Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Guidewire Software, Inc.GWRE · Entity 3313 | Chief Financial Officer | September 17, 2026 | September 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Guidewire Software, Inc.
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,420 |
Ending reported balance
After 2026-09-18 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-09-17 · Sale · Disposed 23,234 · Balance 95,361 F1: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. F2: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $144.4713 to $144.4723 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 2 · 2026-09-18 · Sale · Disposed 854 · Balance 94,507 F3: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on March 20, 2026. F4: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $140.2100 to $141.1950 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2026-09-18 · Sale · Disposed 2,430 · Balance 92,077 F3: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on March 20, 2026. F5: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $141.2500 to $142.2150 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 4 · 2026-09-18 · Sale · Disposed 4,468 · Balance 87,609 F3: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on March 20, 2026. F6: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $142.2550 to $143.1700 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 5 · 2026-09-18 · Sale · Disposed 1,195 · Balance 86,414 F3: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on March 20, 2026. F7: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $143.5000 to $144.0000 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 6 · 2026-09-18 · Sale · Disposed 994 · Balance 85,420 F3: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on March 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units.
F2: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $144.4713 to $144.4723 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F3: Automatic sale pursuant to a 10b5-1 Trading Plan adopted by the Reporting Person on March 20, 2026.
F4: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $140.2100 to $141.1950 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F5: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $141.2500 to $142.2150 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F6: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $142.2550 to $143.1700 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F7: The sale price reported in column 4 of Table 1 represents the average sale price of the shares sold ranging from $143.5000 to $144.0000 per share. The reporting person will provide, upon request by the Commission staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 17, 2020 Filed Mar 17, 2020 23:22 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | SaleCommon Stock | 469 | $79.85 | $37,447.35 |
DisclosureSEC source: 0001805719-20-000012 · edgardoc.xml · nonDerivative · entry 2 Cooper Jeffrey Elliott · CIK 0001805719 · Interim Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646 F1 · kind: Shares sold by Issuer to cover taxes associated with settlement of Restricted Stock Units. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:22 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 141 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805719-20-000012 · edgardoc.xml · derivative · entry 7 Cooper Jeffrey Elliott · CIK 0001805719 · Interim Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,978 Underlying: Common Stock · 141 shares Expires 2029-09-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The Restricted Stock Units vest as follows: 1/16th of the units vest quarterly commencing December 15, 2019, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:22 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 130 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805719-20-000012 · edgardoc.xml · derivative · entry 6 Cooper Jeffrey Elliott · CIK 0001805719 · Interim Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,693 Underlying: Common Stock · 130 shares Expires 2029-06-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The Restricted Stock Units vest as follows: 1/16th of the units vest quarterly commencing September 15, 2019, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:22 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 94 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805719-20-000012 · edgardoc.xml · derivative · entry 5 Cooper Jeffrey Elliott · CIK 0001805719 · Interim Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 938 Underlying: Common Stock · 94 shares Expires 2028-09-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The grant consists of three separate issuance of Restricted Stock Units, each with vesting subject to the Reporting Person's continued service to the Issuer. The first is 1,500 units vesting as follows: 1/16th of the units vest quarterly commencing December 15, 2018. The second is 1,012* units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were deemed met and exceeded by the Issuer's Board of Directors, and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2019 and an additional 1/16th of the units will vest quarterly thereafter. The third consists of units for which vesting will be determined based on the Issuer's total shareholder return percentile ranking relative to a set peer group, over a three-year period ending on July 31, 2021. *corrects footnote 2 on Form 3 filed March 10, 2020. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:22 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionRestricted Stock Unit · Derivative | 687 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805719-20-000012 · edgardoc.xml · derivative · entry 4 Cooper Jeffrey Elliott · CIK 0001805719 · Interim Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,813 Underlying: Common Stock · 687 shares Expires 2027-12-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The Restricted Stock Units vest as follows: 1/4 of the units vested on December 15, 2018 and an additional 1/6th of the units vest quarterly thereafter, subject to the Reporting Person's continued service to the Issuer through each such vesting date. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:22 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionPerformance Shares · Derivative | 63 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805719-20-000012 · edgardoc.xml · derivative · entry 3 Cooper Jeffrey Elliott · CIK 0001805719 · Interim Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,233 Underlying: Common Stock · 63 shares Expires 2028-09-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The grant consists of three separate issuance of Restricted Stock Units, each with vesting subject to the Reporting Person's continued service to the Issuer. The first is 1,500 units vesting as follows: 1/16th of the units vest quarterly commencing December 15, 2018. The second is 1,012* units, for which vesting was subject to the satisfaction of both performance-based conditions and time-based criteria. The performance-based conditions were deemed met and exceeded by the Issuer's Board of Directors, and the time-based vesting criteria are as follows: 1/4th of the units vested on September 15, 2019 and an additional 1/16th of the units will vest quarterly thereafter. The third consists of units for which vesting will be determined based on the Issuer's total shareholder return percentile ranking relative to a set peer group, over a three-year period ending on July 31, 2021. *corrects footnote 2 on Form 3 filed March 10, 2020. F3 · balance_after: The number of shares reported in Column 9 of Table II represents the 2018 Performance Stock Unit ("PSU") and the Total Shareholder Return ("TSR") grants less the number of PSU shares vested as of this Transaction Date. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 23:22 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | Exercise / conversionCommon Stock | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001805719-20-000012 · edgardoc.xml · nonDerivative · entry 1 Cooper Jeffrey Elliott · CIK 0001805719 · Interim Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,115 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 22:08 UTC | Guidewire Software, Inc. GWRE · Entity 3313 | GrantPerformance Shares · Derivative | 1,770 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805719-20-000002 · edgardoc.xml · derivative · entry 1 Cooper Jeffrey Elliott · CIK 0001805719 · Interim Chief Financial Office 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770 Underlying: Common Stock · 1,770 shares Expires 2030-03-10 F1 · derivative.exercise_date: The vesting of these Restricted Stock Units ("PSUs") is subject to the satisfaction of performance-based conditions, which will be satisfied if certain performance targets, determined by the Issuer, are met over the course of the Issuer's 2021 fiscal year. If the performance-based conditions are not met, then none of the units will vest. If the performance-based conditions are achieved, then all of the units will vest on September 15, 2021. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.