STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
184
13F, latest reported quarter
What the filings say about LMND
Insiders, 180 days
-$7.4M net sold
3 sellers · 18% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$907.6K
5 notices
Lemonade insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Lemonade, Inc. insiders sold a net $7.4M of stock across 149 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
37 earlier Form 4 trades (code P or S) here by this insider (37 sales), the last on Sep 3, 2026.
The trade is 3.0% of the 73,834 shares held after it.
2 other insiders sold within 30 days.
184 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Insurance Officer Peters John Sheldon sold about $122.5K of LMND under a 10b5-1 plan on Sep 4, 2026; 2 other insiders sold within 30 days and 184 funds added in the latest 13F quarter.
36 earlier Form 4 trades (code P or S) here by this insider (3 buys, 33 sales), the last on Jul 7, 2026.
+12.4% median (+12.7% mean) 90-day return after 3 previous buys.
The trade is 1.1% of the 172,370 shares held after it.
2 other insiders sold within 30 days.
184 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer BIXBY TIMOTHY E sold about $103.4K of LMND on Sep 3, 2026; 2 other insiders sold within 30 days and 184 funds added in the latest 13F quarter.
36 earlier Form 4 trades (code P or S) here by this insider (36 sales), the last on Aug 13, 2026.
The trade is 1.1% of the 76,083 shares held after it.
2 other insiders sold within 30 days.
184 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Insurance Officer Peters John Sheldon sold about $46.9K of LMND under a 10b5-1 plan on Sep 3, 2026; 2 other insiders sold within 30 days and 184 funds added in the latest 13F quarter.
12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Jun 3, 2026.
The trade is 0.6% of the 186,533 shares held after it.
2 other insiders sold within 30 days.
184 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Business Officer Prosor Maya sold about $56.8K of LMND on Sep 3, 2026; 2 other insiders sold within 30 days and 184 funds added in the latest 13F quarter.
35 earlier Form 4 trades (code P or S) here by this insider (35 sales), the last on Jul 6, 2026.
The trade is 14.3% of the 76,942 shares held after it.
2 other insiders sold within 30 days.
184 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Insurance Officer Peters John Sheldon sold about $578.0K of LMND on Aug 13, 2026; 2 other insiders sold within 30 days and 184 funds added in the latest 13F quarter.
149 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
LMND planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Peters John Sheldon
Filed 2026-09-04
$122.5K
BIXBY TIMOTHY E
Filed 2026-09-03
$103.4K
Prosor Maya
Filed 2026-09-03
$56.8K
Peters John Sheldon
Filed 2026-09-03
$46.9K
Peters John Sheldon
Filed 2026-08-13
$578.0K
LMND mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
State Street(R) SPDR(R) S&P(R) Insurance ETF
$9.5M position · as of 2026-06-30
2.1%
Amplify BlueStar Israel Technology ETF
$2.3M position · as of 2026-06-30
1.9%
NIA IMPACT SOLUTIONS FUND
$1.1M position · as of 2026-05-31
1.2%
VanEck Israel ETF
$1.6M position · as of 2026-06-30
1.1%
JPMorgan U.S. Tech Leaders ETF
$41.9M position · as of 2026-06-30
0.9%
NVIT J.P. Morgan US Technology Leaders Fund
$278.5K position · as of 2026-06-30
0.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr Daniel Schreiber
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$4.0M
$16.0M
$2.3M
-55%
+90%
2020
$373.7K
$373.7K
$763.7K
+51%
+23%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $7.4M sold by insiders over 180 days, 184 funds added last quarter, $907.6K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$975.0M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM LMND
FY Dec 2025
$737.9M
FY Dec 2024
$526.5M
FY Dec 2023
$429.8M
FY Dec 2022
$256.7M
FY Dec 2021
$128.4M
Jun 2026
$294.4M
Mar 2026
$258.0M
Dec 2025
$228.1M
Sep 2025
$194.5M
Jun 2025
$164.1M
Mar 2025
$151.2M
Dec 2024
$148.8M
Sep 2024
$136.6M
At each fiscal year end
Single quarter
Net margin, TTM
-14.2%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM LMND
FY Dec 2025
-22.5%
FY Dec 2024
-38.4%
FY Dec 2023
-55.1%
FY Dec 2022
-116.0%
FY Dec 2021
-187.9%
Jun 2026
-14.7%
Mar 2026
-13.9%
Dec 2025
-9.7%
Sep 2025
-19.3%
Jun 2025
-26.8%
Mar 2025
-41.3%
Dec 2024
-20.2%
Sep 2024
-49.6%
At each fiscal year end
Single quarter
Free cash flow, TTM
$8.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM LMND
FY Dec 2025
-$25.9M
FY Dec 2024
-$20.8M
FY Dec 2023
-$128.3M
FY Dec 2022
-$173.1M
FY Dec 2021
-$154.0M
Jun 2026
-$8.0M
Mar 2026
-$4.1M
Dec 2025
$17.6M
Sep 2025
$2.6M
Jun 2025
$3.4M
Mar 2025
-$49.5M
Dec 2024
$10.6M
Sep 2024
$14.1M
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity LMND
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt LMND
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-27.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity LMND
FY Dec 2025
-29.5%
FY Dec 2024
-31.1%
FY Dec 2023
-30.1%
FY Dec 2022
-32.1%
FY Dec 2021
-31.6%
Jun 2026
-27.1%
Mar 2026
-26.2%
Dec 2025
-29.5%
Sep 2025
-31.3%
Jun 2025
-35.1%
Mar 2025
-35.6%
Dec 2024
-31.1%
Sep 2024
-32.5%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-7.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets LMND
FY Dec 2025
-8.8%
FY Dec 2024
-11.6%
FY Dec 2023
-14.3%
FY Dec 2022
-18.6%
FY Dec 2021
-20.6%
Jun 2026
-7.0%
Mar 2026
-7.3%
Dec 2025
-8.8%
Sep 2025
-9.3%
Jun 2025
-11.2%
Mar 2025
-12.4%
Dec 2024
-11.6%
Sep 2024
-12.4%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital LMND
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed LMND
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing LMND
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no debt line filed
Enterprise value LMND
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+0.2%
TTM free cash flow over market value at close 2026-10-26
FCF yield LMND
FY Dec 2025
-0.5%
FY Dec 2024
-0.8%
FY Dec 2023
-11.4%
FY Dec 2022
-18.3%
FY Dec 2021
-5.9%
Jun 2026
+0.2%
Mar 2026
+0.4%
Dec 2025
-0.5%
Sep 2025
-0.8%
Jun 2025
-0.7%
Mar 2025
-1.7%
Dec 2024
-0.8%
Sep 2024
-4.3%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing LMND
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
LMND ranks highest on growth (86th percentile) and institutional and government (59th), and lowest on risk and compliance (3rd), among Insurance peers.
Profitability
6
Inputs
Return on equity-27.1% · 6 pct, sector of 116
Return on assets-7.0% · 7 pct, sector of 122
Return on invested capitalfewer than four consecutive quarters of operating income
Return on capital employedfewer than four consecutive quarters of operating income
Growth
86
Inputs
Revenue growth, YoY+40.2% · 86 pct, sector of 134
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
16
Inputs
Net Form 4 buying (codes P and S), 180d-$7.3M · 31 pct, sector of 100
Insider buyers, 180d0 · 0 pct, sector of 101
Institutional and government
59
Inputs
Funds adding, latest quarter184 · 59 pct, sector of 108
Congress net buyers, 365dno Congress trades in 365 days
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
3
Inputs
Short interest, % of float+15.9% · 1 pct, sector of 138
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+26.1% · 4 pct, sector of 110
2 not measured: Financial health, US patents
Financial health needs 1 of 2 inputs, 0 present: no debt line filed
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
LMND filings, in plain words
Are Lemonade insiders buying or selling LMND?
In the 180 days to 2026-10-28, Lemonade insiders were net sellers, a net $7.4M across purchases and sales reported on Form 4, by 3 sellers.
Are there planned insider sales of LMND?
Yes. 5 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $907.6K of stock; the latest, by Peters John Sheldon, was filed 2026-09-04.
Read the full summary
In the 180 days to 2026-10-28, Lemonade insiders were net sellers of LMND, a net $7.4M across purchases and sales reported on Form 4 by 3 sellers. 18% of the 11 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 5 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $907.6K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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