$GWRE

Rosenbaum Michael George sold $149K of GWRE

Rosenbaum Michael George (Chief Executive Officer) sold 1,200 shares of Guidewire Software, Inc. (GWRE) at $124.29 ($0.15M total) on 2026-06-29 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Rosenbaum Michael George
Published Jun 29, 2026, 10:29 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jun 29, 2026, 10:30 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$GWRE
Neutral
high confidence
Mentioned
$GWRE
Relevance
3/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$GWRENeutralLow
01

Why it matters

The only new information is the disclosed sale details (shares, price, total value) and that it was executed under a pre-arranged 10b5-1 plan; no new business developments are provided.

02

Market read

Traders may note the insider sale for sentiment, but the 10b5-1 framing reduces interpretive weight versus unscheduled selling.

03

What to watch

The article lacks context on total insider holdings over time, other concurrent insider trades, and whether the sale size is material relative to the CEO’s broader position.

Relevance 3/10Novelty 3/10Timing: filed 2026-06-29 (after-hours) for an insider sale executed the same day

Background

The filing is an SEC Form 4 insider transaction for Guidewire Software, Inc., reported by the CEO.

Company-level read

Ticker impact

$GWRENeutralHigh confidence
Context

SEC Form 4 shows CEO Michael George Rosenbaum sold 1,200 GWRE shares on 2026-06-29 under a 10b5-1 plan at $124.29.

Expected impact

Low likelihood of sustained price impact; any effect is likely short-lived around the filing date.

Evidence & confidence

The disclosure is a Form 4 insider transaction with a stated pre-arranged 10b5-1 plan, and the article contains no new operating, guidance, or regulatory information.

Market effects

Minimal; this is company-specific insider trading with no sector-wide catalyst.

None indicated.

None indicated.

Counterpoint

Because the sale is explicitly under a 10b5-1 plan, it may reflect scheduled liquidity needs rather than bearish expectations.

Key entities

  • Guidewire Software, Inc.

    Issuer of the Form 4 insider transaction; CEO sold shares under a 10b5-1 plan.

  • Michael George Rosenbaum

    CEO and officer/director who reported the open-market sale.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$GWREHighAI 8/10

Guidewire Software’s Cloud Shift Powers Earnings Call

Guidewire Software (GWRE) reported Q4 earnings with record ARR of $1.242B, up 19% YoY. Cloud ARR grew 35% and now represents 84% of total ARR. Subscription revenue surged 37% to $916M. Total revenue reached $1.475B, up 23%. The company expects fiscal 2027 ARR of $1.45B-$1.46B and total revenue of $1.707B-$1.727B.

$GWREMed

Guidewire climbs as investors focus on cloud growth, recurring revenue, and bullish analyst support

Guidewire Software (GWRE) rose 8.6% today, driven by investor confidence in its cloud transition and recurring revenue growth. Fiscal 2026 revenue increased 23%, with subscription revenue up 33%. Annual recurring revenue reached $1.24B, with 19% growth. Analysts raised price targets, including one to $235. Insiders sold shares, while hedge funds showed mixed activity.

$GWRELow

Guidewire Software (GWRE) Following Earnings And 2027 Guidance Is The Valuation Case Changing

Guidewire Software (GWRE) reported Q4 and FY2026 earnings, providing 2027 revenue and operating income guidance. Shares closed at $140.92, down 24.9% YTD but up 53.9% over 3 years. The company's valuation is debated, with a fair value estimate of $210.86, though its P/E ratio of 84.2x is high compared to peers. Growth potential is tied to cloud-based systems and global expansion, but risks include large deal delays and foreign exchange impacts.

$GWREHighAI 8/10

Guidewire (GWRE) Q4 2026 Earnings Call Transcript

Guidewire (GWRE) reported Q4 2026 earnings with ARR growth of 19% YoY to $1.242B, total revenue up 23% to $1.475B, and non-GAAP operating income up 63% to $340M. Cloud ARR grew 35% YoY, comprising 84% of total ARR. The company guided FY 2027 ARR to $1.45B-$1.46B, up 18% at midpoint. Subscription revenue rose 37% YoY to $916M, while license revenue declined 7% to $235M. Management highlighted record-low attrition rates and strong adoption of AI-driven products like ProNavigator and PricingCenter.