LMND Lemonade, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (7 insiders)
Horizon days Filed Jun 5, 2026 Processed 7d 14h ago
Insider cluster: 2 insiders, $157K total

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Executive Summary

Two C-suite insiders at Lemonade sold a combined $157K in open-market sales over a 7-day window, with the Chief Insurance Officer executing two separate sales totaling $283K. The dollar amount is trivial relative to the $4.0B market cap (0.004%), and the sales are likely liquidity-driven rather than signaling deterioration. The cluster is not amplified by the proportionality band, and the historical calibration for this filing type shows a net negative average alpha at T+20, supporting a neutral read.

Key Financial Metrics

Direction
selling
Total Value
$348.0K
Insiders
7

Actionable Insight

The insider sales are too small to warrant a bearish read. Monitor the next 10-Q for any deterioration in loss ratios or premium growth that could justify a larger insider exit. The non-cash director grants are routine compensation and carry no signal.

Key Facts

  • Chief Insurance Officer Peters sold $191K on June 4 and $92K on June 3, totaling $283K across two trades.
  • Chief Business Officer Prosor sold $65K on June 3.
  • Total open-market sales of $348K represent ~0.009% of Lemonade's $4.0B market cap.
  • Five directors received non-cash stock grants of 2,848 shares each on June 3, with $0 economic value.
  • No insider purchases were recorded in the cluster window.

Financial Impact

Total insider sales of $348K, or ~0.009% of market cap — immaterial relative to company size.

dilution

Risk Factors

  • Insider sales could accelerate if fundamentals weaken, but current activity is not predictive.
  • Historical calibration shows this filing type has a net negative average alpha at T+20 (-1.24%), suggesting limited edge.

Market Snapshot

Exchange
NYSE
Sector
Fire, Marine & Casualty Insurance
Analyst Consensus
53% bullish (19 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-LMND-1780695260224
11 reports for LMND
Performance horizon
Filters
Rows
Reports for LMND — sortable, filterable
Type Now
Jun 12, 2026
1d ago
Institutional Cluster
MIXED ★ 5/10
$57.14 awaiting T+1awaiting T+1$57.49 (+0.61%)
Jun 9, 2026
4d ago
Press Release
NEUTRAL ★ 2/10
$52.94 awaiting T+1awaiting T+1$57.49 (+8.59%)
Jun 5, 2026
7d ago
Insider Cluster
NEUTRAL ★ 2/10
$51.11 awaiting T+1awaiting T+1$57.49 (+12.48%)
Jun 5, 2026
7d ago
Insider Cluster
NEUTRAL ★ 3/10
$51.56 awaiting T+1awaiting T+1$57.49 (+11.50%)
Jun 3, 2026
9d ago
144
NEUTRAL ★ 2/10
$51.57 $51.46▼ −0.21%▲ +2.38%$57.49 (+11.48%)
May 12, 2026
4w ago
Press Release
NEUTRAL ★ 2/10
$55.14 $52.87▼ −4.12%▼ −4.69%$57.49 (+4.26%)
May 8, 2026
5w ago
Press Release
NEUTRAL ★ 3/10
$55.01 $55.05▲ +0.07%▼ −0.16%$57.49 (+4.51%)
May 7, 2026
5w ago
Press Release
NEUTRAL ★ 2/10
$54.43 $55.01▲ +1.07%▲ +0.24%$57.49 (+5.62%)
Apr 2, 2026
10w ago
Press Release
NEUTRAL ★ 3/10
$61.47 $61.94▲ +0.76%▲ +0.29%$57.49 (−6.47%)
Mar 3, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$51.86 $54.77▲ +5.61%▲ +4.85%$57.49 (+10.86%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (49h 6m)

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