InsidersTradesSigma
Follow the Lemonade, Inc. share price and the full directors' dealings record of the company, a listed equity based in United States. Shares are listed on the US market, under the authority of SEC (Form 4). Operating in the Banks sector, Lemonade, Inc. has logged 165 insider filings. Market capitalisation: €4.1bn. The latest transaction was filed on 8 September 2026 (Cession). Among the most active insiders: Peters John Sheldon. The full history is openly available.
165
Insider Decl.
n/a
Thresholds
€998,677
4 ops.
Buy Volume
€84m
71 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Lemonade, Inc. Hold (neutral), based on 9 analysts. Average price target: US$59.22.
54Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 26,700 of 29,064 companies
19.8
score / 100
Value29
Quality10
FCF yld-0.6%
Earn yld-4.0%
EV/EBITDA·
ROE-27%
Gross mgn·
Net mgn-22%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 8 September 2026
Declarations165 total
1,893 shares@ US$54.63COMMON STOCKSEC:0001232142-26-000008:0
859 shares@ US$54.63COMMON STOCKSEC:0001816299-26-000023:0
2,249 shares@ US$54.45COMMON STOCKSEC:0001816299-26-000023:1
1,040 shares@ US$54.63COMMON STOCKSEC:0002011118-26-000008:0
2,249 shares@ US$54.450.0030% mcap1.8% of flowCommonSEC144:0001959173-26-006739
1,876 shares0COMMON STOCKSEC:0001803365-26-000004:0
1,893 shares@ US$54.6310.0025% mcap0.6% of flowCommonSEC144:0001959173-26-006707
1,040 shares@ US$54.6310.0014% mcap2.3% of flowCommonSEC144:0001959173-26-006705
859 shares@ US$54.6310.0011% mcap0.7% of flowCommonSEC144:0001959173-26-006712
11,000 shares@ US$52.550.014% mcap8.9% of flowCOMMON STOCKSEC:0001816299-26-000021:0
11,000 shares@ US$52.54550.014% mcap9.7% of flowCommonSEC144:0001959173-26-005978
10,000 shares0COMMON STOCKSEC:0001816299-26-000019:0
73,000 shares@ US$79.180.15% mcap70.2% of flowCOMMON STOCKSEC:0001232142-26-000006:0
3,444 shares@ US$79.000.0072% mcap4.9% of flowCOMMON STOCKSEC:0001816299-26-000016:0
73,000 shares@ US$79.18430.15% mcap37.8% of flowCommonSEC144:0001959173-26-005151
3,444 shares@ US$79.000.0072% mcap18.7% of flowCommonSEC144:0001959173-26-005111
2,848 shares0COMMON STOCKSEC:0002039057-26-000006:0
2,227 shares@ US$53.170.0026% mcap4.2% of flowCOMMON STOCKSEC:0001232142-26-000004:0
3,608 shares@ US$52.940.0050% mcap3.4% of flowCommonSEC144:0001959173-26-004334
2,227 shares@ US$53.17320.0031% mcap0.7% of flowCommonSEC144:0001959173-26-004320
1,220 shares@ US$53.17320.0017% mcap2.6% of flowCommonSEC144:0001959173-26-004321
1,735 shares@ US$53.17320.0024% mcap1.6% of flowCommonSEC144:0001959173-26-004322
3,350 shares@ US$55.3020.2% of flowCOMMON STOCKSEC:0002039057-26-000004:0
Canonical exit: 8 Jun 2026 (T+90)
820,000 shares0COMMON STOCKSEC:0001803365-26-000002:0
820,000 shares0COMMON STOCKSEC:0001815651-26-000006:0
25 of 165 declarations
关于 Lemonade, Inc.
Lemonade, Inc.（股票代码：LMND）是一家在美国纽约证券交易所上市的美国数字保险公司。该公司由Daniel Schreiber和Shai Wininger于2015年创立，并于2016年商业化运营，其核心是AI原生保险模式，旨在自动化报价、承保、理赔处理以及大部分客户旅程。公司总部位于纽约州纽约市克罗斯比街5号，邮编10013。（[lemonade.com](https://www.lemonade.com/blog/lemonade-turns-ten/?utm_source=openai)） Lemonade业务涵盖财产和意外险以及人寿保险。其核心产品套件包括租客险、房主险、宠物险、汽车险和人寿险。该公司将自己定位为一家数字优先的保险公司，通过其应用程序和网站提供快速报价体验、AI辅助理赔处理以及精益运营模式。其品牌主张的一个显著特点是“回馈”机制，即未使用的保费将捐赠给客户选择的慈善机构，从而强化了公司的使命驱动定位。（[lemonade.com](https://www.lemonade.com/investor?utm_source=openai)） 从竞争角度来看，Lemonade是现有老牌公司的技术挑战者，最初专注于更标准化、更容易通过数字方式分销的产品。该公司强调其平台是多语言的，并且在美国和欧洲都具有可扩展性。根据公司最近的披露，截至2025年12月31日，Lemonade已获准在美国所有50个州和华盛顿特区销售租客险、房主险、宠物险和/或汽车险保单，并已在41个州和华盛顿特区积极运营。它还在欧洲和英国部分地区提供产品。（[lemonade.com](https://www.lemonade.com/investor-relations-bo/wp-content/uploads/docs/LMND-2025-Form-10-K_FINAL.pdf?utm_source=openai)） 从地理上看，该业务仍主要以美国为中心，但国际扩张是重要的长期增长动力。2025年在印第安纳州等州逐步推出汽车保险，表明了公司通过产品扩展和监管许可来扩大其潜在市场的战略。管理层一再强调，向现有客户交叉销售更多产品应能提高客户生命周期价值，并随着时间的推移支持规模经济。（[lemonade.com](https://www.lemonade.com/investor/news/lemonade-car-indiana?utm_source=openai)） 最近的里程碑包括2025年董事会新增了具有深厚AI和数字营销背景的领导者，这突显了Lemonade对人工智能和品牌建设的重视。公司2026年的更新也表明客户和在保保费持续增长，同时运营杠杆不断改善。对于投资者而言，LMND仍然是一个高增长、高波动性的保险股，其执行风险与承保纪律、理赔严重性、再保险、监管监督以及公司相对于大型老牌保险公司实现盈利性扩张的能力相关。（[lemonade.com](https://www.lemonade.com/investor/news/lemonade-adds-metas-vp-of-ai-products-to-its-board-of-directors?utm_source=openai)）
