GWRE Guidewire Software, Inc. Insider Trading

GWRE President John P Mullen sells 6,576 shares at $163.86; all 5 prior sells at this ticker were well-timed (90d declines)

John P Mullen, President of Guidewire Software, sold 6,576 shares at $163.86 on 2026-03-17, reducing his holdings from 141,983 to 135,407 shares. This sale is significant because his prior trading history at GWRE shows a 5-for-5 pattern of well-timed sells: every one of his previous sales at this ticker (2025-12-16, 2025-12-01, 2025-11-03, 2025-10-01, and 2025-09-16) was followed by negative 90-day returns, ranging from -12.2% to -39.3%. The current stock price of $159.27 is 39.2% below the 52-week high of $261.88, and the 30-day change shows +25.4% volatility. Investors should monitor whether this sale—the sixth insider transaction in six months—again precedes a decline, which would extend a notably consistent pattern at this ticker.

CEO Michael George Rosenbaum sells 4,737 GWRE shares at $163.86; stock now $159.27, -39.2% from 52-week high.

Rosenbaum sold 4,737 shares (4.7K shares) for $776,194.87 ($776.2K) at $163.86 on 2026-03-17, reducing his stake from 225,943 shares (225.9K shares) to 221,206 shares (221.2K shares), a -2.1% net reduction. The current price of $159.27 is -39.2% from the 52-week high of $261.88, and the stock has declined -19.3% over 90 days despite a +25.4% 30-day bounce. His prior trades at GWRE show mixed timing results: 3 of 5 prior sells were well-timed at the 90-day mark, but the most recent sale on 2025-12-16 had a -13.5% 30-day return and the sale on 2025-03-18 was followed by a +33.9% 90-day gain, suggesting inconsistent predictive value. The company's fundamentals show strong revenue growth of +22.6% year-over-year and positive net income of $60,110,000.00 ($60.1M) on revenue of $359,095,000.00 ($359.1M), though the P/E of 71.10 reflects elevated valuation expectations relative to current earnings.

CFO Cooper Jeffrey Elliott sold 4,757 shares of GWRE at $158.72; well-timed prior sales suggest pattern of selling before declines.

Cooper Jeffrey Elliott, GWRE's CFO, sold 4,757 shares on 2026-03-13 at $158.72, reducing his holdings from 72,753 to 67,996 shares. His prior trades at GWRE show a consistent pattern: three measurable sales at the 90-day mark (2025-09-18 triple sale) all registered negative 90-day returns of -22.5%, -22.4%, and -22.0%, indicating well-timed exits before declines. More recently, two December 2025 sells showed 30-day declines of -18.5% and -13.5%, suggesting the insider continues to sell into strength. The current stock price of $160.57 is down 38.7% from its 52-week high of $261.88, placing this sale approximately midway through a significant retreat; whether this sale precedes further weakness or occurs after the main decline will become measurable in subsequent 90-day reporting. The CFO's same-ticker history (3 of 3 prior 90-day outcomes well-timed) warrants monitoring of post-transaction price action.

GWRE CFO Elliott sells 4,104 shares for $791,882.56; GWRE trades -24.6% from 52-week high; 5 of 5 prior Elliott sales at GWRE well-timed.

Cooper Jeffrey Elliott, CFO of Guidewire Software (GWRE), executed two separate sales totaling 4,104 (4.1K shares) for $791,882.56 on December 16 and 18, 2025, at prices of $192.08 and $195.00 respectively (blended average $192.95). This reduces his holdings by 5.3%, from 77,073 to 72,969 shares. Notably, all five of Elliott's prior sales at GWRE (executed on 2025-09-18) were well-timed at the 90-day mark, with negative post-sale returns ranging from -1.0% to -22.5%, meaning the stock declined after each sale. Elliott's cross-ticker track record shows a 45.00% well-timed rate across 20 open-market sales, suggesting moderate timing accuracy. The current stock price of $197.46 stands -24.6% below the 52-week high of $261.88 and has fallen 19.3% over the past 90 days, placing the company in a period of sustained weakness relative to recent valuations.

GWRE President Mullen sold 7,975 shares at $192.08 on 2025-12-16; stock down -26.0% from 52-week high, post-sale holdings 141,983 shares.

Mullen John P, President, sold 7,975 shares (8.0K shares) at $192.08, reducing his GWRE holdings from 149,958 to 141,983 shares (-5.3%). The stock has declined significantly from its 52-week high of $261.88, currently trading at $193.93 (-26.0%), and has fallen -10.5% over the past 30 days and -21.4% over 90 days. Within GWRE specifically, Mullen's prior two measurable sales (at 90 days) both produced negative returns (-20.0% and -0.9%), suggesting a pattern of well-timed selling at this ticker. However, his cross-ticker track record shows average positive returns of +7.4% at 90 days after sales, with a well-timed rate of 31.25%, indicating his sales historically have not been strong predictors of downturns. The fundamental profile remains solid—$332.6M revenue, +22.6% annual growth, and $31.3M net income—though the elevated P/E of 179.56 may reflect stretched valuation expectations. This sale occurs amid a sharp recent decline but does not constitute a material warning signal; GWRE's operational trajectory and market cap of $16.5B remain intact.

CEO Rosenbaum sold 6,015 shares of GWRE at $192.08 on 2025-12-16 for $1,155,337.74; stock down 26.0% from 52-week high.

Michael George Rosenbaum, CEO of Guidewire Software, sold 6,015 shares (6.0K shares) at $192.08 on 2025-12-16, reducing his holdings by 2.4% to 240,743 shares. The sale occurred as GWRE trades 26.0% below its 52-week high of $261.88 and has declined 21.4% over the past 90 days. Historically, Rosenbaum's cross-ticker track record shows a 90-day well-timed rate of 27.27% across 11 prior sells; however, at GWRE specifically, only 2 of 5 prior sells were well-timed at the 90-day mark, suggesting inconsistent predictive value at this ticker. The current sale occurs against a backdrop of strong fundamentals—revenue of $332,639,000.00 in the latest quarter, net income of $31,308,000.00, and 22.6% annual revenue growth—yet the elevated P/E of 179.56 reflects the market's pricing in of future growth expectations that stock performance has recently failed to deliver.

Guidewire President John P Mullen sells 3,000 shares ($640.3K) at $213.44; stock down 18.9% from 52-week high

John P Mullen, the company President, sold 3,000 shares at $213.44 on 2025-12-01, reducing holdings by 2.0% to 149,958 shares. The sale occurred when the stock is -18.9% from its 52-week high ($261.88) and down 9.1% over 30 days, suggesting execution at a depressed near-term price. Mullen's cross-ticker track record shows 18 prior sells with a 26.67% well-timed rate (sells followed by stock declines), but at GWRE specifically, only 1 of 2 measurable prior 90-day outcomes were well-timed, indicating below-average precision at this particular holding. The stock's elevated P/E of 162.07 relative to the strong quarterly fundamentals ($46.0M net income, 22.6% annual revenue growth) presents a disconnect that may inform executive positioning.

President Mullen sells 3,000 GWRE shares at $231.85; holds 153.0K post-transaction. Stock now -12.9% from 52-week high.

Mullen John P, President, sold 3,000 shares (1.9% of pre-transaction holdings) for $695,550.00 on 2025-11-03 at $231.85. The current price is $227.99, down 0.9% over the past 30 days and up 2.2% over 90 days, placing the stock 12.9% below its 52-week high of $261.88. His cross-ticker track record shows 17 prior sells with a 90-day well-timed rate of 21.43%, indicating that sales have been poorly timed in aggregate (stock rose after 79% of his prior open-market sales). At the same ticker, his 5 prior trades show mixed timing: 1 of 2 measurable 90-day outcomes was well-timed, while his most recent sales in October and September have not yet reached 90-day maturity. The modest sale size relative to his remaining 152,958-share position does not signal a major conviction shift.

GWRE President John P Mullen sold 3,000 shares at $230.73 on 2025-10-01, holding 155,958 shares post-sale.

John P Mullen, President of Guidewire Software, sold 3,000 shares (1.9% of pre-transaction holdings) at $230.73, reducing his stake to 155,958 shares. The sale occurred in a context where the stock is currently trading at $230.23, down 12.1% from its 52-week high of $261.88 despite a 6.1% 30-day gain. At the same-ticker level, Mullen has executed 5 prior sales at GWRE, with only 1 of 2 measurable 90-day outcomes showing a negative return (well-timed); most recently on 2025-09-16 and 2025-09-02, outcomes remain unmeasurable. His cross-ticker track record shows 16 prior sells with a 23.08% well-timed rate and average 90-day return of +10.2%, indicating his sales have historically been poor timing signals overall. The fundamentals show solid momentum with annual revenue growth of +22.6% and net income of $46.0M on quarterly revenue of $293.5M, though the valuation remains elevated at a P/E of 175.75, well above typical market multiples.

CFO Cooper Jeffrey Elliott sold 7,535 shares at blended average $248.76 for $1.9M at Guidewire Software

Cooper Jeffrey Elliott, CFO of Guidewire Software, executed 5 separate sales totaling 7,535 shares for $1,874,377.21 on 2025-09-18, reducing his holdings by 8.9% from 84,646 to 77,111 shares. The sales occurred at prices ranging from $246.80 to $250.28, with a blended average of $248.76, slightly above the current price of $244.60. Across his cross-ticker track record, his prior sells showed an average 90-day return of +14.2% with a 90-day well-timed rate of 17.65%, indicating his historical sales have predominantly preceded stock appreciation rather than declines. At this specific ticker (GWRE), his prior 4 measurable sales showed mixed outcomes: 2 of 4 were well-timed at the 90-day mark, with his most recent prior sell on 2025-06-18 declining 11.3% over 30 days and 1.5% over 90 days. The company trades at a P/E of 186.72 with strong recent fundamentals including $293.5M quarterly revenue and +22.6% annual revenue growth, though the current price sits 6.6% below its 52-week high of $261.88.