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EdgarHawk

John P Mullen

President

Officer

Latest: President selling · June 2026

18 filings analyzed · 1 company · Latest 2026-06-16

Companies

Company Buys Sells Direction
Guidewire Software, Inc. GWRE 0 22 Net selling

Activity

June 2026
high
Sell
4,292 shares
$509,645
Significance 7/10

President John P Mullen sold 4,292 GWRE shares at $118.74; stock down 56.9% from 52-week high, 5 of 5 prior same-ticker sales preceded declines.

John P Mullen, President of Guidewire Software, sold 4,292 shares at $118.74 on 2026-06-16, reducing holdings from 135.4K to 131.1K shares. The stock has fallen 56.9% from its 52-week high of $272.60 and declined 9.7% over the past 30 days and 26.2% over the past 90 days. This sale is noteworthy given Mullen's recent same-ticker trading pattern: his 5 prior sales at GWRE (spanning October 2025 to March 2026) all preceded further declines at the 90-day mark, with outcomes ranging from -5.8% to -39.3% in the 90 days following each sale. The consistent foreshadowing of downward price movement in his prior GWRE transactions, combined with the stock's current positioning well below its recent peak, suggests his selling behavior at this ticker has historically preceded periods of weakness.

March 2026
high
Sell
6,576 shares
$1,077,530
Significance 7/10

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.

December 2025
medium
Sell
7,975 shares
$1,531,807
Significance 5/10

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.

medium
Sell
3,000 shares
$640,320
Significance 5/10

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.

November 2025
low
Sell
3,000 shares
$695,550
Significance 5/10

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.

October 2025
low
Sell
3,000 shares
$692,190
Significance 4/10

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.

September 2025
medium
Sell
15,869 shares
$3,854,055
Significance 5/10

GWRE President Mullen sold 15,869 shares at $242.87 on 2025-09-16 for $3.9M; retains 159.0K shares post-sale

Mullen, serving as President of Guidewire Software, executed a discretionary open-market sale of 15,869 shares (15.9K shares) at $242.87, reducing his holdings from 174.8K to 159.0K shares, a -9.1% reduction. The stock currently trades at $246.94, just 5.7% below its 52-week high of $261.88, and has appreciated 14.8% over the prior 30 days. This sale occurs amid strong fundamentals—the company posted annual revenue growth of 22.6% and a recent quarterly revenue of $293.5M with net income of $46.0M—though the elevated P/E of 188.50 reflects high valuation multiples. Notably, his prior five trades at GWRE have not demonstrated timing accuracy: of the two prior sales with measurable 90-day outcomes, neither was well-timed (the 2025-06-17 sale showed a 90d return of +0.9%, indicating the stock rose after his sale). His cross-ticker track record shows a 16.67% well-timed rate on 15 prior sells, which is mixed, and for GWRE specifically, the recent pattern of frequent sales (four times since June 2025) suggests ongoing periodic liquidity activity rather than a concentrated conviction signal.

low
Sell
3,000 shares
$642,900
Significance 4/10

President Mullen sells 3,000 GWRE shares at $214.30; stock down -14.4% in 90 days. Prior GWRE sales mostly poorly timed.

John P Mullen, President of Guidewire Software, sold 3,000 shares at $214.30 on 2025-09-02, retaining 140,489 shares post-transaction. The current price of $217.46 sits -14.4% below the 90-day level and -15.5% below the 52-week high. Mullen's prior trades at GWRE show a timing pattern of 0 of 2 measurable 90-day outcomes being well-timed (both resulted in positive returns after sale), indicating he has historically sold before rallies rather than before declines at this specific ticker. His broader cross-ticker track record shows 14 prior sells with a well-timed rate of 18.18%, suggesting limited predictive power in aggregate. The company's elevated P/E of 530.39 against recent full-year unprofitability merits attention, though this sale alone—representing a -2.1% reduction in holdings—does not constitute a material shift in insider commitment.

August 2025
low
Sell
3,000 shares
$669,840
Significance 3/10

Mullen (President) sold 3,000 GWRE shares at $223.28 on 2025-08-01; retains 143,489 shares. Stock now at $226.19.

John P Mullen, President of Guidewire Software, sold 3,000 shares (3.0K shares) at $223.28 on 2025-08-01 for a total value of $669,840.00 ($669.8K), reducing his holdings by 2.0% to 143,489 shares (143.5K shares). The sale occurred below the current price of $226.19 and within the 52-week range of $140.01–$257.37. His prior trades at Guidewire show mixed timing outcomes: five prior sales yielded 0 of 2 measurable 90-day periods with negative returns (the well-timed metric for sells), indicating his same-ticker sales have not generally preceded declines. His cross-ticker track record shows a 90d well-timed rate of 20.00% across 13 prior sells with an average 90d return of +13.2%, suggesting historically his sales have been poorly timed as the stock advanced afterward. The company reports revenue of $293,508,000.00 ($293.5M) for the latest quarter and annual revenue growth of +8.3%, though it was unprofitable over its most recent full fiscal year with a notably elevated P/E of 551.68.

July 2025
medium
Sell
3,000 shares
$705,150
Significance 4/10

Guidewire President Mullen sells 3,000 shares for $705,150 at $235.05; stock down 11.5% from 52-week high but up 23.7% in 90 days.

John P Mullen, President of Guidewire Software, sold 3,000 shares at $235.05 on 2025-07-01, reducing his stake from 149,489 to 146,489 shares. The transaction occurred while the stock trades at $227.74, down 11.5% from its 52-week high of $257.37 but up 23.7% over the past 90 days. Across his prior GWRE sales, Mullen's timing has been mixed: his most recent measurable same-ticker sell (2025-03-18) generated a +33.9% return over 90 days, indicating he sold well before a subsequent rally. His cross-ticker track record shows 12 prior sells with a 25.00% well-timed rate and average 90-day return of +14.4%, but this tick below 50% well-timed rate at GWRE (0 of 1 measurable 90-day outcomes negative) provides limited forward inference. The company trades at an elevated P/E of 555.46 despite reporting quarterly net income of $46.0M, but full-year profitability remains negative—a structural mismatch investors should monitor.

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