurred as the stock trades near its 52-week high of $95.00 and reflects significant recent momentum: +10.2% over 30 days and +17.2% over 90 days. However, his prior trades at AGO show inconsistent timing outcomes: two sales in May 2024 preceded declines of −3.7% and −5.0% at 30 days (well-timed), while three sales in August 2023 were followed by gains of +3.5% to +5.6% (poorly timed). With a 40% well-timed rate at this ticker against a stated 33.33% cross-ticker average, the sale occurs in a technically strong environment where forward direction remains uncertain based on this insider's historical patterns at AGO.

CEO Frederico Dominic sells 31,000 AGO shares for $2.48M at $80.01 avg; retains 1.36M post-sale, stock down 18.0% from 52-week high.

Frederico Dominic, President/CEO/Deputy Chairman of Assured Guaranty, executed 2 separate sales totaling 31,000 shares for $2,480,285.82 at a blended average price of $80.01, reducing his post-transaction holdings from 1.39M to 1.36M shares (-2.2% net change). The timing context is mixed: the shares sold at $80.01 are currently valued 18.0% below the 52-week high of $95.00, and his prior 5 trades at AGO show 50% well-timed outcomes at the 90-day mark, suggesting no consistent pattern. The company fundamentals remain strong with FY revenue growth of +89.9%, net income of $78,000,000.00, and a low P/E of 5.70, which provides no obvious pressure signal. This appears to be a routine portfolio adjustment rather than a material signal of deteriorating confidence, given the CEO's continued substantial 1.36M-share stake and the company's robust recent profitability.